"With the deepening of the transformation of the automotive industry, the development of automotive semiconductor China core will also usher in unprecedented major opportunities and challenges." At the 16th China Core Integrated Circuit Industry Promotion Conference in 2021, Cheng Peng, CEO of NavInfo, said.
With the acceleration of the process of transformation and development of the automobile industry, the market demand for vehicle-grade chips will show explosive growth, automotive chip independent brands have also accelerated, as a veteran in the field of automotive intelligent data and software and a cross-border newcomer to automotive chips, NavInfo New Cheng Peng shared his judgment and thinking on the development of the automotive semiconductor industry at the conference.
The "core" opportunity of the four modernizations of automobiles
At present, "electrification, intelligence, networking, sharing" has become an irreversible change trend in the automobile industry, and under the new trend, chips are gradually becoming the most core components of intelligent cars. Cheng Peng said that in the future field of high-end intelligent electric vehicles, the number of single-vehicle chips will increase several times to reach more than 3,000 pieces, and the proportion of automotive semiconductors in the BOM of vehicle material costs will increase from 4% in 2019 to 12% in 2025, and will increase to 20% in 2030.
It can be said that a new round of automobile reform is bringing a huge incremental space to the automotive chip industry, among which automotive intelligence is particularly obvious for the improvement of the value of bicycle chips.
With the gradual increase in the number of intelligent networked car sensors, vehicle data collection capabilities are also increasing, the scale of data is becoming increasingly large, according to estimates, an L4 level autonomous driving car, the data generated per hour can reach 200-300G, Cheng Peng believes that the data torrent generated by intelligent networked vehicles will become a new "oil", supply algorithm training to feed back the application ability to improve, but in the face of such massive data, improve data utilization efficiency can not only rely on cloud computing capabilities, but also need data processing capabilities on the end, This has also become the fundamental logic of 4D Map, which has been deeply cultivating automotive intelligent data and software algorithms for many years, and laying out automotive chips.
Independent brand "core" force
NavInfo has the most professional location big data warehouse in the country, bringing together PB-level multi-source data such as people, vehicles, roads, and the environment, covering 9.2 million + kilometers of basic road network, 100 million + point elements, the total amount of data reached 6.96PB, and it is still growing in the order of 4.2TB+ every day.
For the layout of the chip, so that NavInfo further has the data collection and processing gripper on the end, Cheng Peng said that relying on the "chip + data + algorithm" closed loop, NavInfo will create a leading high-precision map application for autonomous driving in China, with the "cloud + terminal" automatic mapping capabilities, improve data coverage, richness, accuracy and freshness, and thus form a leading map service MaaS capability, to build navinfo new intelligent driving and intelligent cockpit solutions of the important core competitiveness, At the same time, it empowers the mass production of automotive intelligent related solutions for automakers.
Vehicle rules direction "core" challenge
Data from Gartner and the Beijing Semiconductor Industry Association shows that the national automotive semiconductor market will reach $47.6 billion in 2020, while the market share of independent brand China Core will account for only 2%. The low degree of localization of China's automotive chips is directly related to the ultra-high design process technical threshold that it needs to have, and each step forward of independent products is not easy to come by.
Compared with consumer-grade and industrial-grade chips, automotive electronic chips have higher requirements for safety and reliability while realizing various scenarios in the car, including operational stability requirements, reliability requirements, consistency requirements, product life cycle requirements, delivery yield requirements, etc., and need to pass stringent tests and standard certifications such as AEC-Q100, IATF16949, ISO26262 and so on. This makes the Chinese core with a large gap in the basic links face greater development challenges.
At the release ceremony of the results of the "China Core" excellent product collection, NavInfo and its subsidiary JetFa Technology AutoChips won two awards, the automotive grade 32-bit microprocessor MCU chip AC7811 won the "Excellent Market Performance Product Award", the automotive tire pressure monitoring TPMS special sensor chip AC5121 won the "Excellent Technological Innovation Product Award", navinform made a breakthrough in the relatively weak field of the vehicle specification-level independent brand China core, and won recognition from the industry.
However, Cheng Peng frankly said that the development of China's automotive chip industry still faces many problems, such as large R& D investment, slow results, and low returns, resulting in the lack of enthusiasm for increasing the design and production of automotive chips in the chip industry chain. In addition, the domestic chip industry chain links are scattered, lack of ecological collaboration, as of now, China's IP, EDA, wafer manufacturing and other industrial chain links are still in the catch-up stage, even in the field of packaging and testing, production capacity is also inclined to the consumer level.
No, Peng believes that with the support of national policies, the overall planning of the government, and the mutual trust and cooperation between the upstream and downstream of the industrial chain, the domestic semiconductor industry chain is breaking the original boundaries and barriers and ushering in a period of rapid development.
Looking forward to the future, Cheng Peng hopes that the upstream and downstream partners of the chip industry can work closely together to build an intelligent network "core" platform and create a Chinese core era of intelligent networking.
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