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At the shareholders' meeting held yesterday, SAIC stated that although the chip shortage this year has improved compared to last year, the overall supply is still tight; in the current situation of repeated outbreaks of the epidemic and the still unstable supply chain, various automakers are still making every effort to grab chips, strengthen resource reserves, accelerate multi-point layout, and increase efforts to promote the domestic substitution of automotive-grade chips.
It is reported that SAIC has clarified the localization strategy of high-computing power chips and MCU chips last year, forming a list of 191 types of localized chips and a list of 48 first-batch automotive electronic chip promotion projects.
In January this year, SAIC Motor announced that it would carry out strategic cooperation with Shanghai Industrial Research Institute of Microelectronics (hereinafter referred to as ITRI) and jointly initiate the establishment of a "Special Fund for Domestic Automotive Chips" with a scale of tens of billions of yuan, using this as a link to connect their respective advantageous resources, jointly promote the accelerated implementation of automotive-grade "Chinese chips", and ensure the autonomy and control of the automotive industry chain and supply chain. The fund will actively promote the research and development and production of high-performance automotive chips, as well as investment in automotive electronics startup projects, and will become an open platform in the future to attract more social capital participation.
According to relevant reports, SAIC Motor has previously proposed that during the 14th Five-Year Plan period, it will invest 300 billion yuan in innovative fields such as smart electric vehicles, fully accelerate the pace of independent innovation, and fully transform into a high-tech enterprise. In the field of automotive chips, SAIC Motor has promoted the localization development of 75 chips and entered the mass production of vehicles; at the same time, it empowers technological innovation with industrial investment, invests in more than ten chip companies such as Horizon, Amlogic Semiconductor, CoreTi Technology, and CoreWang Microelectronics, and continuously accelerates the layout of the automotive chip industry chain.
Automotive chip prices soar 140 times, car manufacturers struggle to move forward
In recent years, the shortage of automotive chips has been lingering, and prices have continued to soar. Recently, the price of some chips has increased by as much as 140 times. The shortage of chips has not only seriously restricted the production capacity of the automotive industry, but also forced many automakers to postpone delivery or reduce the configuration and functions of new cars. Some new cars can only be reinstalled with chips a year after they are sold, which makes new car buyers call it absurd.
According to CCTV.com, at the beginning of this year, at the SEG Electronics Market in Huangpu District, Shanghai, the L9369 core chip for the electronic stability system of the vehicle body produced by STMicroelectronics had an original price of only about 20 yuan. Now it has skyrocketed by more than 100 times, and some have even been sold for 2,800 yuan, an increase of 140 times.
The financial channel of CCTV.com pointed out that according to public data, a traditional fuel vehicle requires about 300 chips, a traditional fuel vehicle with advanced intelligent configuration requires about 500 to 700 chips, and a high-end intelligent electric vehicle may require more than 2,000 chips. The industry estimates that by 2030, the proportion of automotive chips in the cost of the entire vehicle will increase from 4% to 20%.
The most pressing problem is that chip shortages have prevented car factories from delivering products. Hundreds of new cars are forced to sit idle in the parking lot outside Ford's factory in the United States because they cannot be delivered due to a lack of chips. In order to solve this problem and allow customers to use their cars as soon as possible, Ford has announced that it will sell "semi-finished" vehicles that lack some non-safety-critical function chips, and promised to resend the chips to dealers one year later, who will help install them on customers' cars.
The report said that Daimler, Volkswagen Commercial Vehicles and Tesla have publicly stated that they cannot guarantee the full configuration of new cars due to the lack of chips. BMW has cancelled the touch function of the central information display screen of many models; General Motors will temporarily give up the seat heating function.
According to statistics, due to chip shortages, the world was forced to reduce production of about 96,300 vehicles last week, of which more than 80% came from the European market and about 14,200 vehicles were reduced in the North American market. So far, the world has reduced production by about 1.25 million vehicles in 2022.
The report said that the problems of domestic automobile factories are also very serious, and the CEOs of automobile companies are almost "thirsty for chips." A few days ago, Xia Yiping, CEO of Jidu Auto, said that he was searching for chips every day in the mainland and even around the world. Chen Yudong, President of Bosch China, also posted a photo on social media. He sat at the door of his office with executives from Great Wall and Geely, showing his determination to seek chips. Xiaopeng Motors is also anxious. Li Bin, CEO of NIO, said that chips are a very big challenge, and the company will use alternative materials or go to the spot market to buy some chips.
Industry insiders analyzed that there are multiple reasons for the chip shortage. For example, a series of earthquakes occurred off the east coast of Honshu, Japan in mid-March, causing several chip factories to stop production, making the already short supply of automotive chips even worse. In addition, the situation of the Russian-Ukrainian war has also exacerbated the uncertainty of chip production, partly because Ukraine's neon supply accounts for nearly 70% of the world's supply, and neon is an important material needed in the chip production process.
According to foreign media reports, on March 29, European chipmaker STMicroelectronics announced that it would raise prices for all its product lines in the second quarter of this year. Renesas Electronics, the world's leading automotive chip company, raised chip prices in January this year.
Recently, Samsung, Intel and TSMC have announced plans to expand production capacity worth hundreds of billions of dollars. The European Commission has officially announced the European Chip Act, which is expected to invest more than 45 billion euros to increase Europe's share of the global chip manufacturing market. American auto companies have also expanded their cooperation with Korean chip factories, and domestic auto companies are also actively planning their own chip supply chains.
*Disclaimer: This article is originally written by the author. The content of the article is the author's personal opinion. Semiconductor Industry Observer reprints it only to convey a different point of view. It does not mean that Semiconductor Industry Observer agrees or supports this point of view. If you have any objections, please contact Semiconductor Industry Observer.
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