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 ze-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, inhloko 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 “enza 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 nokunikezwa kwe-chip, ukukhiqizwa kwe-Yunyi ngobuningi bebhodi lesekhethi ye-brushless alternator kungase kungene umoya kakhulu.
Isikhathi sokuthumela: Jan-14-2022