Recently, many major domestic commercial vehicle-grade MCU products have been released.

nmg

Recently, many major domestic commercial vehicle-grade MCU products have been released. [Copy link]

 

 

I remember that many domestic MCUs were used in cars, but few of them passed the automotive certification.

Mainly because the automotive certification cycle is relatively long, there has been a surge in the number of MCUs that have passed automotive-grade certification.

Years ago, I first noticed Fudan Micro: FM33LG025A passed AEC-Q100 certification

A few days ago, I saw that Xianji: "Using strength to empower the new energy market, Xianji HPM6200 is newly launched", and the product is also automotive-grade and AEC-Q100 certified.

Today I saw National Technology again: " Mass production released! National Technology's first automotive-grade MCU N32A455 is on the market "

Are automotive-certified MCUs also going to become as cheap as cabbages?

There should be more that I didn't notice. If you have noticed, please add to it, haha.

chunyang

Because of the rapid development of the new energy vehicle market...

chunyang

The design of automotive-grade chips, especially the manufacturing process, will significantly increase the cost of chips. If the market is small, the threshold is naturally high, and small semiconductor manufacturers cannot compete with those international giants. It will be different if the market is large, especially with the background of "decoupling". The "mushrooms after the rain" of domestic new energy vehicles, coupled with the blessing of "decoupling", provide rare business opportunities for small domestic suppliers, and of course they will rush in.

Moreover, automotive standards do not require any sophisticated advanced processes, and production lines with backward process technology can also produce them. MCU does not require any advanced processes, and it can be made and sold, with a profit margin that is much higher than commercial grade. Manufacturers with the conditions will naturally not let it go, and manufacturers without the conditions will create the conditions and enter the market, until the profit margin drops to a certain level to form an entry barrier.

lunarorbit

The industry is indeed making progress. Come on China!

吾妻思萌

I have worked on automotive-grade chips before - nand memory chips. In fact, automotive-grade chips are not the same as automotive-grade chips. I have worked on reliability, system certification, and traceability. That's about it.

秦天qintian0303

Automotive electronics is developing rapidly, and everyone is eager to grab the hot spots

nmg

Azuma Simeng published on 2023-2-21 06:49 I have worked on automotive chips before - nand memory chips. In fact, automotive chips are not the same as automotive chips. I have worked on reliability, system certification, and traceability. They are almost the same...

So is your vehicle certification cycle quite long?

I looked at Fudan Micro's automotive-grade chip. In December 2021, it was still mentioned on the official account as an automotive MCU series. At that time, it had not yet passed the automotive-grade certification.

nmg

chunyang posted on 2023-2-20 18:06 The design of automotive-grade chips, especially the manufacturing process, will significantly increase the cost of the chips. If the market is small, the threshold will naturally be high. How can small semiconductor manufacturers compete with that...

I don’t quite understand why the threshold is so high when the market is so small?

yubinwu

nmg posted on 2023-2-21 09:36 I don’t quite understand why the threshold is so high when the market is small?

This market is small for various classified applications, but the scale of the small automotive market itself is huge.

It should be the largest one besides mobile phones and PCs.

fxyc87

chunyang posted on 2023-2-20 17:53 Because of the rapid development of the new energy vehicle market...

It has nothing to do with new energy, but mainly has something to do with China and the United States.

大秦正声

Good chips are out of supply abroad! More expensive than industrial chips!

chunyang

fxyc87 posted on 2023-2-21 12:04 It has nothing to do with new energy, it’s mainly about China and the United States.

Really? Then do you know how many MCUs are used in a new energy vehicle? And how many are used in a traditional motor vehicle?

The decisive factor is market size.

chunyang

nmg posted on 2023-2-21 09:36 I don’t quite understand why the threshold is so high when the market is small?

It's simple, because it will be monopolized by large suppliers.

chunyang

nmg posted on 2023-2-21 09:36 I don’t quite understand why the threshold is so high when the market is small?

Let me give you a simple and vivid example: In the 1990s, the mobile phone market in China was very small. In 1996, I planned to buy a mobile phone for work. At that time, there were only three brands on the market: Motorola, Ericsson, and Nokia. A few large companies easily monopolized the market, and it was very difficult for other companies to enter the mobile phone industry. In 2000, the Chinese mobile phone market began to explode. Dozens of brands soon appeared on the market, and the number of domestic mobile phone brands soon far exceeded that of foreign brands. After the smartphone market exploded in the 2010s, I am afraid no one knows how many brands there are in the mobile phone market. Go to Shenzhen Huaqiangbei and you will see that a counter dares to promote its own brands. If you have a little bit of sales, even if it is only a hundred units, you can even customize your own brand. As long as you are willing, you can easily produce a nmg mobile phone at any time with only the money of an ordinary family car. Why is this so? The market is too large, no manufacturer can monopolize it, and the entry threshold is so low that small workshops can try their hand.

nmg

chunyang posted on 2023-2-21 21:07 Let me give you a simple and vivid example: In China in the 1990s, the mobile phone market was very small. In 1996, I planned to buy a mobile phone for work. At that time, there were only...

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dfwisdom

There has always been a question: how do these MCUs conduct reliability tests and be put into the market in a short period of time?

hustjtj0806

In fact, the automotive regulations are not the same as automotive regulations. Reliability (specialized reliability testing), system certification, and traceability are almost the same.

skoic

nmg Published on 2023-2-21 09:36 I don’t quite understand why the threshold is so high when the market is small?

The market is small, and most international manufacturers are using it. The product upgrade speed is slow, and most companies are unlikely to change it, which forms a big barrier