On November 12, Interface News quoted the Global Times as saying that the U.S. Department of Commerce had written to TSMC requesting it to stop supplying AI chips with 7 nanometer and more advanced processes to customers in the mainland of China starting from November 11.
The U.S. Department of Commerce has currently no response to the media.
TSMC’s email response to the news interface stated that the company would not comment on the rumors.
As the world’s leading semiconductor manufacturer, TSMC’s decision will undoubtedly have a greater impact on the chip supply process of the automotive industry, especially in the fields of smart driving and cockpit SOC chips.
The localization level of vehicle-grade chips in these two major fields is still at a relatively low state.
According to relevant data from the Gesi Automotive Research Institute, the localization rate of intelligent driving domain control chips is 18.
5%, while the localization rate of intelligent cockpit domain control chips is 9.5%. Huawei, Horizon, Xinqing Technology, and Xinchi Technology are local manufacturers with high market shares.
, Specifically, from January to September this year, in the field of domestic intelligent driving domain control chips, Huawei occupied third place in the market with a market share of 10.
2%, and Horizon occupied fifth place in the market with a market share of 7.3%. Huawei Shengteng 610, Horizon Journey 5, and Horizon Journey 3 all rank third, fourth and eighth in the intelligent driving domain control chip installed capacity rankings.
In the field of domestic cockpit domain controller chips, Xinqing Technology occupies fourth place in the market with a market share of 4.
7%, Huawei occupies fifth place in the market with a market share of 3.
8%, and Xinchi Technology occupies seventh place in the market with a market share of 1.6%. (Click to view more supplier installed capacity rankings.
), It is worth noting that a large part of the chip products developed by these local manufacturers are produced by TSMC.
For example, Horizon’s Journey 6 series chips in the field of autonomous driving, Black Sesame Intelligent’s C1296 and C1236 chips in the field of integrating autonomous driving and cabin driving, and Xinqing Technology’s Star-1 and Dragon Eagle-1 chips in the field of autonomous driving and smart cockpit, Ziguang Zhanrui’s A7870 chips in the field of smart cockpit, the Turing AI chips in the field of autonomous driving, and the Schumacher chips ideal in the field of autonomous driving are all OEM produced by TSMC.
For relevant companies in the industrial chain, how to deal with this challenge and ensure the stability and security of the supply chain will become an important issue in the future.
The above content is included in the “2024 Intelligent Connected Automobile Industry Analysis Monthly”.
Get the Intelligent Internet Link Monthly (12 issues/year), please scan the code to register for consultation.
, [[[]]][[]][[]][[[]].
