How many domestic chips are hidden in China's new energy vehicles?

 


According to industry data, the current replacement rate of new energy vehicle chips in China is not high, and the specific ratio needs to be discussed by model. The localization ratio of the power devices of the new generation of models will be relatively high, but as for other main control MCUs, M4 and above have not yet formed a large replacement rate, and the overall replacement ratio is expected to be only above 10%. Most of them are non-core components.


This also shows that there are great opportunities inside. First of all, China is promoting the industrial upgrading of domestic chips at the national level, and then it is the localization actions of various OEMs, especially the new public opinion of domestic new energy vehicles, such as Internet public opinion, they are moving quickly in localization. Previous forerunners such as BYD, traditional car companies Wuling, and Geely are also running faster, including traditional car companies SAIC and BAIC, and they are also following the pace to make the second plan of localization of car chips.


Therefore, huge opportunity for improvement will generate huge market share. Judging from the current import of components required for new energy vehicles, Infineon, NXP, ST, ON Semiconductor, TI and other related brands have a very large market share in the entire market. In addition, China has so many chip advantages, so It is estimated that there is a trillion-level huge market in the automotive field.



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