Domestic chips ushered in major breakthroughs.
On November 10, the official micro -message of the Wuhan Economic Development District official, the Hubei Provincial Vehicle -level chip industry technology innovation consortium led by Dongfeng Automobile released a high -performance vehicle regulatory MCUChip -DF30, filling domestic gap.According to reports, this is a automatic high -side driving chip from design to manufacturing a full -process all -process. It is currently being officially carried out on Dongfeng Automobiles new energy models.
It is reported that car-level chips usually refer to components and modules such as car integrated circuits, separate devices, and optoelectronics.From the perspective of the car chip segment market, the growth potential includes the MCU chip, the SOC chip, and the storage chip with greater growth potential.
Among them, the MCU chip of the car is the core component of car information computing processing, which is widely used in major automotive systems.According to the Gaishi Automobile Research Institute, the global automotive MCU high -end market is still monopolized by foreign manufacturers. In 2023, the market share of the TOP5 manufacturer is about 90%.Domestic car regulations MCU chip companies are growing rapidly and cut into mid -to -high -end applications such as intelligent driving, chassis, and power.
chip big news
According to the news of the Wuhan Economic Development Zone, on November 9, Hubei Provinces car regulatory chip industry technology innovation and jointThe 2024 annual conference was held in Wuhan Economic Development Zone.At the meeting, the Hubei Vehicle Regulations -level chip industry technology innovation consorted by Dongfeng Automobile released a high -performance vehicle regulatory MCU chip -DF30 to fill the domestic gap.
Ye Tianchun, Secretary -General of the China Integrated Circuit Innovation Alliance, and the relevant person in charge of the Hubei Provincial Department of Science and Technology and the Wuhan Economic Development Zone attended the conference.Operating system) is released with McAL (microcontroller abstraction layer).
According to reports, the DF30 chip is the industrys first independent open source RISC-V multi-core architecture, domestic 40nm car regulatory technology development, full-process domestic closed loop, functional safety level reaches ASIL-D’s of ASIL-DThe MCU chip of high -end vehicle regulations has passed 295 strict tests.The DF30 chip is adapted to the domestic autonomous AutoSAR automotive software operating system, which can be widely used in the fields of power control, body chassis, electronic information, driving assistance, etc., filling the domestic gap in the field.
According to the official micro officials of the Dongfeng Automobile R & D General Hospital, the meeting issued the vehicle certification certificate of Dongfeng high -side drive chip.According to reports, this is a automatic high -side driving chip from design to manufacturing a full -process all -process. It is widely used in automotive 12V grounding load applications. It is equipped with two independent output channels.A variety of intelligent protection and diagnostic functions such as flow protection and over temperature protection have been officially carried out in Dongfeng Automobiles new energy models.
Automotive chips are one of the core components to promote the high -quality development of the automotive industry.In May 2022, Dongfeng Automobile led it to jointly form a technology innovation consortium of 8 enterprises and institutions and universities and universities, and is committed to achieving complete autonomous definition, design, manufacturing, seal testing and control of car regulatory chips.Development and application of device to accelerate the breakthrough of innovation results.
Since the establishment of the innovation consortium, it has received widespread attention from the industry. The member units have expanded to 44, involving the entire industry chain of vehicle regulatory chip standards, design, manufacturing, packaging, application, etc.Essence
At present, there are more than 50 communist invention patents for the innovation consortium, and 6 countries and industry standards for the drafting of car regulatory chips.The coordinated innovation achievements of the combined unit won the gold award of the Hubei Province High -value Patent Contest; the high -edge drive chip developed by the innovation consortium has been officially carried out on Dongfeng Automobiles new energy models.
In the future, the innovation consortium will continue to be based on Hubei, focus on the car regulatory chip industry chain, further attract acceptance of global superior units, and create "politics-production-learning-research-use-Comprehensive automotive chip industry technology consortium of capital-creation ".
Entering the car chip track.
Car -level chips usually refer to components such as car integrated circuits, separate devices, sensors and optoelectronicsModule.From the perspective of the car chip segment market, the growth potential includes car regulations MCU chips, SOC chips, storage chips, communication chips, simulation chips, etc.
Among them, the MCU chip of the car is the core component of the car information computing processing, which is widely used in major automotive systems.According to the Gaishi Automobile Research Institute, the global automotive MCU high -end market is still monopolized by foreign manufacturers. In 2023, the market share of the TOP5 manufacturer is about 90%.
At present, international factories such as Yingfei, Semiconductor, and NXP are promoting the direction of car regulations to more advanced processes, higher computing power and higher integration.Upgrade to meet the market demand of cross -domain high -performance MCU chips in the future.MCU chip companies in the country are also growing rapidly and cut into mid -to -high -end applications such as intelligent driving, chassis, and power.
The development of new energy and intelligent connected cars has brought new development opportunities to car -level chips.With the acceleration of electrification, networking, and intelligentization, the automotive function is continuously enriched, and the number and value of auto bicycle chips will continue to grow. Pure electric vehicles with L3 -level autonomous driving function will be compared to L1 -level autonomous driving.The number of bicycle chips for fuel vehicles increased by 200-300, and the value of bicycle increased by about 124%.
As my country has incorporated intelligent networking new energy vehicles and integrated circuits into the national development strategy, the development of my countrys automobile chips has entered a speed -up stage.
From the perspective of the policy, the government has introduced related industrial policies for the technology research and development and technology cultivation of the automotive chip product, and supports and encouraged the development of car -level chips.
From the perspective of the industry, the companys chip industry layout of the vehicle -regulatory chips is relatively complete. The localization rate of different automotive chips from less than 5%to 20%, especially at power semiconductor, Calculating control chips and other fields are relatively high.
From the perspective of the application, Chinese car companies are speeding up to build a security and cost -controlled chip supply chain through investment, joint venture, independent research and development.Among them, SAIC Group planned to reach 30%of domestic chips in 2025. Dongfeng Group stated that by 2025, it will achieve 60%of the localization of car -level chips, and the localization rate of ideal car chips will exceed 25%.
Gaishi Automobile Research Institute believes that in the context of the gradually clear trend of automobiles, the overall market of automotive chips will remain growth, and it is expected that the global market size will exceed 100 billion US dollars in 2030.From the perspective of the market structure, the current automotive chip market is still led by foreign companies. In 2023, the global automotive chip market TOP12 is foreign manufacturers, and the market share of TOP12 is 77.2%.
Starting in the second half of 2023, the car enters the inventory adjustment mode, the supply of some car chips is eased, and some car chips are still tight, and the interval period is continuously extended.In the long run, with the increase in the value of the chip and the continuous growth of the scale of new energy vehicles, the car chip market is still growing.
Source: brokerage China
Responsible editor: Liang QiuyanSchool Division: Li Lingfeng
