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The cost structure of electric vehicles has undergone major changes, and the total cost of chips exceeds that of power batteries!

On May 21, the CEO of WM Motor said: "Bosch's price increase is not a rumor, there are other Tier 1s.

The price increases are all essential chips. We have made a simple estimate that the cost of chips for smart electric vehicles has exceeded that of battery packs. In this context, it is difficult for a single 10,000-dollar lidar to continue to heat up. This also means that the industry track for electric vehicles has shifted from batteries to chips. Enterprises still need to do a good job of lean management to avoid price increases in terminal products. "

In fact, about this wave of chips, Weimar is not the only one who has an opinion on it.

At the recent Guangdong-Hong Kong-Macau Auto Show, facing the great changes in the auto industry this year, the lack of cores and the impact of the epidemic, Xiaopeng Motors, like many new car-making forces, has encountered many problems, and the lack of cores is particularly serious.

Regarding the borrowing of Duck for chips on social media, He Xiaopeng said that some government agencies took the initiative to contact them to offer help and are currently communicating.

"The shortage of chips will last at least until this year, or even longer next year." He Xiaopeng previously said on the first-quarter earnings conference call, "The absolute number of chips in a smart electric vehicle is close to 5,000, and a few major chips are not a big problem. , At present, the production capacity of mainly some small and cheap chips is very uncertain. (Availability) It is very good to see the next month this month, and most of them can only see next week.”

In his view, in addition to strengthening supplier cooperation, the next step for car companies is to build a strong team so that they can adjust and upgrade the related technologies of the vehicle platform within a few months according to the chip supply dynamics.

He revealed that Xpeng Motors began to build powerful embedded system hardware and in-depth self-research of underlying software in steps in 2015. In 2022, these investments will begin to generate economies of scale.

In an interview with the China Discipline Inspection and Supervision News, an associate researcher of the Institute of Industrial Economics of the Chinese Academy of Social Sciences said that since 2020, there has been an unprecedented shortage of automotive chips, especially the shortage of micro-control units (MCU) and system-on-chip (SoC). These chips are highly coupled with the core functions of the car. Automakers such as Ford, GM, Volkswagen, BMW, Honda, Toyota, Nissan, Volvo, Hyundai, and Kia have successively reduced production, short-term production stoppages or delayed deliveries due to insufficient chip supply. Domestic automakers such as Weilai have also announced production cuts, even some of them. Car companies have launched "reduced core version" products, and a large number of car companies have reported that the "price of chips has skyrocketed" and "one core is hard to find". Market research firm Eisson Huamai predicts that in 2021, the global auto industry sales will be reduced by 60 billion US dollars due to "lack of cores".

The recent shortage of automotive chip supply is not only a global common problem, but also reflects the deep-seated contradiction of my country's lack of independent supply capacity. Data shows that in 2019, my country's share in the global automotive semiconductor market was only 2.5%, far lower than my country's 5% global market share in the integrated circuit industry, and it did not match the 28.02% global manufacturing share of my country's automotive industry.

Compared with major automobile countries such as Europe, America, Japan and South Korea, my country, as the world's largest automobile producer, is at the forefront of the world in automobile electrification and intelligence. The demand for chips is more and more complicated, and the self-supply and controllability of automobile chips is difficult. higher. During the National People's Congress and the National People's Congress in the past two years, many deputies to the National People's Congress proposed a motion to reverse the concept of "making is worse than buying" and realize the independent control of chips.