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

Siwei Tuxin said in a recent survey that although the chip shortage is being alleviated, the relief is obviously structural. The chips on the car side, benefiting from the rapid increase in the penetration of new energy and the strong demand for comprehensive intelligence, still show a significant situation in short supply, and we think it will last for a long time.

For the chip capacity dilemma, four-dimensional Touxin pointed out that on the whole, both increments and variables are sought. Seek increment, actively strive for production capacity with TSMC and UMC, seek variables, cooperate with domestic supply chains, and strive to achieve mass production by the end of this year or early next year.

For the cockpit SOC chip product planning, Siwei Tuxin said that Jiefa's SoC chip will make efforts, plan and arrange new products in both low-end (covering many fields) and high-end (mainly high-end computing power). The former takes into account the broad market space of domestic alternatives, while the latter will have the opportunity to fully combine our own self-driving solutions.

It is worth noting that in the first half of the year, under the background of the epidemic, Siwei Tu's new income still achieved good growth, mainly from the contributions of Zhiyun and Zhixin. On the chip side, automobile intelligence and electrification have promoted the rise of the volume and price of the specification-level MCU. MCU products have just won the China Automotive supply chain Outstanding Innovation Achievement Award issued by the China Association of Automobile Manufacturers, and achieved rapid revenue growth in the first half of the year compared with the same period last year. On the self-driving side, with the warming of demand and policy support, the overall permeability of new energy vehicles in China shows a trend of rapid improvement, with this trend, the demand for intelligence, especially the mass production demand for self-driving related functions shows an explosive growth.

Siwei Tuxin's self-driving Division, established at the beginning of 2021, actively creates an integrated software and hardware solution for the whole scene, providing Tier-1 product matrix and service capabilities to car manufacturers. In the first half of this year, in the face of the rapid growth of L2 production demand, actively expand cooperation with domestic independent brand automakers, the amount of orders continued to exceed expectations.

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