GF POWERPC INTELLIGENT PLATFORM
Automotive chips are used for power calculation and processing, such as autonomous driving perception and integrated artificial intelligence chips.
Release Time:
2020-08-25
Author:
Source:
Summary
In response to the shortage of automotive chips and the surge in chip prices, the government, chip manufacturers, and system suppliers are jointly committed to increasing automotive chip production and restoring market order. Regulatory agencies have strengthened investigations, and with the continuous release of chip capacity factors, the supply of automotive chips will improve month by month, and chip capacity is expected to return to normal supply levels. The global chip shortage crisis will also be resolved. As the chip shortage eases month by month, shipping prices will no longer continue to rise, and the profitability of the automotive industry is expected to gradually recover, with some companies' profitability far exceeding the industry average.
Automotive chips are used for computing power and processing, such as independent driving perception and integrated AI BDW94C chips, as well as traditional engine/chassis/body control microcontrollers; automotive chips are responsible for power conversion, such as IGBTs (Insulated Gate Bipolar Transistors) and other power devices; sensor chips and automotive chips are used for driving devices like airbags. Chips are widely applied in the automotive field. It can be said that without chips, cars cannot operate. On average, each vehicle contains about 1,600 semiconductors, mainly distributed in vehicle equipment and systems, such as logic calculators, memory chips, and MCUs (microcontrollers).
Due to the shortage of automotive chips, domestic car companies have experienced production cuts or short-term shutdowns. However, based on various signs, the chip shortage is expected to ease in the fourth quarter compared to the third quarter. The global chip shortage is slowing or halting production for many automakers, and some believe the chip shortage will become the norm. Luo Junjie stated that this is not only a problem faced by the domestic automotive industry but also by many multinational companies, including some large well-known automotive brands.
New energy vehicles are accelerating penetration, and the next supply shortage will bring stable orders to companies. At the same time, companies are confident in price stability because the supply-demand relationship will not ease. Over the past year, price increases have stimulated chip manufacturers' investment in automotive chips. With market mechanism adjustments, automotive chip production capacity has indeed improved, and shortages of some segmented chips have also decreased. Based on the active expansion of various chip companies and the pandemic situation in Malaysia's chip packaging town, some industry experts believe the darkest times are over, and chip supply will continue to improve in the future.
Since the automotive chip shortage crisis began to emerge, industries, analysts, and media have been tracing the causes: under the pandemic, chip manufacturers misjudged the demand of the automotive market. The increased consumption of consumer chips occupied some raw materials for automotive chips, and the production capacity of automotive chips takes longer to ramp up. In discussions about the automotive chip shortage crisis in the first half of this year, most attributed it to the pandemic widening the gap between core supply and demand, coupled with unexpected shutdowns caused by fires and strikes, leading to phased supply-demand imbalances. However, more than half a year has passed, and further questions need to be asked: when the hot automotive market clearly demands chips from manufacturers, why is there still such a large gap in automotive chip production capacity? Why has the chip shortage crisis not been alleviated?
In the smart era, chip penetration is steadily increasing. In addition, national support policies for new energy vehicle series and the push for "dual carbon" targets have driven the rapid development of new energy vehicles in recent years, which has promoted rapid growth in global chip demand. Market and technological demands have also brought huge opportunities for the development of automotive chips. The "chip shortage" not only affects new energy vehicles but also impacts the overall development of the automotive industry. From the perspective of chip manufacturing, the fundamental cause of the "chip shortage" is supply-demand imbalance. Moreover, automotive-grade chip verification cycles are long, thresholds are high, and higher accumulation requirements are placed on manufacturing enterprises.
The "chip shortage" continues, and the future path remains full of uncertainties. However, reflecting on the past amid uncertainty, opportunities can be found. As chip manufacturers' production capacity rises, potential supply chain issues are discovered and gradually changed. With the overall improvement of large automotive markets, spring will eventually come, and there is no need to be pessimistic. China has become the world's largest automotive market, and automotive-grade chip positioning has a scale foundation. Although China has many automotive chip companies, it has not yet formed core competitiveness, especially lacking key links in the chip industry chain.
Keywords:
Related Information
发布时间：2020-10-29
发布时间：2020-08-25
发布时间：2020-08-25
发布时间：2020-08-25
Mobile Website
Or search "GF PowerPC Intelligent Platform Beijing Co., Ltd."
There'll be more.
Mobile:+86-13601241468
Phone:+86-10-83290898
Email:nfx@gf-powerpc.com
Address: Room 205, Building 1, Enji Xiyuan, Liangjiadian, Fuwai, Haidian District, Beijing