Dsqc 503 3HAC3619-1

Dsqc 503 3HAC3619-1 

汽車(chē)缺芯的危局中蘊(yùn)藏著國(guó)產(chǎn)“芯”機(jī)遇，但如何抓住這次機(jī)遇？對(duì)于汽車(chē)這個(gè)特殊行業(yè)，尤其需要車(chē)企和芯企攜起手來(lái)共同努力。

“汽車(chē)半導(dǎo)體是有圈子的，像德系、日系、美系等，他們當(dāng)?shù)氐陌雽?dǎo)體供應(yīng)商和車(chē)廠的關(guān)系非常緊密，一旦出現(xiàn)缺貨的時(shí)候，當(dāng)?shù)剀?chē)企會(huì)得到優(yōu)先的供應(yīng)”，楊承晉向集微網(wǎng)記者解釋說(shuō)，“對(duì)性能和安全性的更高要求，讓汽車(chē)半導(dǎo)體的認(rèn)證周期非常長(zhǎng)，同時(shí)得到客戶(hù)的認(rèn)可又需要很長(zhǎng)時(shí)間，這個(gè)過(guò)程可能長(zhǎng)達(dá)3-5年，另外，車(chē)企的車(chē)型一旦定型之后，上面所需的零件如果沒(méi)有得到認(rèn)證，是不可以隨便替換的?！笨梢?jiàn)，汽車(chē)半導(dǎo)體這種牢固“圈子”特性，也是由產(chǎn)品特性決定的。

這種情況下，國(guó)內(nèi)半導(dǎo)體企業(yè)產(chǎn)品要想進(jìn)入汽車(chē)供應(yīng)鏈，不僅要投入精力開(kāi)發(fā)，還要投入時(shí)間進(jìn)行認(rèn)證。同時(shí)，車(chē)企也要有意識(shí)的培養(yǎng)國(guó)內(nèi)供應(yīng)商，做好替代產(chǎn)品的認(rèn)證工作，即便國(guó)外廠商產(chǎn)品平時(shí)能夠保證穩(wěn)定供應(yīng)，車(chē)企也要居安思危，培育自己的雙套供應(yīng)鏈體系。

在此次缺芯事件中，比亞迪無(wú)疑表現(xiàn)得最從容。早在去年底大眾汽車(chē)缺芯停產(chǎn)之時(shí)，比亞迪就對(duì)外宣布，其在新能源電池、芯片方面已打造了一整套產(chǎn)業(yè)鏈，不僅可以充分自給，還有余量外供。這得益于比亞迪在汽車(chē)半導(dǎo)體領(lǐng)域的提早布局。

除比亞迪之外，目前有多家國(guó)內(nèi)車(chē)廠采用了與國(guó)外半導(dǎo)體企業(yè)合作模式，例如：北汽+Imagination合資成立了北京核芯達(dá)科技；吉利控股億咖通科技+Arm中國(guó)成立了湖北芯擎科技；上汽+英飛凌合資組建上汽英飛凌汽車(chē)功率半導(dǎo)體（上海）有限公司等。

除了這些傳統(tǒng)車(chē)廠主導(dǎo)的以外，國(guó)內(nèi)半導(dǎo)體廠商也已在多個(gè)領(lǐng)域布局車(chē)規(guī)級(jí)產(chǎn)品，并開(kāi)始多點(diǎn)開(kāi)花。

據(jù)集微網(wǎng)不完全統(tǒng)計(jì)，芯旺微、賽騰微、杰發(fā)科技、靈動(dòng)微電子、芯?？萍肌⒑劳萍?、加特蘭微電子、地平線、百度、芯馳科技、黑芝麻、森國(guó)科、聞泰科技（收購(gòu)安世半導(dǎo)體）、北京君正（并購(gòu)ISSI）、兆易創(chuàng)新、紫光同芯、和芯星通、匯頂科技、航芯科技、裕太車(chē)通、華大半導(dǎo)體、高云半導(dǎo)體等國(guó)內(nèi)廠商均已推出車(chē)規(guī)級(jí)認(rèn)證芯片產(chǎn)品，同時(shí)，大疆子公司覽沃科技、速騰聚創(chuàng)、鐳神智能、南京隼眼科技等也推出了車(chē)規(guī)級(jí)激光雷達(dá)產(chǎn)品。

集微咨詢(xún)分析師陳躍楠指出，從此次缺芯事件來(lái)看，國(guó)內(nèi)中小車(chē)企尤其要做好多供應(yīng)商配置，拓展豐富更多供應(yīng)商，另外，還要開(kāi)發(fā)多種車(chē)型，搭載不同廠家的芯片產(chǎn)品，從而保證穩(wěn)定供應(yīng)。

Dsqc 503 3HAC3619-1 

Dsqc 503 3HAC3619-1
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