In the context of the global shortage of automotive chips, Wuhan Economic Development Zone has vigorously laid out the industrial chain of automotive chips. As an effective investment promotion measure to support the automobile industry in Wuhan Economic Development Zone to strengthen the chain, this seminar will further promote the transformation and upgrading of supply chain enterprises in Wuhan automobile industry chain.
This closed-door seminar was hosted by Chen Tian, Deputy Director of China Merchants Bureau of Wuhan Economic Development Zone. At the beginning of the meeting, Tian Yan, member of the party group and deputy director of the Shanghai office of Wuhan Municipal People's Government, delivered a speech. Tian Yan introduced to the guests that Wuhan, as one of the six largest cities in China for the development of automobile industry clusters, ranks first in central China, and the automobile industry has been the first pillar industry for 13 years. In 2022, the city's automobile output was 6.5438+0.39 million, and the total output value of automobile and parts industry was 349.7 billion yuan, up 4.6% year-on-year. As the main position of Wuhan's automobile industry, last year, in the face of the epidemic, the cut-off of spare parts supply and the unexpected market situation, Wuhan Economic Development Zone faced difficulties, attracting more than 50 billion yuan of investment in spare parts projects a year, and building an autonomous and controllable automobile industry chain into the fast lane.
Tian Yan said that Wuhan Economic Development Zone is anchoring the central goal of China Automobile Valley in the World Automobile Valley, entering a critical period of starting a second venture with Dongfeng, focusing on new energy and intelligent networked vehicles, and striving to improve the industrial chain layout of new energy and intelligent networked vehicles around the concept of helping and serving Dongfeng, so as to create an independent, controllable and innovative automobile industry. Safe and stable new energy and intelligent networked automobile industry chain will promote the incremental transformation of Dongfeng automobile industry and build a new pattern of large, strong, large and excellent automobile industry.
Tian Yan | Member of the Party Group and Deputy Director of the Shanghai Office of Wuhan Municipal People's Government
Chen Bin | Director, Electronic Information Industry Division, Wuhan Economic and Information Bureau
Chen Bin, Director of Electronic Information Industry Division of Wuhan Economic and Information Bureau, delivered a speech on the topic of "* * * cooperation, hand in hand to open a new journey of the car gauge chip industry", and interpreted the path and planning of developing the integrated circuit industry in Wuhan and the implementation plan of the car gauge chip released last year.
Qi Bin said that integrated circuits are the leading industries of optoelectronic information. At present, Wuhan has formed six characteristic industrial clusters, including optical communication, integrated circuits, new displays, electronic terminals, 5G networks, software and information services. In 2020, Wuhan introduced the integrated circuit industry support policy, and the related policies have been implemented for more than two years. In addition, Wuhan has a perfect industrial service platform and remarkable talent advantages, which provides strong support for the development of Wuhan's integrated circuit industry.
Last year, Wuhan put forward the goal of "basically forming an industrial chain of design, manufacturing, packaging and testing of car-grade chips in 2025, and realizing the use of 30 car-grade chip products in automobiles and batch loading applications". Chen Bin further stated that in the next step, Wuhan will strive to build a 100-billion-level integrated circuit industrial cluster, promote the construction of major projects, attract a number of key enterprises in the industrial chain to fill the shortcomings, and once again welcome automotive chip entrepreneurs to Wuhan Economic Development Zone for inspection and development.
Chen Tian? | Deputy Director of China Merchants Bureau of Wuhan Economic Development Zone
Chen Tian, deputy director of China Merchants Bureau of Wuhan Economic Development Zone, introduced to the guests: As one of the most concentrated areas of domestic automobile industry, Wuhan Economic Development Zone is known as "China Automobile Valley". Since 199 1, Wuhan Economic Development Zone has been approved by the National Development and Reform Commission as the first batch of state-level economic and technological development zones, which has been developing for more than 30 years. At present, 9 vehicle manufacturers, 13 vehicle factory and more than 500 well-known auto parts enterprises have gathered to invest in the Economic Development Zone. It is estimated that by 2025, the automobile production capacity of Wuhan Economic Development Zone will exceed 2.6 million vehicles. Chen Tian pointed out in particular that up to now, the Wuhan Economic Development Zone has opened 660 kilometers of roads with full coverage and unmanned demonstration applications, and cooperated with global roads. In addition, the Wuhan Intelligent Networked Vehicle Testing Ground, which is under construction in Wuhan Economic Development Zone and will be put into operation soon, covers an area of 13 12 mu, and is the only T5-level professional vehicle testing ground in the world.
"In Wuhan Economic Development Zone, we not only have Dongfeng resources such as Dongfeng Motor Company Headquarters, Dongfeng Honda, Dongfeng Passenger Car, Dongfeng Warrior and Lan Tu Automobile, but also shoulder the mission of helping Dongfeng to meet market challenges and make independent innovation in strategic layout; We not only have a relatively complete automobile industry chain in the region, Hubei Xinqing Technology released the first 7-nanometer smart cockpit chip in China, Hubei Yi Cartoon formed four series of chip matrices, and IGBT power chip modules produced by Zhixin Semiconductor realized mass production and loading; We have also seen that the three-year COVID-19 epidemic has dealt a blow to the global automobile chip industry chain, and the sudden international geopolitical crisis has added new uncertainty to the recovery of this industry chain. " The lack of core, supply interruption, soaring prices and increasing technical barriers continue to threaten the normal development of China's automobile chip and automobile industry.
Looking forward to the future, Chen Tian said that in the field of automotive chip semiconductors, Wuhan Economic Development Zone hopes to gradually build a new ecological, new agglomeration and "core" industrial chain belonging to Chegu with the support of the overall industrial guidance layout of our city and around the strategic planning needs of Dongfeng Company's domestic independent chip replacement, and looks forward to building a "core" belonging to Wuhan Economic Development Zone as soon as possible.
Liu Weihong | Co-founder and President of Black Sesame Intelligence Company
With entering the era of smart cars, the importance of data, algorithms, chips, software-defined cars and other issues has been brought to the stage. At the same time, the ecological structure has also changed from the traditional vertical industrial chain to the open and integrated network ecological structure. In this context, the chip architecture has also ushered in changes, and domestic chip companies urgently need to build the core competitiveness of their products.
Liu Weihong, co-founder and president of Black Sesame Intelligence, said that in order to build the core competitiveness of chip products, we must first have a core ip, and the core chip of Black Sesame is based on its two core IPS, namely, the vehicle-mounted image processing ISP and the vehicle-mounted deep neural network accelerator NPU. In addition, Black Sesame's self-developed complete set of mass production sensing algorithm scheme, self-developed middleware and tool chain, data closed loop and other capabilities also provide strong support for its core competitiveness, helping Black Sesame's high-performance chips fully empower China cars in the new era.
Qiu Yujing | CEO of Xinchi Technology
Now, China automobile has ushered in a golden period of development. According to statistics, in 2025, the global automobile core chip market is expected to be close to 500 billion yuan. With the evolution of automotive electronic and electrical architecture from distributed architecture to domain controller and central computing platform architecture, the number and performance requirements of semiconductors in automobiles are increasing day by day. In this regard, Xinchi Technology has launched a "four-in-one" product layout to provide chip products that meet the future electronic and electrical architecture of vehicles.
Qiu Yujing, CEO of Xinchi Technology, said frankly that automotive chip is a product with a very long investment cycle and a very high threshold. "But mass production is the only standard for testing automotive chips." She pointed out that only in mass production can the consistency and reliability of the chip be effectively tested. At present, the shipment of chips of Xinchi Technology has exceeded one million pieces, and it has reached cooperation with more than 90% car companies in China, with more than 260 customers.
Ma shengkai? The founder of polar bear heart
With the continuous progress of manufacturing technology, the cost per unit number of transistors has dropped sharply, and Moore's law of pursuing economic efficiency is unsustainable. Chiplet technology can disassemble a complex SoC chip into chiplet units with independent functions, and combine the module chip with the underlying basic chip through die-to-die, which can reduce the cost, speed up the product launch cycle and greatly improve the reliability. Polar Bear Heart has focused on the field of small chips for three years, and basically got through a full set of small chip related technologies from architecture to packaging, forming a core technology accumulation from point to surface.
Looking forward to the future, Ma Kaisheng, the founder of Polar Bear Heart, put forward a vision: "In addition to the four computing paradigms of CPU, GPU, FPGA and AISC, can a fifth computing paradigm-mixed granularity core be created in the future?" Facing the pain point of design area and yield, Arctic core can automatically search for the optimal cost and energy efficiency core size under a given process through automatic tools and chiplet cost model.
Liu Wei? | Director of Business Development, Wuxi Yingdixin Microelectronics Technology Co., Ltd.
In the future, the trend of automotive electronic architecture and domain controller is to integrate a large number of ecus, but end-effectors such as windows, motors, micromotors and ambient lights will put forward more requirements for small-capacity mcus. Liu Geng, business development director of Wuxi Yingdixin Microelectronics Technology Co., Ltd. pointed out that the upgrade of automotive electronic architecture also puts forward requirements for OTA upgrade, electromagnetic compatibility and small packaging.
At present, Indy Micro's unique "five-in-one" digital-analog hybrid chip has formed certain barriers in the industry. Liu Geng said frankly that the realization of "five in one" requires strong teamwork and process management skills. "For digital-analog hybrid chips, how to integrate teams and improve team efficiency, so as to maximize energy efficiency, still needs a certain compound ability."
Zhang | Chief Engineer, Intelligent Software Center, Dongfeng Motor Technology Center
Wu, chief engineer of the Intelligent Software Center of Dongfeng Motor Technology Center, shared Dongfeng Motor's strategic layout and cooperation direction in the field of automobile chip industry, Dongfeng's lack of core and supply guarantee, Dongfeng's core analysis, Dongfeng's medium and long-term layout, and Dongfeng's localization measures.
At present, a bicycle has about 25~50 controllers, and * * contains about 500~ 1000 chips, of which domestic chips account for less than 5%. For high-end MCU and special chips such as power devices and power chips, Wu stressed, "The more difficult it is to replace chips, the more it is to replace them with domestic ones. MCU and dedicated chips are the top priority of our domestic chip upgrading. " Affected by the lack of core from 2002/kloc-0 to 2022, Dongfeng is promoting domestic chip substitution in all directions to ensure the long-term stability and security of the supply chain.
Previously, Dongfeng put forward the layout goal of "self-controllable based on the controller and comprehensive domestic chip substitution". It is planned that the domestic substitution rate of Dongfeng chips will reach the minimum ratio higher than that required by the Ministry of Industry and Information Technology in 2025. Zhang believes that "attitude is more important than action", and Dongfeng is willing to work with domestic chip manufacturers to overcome the difficulties in the application of domestic chips and help China Automobile to a new level of high-quality development.
In the round-table exchange session after the keynote speech, Zhang, Deputy Director of China Merchants Bureau of Wuhan Economic Development Zone and Chief Engineer of Intelligent Soft Center of Dongfeng Technology Center, co-chaired and conducted leading exchanges around topics such as pain points, doubts and difficulties. Representatives from Shanghai Office of Wuhan Municipal People's Government, Economic and Information Bureau, China Merchants Bureau and participating departments of Wuhan Economic Development Zone, together with Professor Tong from Huazhong University of Science and Technology, Dongfeng Asset Management, Hubei Changjiang Industrial Fund and other guests, had a heated discussion with entrepreneurs from Dongfeng Motor, ZTE, Double Star, Guangdong, Black Sesame Intelligent, Arctic and China Automobile Research Institute, and actively offered suggestions on the industrial landing path of Wuhan Chegu truck-grade chips to help Dongfeng Company develop. At the same time, the technical center of Dongfeng Company, in conjunction with various government departments, clearly expressed its invitation and welcome to the "core" circle of friends to come to Wuhan, and entrepreneurs also responded positively.
The development of automobile gauge chip industry can not be separated from the close cooperation and common development of upstream and downstream industrial chain enterprises at home and abroad. This seminar will attract more high-quality automobile chip enterprises to invest in Wuhan, so that the automobile chip industry will grow and develop in "China Car Valley". Based on the harvest and summary of this trip to Shanghai, the relevant departments of the Management Committee of Wuhan Economic Development Zone will continue to promote the localization and materialization of the Wind Core Plan with the support of the municipal government, the Municipal Bureau of Economic and Information, the Municipal Investment Promotion Office and related enterprises, universities and R&D institutions, and actively create necessary special policy support for the ecological introduction of automobile design chip industry, the establishment of chip design enterprise cluster parks, and investment promotion assistance.
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