Core Viewpoint - Chinese automakers, including SAIC, Changan, Great Wall, BYD, Li Auto, and Geely, are preparing to launch models equipped with 100% self-developed chips, with at least two brands aiming for mass production by 2026 [1] Group 1: Industry Trends - The goal is to achieve 100% self-research and manufacturing of automotive chips by 2027, driven by increasing tensions with the U.S. [1] - The self-sufficiency rate of automotive chips in China is currently around 15%, showing improvement from the previous year but still heavily reliant on foreign manufacturers [5] Group 2: Company Developments - Several Chinese automakers have announced their self-developed or produced automotive chips, including those for smart cockpits and intelligent driving systems [3] - Geely's chip subsidiary has produced the Long Eagle No. 1 7nm smart cockpit chip, which has already entered mass production [3] - NIO has released its self-developed intelligent driving chip, Shenji NX9031, based on 5nm technology, with a computing power exceeding 1000 TOPS [4] Group 3: Collaborations and Partnerships - Global automotive chip leaders like STMicroelectronics, NXP, and Infineon are strengthening collaborations with Chinese chip foundries to enhance production capacity for Chinese automakers [3] - Volkswagen plans to procure the self-developed 7nm Turing AI chip from Xiaopeng Motors, which has a maximum computing power of 700 TOPS [4]
日媒:大量中国车企正在推出完全自研自制芯片
Guan Cha Zhe Wang·2025-06-17 11:20