Previously, the media stated that BYD could not only be self-sufficient in chips, but also sell externally, so it is not affected by the shortage of chip supply. It sounds very encouraging to the people, but if you carefully analyze the real chip supply situation, you will find that this may be just a dream.
In recent years, China’s chip industry has been highly prosperous. Especially since the establishment of the IC Industry Fund in 2014, China’s chip industry has entered a stage of rapid development. Thousands of chip companies have emerged in China. This highlights that China’s chip industry has indeed achieved Welcome progress.
However, the chips developed by Chinese chip companies are generally digital chips. Such chips are standardized products. They are developed by purchasing MIPS and ARM licenses, and then using chip design tools provided by Europe and the United States to develop the chips, and then hand them to TSMC and other chip foundries. It is undoubtedly much less difficult to produce with standardized technology.
However, there is also a widely used chip called an analog chip. This chip is very different from a digital chip. Its function is to convert real-world signals into digital signals so that the digital chip can perform corresponding operations. This type of chip It is more difficult.
Analog chips require years of exploration and design by technical engineers, relying on experience to design; such chips cannot be produced by TSMC chip foundries with standardized processes, and special processes need to be developed, and the design process is very complicated. The world’s largest analog chip company is Texas Instruments, and Texas Instruments has its own chip manufacturing plant that specializes in developing corresponding processes for its own wide range of analog chips.
China is relatively weak in analog chips. According to statistics two years ago, domestic analog chips accounted for only about 10% of the domestic analog chip market, and the analog chips developed by domestic analog chip companies are mainly low-end analog chips. This has led to a high domestic dependence on imported analog chips.
A large proportion of what the automotive industry needs are analog chips. For example, engines need analog chips to convert relevant data into digital signals before they can control gasoline injection more accurately. ABS needs analog chips to detect the braking resistance of four vehicles to allocate appropriate The braking force and so on.
This shows that it is unlikely that BYD has achieved chip self-sufficiency in media reports. Its chip business has developed for many years, but there should still be a big gap with foreign countries. It is impossible to achieve all chips in such a short time. Self-sufficiency.
Baiming Technology believes that BYD’s chip self-sufficiency may mean that a certain type of chip is self-sufficient, such as the IGBT car-grade chip, while other more extensive analog chips may still need to be imported. With the spread of the global chip shortage, it is estimated that BYD will inevitably be affected.
Of course, BYD’s ability to be self-sufficient in certain aspects of chips is also a huge improvement. As long as BYD can persist in investing and accumulate experience and technology, it will be able to develop more and more types of chips to provide for the development of Chinese chips. Strong support.