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In the field of automotive chips, my country's automobile and technology companies have begun to make plans to catch up.

The world's first 5nm intelligent driving chip was successfully taped out

At the 2024 NIO Innovation Technology Day, Li Bin, Chairman of NIO, announced that the world's first automotive-grade 5nm high-performance intelligent driving chip, the NIO Shenji NX9031, has been successfully taped out. As the industry's first high-end intelligent driving chip manufactured using 5nm automotive-grade technology, the Shenji NX9031 has more than 50 billion transistors, and both the chip and the underlying software have been independently designed.

Li Bin said that the Shenji NX9031 has comprehensive capabilities and execution efficiency.A self-developed chip can achieve the performance of four industry flagship chips.

In addition, recentlyNationalChip TechnologyThe independently developed new generation of automotive electronic high-performance MCU products have been successfully taped out and tested. They are suitable for applications such as intelligent vehicle assisted driving, smart cockpits, and highly integrated domain controllers.

In the field of automotive chips, my country's automobile and technology companies have begun to catch up. Some people believe that the future direction of domestic vehicle operating systems will most likely adopt the "domestic chip + domestic operating system" solution, from "lack of core and soul" to "having core and soul", based on achieving key breakthroughs from the source and underlying technology.

The localization of high-end automotive chips is imperative

At present, the supply and demand of the automotive chip market is polarized. Most general-purpose automotive chips are no longer in short supply or even in excess demand after upstream manufacturers have completed production expansion and capacity transfer. However, the demand for power chips, high-end memory chips, etc. is still relatively tight.With the continuous advancement of the intelligence of new energy vehicles, the demand for high-end chips may increase further.

According to analysts of automotive-grade chips, the localization rate of SoC (system-on-chip) in the domestic automotive chip industry is currently 5% to 8%, the localization rate of MCU (microcontroller unit) is close to 10%, the localization rate of IGBT/silicon carbide power devices is about 35%, and the localization rate of MOSFET is about 15%. The localization rate of overall domestic automotive chips is currently around 15%, and the Ministry of Industry and Information Technology has required some domestic automakers to increase the proportion of local procurement of automotive-related chips to 20% to 25% by 2025.

Guotai Junan Securities pointed out that in the fields of high-end chips such as MCU, intelligent power devices, and power management chips, foreign manufacturers occupy a dominant position, and the localization of high-end automotive chips is imperative.

According to the China Business Industry Research Institute, the scale of China's automotive chip market is expected to reach 90.54 billion yuan in 2024, a year-on-year increase of 6.5%, and the market scale is expanding steadily. As the automotive industry gradually moves towards a new stage of intelligence, basic software and chips have occupied an increasingly important position in automotive technology innovation.

In early January this year, the "Guidelines for the Construction of the National Automotive Chip Standard System" compiled and issued by the General Office of the Ministry of Industry and Information Technology was released. This document proposes that by 2025, China will formulate more than 30 key automotive chip standards; by 2030, more than 70 automotive chip-related standards will be formulated.

Relevant national policies have played a supporting and leading role in promoting the development of the domestic automotive chip industry, helping to improve the formulation of standards in areas such as new energy vehicles and intelligent connected vehicles, and further catalyzing the automotive electronics-related industrial chain.

17 stocks favored by northbound funds

According to Securities Times Databao statistics, as of July 30, among the automotive chip concept stocks,Powertech, Shanghai Belling, ST Huawei, FumanweiThe cumulative increase within the month ranks first.

inShanghai BellingThe company has increased by more than 48% so far this month. In the field of power chain, the company has enhanced the technological research and development of IGBT and MOSFET products for industrial control and automotive electronics.

Fu Han MicroIt also surged by more than 30%. The company's related visual chip products are widely used in the field of smart cars, and the sales of automotive chips accounted for about 10% of the total sales.

Northbound funds have been net buyers since JulyChangdian Technology, Yangjie Technology, GigaDevice, Rockchip, Wingtech Technology5 stocks all exceeded 100 million yuan, among which there was a large net inflowChangdian TechnologyNearly 420 million yuan. In addition,Star Semiconductor, Juchen Technology, Jingfang TechnologyThe net buying amount of northbound funds also exceeded 10 million yuan.

The above-mentioned stocks favored by northbound funds have also received unanimous optimism from institutions.GigaDeviceThere are 32 institutions paying attention to it, ranking first in the entire concept sector.

In terms of performance, judging from the lower limit of the performance forecast for the first half of this year,Weil sharesThe performance is expected to increase by more than 7 times, ranking first in growth rate. In recent years, Will Semiconductor has continuously launched automotive CIS products with excellent performance and obtained the introduction of a large number of new design solutions.

also,Rockchip, ST Huawei, Ninestar, Juchen, Nanxin TechnologyThe expected performance increase has doubled.Allwinner Technology, JH Semiconductor, Goodix Technology, Shanghai Belling, BIWIN StorageThe company is expected to turn losses into profits in the first half of the year.

Statement: All information content of Databao does not constitute investment advice. The stock market is risky and investment should be cautious.

Editor: He Yu

Proofreading: Zhu Tianting

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