汽车视点｜展现“芯力量”！上海车展见证国产芯片加速“上车”

Core Insights - The demand for automotive chips in China is projected to exceed 20 billion units annually as the industry accelerates its transition to electric and intelligent vehicles [1][4] - The 2025 Shanghai Auto Show showcased a significant presence of domestic chip manufacturers, highlighting advancements in automotive chip technology and applications [2][3] Industry Trends - The automotive industry is experiencing a shift towards electric and intelligent vehicles, with the need for chips increasing from approximately 600-700 for traditional fuel vehicles to over 3,000 for smart vehicles [1] - The establishment of the "China Chip" exhibition area at the Shanghai Auto Show marks a milestone in showcasing domestic chip innovations and technologies [2] Company Developments - Companies like Unigroup Tongxin and Fudan Microelectronics are actively participating in the automotive chip market, with products already integrated into major automakers such as SAIC and FAW [3][11] - SAIC Group is focusing on collaborative development of algorithms, software, and chips to enhance its competitive edge in the electric and intelligent vehicle sector [5][6] Market Opportunities - China is expected to become the first country to produce over 10 million new energy vehicles annually by 2024, driving the demand for automotive chips [4] - The domestic automotive chip supply currently accounts for only about 10% of the total market, indicating significant growth potential in the coming years [7][11] Strategic Collaborations - Major automakers are increasingly engaging in partnerships with chip manufacturers to enhance their technological capabilities and ensure supply chain security [5][11] - The collaboration between companies like GAC Group and chip manufacturers aims to develop a comprehensive ecosystem for automotive chip applications [6][11]