Industry news shows that the automotive industry is still hampered by a shortage of chips. Under the current low obsession of the consumer electronics market, the overall demand of the automotive chip market is growing, which is expected to become a powerful engine for economic growth. Recently, many parties have once again focused on the field of automotive chips.
Fu Xinhua of Shanghai Economic and Information Commission: Gradually deepen the car core linkage and accelerate the construction of a new auto electronic parts system
At the second (2022) Yangtze River Delta Automobile Electronic Docking Exchange, Fu Xinhua, the first level inspector of the Shanghai Municipal Economic and Information Commission, said that the next step is to pool resources in the Yangtze River Delta, and make every effort to promote technological innovation, on-board applications and ecological construction of automobile electronic chips.
First, fully integrate into the national strategy, actively promote the "cohesion breakthrough" of automotive semiconductors and components, and take the initiative to undertake key development tasks;
Second, gradually deepen the linkage of car cores, give full play to the leading role of the main terminal of the chain, accelerate the construction of a new auto electronic parts system, and promote in-depth cooperation between upstream and downstream of the industrial chain through joint research and cross industry think tanks;
Third, always adhere to open cooperation, adhere to the principle of win-win cooperation in the complex and changing geopolitical and economic relations, encourage enterprises to carry out international exchanges and industrial cooperation, and promote the connectivity of global automotive electronic resources;
Fourth, we will continue to optimize the development environment, improve industrial policies, further improve governance, and provide efficient, accurate, and intelligent government services.
Pan Jiming, general manager of the planning department of SAIC Motor Corporation, revealed that SAIC Motor Corporation mainly accelerated the localization of automobile chips from three aspects:
First, mature chips were quickly launched to accelerate the expansion of the application scale of domestic chips. At present, there are more than 300 models and about 21 million mass production applications;
Second, implement major projects to tackle key problems, cooperate with upstream and downstream enterprises of the industry, make a good plan for tackling key problems in key areas such as high computing power, high specification chips and vehicle specification manufacturing, and break through the research and development and application of high-end chips in SAIC's entire vehicles;
Third, improve the industrial ecosystem, strategically invest in about 30 upstream and downstream chip enterprises, cover communication, MCU, artificial intelligence, power semiconductor and other products, and promote the construction of automobile chip engineering center and third-party automobile chip detection platform.
Automobile manufacturers plan to adopt advanced manufacturing process to produce chips, and Samsung may build automobile chip factories in Europe
Industry news shows that some global automobile manufacturers are using advanced technology to manufacture chip. In addition, to cope with the impact of the sluggish memory chip market, Samsung may build an automobile chip factory in Europe.
In view of the recent market situation, Samsung disclosed at the recent technical forum that it will strengthen its auto semiconductor business. Industry news shows that Samsung may build an auto chip factory in Europe. The foreign media also said in the report that Samsung Electronics, which focuses on investing in advanced manufacturing processes at 7nm and below, also plans to invest in mature manufacturing processes on a large scale for the production of automotive semiconductors and image sensors.
It is reported that due to the shortage of mature auto chips, some global auto manufacturers are turning to advanced process nodes to manufacture their chips, especially for new models and electric vehicles.
According to media reports in Taiwan, China, the source pointed out that auto supply chain participants are integrating advanced process chips into new models, which involves comprehensive new design, certification and mass production, thus skipping the chip field with the most serious shortage. They also tried to use new process chips for their existing models to alleviate the shortage of mature chips.
According to the ten technological industry pulsations in 2023 released by TrendForce Jibang Consulting, with the rapid rise of 800V automobile electric drive system, high-voltage DC charging pile, efficient green data center and other fields, SiC and GaN power components have entered a stage of rapid development.
TrendForce Jibang Consulting estimates that from 2022 to 2026, the annual compound growth rate of SiC and GaN power component market size will reach 35% and 61% respectively. However, when the demand for rapid energy supplement and superior power performance of electric vehicles becomes more and more urgent, it is expected that more vehicle enterprises will introduce SiC technology into the main inverter in 2023 in advance, with high reliability, high performance and low cost SiC MOSFET as the key points of competition. GaN has entered the Red Sea market for low-power consumer electronics applications. Samsung launched the first 45W GaN fast charger in 2022, which again boosted market enthusiasm. As the technology and supply chain continue to mature and the cost decreases, GaN power components are expanding towards medium and large power energy storage, data centers, household micro inverters, communication base stations, automobiles and other fields.