The Demand For Automotive Chips Exploded

Many industry insiders believe that automotive electronics is regarded as a new outlet for the semiconductor industry after mobile phones. At present, the self-sufficiency rate of domestic automotive electronics is still relatively low, and the growth potential is large. At present, many companies such as Silan Microelectronics and Guoxin Technology have shipped automotive-grade chips, and a number of automotive chip concept stocks have disclosed new progress in automotive "core".

Demand for automotive chips is growing rapidly

"Due to the shortage of chips, China's automobile production may be reduced by 1.37 million units in the first half of this year." Pan Jiming, general manager of the planning department of SAIC Motor, has a deep understanding of the shortage of automobile chips. He said that in the long run, with the development of intelligent networked vehicles, the amount of automotive chips will increase, and the establishment of a vehicle-grade chip system is the basis for supporting the rapid development of Chinese automobiles.

Regarding the incremental space for automotive chips, Pan Wei, chief analyst of the electronics industry of Tianfeng Securities, said that it is expected that the proportion of automotive electronics in the total vehicle cost will continue to increase; in terms of the corresponding value, the value of global automotive chips in 2020 will be 33.9 billion US dollars. It will reach $89.3 billion in 2035.

Seeing opportunities, local chip companies are actively entering the field of automotive chips. Wang Hui, general manager of the development planning department of Huada Semiconductor, introduced that in terms of automotive-grade chip solutions, Huada Semiconductor has made layouts in the fields of security chips, power devices, control chips, driver chips, and power chips. Among them, the cumulative shipments of silicon carbide diodes exceeded 5 million, the small batches of silicon carbide MOS applications, and the loading of IGBTs exceeded hundreds of thousands. Taiwan, 100,000 units.

In the face of the explosion of automotive chips, local semiconductor manufacturers are catching up. The "2022 Yangtze River Delta Automotive Electronic Chip Product Manual" released at the meeting shows that the number of automotive-grade chip companies in the Yangtze River Delta will increase from 46 in 2021 to 69, and the number of products will increase from 148 in 2021 to 215; , the total number of sensors, control chips and computing chips accounted for 44.5%.