Although it was a large number of news that “chip rush, some enterprises or discontinued”, there is a large number of messages related to “chip fence, some enterprises or discontinuation”. However, with the presence of “V-Type” and other in China, the sales and demand of “V-Type” and other conditions, the supply and demand problem of the chip is gradually forgotten.
However, as someone broke the news in the past few days, “Nort-North Volkswagen or due to chip is suspended”, resulting in the supply and demand problem of the chip to be placed on the table. . So, do the Nort-South Volkswagen really stop production, and whether the supply and demand problem of the chip is existing, the car market will be subject to second impact? To this end, we may wish to know one by one.
Although this, the chip problem still needs to be vigilant. In the middle of this year, the overseas epidemic further aggravates, and the domestic epidemic is gradually controlled. Under this long, the inventory of the chip manufacturer is also in the consumption. Today, the Southeast Asian chip assembly plant has stopped production. Under the long time consumption, domestic cars did have any discontinuation.
The downtime of the Southeast Asian chip assembly factory does have a certain impact on the chip market, but the supplier does not only have one, why can’t cause car companies to stop production May?
[123First, we need to be clear that chip suppliers are not just providing car chips, under the development of chip technology, today’s consumer electronics, new energy vehicles, smart home appliances, communication base stations, etc. have strong demand for chips. . Under the continuous increase in the new demand for consumption, it is not just the automotive industry, and the chip supply of other industries gradually begins to til.
A complete chip manufacturing process includes chip design – wafer foundry – package test, one of the manufacturers’s downtime, It is likely to cause the entire supply chain to stop, the discharge of the Southeast Asian chip assembly plant is the best example. Of course, its discontinuation is not an urgent role in the chip, and can only say this phenomenon.
According to reports, the fourth season of the fourth quarter of the film, and the first half of the first half of the year will be fully full. Booked by the customer. The domestic wafer foundry is like Hua Run micro, Shlanmic and other 8-inch and 8 inch of production capacity is also full-load operation. SMIC has shown that the company is full of operation, and the three quarters reported production capacity reached 97.8%; forecast The production capacity gap of the mature process in the fourth quarter is still large. 
One side, it is an extremely craving of the car enterprise; the other side is the focus of the chip supplier. Under the two, the resulting final result is only two – either add money; either disconnect. It is understood that there are currently car chip vendors to start price, such as October 26, NXP is clearShow – to add money!
We all know that electricization is the foundation, intelligent is means, and automatic driving is ultimately. Today, electricization has been basically completed, and intelligent is the next course of automobile development. So what is the core of intelligent development? You have not guess, that is, – chip, or car grade chip.
Compared to ordinary consumer-level chips, such as chips on our mobile phone, the current car grade chip is actually not strong, but the key is its high reliability, security, and many The sensor is compatible. Taking Qualcomm Snapdron 820a as an example, its performance is equivalent to Qualcomm Snapdragon CPU 5 years ago, but it is already the current world’s top car level chip.
Under this high premise, the threshold of the vehicle chip is raised so that its alternative is lowered. In addition, the development of the car regulation chip is not mature, far from the automatic driving needs, so its development is a long way. So if the chip is in urgent, the impact brought to the big saying that it is to break the road to develop the car intelligent development, and the speed of human progress is once again slowed. And it is said, many people – buy a car waiting, or add money!
Huang Guang Chongren, director of the charge, said that due to the slowdown of the epidemic, it is a hundred in the first half of the year, plus 5G, AI Waiting for the application to rise, the demand for semiconductors will only be more prosperous. Personnel of the chip industry estimate that the customer’s order quantity is judged that the condition of its capacity is determined that at least the second quarter of 2021, especially for the semiconductor and the preparation industry, there can be a “low season is not light”. Therefore, although the official has already rumored the relevant news, this does not hinder the relevant “rumors” may be the fact in the near future.
Today, the chip capacity has been in a fact that it has become a sword hanging on parts manufacturers and car enterprises. To this end, the manufacturers must always be vigilant, but for consumers, they don’t need too much worry, because the manufacturers areTemporarily no chip source, relying on chip stocks and product stocks can also support for a while.
But we are not difficult to find out from this incident, as chip technology is getting higher and higher in our lives, the importance of chip core technology has gradually highlighted, if we can Master relevant core technologies and safety, and what fear of the chip break?
