广汽集团否认未来汽车芯片半数将由格力替代

Core Viewpoint - GAC Group denies rumors that half of its automotive chips will be replaced by Gree products, emphasizing that such statements are not factual [2][9] Group 1: Company Statements - GAC Group issued a statement on January 20, clarifying that the claim regarding Gree's products replacing half of its automotive chips is untrue [2][9] - The rumors originated from a corporate exchange event on January 15, where GAC's chairman, Feng Xingya, visited Gree Electric and discussed industry collaboration [3][11] - GAC highlighted that the main topics of discussion were the integration of "people, vehicles, and homes" and exploring industrial synergy, with any future collaboration details to be announced officially [5][13] Group 2: Industry Context - Gree Electric has been developing its silicon carbide (SiC) chip technology since 2018, establishing a dedicated electronic components company in 2023 [6][14] - Gree's factory in Zhuhai has a production capacity of 240,000 pieces per year for 6-inch SiC wafers, with an 85% yield rate [6][14] - By 2025, Gree aims to achieve cumulative sales of over 300 million chips, with semiconductor business revenue expected to exceed 10 billion yuan in 2024 [6][14] Group 3: Technology Insights - Silicon carbide chips are considered essential components for electric vehicles, significantly reducing switching losses by over 70% and improving overall efficiency by 5%-8% [7][15] - These chips can enhance electric vehicle range by 5%-10% and support 800V high-voltage fast charging, enabling a charging efficiency of "150 kilometers in 5 minutes" [7][15] - The market for SiC chips is competitive, with international leaders like Infineon and ON Semiconductor dominating the high-end segment, while domestic players include Gree, Huawei, BYD, and Chipone [7][15]