I was honored to receive the new book "Lane Change Racing" a few years ago. During the Spring Festival, I read the first three chapters. The author described the evolution and development history of new energy vehicles in great detail, which was a good explanation for my previous confusion. BYD is also an important customer of my company. I have always wondered how BYD has developed so rapidly in just ten years. I also learned some of the reasons from the book.
A new energy vehicle has dozens of ECU units, and more than a hundred. It is common for mid-to-high-end models to have more than 200 ECUs. Compared with several international brands, domestic ICs are indeed at a disadvantage in the development of automotive chips. After the foreign chip restrictions in the past few years, there was also a chip shortage. Domestic car manufacturers have also accelerated the pace of localization.
In recent years, the quality and ecology of domestic ICs have become increasingly perfect, and in some application fields, they have the strength to compete with international giants. Of course, domestic chip companies also realize that localization is only an opportunity, and they still have to design excellent products in the end.
The large-scale deployment of new energy in China benefited from government subsidies and guidance in the early stage. The strong capital injection and preferential policies of the state in the past few years have allowed car manufacturers to smoothly go through the most difficult early stage. However, for the long-term development of electric vehicles, in addition to high product quality, cost is also a topic that car manufacturers and Teir1 cannot avoid.
Carmakers and Teir need to reduce costs, design and improve solutions, and the final cost reduction pressure will undoubtedly be passed on to IC companies. For the direction of domestic ICs, the maturity of products, the integrity of the ecosystem, costs, whether they meet market demand, whether they can be mass-produced, whether they have enough funds to iterate products... all have to do with whether a chip is competitive and whether the company can survive for a long time. The transfusion of capital is only a short-term life extension, and the final product is still the key.
Tier 1 is now very competitive, and there are many companies in China that have squeezed themselves to death. The cost-reduction pressure passed on to Tier 1 by car manufacturers, Tier 1 solution design is also crucial. After a certain amount of volume, most of them are doing platform design. This step will have a significant optimization on the development efficiency and development cost of subsequent projects. Further optimization, using ASIC design, or jointly developing ASIC with chip companies, will have a more obvious effect on cost.
提升卡
变色卡
千斤顶
京公网安备 11010802033920号
