Intatheli yaseChina Economic Times u-Li Xiaohong NgoJanuwari 12, ingqungquthela yokuqala ye-"Semidrive Talk" yokushintshisana yezimoto ye-automotive chip media ephethwe ngabakwaSemidrive Technology yaba seBeijing. Ngendlela yezinkulumo ezivulelekile nezingxoxo, abagcinanga ngokuchaza ngokuhlelekile ubuchwepheshe obuhlobene nemikhiqizo, futhi baphinde benza ukushintshana okujulile ngezihloko ezinjengokuthi “ukuntuleka kwama-cores”, “isitifiketi sokulawulwa kwezimoto”, “ukuthuthukiswa kwe-chip yasekhaya” kanye “ ukushayela okuhlakaniphile”.
1. Ukukhiqizwa okuningi okuzuzwe ngemva kokuqongelela iminyaka emithathu
Idatha ikhombisa ukuthi imakethe ye-semiconductor yomhlaba wonke izodlula ama-yuan ayizigidi eziyizinkulungwane ezingama-400 ngonyaka ka-2025, kanti imakethe yama-semiconductor yezimoto yaseChina izofinyelela kuma-yuan ayizigidi eziyizinkulungwane eziyi-120, okuphinda kabili izinga lamanje. Iphrosesa yezinga eliphezulu le-automotive-grade ingamandla okushayela okuyisisekelo ekuthuthukisweni kwe-automotive electronics. Ngaphansi kwalo mkhuba ojwayelekile, ukuntuleka kwama-cores nakho kunikeza ithuba elibalulekile lefasitela kubakhiqizi baseShayina.
Ngokuka-Chen Shujie, Isikhulu Esiyinhloko Somkhiqizo we-Coretech, i-automotive electronic and electronic architecture iyashintsha isuka ku-ECU yendabuko iye kweyamanje "isilawuli sesizinda" sezakhiwo, futhi izoguqukela ekubeni "i-central computing + control region" esikhathini esizayo. Ukuthuthukiswa kuphela kwezakhiwo eziyisisekelo, Ukuze kusekelwe izidingo ezintsha ezihlakaniphile zezimoto. Lonke uchungechunge lwe-"smart cockpit, ukushayela okuhlakaniphile, ukulawula ukuphepha, kanye nesango elihlakaniphile" isizinda sokulawula isizinda sekhompiyutha samandla se-Semidrive seluqedile ukukhishwa kwe-tape-out, ukuqinisekiswa kwezinga eliphezulu kakhulu lemithetho yemoto nokukhiqizwa ngobuningi nokuthunyelwa esikhathini esingaphansi kweminyaka engu-3, okuhlanganisa emazweni angaphezu kuka-70 eChina. % wamafekthri ezimoto, asebenzela amakhasimende angaphezu kuka-250, futhi athola amaphuzu angashintshiwe angaphezu kwama-50.
"Ijubane le-Cinchi" lama-chips aseShayina alibangelwa nje kuphela ukuqoqwa okujulile kweminyaka eyi-10-20 yesipiliyoni sokukhiqiza ngobuningi, kodwa futhi ngenxa "yemodeli yempumelelo yekhasimende le-Cinchi" eyingqayizivele, ebonisa ngokugcwele "umklamo we-agile, evulekile. Inkundla ye-R&D, i-Upstream ne-downstream ecology evulekile kanye nokusekelwa kwamakhasimende okuphelele” izinzuzo zasendaweni.
2. Ukwanda kwesidingo samashiphu ebanga lezimoto kwenza ukuphepha nokuthembeka kube yinto eza kuqala
U-Xu Chao, iphini likamongameli we-Semidrive Technology, uthe inqubo yendabuko yokuthuthukiswa kwezimoto ayidingi ukubamba iqhaza kwezinkampani zama-chip. Izingxenye eziningi ezijwayelekile ezinikezwe iSigaba 1 ziyasetshenziswa, futhi amasistimu e-elekthronikhi wamamodeli ajwayelekile awahlukanisiwe kangako. Namuhla, izinkampani zezimoto ziqinisa ukuhwebelana okujulile nezinkampani zama-chip, futhi izinkampani zama-chip zingena emakethe ngaphambili. Ngaphezu kwezinyanga eziyi-16, isidingo esihlukanisiwe siyakhuphuka.
I-China iyizwe elikhulu lezimoto emhlabeni, kodwa ama-chip chips aseShayina awavamile ukungena emakethe yamazwe ngamazwe. Phakathi kwabo, abahlinzeki be-MCU abaphambili abayi-7 emhlabeni bathatha ngaphezu kwe-90% yemakethe, kanti abakhiqizi baseShayina babelana ngaphansi kuka-3%.
Kusukela ngo-2018, i-Semidrive Technology ibambe iqhaza ngokujulile ekuhlelweni kwama-chips ezimoto. UXu Chao uthe iSemidrive Technology ihambisana nomqondo wokuklama imoto ehlakaniphile nokuphepha kwempilo njengomongo, futhi ilinganisa ngokuphelele izilinganiso eziyisithupha zokwethembeka, ukuphepha, ukusebenza kahle kwesikhathi eside, ukusetshenziswa kwamandla, intengo nokusebenza.
Njengamanje, i-Semidrive Technology ukuphela kwenkampani ye-automotive chip enezitifiketi ezine kweyodwa, futhi ithole isitifiketi sokwethenjelwa se-AEC-Q100, isitifiketi senqubo yokuphepha ye-ISO26262ASILD, isitifiketi somkhiqizo wokuphepha osebenzayo we-ISO26262ASILB kanye nesitifiketi somkhiqizo wokuphepha wolwazi oluyimfihlo lukazwelonke.
3. Ukushayela okuzihambela okusezingeni eliphezulu kuyisisekelo sokuhlela isikhathi eside, ama-chips aphephile futhi anokwethenjelwa
UTao Sheng, oyinhloko yezokushayela ezizimele kwaSemidrive Technology, uthe i-“L2+” inkathi eyenzekayo, kanti i-L3-L5 iyinkathi yekusasa. Muva nje, abakwaMercedes-Benz bathole isitifiketi se-L3 eJalimane, okuyizindaba ezithokozisayo. Kungenzeka ukuthi i-L3 izongena esikhathini sokukhiqiza ngobuningi, esihambisana kakhulu nesigqi se-Semidrive Technology. I-Semidrive yinkampani “eyenza iqiniso likhanye libe amaphupho”. Isixazululo sayo esihle kunazo zonke, esisebenzayo nesingabizi kakhulu.
U-Tao Sheng uthe i-L4 ngeke ibe kude kakhulu esikhathini esizayo, futhi i-Semidrive izonyathela ngesigqi esinembe kakhulu ngesikhathi esingcono kakhulu ngokuqonda kanye ne-pragmatism yokuthuthukiswa kobuchwepheshe.
4. Isekelwa ukukhiqizwa ngobuningi bama-chips ezimoto, amandla ka-Yunyi okuncintisana ayahlanganiswa
Njengoba abahlinzeki be-chip baseShayina bezuze inqubekelaphambili enkulu ekukhiqizeni ngobuningi, inkinga yokuntuleka kwama-chips izoba umlando ku-Yunyi. Ngokunikezwa okwanele kwamashiphu ezimoto, kulungele ukuthi u-Yunyi athuthukise ukusebenza kahle kokukhiqiza futhi aqedele uhlelo lokukhiqiza ngesikhathi esifushane, esiza amakhasimende ukuthi athole izinto zokusebenza ngesikhathi. Ngaphandle kwalokho, ama-chips ezinto zokwakha engeziwe asiza u-Yunyi ukuthi aphumelele kwezinye izindawo ezintsha.
Njengenkampani ehamba phambili embonini yezingxenye zezimoto, i-Yunyi manje isizibophezele ekuthuthukiseni nasekukhiqizeni ibhodi eliyinhloko lokulawula i-brushless alternator. Futhi kukholakala ukuthi, ngokukhiqizwa ngobuningi kanye nokuhlinzekwa kwe-chip, ukukhiqizwa kwe-Yunyi ngobuningi bebhodi lesekhethi ye-brushless alternator kungase kungene umoya kakhulu.
Isikhathi sokuthumela: Jan-14-2022