In the global semiconductor industry pattern, China's automotive chip industry is rising at an unprecedented speed. Recently, the China Automotive Chip Industry Innovation Strategic Alliance (hereinafter referred to as the "Alliance") released the high-profile "China Automotive Chip Alliance White List 2.0" (hereinafter referred to as "White List 2.0"), which not only covers more than 1,800 products, It also covers more than 300 suppliers, marking another important progress in the application field of domestic automotive chips.
1. Background and significance of Whitelist 2.0
The release of the whitelist 2.0 is a strategic initiative of China's automotive chip industry in response to the joint support of the Ministry of Science and Technology and the Ministry of Industry and Information Technology. Founded on September 19, 2020, the alliance is jointly established with the operation concept of "cross-border integration, symbiosis and win-win, industrial chain, and ecological alliance", and has now included more than 200 enterprises and institutions such as vehicle enterprises, chip companies, automotive electronics and software enterprises, universities and institutes, research institutions and industry organizations.
The release of the whitelist 2.0 aims to reduce the cost and cycle of upstream and downstream verification, reduce the risk of chip selection for automobile companies, promote the wide application of domestic automotive chips, and accelerate the growth of high-quality automotive chip suppliers. This action not only reflects the country's emphasis on the independence and controllability of the automotive chip industry, but also a positive response to the instability of the global supply chain.
2. Data highlights of Whitelist 2.0
On the basis of the first version, the whitelist 2.0 integrates the latest situation of 12 car companies applying chips as of the end of October 2024. The whitelist covers more than 2,000 application cases, an increase of 34% over the first batch; More than 1,800 products were included, an increase of 30% over the first batch; from nearly 300 suppliers, an increase of 3% over the first batch. The growth of these data not only reflects the rapid advancement of the application of domestic automotive chips, but also reflects the unremitting efforts of alliance members in promoting domestic chips on the car.
3. Application areas and product classification of whitelist 2.0
The products of the whitelist 2.0 cover 10 categories of chips used in various application fields such as body, chassis, power, cockpit, intelligent driving, and vehicle control. Among them, the number of power supply, communication and control chip models is the largest, and the suppliers are also the widest, these types of chips are in large demand in the car, and most of the performance requirements are not high, providing a broad market space for domestic chips on the car. Although computing chips are used in small quantities in vehicles, they have high value, large investment in technology and capital, few suppliers, and concentrated models; There are more low-end chips in the control category, accounting for more than half, while high-end chips are less on the car, less than 20%; The drive category is in high demand in cars, but the degree of localization is low, and the number of models is relatively small.
Figure: China Automotive Chip Alliance released the chip types of the whitelist 2.0
4. Editor's views and industry outlook
The release of the whitelist 2.0 is an important step in the process of independence and localization of China's automotive chip industry. It not only provides a reference standard for car companies, but also provides a display platform for domestic chip suppliers. However, in order to achieve true localization, it is necessary to work together from the government, enterprises, research institutions, and other parties. Especially in the field of high-end chips, more technological innovations and breakthroughs are needed.
With the gradual maturity and wide application of domestic automotive chips, this initiative of the alliance has undoubtedly injected new vitality into the industry. In the future, with the emergence of more high-quality domestic chip suppliers and the continuous progress of technology, the application prospects of domestic automotive chips will be broader. But at the same time, we should also be soberly aware that the road to localization is still long and full of challenges. Only through continuous technological innovation and industrial cooperation can China's automotive chip industry occupy a place in the global market.
Conclusion
The release of the white list 2.0 of the China Automotive Chip Alliance is not only a display of data, but also a reflection of the strength of China's automotive chip industry. It marks a solid step forward in China's independent innovation and industrial upgrading in the field of automotive chips. With the continuous progress of domestic chip technology and the continuous expansion of applications, we have reason to believe that China's automotive chip industry will usher in a more brilliant future.
