Shulou(Shulou.com)11/24 Report--

Recently, auto industry data forecasting company Auto Forecast Solutions (hereinafter referred to as "AFS") revealed the latest set of data: as of August 7, the global auto market has lost about 2.9905 million vehicles due to chip shortages. AFS predicts that the cumulative production reduction in the global car market will climb to 3.8294 million by the end of this year. Sam Fiorani, vice president of global automotive forecasting at AFS, infers that the auto industry may not recover from chip shortages until 2023 or more.

According to the China Business Daily, since the beginning of 2020, the global automobile supply chain has been disturbed by factors such as the COVID-19 epidemic, the evolution of the international situation, the shortage of chip supply and other factors, and the huge manufacturing system has exposed its fragile side. supply chain security has become the most concerned topic in the automotive industry, and the global automotive industry has entered a "core-missing cycle". In response to the problem of lack of core, more and more car companies begin to accelerate the search for deep binding with chip manufacturers. The major car companies are rebuilding their supply chains, betting on the growing momentum in the chip sector. They either invest in major chip manufacturers or reach deep strategic cooperation with major chip manufacturers. Up to now, Geely, BAIC, SAIC, FAW, Guangzhou Automobile, General Motors, Volkswagen Group, Ford Motor and other domestic and foreign automobile companies have established strategic cooperative relations with chip manufacturers.

According to reports, on August 4 this year, STMicroelectronics announced that CARIAD, a software company owned by Germany's Volkswagen Group, would soon begin to cooperate in the development of automotive system-on-chip (SoC), creating a new cooperative development model for software-defined vehicles. The goal of the cooperation is to provide processor chips for a new generation of vehicles based on Volkswagen's unified scalable software platform. Through this move, CARIAD aims to allow Volkswagen Group to lock in the supply of automotive chips years in advance.

In November, Ford announced a strategic agreement with US chipmaker Gexin to develop chips that could eventually lead to joint production in the US. Ford says designing its own chips could improve some car functions, such as self-driving or the battery system of electric cars, and could help Ford avoid future chip shortages.

Domestic car companies are also speeding up alliances with chip factories. According to the information released on the official website of the Shanghai Municipal people's Government on August 9, SAIC has recently deepened cooperation with Horizon, focusing on the international leading smart driving and cabin driving integration of domestic computing platform projects, aiming at future-oriented big computing chips and computing platforms, and working together to promote the development and application of high-performance AI chips at the vehicle specification level. In the field of automotive chips, SAIC has invested in more than 20 chip companies, such as Horizon, Jingchen Semiconductor, Core Titanium Technology, and Xinwang Microelectronics, to speed up the layout of the automotive chip industry chain. At the same time, SAIC also cooperated with Shanghai Micro-Technology Industrial Research Institute to build a third-party joint evaluation platform for automotive electronic chips to reduce repeated certification investment and shorten the certification cycle, and promote the localization of automotive specification-level chips.

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