半导体芯闻·2026-01-22 10:39Core Viewpoint - Japanese automakers are collaborating with semiconductor manufacturers to share automotive semiconductor information, aiming to strengthen the supply chain against geopolitical risks and natural disasters [1]. Group 1: Collaboration and Database Development - Approximately 20 suppliers, including Japan's Renesas Electronics and Rohm, as well as Germany's Infineon Technologies, are expected to participate in this initiative [1]. - The plan is projected to cover 80%-90% of the semiconductors used by Japanese automakers, although no Chinese chip manufacturers will be involved [1]. - The initiative will involve registering product specifications, production start dates, and origins to simplify the identification of unstable supply sources [1]. - A blockchain technology will be utilized to prevent information leakage to other automakers [1]. - The Japan Automobile Manufacturers Association and the Japan Automobile Parts Industry Association are leading the development of the semiconductor database, with a target completion date set for April [1]. Group 2: Importance of Semiconductors in the Automotive Industry - Semiconductors are crucial in various automotive applications, from navigation systems to electric motors, and are vital for production and economic security [1]. - The global chip shortage during the COVID-19 pandemic significantly reduced automotive production [1]. - Honda anticipates that the chip shortage will reduce its operating profit by 150 billion yen (approximately $950 million) for the fiscal year ending March 2026 [1]. Group 3: Understanding Supply Chain Risks - The new system aims to enhance understanding of the risks associated with the sourced chips, enabling quicker responses to geopolitical events or natural disasters that disrupt production [2]. - Non-Japanese automakers can apply to use the system, indicating a broader potential impact on the automotive industry [2]. - The automotive industry is evolving towards autonomous driving and artificial intelligence, increasing the importance of semiconductors [2]. - According to the Japan Electronics and Information Technology Industries Association, the global automotive semiconductor market is expected to reach approximately $159.4 billion by 2035, growing over 80% from 2025 [2].