According to the Daily Business News report, at the China Automotive Forum 2021 held on June 19, Ye Shengji, chief engineer and deputy secretary-general of the China Association of Automobile Manufacturers, said that at present, MCU control chips are most in short supply among all kinds of chips in my country, and domestic MCU control Chip companies are the weakest. Up to now, China’s semiconductor self-sufficiency rate is 15%, of which the auto chip self-sufficiency rate is less than 5%.
At present, the shortage of chips has become a global development problem. Ye Shengji believes that due to the current lack of clarity in the supply of automotive chips, the recovery cycle and other information, chip distributors are hoarding stocks and asking prices. At the same time, companies also choose to stockpile a large number of goods, increase chip inventory, to resist future risks, and further aggravate the current chip shortage dilemma.
The China Automobile Association predicts that the shortage of automotive chips will reach its peak in the second quarter of this year. It is optimistic that the shortage of automotive chips will begin to ease in the second half of this year. “Currently, the semiconductor industry’s production capacity provides greater support to the automotive industry. When the automotive industry is not short of chips, other industries will undergo cyclical adjustments for six months. It is expected that the entire semiconductor industry supply will return to balance by the end of 2022.” Ye Shengji believes.
Dong Xiaoping, Ministry of Industry and Information Technology: “Core shortage” provides window opportunities for reshaping the domestic automotive semiconductor industry chain
It is understood that the semiconductor market demand generally takes 3 to 4 years as a dry cycle. In 2020, the global semiconductor market enters a new round of upward cycle, all kinds of demand are relatively strong, and capacity supply begins to tighten. However, the outside world generally believes that the “core shortage” of the automobile is mainly caused by the “mismatch” between the demand of the automobile industry and the cycle of the semiconductor industry.
Dong Xiaoping analyzed that at the beginning of 2020, the automotive industry had low market expectations due to the impact of the epidemic and actively reduced semiconductor orders, which caused semiconductor manufacturing companies to transfer some of their production capacity to consumer electronics chips. By the end of 2020, when the global automotive market recovers, the semiconductor industry will have difficulty. Complete capacity switching and resume product supply. “This car’s’core shortage’ has made the automotive industry realize the importance of safety and stability of the automotive semiconductor supply chain, and provides a window of opportunity for reshaping the domestic automotive semiconductor industry chain.” Dong Xiaoping believes.
Wang Ruixiang: Focus on the chip problem and increase research
Wang Ruixiang, President of China Machinery Industry Federation, pointed out that the world is undergoing major changes unseen in a century, the scientific and technological revolution and industrial transformation are developing in depth, and the international political and economic structure is profoundly adjusted. my country’s economy has entered a new stage of high-quality development. . As the pillar industry of my country’s national economy, automobile occupies an important position in the country’s economic and social development due to its capital and technology intensive, high degree of industrial relevance, and strong driving force. With the theme of “New Starting Point, New Strategy and New Pattern-Promoting the High-quality Development of the Automobile Industry”, this forum will gather relevant government departments, industry organizations and industry colleagues to seek common industrial development plans, which is of great significance. Regarding how to achieve high-quality development of the automotive industry in the new situation and new challenges, Wang Ruixiang believes that there are three points worthy of attention.
One is to focus on the security and stability of the global automotive industry chain supply chain. The safety and stability of the automotive industry chain supply chain is the foundation for the global development of the automotive industry. In the context of the increasing impact of the new crown pneumonia epidemic and the global economic downturn, the global automotive industry chain supply chain has frequent breakpoints, and the shortcomings of China’s automotive industry in the process of transformation and upgrading have become increasingly prominent, which has seriously affected the healthy development of the automotive industry.
The automobile industry is an industry with a high degree of global integration. It is necessary to further strengthen multilateral cooperation and integrated development. We must continue to give play to our respective advantages, work together to effectively respond to risks and challenges, maintain and build a safe and stable industrial supply chain, accelerate the recovery of the automotive industry, and achieve stable and healthy development. China’s automobile industry should focus on building an industrial chain supply chain that adapts to the new development pattern of my country’s dual-cycle development, focusing on outstanding issues such as weak core technology innovation capabilities and lack of well-known brands, and focus on making breakthroughs. It is necessary to focus on the high degree of external dependence of chips and high-end components and other breakpoints, effectively strengthen upstream and downstream linkages and joint research and development of industry, academia and research, improve effective supply, and improve the basic capabilities of the industry and the modernization level of the industrial chain. It is necessary to continue to strengthen cross-industry integration and foreign cooperation, strive to promote advantages, make up for shortcomings, and improve capabilities, accelerate the realization of high-quality development, and continue to contribute to the prosperity of the global automotive industry with a higher level of openness and international cooperation.
The second is to focus on the target requirements of carbon peak and carbon neutrality. At present, dealing with global climate change and protecting the earth’s ecology and environment have attracted the attention of all countries in the world. As an important participant and contributor, China has made a solemn declaration of achieving carbon peak by 2030 and achieving carbon neutrality by 2060.
In the new round of development, China’s automobile industry should follow the country’s overall deployment, adhere to a comprehensive green transformation as the lead, take green and low-carbon development as the main line, and accelerate the formation of an industrial structure, product structure, and product structure that meet the requirements of resource conservation and environmental protection. ways to produce. It is necessary to vigorously develop energy-saving vehicles, and accelerate the breakthrough and application of environmental protection, energy saving, safety, and information technology. It is necessary to carry out in-depth research on the modularization, generalization, and standardization of new energy vehicles, increase the proportion of product development and production, and enhance core competitiveness. It is necessary to actively promote the competing development of various technological routes such as energy-saving vehicles, electric vehicles, hybrid vehicles and hydrogen fuel cell vehicles, and promote the improvement of the overall level of the industry. The global automobile industry should join hands to form a joint development force, jointly realize the “dual carbon” goal, protect the earth’s environment, and make efforts for the survival and sustainable development of mankind.
The third is to focus on the future development of the auto industry. At present, the new technological revolution led by artificial intelligence is profoundly affecting human production and lifestyle. As an industry closely related to human life and well-being, the automobile is facing tremendous changes.
It is necessary to pay close attention to the changes in the global economy and industrial structure and the reconstruction of the innovation map, and in-depth study of the development trend and characteristics of the auto industry in the post-epidemic era, and plan ahead and make arrangements in advance. It is necessary to focus on the development trend of new technologies for electrification, intelligence, networking, and sharing in the automotive industry, closely linking with its own reality, and scientifically plan technological routes and implementation paths to break through weak links. It is necessary to make full use of my country’s favorable policy environment and continuously escalating market advantages, focus on diversified production and diversified application needs, focus on market recognition, satisfaction improvement and independent brand building, and create a full life cycle service solution, with a high level Supply quality, consolidate traditional markets, expand new markets, and promote the sustainable development of the automotive industry.