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本土自给率仍不足10%? 车企加码芯片自研
Zhong Guo Jing Ying Bao· 2025-07-18 20:48
Core Insights - The automotive chip market, previously heavily reliant on imports, is undergoing significant changes as companies like NIO develop their own chips, such as the "Shenji NX9031" [3][5] - The Chinese automotive industry is aiming to increase its domestic chip supply rate from under 10% to 30%-35%, driven by the need for self-sufficiency highlighted during the global chip shortage [4][5] - Companies are investing heavily in R&D for automotive chips, with NIO and other manufacturers pursuing self-developed solutions to enhance performance and reduce costs [7][10] Industry Trends - The automotive chip market is expected to grow rapidly, with the market size projected to expand from 37.1 billion yuan in 2024 to 85.8 billion yuan by 2029 [6] - The reliance on foreign chips remains high, with over 90% of automotive chips in China imported, and 99% for computing and control chips [4] - The shift towards domestic chip production is seen as a critical opportunity for local manufacturers, especially in high-end chips [5][6] Company Developments - NIO's self-developed chip "Shenji NX9031" is reported to outperform four NVIDIA Orin-X chips, significantly enhancing vehicle safety and user experience [7][10] - Naxin Microelectronics, a leading domestic analog chip manufacturer, has achieved a compound annual growth rate of 36.4% in automotive electronics revenue from 2022 to 2024 [5][6] - Traditional automakers like Geely and Dongfeng are focusing on partnerships and investments in chip companies to bolster their technological capabilities [8][9] Challenges and Opportunities - The automotive chip development process is lengthy and costly, often taking 2-4 years for certification, which poses challenges for companies like Intel, leading to a strategic retreat from the automotive sector [10][11] - The need for high reliability and safety standards in automotive chips complicates the development process, requiring extensive testing and validation [11] - Despite challenges, the push for self-sufficiency in chip production presents a significant opportunity for growth in the domestic semiconductor industry [4][5]
汽车芯片:有人辞官归故里,有人星夜赶科场
Hu Xiu· 2025-06-26 00:23AI Processing
本文来自微信公众号:电子工程世界 (ID:EEworldbbs),作者:付斌 在汽车芯片领域,一场前所未有的"冰火两重天"大戏正在上演。 曾经被视为"兵家必争之地"的汽车芯片市场,此刻有人黯然离场,又有人踌躇满志。可谓是"甲之蜜 糖,乙之砒霜"。 巨头纷纷退场 就在近期,国际上就发生了五起备受关注的巨头退出事件。 第一,英特尔即将关闭汽车业务,并裁减该部门大部分员工。6月25日消息称,该公司在给员工的一份 通知中表示:"英特尔计划逐步停止英特尔架构汽车业务。"该公司还提到,会继续履行对现有客户的承 诺,但会裁减英特尔汽车部门的"大多数"员工。 汽车并非英特尔核心业务,陈立武上任CEO后一直也在强调英特尔要回归核心业务,不过有数据显示目 前有5000万辆汽车使用英特尔的处理器。值得注意的是,目前英特尔还掌握Mobileye多数股权,不过此 项决定似乎不会影响该公司运营;2024年初英特尔收购了电动汽车能源管理SoC公司Silicon Mobility。 第二,安霸(Ambarella)有意出售。6月25日消息称,安霸正在与银行家合作,并已接洽潜在买家。消息 传出后,该公司股价上涨21%,市值达到约26亿美元。该 ...
睿蓝汽车闪耀上海车展,“高价值产品”重塑新能源格局
Qi Lu Wan Bao· 2025-04-23 11:55
齐鲁晚报·齐鲁壹点记者 戚淑军 【上海,2025年4月23日】以"拥抱创新,共赢未来"为主题,第二十一届上海国际汽车工业展览会在上海国家会展中心重磅开幕。本次车展,吉利旗下唯 一充换一体新能源品牌睿蓝汽车,携睿蓝7、睿蓝8共5辆4款不同版本明星车型重磅亮相,充分展现了其在新能源领域的产品价值与创新实力,为用户创造 超越期待的出行体验。 年轻用户出行更优选 睿蓝智能后驱轿跑SUV引围观 车展现场,睿蓝汽车凭借展台科技感以及睿蓝7纯净外观引来了众多媒体围观,定位于"智能后驱轿跑SUV"的睿蓝7作为睿蓝品牌的"技术旗舰",凭借轿跑 式溜背造型设计、强大产品力基盘、智能化配置等多重优势,以"科技平权"打破行业壁垒,将高端配置下沉至10万级市场,重新定义新能源价值标杆,为 年轻用户群体提供了更高价值的出行新选择。 睿蓝7外观设计灵感源自天然水晶的纯净美学,通过溜背式车身、隐形门把手、低风阻轮毂及气流尾翼等细节,将风阻系数降至0.238Cd,显著提升续航能 力的同时,也赋予了整车未来感十足的动感姿态。其中,4690mm修长车身与2775mm超长轴距,打造超大舒适空间,满足全家出行需求,而76.8x86cm的 悬浮全景天幕 ...