{"id":150806,"date":"2025-06-17T16:24:57","date_gmt":"2025-06-17T16:24:57","guid":{"rendered":"https:\/\/teknomers.com\/en\/bet-on-in-house-chips\/"},"modified":"2025-06-17T16:24:58","modified_gmt":"2025-06-17T16:24:58","slug":"bet-on-in-house-chips","status":"publish","type":"post","link":"https:\/\/teknomers.com\/en\/bet-on-in-house-chips\/","title":{"rendered":"Bet on in-house chips."},"content":{"rendered":"\n

China is determined to lead the \u00a0electric vehicle\u00a0 (EV) industry, aiming to achieve this by dominating the supply chain for the \u00a0semiconductors\u00a0 that power these vehicles. As the country seeks to attain \u00a0technological self-sufficiency\u00a0 in an industry that represents nearly \u00a010% of its national GDP\u00a0, it has urged its manufacturers to race ahead in the \u00a0semiconductor sector\u00a0 for electric cars.<\/p>\n

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A Grand Plan<\/h2>\n

Major Chinese automotive groups such as \u00a0SAIC Motor\u00a0, \u00a0BYD\u00a0, \u00a0Li Auto\u00a0, and \u00a0Geely\u00a0 are reportedly preparing to launch models equipped with \u00a0100% domestically manufactured chips\u00a0, according to sources from Nikkei Asia<\/a>. By 2026, at least two Chinese companies are expected to begin mass production of automotive semiconductors, showing early signs of progress as brands like \u00a0Xpeng\u00a0 and \u00a0Nio\u00a0 pivot towards using their own chips in their latest electric vehicles.<\/p>\n

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Recently, Xpeng introduced the \u00a0G7\u00a0, the company\u2019s first vehicle equipped with proprietary chips replacing \u00a0NVIDIA’s\u00a0 offerings, boasting a performance that claims to be three times superior. Such advancements indicate a significant shift in the industry.<\/p>\n

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2027: A Key Year<\/h2>\n

With mass production of semiconductors for vehicles expected to commence, China has set an ambitious target for \u00a02027\u00a0: achieving 100% domestic production for every chip used in its vehicles. This initiative is overseen by the Ministry of Industry and Information Technology (MIIT)<\/a>, which regularly engages with manufacturers to assess their adoption rates of these national chips.<\/p>\n

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Current Developments<\/h2>\n

Xpeng has recently unveiled its \u00a0Turing AI chip\u00a0, claiming computing power that allegedly outstrips \u00a0NVIDIA’s Orin\u00a0 by threefold. This ambitious response to NVIDIA is designed to entice other divisions, such as \u00a0Volkswagen\u00a0 in China, to adopt similar technologies. Their collaboration highlights the significance of this partnership in moving towards the future of EVs, as both companies strive to innovate in electric vehicle manufacturing.<\/p>\n

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Other Chinese manufacturers, including \u00a0Nio\u00a0, have showcased their \u00a0Shenji NX9031\u00a0 chip designed to enhance \u00a0autonomous driving\u00a0 capabilities. However, there is a caveat: this chip is based on a \u00a05-nanometer lithographic process\u00a0, indicating a reliance on advanced technology that may not be fully domestic yet.<\/p>\n

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China is indeed in a sprint toward semiconductor self-sufficiency. It aims to achieve the manufacturing capability for \u00a05nm chips\u00a0, with ambitious goals set for \u00a03nm processes\u00a0 by 2026. However, for now, its competitors maintain a technological edge. Consequently, companies like Nio have turned to external suppliers for their chips; details on the Shenji’s manufacturer remain undisclosed, yet its fabrication process clearly indicates it isn\u2019t purely domestic. Similarly, \u00a0Xiaomi\u00a0 has formed a partnership with \u00a0TSMC\u00a0 to produce its \u00a0Xring 01\u00a0, the company\u2019s first smartphone processor that will compete directly with Apple’s \u00a0A18 Pro\u00a0 and \u00a0Qualcomm\u00a0 innovations. The essential question remains whether Xiaomi will extend this collaboration into the automotive realm.<\/p>\n

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China’s Path to Dominance<\/h2>\n

Understanding the success of an electric vehicle relies on three core components: \u00a0batteries\u00a0 (for range and charging), \u00a0price\u00a0, and \u00a0software\u00a0 (operating system, cabin functionalities, etc.).During the \u00a02023 China Electric Vehicle Forum\u00a0, the \u00a0Market Economy Research Institute\u00a0 unveiled staggering statistics: China\u2019s reliance on foreign semiconductor sources for automotive technology stood at nearly \u00a095%\u00a0.<\/p>\n

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Chips for vehicles are exceptionally diverse, including microcontrollers, memory storage devices, and sensors. Most of these can be produced with the current lithography equipment available in China. Notably, significant semiconductor suppliers such as \u00a0Huawei\u00a0, \u00a0BYD Semiconductor\u00a0, and \u00a0STM Microelectronics\u00a0 are already active in this sector. With a focus on semiconductor leadership, alongside external manufacturers investing in Chinese software, and the country making strides in \u00a0battery technologies\u00a0, China is well-positioned to dominate the EV industry sooner rather than later.<\/p>\n

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A Conquest Inside and Out<\/h2>\n

The competition heaved by China does not solely occur within its borders. The nation possesses the potential to excel in international markets, including \u00a0Europe\u00a0. A notable example can be found in \u00a0Spain\u00a0, where brands like \u00a0MG\u00a0 have topped sales charts, and giants like \u00a0Chery\u00a0 have introduced new models like \u00a0Jaecoo\u00a0 and \u00a0Omoda\u00a0.<\/p>\n

China no longer looks to the West as a standard. Its new automotive leaders are developing a distinct identity, mastering areas where European cars lag behind, and understanding consumer needs more deeply than the European brands themselves.<\/p>\n


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General News – 2<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

China is determined to lead the \u00a0electric vehicle\u00a0 (EV) industry, aiming to achieve this by dominating the supply chain for the \u00a0semiconductors\u00a0 that power these vehicles. As the country seeks to attain \u00a0technological self-sufficiency\u00a0 in an industry that represents nearly \u00a010% of its national GDP\u00a0, it has urged its manufacturers to race ahead in the […]<\/p>\n","protected":false},"author":1,"featured_media":150807,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[36399],"tags":[4652,10052,37192],"class_list":["post-150806","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-technology","tag-bet","tag-chips","tag-inhouse"],"_links":{"self":[{"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/posts\/150806","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/comments?post=150806"}],"version-history":[{"count":0,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/posts\/150806\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/media\/150807"}],"wp:attachment":[{"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/media?parent=150806"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/categories?post=150806"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/teknomers.com\/en\/wp-json\/wp\/v2\/tags?post=150806"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}