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- cin2021cin2021
  ·2021-09-13
  Wow
  Under the chip shortage, auto companies and semiconductor companies "hold together to keep warm"
  芯片危机突显出汽车制造商对半导体的依赖程度，反过来，对芯片需求的上升也使得汽车制造商越来越受到半导体公司的重视。分析人士预计，芯片和汽车行业的相互依赖只会加速。在芯片短缺及汽车数字化进程加速的推动下
  Under the chip shortage, auto companies and semiconductor companies "hold together to keep warm"
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16:56","market":"us","language":"zh","title":"Under the chip shortage, auto companies and semiconductor companies \"hold together to keep warm\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1122725675","media":"华尔街见闻","summary":"芯片危机突显出汽车制造商对半导体的依赖程度，反过来，对芯片需求的上升也使得汽车制造商越来越受到半导体公司的重视。分析人士预计，芯片和汽车行业的相互依赖只会加速。\n在芯片短缺及汽车数字化进程加速的推动下","content":"<p>The chip crisis has highlighted how dependent automakers are on semiconductors, and in turn, rising demand for chips has made automakers increasingly valued by semiconductor companies. Analysts expect the interdependence of the chip and auto industries to only accelerate.</p><p>Driven by chip shortages and accelerated automotive digitalization, cooperation between semiconductor companies and the automotive industry is entering the fast lane.</p><p>Last week<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>And<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Executives from chip companies flocked to Munich for the annual auto show, which highlighted this change.</p><p>More than a year since the chip shortage crisis broke out, executives from car companies and chipmakers have been building closer ties to address the shortage and jointly launch new products.</p><p><b>The chip crisis has highlighted how dependent automakers are on semiconductors, and in turn, rising demand for chips has made automakers increasingly valued by semiconductor companies.</b></p><p>According to the Wall Street Journal, Intel CEO Pat Gelsinger told auto industry officials at the Munich Motor Show last Tuesday that the auto industry's demand for chips makes it a more important customer base for semiconductor companies. He said that by 2030, one-fifth of the cost of materials used to make high-end automobiles will be semiconductors, up from 4% in 2019.</p><p>\"We need you and you need us,\" Gelsinger said at the event. \"This is a symbiotic future, and we are working on innovation and ramping up supply as cars become computers with tires.\"</p><p>Car companies and core companies \"hold together to keep warm\"</p><p>In recent years, although cars have begun to use more chips, the relationship between cars and chipmakers has often remained indirect, with automakers relying primarily on buying the chips needed for their cars through parts suppliers.</p><p><b>This disconnect is one reason why the auto industry has seen a chip crisis in recent months, and now those relationships are being reframed.</b></p><p>Daimler CEO Ola Källenius told the Wall Street Journal last week that the company is now in direct contact with chipmakers to monitor supplies. Due to the shortage of chips, Mercedes-Benz, the luxury car business of the German car company, had to make trade-offs in chip allocation, such as delaying the production of some models and giving priority to chips for the most profitable models.</p><p>Qualcomm CEO Cristiano Amon said at the Munich Motor Show last Wednesday that the deployment of 5G communication networks will help enable new automotive features, including autonomous driving. He said, \"Automobile companies should all be regarded as technology companies and part of the technology industry. This means that automobile manufacturers need to establish direct ties with technology companies.\"</p><p>Qualcomm said earlier this week that its chips will be used in<a href=\"https://laohu8.com/S/0NQF.UK\">Renault</a>The infotainment system of the new electric car. In January this year, Qualcomm agreed to expand its cooperation with<a href=\"https://laohu8.com/S/GM\">General Motors</a>In<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cooperation on cockpit and driver assistance features. In addition, Qualcomm last month began plans to acquire Swedish automotive technology company Veoneer for $4.6 billion.</p><p>Intel, for its part, said at the Munich Auto Show that it would use the Moovit mobile app it acquired for about $900 million a year ago and use<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>Autonomous driving technology, launching a<a href=\"https://laohu8.com/S/300024\">Robot</a>Taxi service. Mobileye invested about $15 billion in the automotive industry four years ago. It is a company for BMW and<a href=\"https://laohu8.com/S/F\">Ford Motor</a>And other well-known automakers provide technology for driving assistance functions.</p><p>Today, the lines between the auto industry and the tech industry are becoming increasingly blurred. Ford said last week it had hired employees who had worked in<a href=\"https://laohu8.com/S/AAPL\">Apple</a>And<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Doug Field, an executive, is the company's chief advanced technology and embedded systems officer, reporting directly to CEO Jim Farley.</p><p>Tesla said last month that it is independently developing a supercomputer to run calculations of vehicle driving data to train vehicle autonomous driving software and promote the advancement of intelligent driving technology.</p><p>Interdependence between chip and auto industries will only accelerate</p><p>Analysts expect the interdependence of the chip and auto industries to only accelerate. According to IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>According to the data, the global automotive semiconductor market size will be US $38 billion in 2020 and is expected to reach US $67.6 billion by 2026, with a CAGR (compound annual growth rate) of 10.07%.</p><p>Phil Amsrud, an automotive analyst at IHS, said that the current semiconductor market is relatively mature, but the automotive industry provides considerable expansion opportunities for chipmakers. Sales of new phones rely heavily on people replacing older devices (which have become saturated), while the number of chips and technology used in cars is increasing, he said.</p><p>Nvidia is also betting that cars will become the growth center of chip demand. Danny Shapiro, Nvidia's vice president of automotive business, recently said that the company's auto business will reach $8 billion in the next six years.</p><p>The same is true for domestic car companies.<b>Since the outbreak of the chip crisis, many domestic car manufacturers have adopted the model of cooperation with foreign semiconductor companies</b>For example: BAIC and Imagination jointly established Beijing Hexinda Technology; Geely Holdings Yikatong Technology and Arm China established Hubei Xinqing Technology; SAIC and<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>Joint venture SAIC Infineon Automotive Power Semiconductor (Shanghai) Co., Ltd., etc.</p><p>As a major automobile producer and the country with the fastest advancement of new energy vehicles, China has a huge demand for automotive semiconductors. However, due to the slightly backward development level of the domestic semiconductor industry, most automotive chips rely on outsourcing. When automotive semiconductors experience a crisis of insufficient production capacity, Domestic car companies bear the brunt.</p><p><a href=\"https://laohu8.com/S/000750\">Guohai Securities</a>In a research report released last week, he wrote:</p><p>Under the original supply chain system, the verification and introduction cycle of automotive chips is as long as 2-3 years. At present, the shortage of automotive chips is becoming more and more serious, causing many automotive companies to bypass Tier1 companies (Bosch, Continental, etc.) and directly communicate with semiconductor companies to schedule production, to promote the overall acceleration of the verification and introduction of automotive product supply chain of domestic semiconductor companies.</p>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Under the chip shortage, auto companies and semiconductor companies \"hold together to keep warm\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUnder the chip shortage, auto companies and semiconductor companies \"hold together to keep warm\"\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-09-13 16:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The chip crisis has highlighted how dependent automakers are on semiconductors, and in turn, rising demand for chips has made automakers increasingly valued by semiconductor companies. Analysts expect the interdependence of the chip and auto industries to only accelerate.</p><p>Driven by chip shortages and accelerated automotive digitalization, cooperation between semiconductor companies and the automotive industry is entering the fast lane.</p><p>Last week<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/QCOM\">Qualcomm</a>And<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Executives from chip companies flocked to Munich for the annual auto show, which highlighted this change.</p><p>More than a year since the chip shortage crisis broke out, executives from car companies and chipmakers have been building closer ties to address the shortage and jointly launch new products.</p><p><b>The chip crisis has highlighted how dependent automakers are on semiconductors, and in turn, rising demand for chips has made automakers increasingly valued by semiconductor companies.</b></p><p>According to the Wall Street Journal, Intel CEO Pat Gelsinger told auto industry officials at the Munich Motor Show last Tuesday that the auto industry's demand for chips makes it a more important customer base for semiconductor companies. He said that by 2030, one-fifth of the cost of materials used to make high-end automobiles will be semiconductors, up from 4% in 2019.</p><p>\"We need you and you need us,\" Gelsinger said at the event. \"This is a symbiotic future, and we are working on innovation and ramping up supply as cars become computers with tires.\"</p><p>Car companies and core companies \"hold together to keep warm\"</p><p>In recent years, although cars have begun to use more chips, the relationship between cars and chipmakers has often remained indirect, with automakers relying primarily on buying the chips needed for their cars through parts suppliers.</p><p><b>This disconnect is one reason why the auto industry has seen a chip crisis in recent months, and now those relationships are being reframed.</b></p><p>Daimler CEO Ola Källenius told the Wall Street Journal last week that the company is now in direct contact with chipmakers to monitor supplies. Due to the shortage of chips, Mercedes-Benz, the luxury car business of the German car company, had to make trade-offs in chip allocation, such as delaying the production of some models and giving priority to chips for the most profitable models.</p><p>Qualcomm CEO Cristiano Amon said at the Munich Motor Show last Wednesday that the deployment of 5G communication networks will help enable new automotive features, including autonomous driving. He said, \"Automobile companies should all be regarded as technology companies and part of the technology industry. This means that automobile manufacturers need to establish direct ties with technology companies.\"</p><p>Qualcomm said earlier this week that its chips will be used in<a href=\"https://laohu8.com/S/0NQF.UK\">Renault</a>The infotainment system of the new electric car. In January this year, Qualcomm agreed to expand its cooperation with<a href=\"https://laohu8.com/S/GM\">General Motors</a>In<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Cooperation on cockpit and driver assistance features. In addition, Qualcomm last month began plans to acquire Swedish automotive technology company Veoneer for $4.6 billion.</p><p>Intel, for its part, said at the Munich Auto Show that it would use the Moovit mobile app it acquired for about $900 million a year ago and use<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>Autonomous driving technology, launching a<a href=\"https://laohu8.com/S/300024\">Robot</a>Taxi service. Mobileye invested about $15 billion in the automotive industry four years ago. It is a company for BMW and<a href=\"https://laohu8.com/S/F\">Ford Motor</a>And other well-known automakers provide technology for driving assistance functions.</p><p>Today, the lines between the auto industry and the tech industry are becoming increasingly blurred. Ford said last week it had hired employees who had worked in<a href=\"https://laohu8.com/S/AAPL\">Apple</a>And<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Doug Field, an executive, is the company's chief advanced technology and embedded systems officer, reporting directly to CEO Jim Farley.</p><p>Tesla said last month that it is independently developing a supercomputer to run calculations of vehicle driving data to train vehicle autonomous driving software and promote the advancement of intelligent driving technology.</p><p>Interdependence between chip and auto industries will only accelerate</p><p>Analysts expect the interdependence of the chip and auto industries to only accelerate. According to IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>According to the data, the global automotive semiconductor market size will be US $38 billion in 2020 and is expected to reach US $67.6 billion by 2026, with a CAGR (compound annual growth rate) of 10.07%.</p><p>Phil Amsrud, an automotive analyst at IHS, said that the current semiconductor market is relatively mature, but the automotive industry provides considerable expansion opportunities for chipmakers. Sales of new phones rely heavily on people replacing older devices (which have become saturated), while the number of chips and technology used in cars is increasing, he said.</p><p>Nvidia is also betting that cars will become the growth center of chip demand. Danny Shapiro, Nvidia's vice president of automotive business, recently said that the company's auto business will reach $8 billion in the next six years.</p><p>The same is true for domestic car companies.<b>Since the outbreak of the chip crisis, many domestic car manufacturers have adopted the model of cooperation with foreign semiconductor companies</b>For example: BAIC and Imagination jointly established Beijing Hexinda Technology; Geely Holdings Yikatong Technology and Arm China established Hubei Xinqing Technology; SAIC and<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>Joint venture SAIC Infineon Automotive Power Semiconductor (Shanghai) Co., Ltd., etc.</p><p>As a major automobile producer and the country with the fastest advancement of new energy vehicles, China has a huge demand for automotive semiconductors. However, due to the slightly backward development level of the domestic semiconductor industry, most automotive chips rely on outsourcing. When automotive semiconductors experience a crisis of insufficient production capacity, Domestic car companies bear the brunt.</p><p><a href=\"https://laohu8.com/S/000750\">Guohai Securities</a>In a research report released last week, he wrote:</p><p>Under the original supply chain system, the verification and introduction cycle of automotive chips is as long as 2-3 years. At present, the shortage of automotive chips is becoming more and more serious, causing many automotive companies to bypass Tier1 companies (Bosch, Continental, etc.) and directly communicate with semiconductor companies to schedule production, to promote the overall acceleration of the verification and introduction of automotive product supply chain of domestic semiconductor companies.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3640270\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"INTC":"英特尔","NVDA":"英伟达","QCOM":"高通"},"source_url":"https://wallstreetcn.com/articles/3640270","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1122725675","content_text":"芯片危机突显出汽车制造商对半导体的依赖程度，反过来，对芯片需求的上升也使得汽车制造商越来越受到半导体公司的重视。分析人士预计，芯片和汽车行业的相互依赖只会加速。\n在芯片短缺及汽车数字化进程加速的推动下，半导体公司与汽车行业之间的合作正在进入快车道。\n上周英特尔、高通和英伟达等芯片公司的高管纷纷涌入慕尼黑参加年度汽车展，将这一转变烘托得淋漓尽致。\n芯片短缺危机爆发一年多以来，车企和芯片制造商的高管们一直在建立更紧密的联系以解决短缺问题，并共同推出新产品。\n芯片危机突显出汽车制造商对半导体的依赖程度，反过来，对芯片需求的上升也使得汽车制造商越来越受到半导体公司的重视。\n据华尔街日报报道，英特尔首席执行官Pat Gelsinger上周二在慕尼黑车展中告诉汽车行业官员，汽车行业对芯片的需求使其成为半导体公司更重要的客户群。他说，到2030年，用于制造高端汽车材料成本的五分之一将是半导体，高于2019年的4%。\n“我们需要你们，你们也需要我们，”Gelsinger在活动上说。“这是一个共生的未来，我们正在致力于创新和加大供应，因为汽车变成了带轮胎的电脑。”\n车企与芯企“抱团取暖”\n近年来，尽管汽车开始使用更多芯片，但汽车和芯片制造商之间的关系往往仍然是间接的，汽车制造商主要依靠通过零部件供应商购买汽车所需的芯片。\n这种脱节是汽车行业最近几个月出现芯片危机的原因之一，而现在这些关系正在被重构。\n戴姆勒首席执行官Ola Källenius上周对《华尔街日报》表示，该公司目前正与芯片制造商直接接触，以监控供应情况。由于芯片短缺，这家德国车企的豪华车业务梅赛德斯-奔驰不得不在芯片分配方面做出取舍，比如推迟一些车型的生产，将芯片优先用于利润最高的车型。\n高通首席执行官克里斯蒂亚诺·阿蒙(Cristiano Amon)上周三在慕尼黑车展中表示，5G通信网络的部署将有助于实现新的汽车功能，包括自动驾驶。他说，“汽车公司都应该被视为科技公司和科技行业的一部分。这意味着汽车制造商需要与科技公司建立直接联系。”\n高通在本周早些时候表示，该公司的芯片将用于雷诺新款电动汽车的信息娱乐系统。今年1月，高通同意扩大与通用汽车在智能驾驶舱和驾驶员辅助功能方面的合作，此外，高通上个月开始计划以46亿美元收购瑞典汽车技术公司Veoneer。\n英特尔则在慕尼黑车展上表示，将利用一年前斥资约9亿美元收购的Moovit移动应用程序，并利用Mobileye的自动驾驶技术，启动一项机器人出租车服务。Mobileye四年前斥资约150亿美元投资汽车行业，其为宝马和福特汽车等知名汽车制造商的驾驶辅助功能提供技术。\n如今，汽车业与科技行业之间的界限变得越来越模糊。福特上周表示，已聘请曾在苹果和特斯拉担任高管的道格•菲尔德(Doug Field)担任公司首席先进技术和嵌入式系统官，直接向首席执行官吉姆法利(Jim Farley)汇报工作。\n特斯拉上个月表示，它正在自主研发一台超级计算机来运行对车辆行车数据的计算，以训练车辆的自动驾驶软件，推进智能驾驶技术的进步。\n芯片和汽车行业的相互依赖只会加速\n分析人士预计，芯片和汽车行业的相互依赖只会加速。根据IHS Markit 数据，2020 年全球汽车半导体市场规模为380亿美元，预计到2026 年达到676 亿美元，CAGR（复合年均增长率）为10.07%。\nIHS汽车分析师菲尔·阿姆斯鲁德(Phil Amsrud)表示，当前已有的半导体市场已经较为成熟，但汽车行业为芯片制造商提供了相当大的扩张机会。他说，新款手机的销售在很大程度上依赖于人们更换旧设备（已趋于饱和），而用于汽车的芯片数量和技术都在增加。\n英伟达也在押注汽车将成为芯片需求的增长中心。英伟达负责汽车业务的副总裁丹尼•夏皮罗(Danny Shapiro)最近说，该公司在未来六年内的汽车业务规模将达到80亿美元。\n国内车企也是如此，自芯片危机发生以来，多家国内车厂采用了与国外半导体企业合作的模式，例如：北汽与Imagination合资成立了北京核芯达科技；吉利控股亿咖通科技与Arm中国成立了湖北芯擎科技；上汽与英飞凌合资组建上汽英飞凌汽车功率半导体（上海）有限公司等。\n中国作为汽车生产大国以及新能源汽车推进最快的国家，对汽车半导体需求体量巨大，但由于国内半导体产业发展水平稍微落后，汽车芯片大部分依赖外购，当汽车半导体发生产能不足危机时，国内车企首当其冲。\n国海证券在上周发布的研报中写道：\n\n 在原有的供应链体系下汽车芯片验证和导入周期长达2-3 年，当前汽车缺芯愈发严重，致使多家车企绕过Tier1 企业（博世、大陆等）直接与半导体企业沟通排产，推动国内半导体企业车规产品供应链验证与导入全面提速。","news_type":1,"symbols_score_info":{"INTC":0.9,"NVDA":0.9,"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":1133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}