At the 2026 China Automotive Chongqing Forum held from June 12th to 13th, Jiang Hanping, Vice President and General Manager of the Product Planning Department at Xinqing Technology, delivered a speech.
Addressing the topic of self-developed chips, Jiang Hanping expressed that while carmakers are eager to venture into this area, they should maintain a cool-headed approach.
He candidly stated that, as a chip design company, he is acutely aware of the associated costs and risks. "If carmakers need to promote self-developed chips for strategic reasons, frankly speaking, the chip industry is a 'decade-long grind on a cold bench.' It requires long-term accumulation to prove that design capabilities and market alignment can keep pace with future developments," he remarked.
Jiang Hanping pointed out that internationally, there are very few companies that survive independently by relying on automotive-grade chips, while domestically, the number is already approaching double digits. "The lifecycle of automotive-grade chips is as long as 10 to 15 years. Five or six years from now, will these companies and teams still exist? Will their supply chains still be intact? This will have a significant impact," he cautioned.
He expressed hope that the domestic automotive-grade chip industry can draw insights from this, fostering a trend of long-term accumulation and stable development rather than short-sighted behavior.
Analyzing further from a cost perspective, Jiang Hanping noted that every time a carmaker embarks on self-developing chips, one should carefully consider how to recoup the investment. "Frankly, we are all apprehensive about this internally." Therefore, he hopes the industry can calm down and view self-developed chips rationally.
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