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2021-09-13

Wow

Under chip shortage, automobile companies and semiconductor companies "hold together for warmth"

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16:56","market":"us","language":"zh","title":"Under chip shortage, automobile companies and semiconductor companies \"hold together for warmth\"","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 reliant automakers are on semiconductors, and in turn, rising demand for chips has made automakers increasingly valued by semiconductor companies. Analysts expect interdependence between the chip and automotive industries to only accelerate.</p><p>Driven by chip shortages and accelerating 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 other chip companies have flocked to Munich for the annual motor show, bringing the transformation to life.</p><p>More than a year since the chip shortage crisis erupted, executives from car companies and chipmakers have been building closer ties to address the shortage and launch new products together.</p><p><b>The chip crisis has highlighted how reliant automakers are on semiconductors, and in turn, rising demand for chips has made automakers increasingly valued by semiconductor companies.</b></p><p>Intel CEO Pat Gelsinger told auto industry officials at the Munich Auto Show last Tuesday that the auto industry's demand for chips makes it a more important customer base for semiconductor companies, the Wall Street Journal reported. One-fifth of the cost of materials used to make high-end automotive materials will be semiconductors by 2030, up from 4% in 2019, he said.</p><p>\"We need you and you need us,\" Gelsinger said at the event. \"This is a symbiotic future where we are working on innovation and increasing supply as cars become computers with tires.\"</p><p>Car companies and core companies \"hold together for warmth\"</p><p>In recent years, the relationship between cars and chipmakers has often remained indirect, despite cars starting to use more chips, with automakers largely relying on buying the chips they need for their cars through parts suppliers.</p><p><b>That disconnect is one of the reasons the automotive 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 supply. Due to the chip shortage, Mercedes-Benz, the luxury car business of the German car company, has had to make trade-offs in chip allocation, such as delaying production of some models and prioritizing 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 communications networks will help enable new automotive features, including autonomous driving. He said, \"Car companies should both be considered technology companies and part of the technology industry. This means that automakers need to have direct connections with technology companies.\"</p><p>Qualcomm said earlier this week that the company's chips would be used for<a href=\"https://laohu8.com/S/0NQF.UK\">Renault</a>The infotainment system of the new EV. In January, Qualcomm agreed to expand its<a href=\"https://laohu8.com/S/GM\">General Motors</a>In<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>collaboration on cockpit and driver assistance functions, in addition to Qualcomm last month beginning plans to acquire Swedish automotive technology company Veoneer for $4.6 billion.</p><p>Intel, for its part, said at the Munich Motor Show that it would take advantage of the Moovit mobile app it acquired for about $900 million a year ago and leverage<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>Autonomous driving technology, initiating a<a href=\"https://laohu8.com/S/300024\">Robot</a>Taxi service. Mobileye, which invested about $15 billion in the automotive industry four years ago, has helped BMW and<a href=\"https://laohu8.com/S/F\">Ford Motor</a>And other well-known automakers' driver assistance functions provide technology.</p><p>These days, the line between the automotive industry and the tech industry is getting blurred. Ford said last week that it had hired people who 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, serves as the company's chief advanced technology and embedded systems officer, reporting directly to chief executive Jim Farley.</p><p>Tesla said last month that it was independently developing a supercomputer to run the calculation of vehicle driving data to train the vehicle's self-driving software and advance the advancement of intelligent driving technology.</p><p>Chip and automotive industry interdependence will only accelerate</p><p>Analysts expect interdependence between the chip and automotive industries to only accelerate. Per IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>Data, the global automotive semiconductor market size was USD 38 billion in 2020 and is expected to reach USD 67.6 billion by 2026, with a CAGR (Compound Annual Growth Rate) of 10.07%.</p><p>Phil Amsrud, an IHS automotive analyst, said that the current semiconductor market is more mature, but the automotive industry offers chipmakers considerable opportunities to expand. Sales of new phones rely heavily on people replacing old devices, which have become saturated, while the number of chips and technology used in cars are increasing, he said.</p><p>Nvidia is also betting that cars will become a growth hub for chip demand. Danny Shapiro, Nvidia's vice president of automotive, said recently that the company's automotive business will reach $8bn over the next six years.</p><p>The same is true of domestic car companies,<b>Since the chip crisis, several 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 establishment of SAIC Infineon Automotive Power Semiconductor (Shanghai) Co., Ltd.</p><p>As a big automobile manufacturer and the country with the fastest advancement of new energy vehicles, China has a huge demand for automobile semiconductors. However, due to the slightly backward development level of domestic semiconductor industry, most of automobile chips rely on outsourcing. When there is a crisis of insufficient production capacity of automobile semiconductors, domestic automobile 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 automobile chips lasts for 2-3 years. At present, the shortage of automobile cores is becoming more and more serious, which causes many automobile companies to bypass Tier1 enterprises (Bosch, Mainland China, etc.) to directly communicate with semiconductor enterprises to schedule production, and promote the overall acceleration of the verification and introduction of automobile standard products supply chain of domestic semiconductor enterprises.</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 chip shortage, automobile companies and semiconductor companies \"hold together for warmth\"</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 chip shortage, automobile companies and semiconductor companies \"hold together for warmth\"\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 reliant automakers are on semiconductors, and in turn, rising demand for chips has made automakers increasingly valued by semiconductor companies. Analysts expect interdependence between the chip and automotive industries to only accelerate.</p><p>Driven by chip shortages and accelerating 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 other chip companies have flocked to Munich for the annual motor show, bringing the transformation to life.</p><p>More than a year since the chip shortage crisis erupted, executives from car companies and chipmakers have been building closer ties to address the shortage and launch new products together.</p><p><b>The chip crisis has highlighted how reliant automakers are on semiconductors, and in turn, rising demand for chips has made automakers increasingly valued by semiconductor companies.</b></p><p>Intel CEO Pat Gelsinger told auto industry officials at the Munich Auto Show last Tuesday that the auto industry's demand for chips makes it a more important customer base for semiconductor companies, the Wall Street Journal reported. One-fifth of the cost of materials used to make high-end automotive materials will be semiconductors by 2030, up from 4% in 2019, he said.</p><p>\"We need you and you need us,\" Gelsinger said at the event. \"This is a symbiotic future where we are working on innovation and increasing supply as cars become computers with tires.\"</p><p>Car companies and core companies \"hold together for warmth\"</p><p>In recent years, the relationship between cars and chipmakers has often remained indirect, despite cars starting to use more chips, with automakers largely relying on buying the chips they need for their cars through parts suppliers.</p><p><b>That disconnect is one of the reasons the automotive 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 supply. Due to the chip shortage, Mercedes-Benz, the luxury car business of the German car company, has had to make trade-offs in chip allocation, such as delaying production of some models and prioritizing 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 communications networks will help enable new automotive features, including autonomous driving. He said, \"Car companies should both be considered technology companies and part of the technology industry. This means that automakers need to have direct connections with technology companies.\"</p><p>Qualcomm said earlier this week that the company's chips would be used for<a href=\"https://laohu8.com/S/0NQF.UK\">Renault</a>The infotainment system of the new EV. In January, Qualcomm agreed to expand its<a href=\"https://laohu8.com/S/GM\">General Motors</a>In<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>collaboration on cockpit and driver assistance functions, in addition to Qualcomm last month beginning plans to acquire Swedish automotive technology company Veoneer for $4.6 billion.</p><p>Intel, for its part, said at the Munich Motor Show that it would take advantage of the Moovit mobile app it acquired for about $900 million a year ago and leverage<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>Autonomous driving technology, initiating a<a href=\"https://laohu8.com/S/300024\">Robot</a>Taxi service. Mobileye, which invested about $15 billion in the automotive industry four years ago, has helped BMW and<a href=\"https://laohu8.com/S/F\">Ford Motor</a>And other well-known automakers' driver assistance functions provide technology.</p><p>These days, the line between the automotive industry and the tech industry is getting blurred. Ford said last week that it had hired people who 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, serves as the company's chief advanced technology and embedded systems officer, reporting directly to chief executive Jim Farley.</p><p>Tesla said last month that it was independently developing a supercomputer to run the calculation of vehicle driving data to train the vehicle's self-driving software and advance the advancement of intelligent driving technology.</p><p>Chip and automotive industry interdependence will only accelerate</p><p>Analysts expect interdependence between the chip and automotive industries to only accelerate. Per IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>Data, the global automotive semiconductor market size was USD 38 billion in 2020 and is expected to reach USD 67.6 billion by 2026, with a CAGR (Compound Annual Growth Rate) of 10.07%.</p><p>Phil Amsrud, an IHS automotive analyst, said that the current semiconductor market is more mature, but the automotive industry offers chipmakers considerable opportunities to expand. Sales of new phones rely heavily on people replacing old devices, which have become saturated, while the number of chips and technology used in cars are increasing, he said.</p><p>Nvidia is also betting that cars will become a growth hub for chip demand. Danny Shapiro, Nvidia's vice president of automotive, said recently that the company's automotive business will reach $8bn over the next six years.</p><p>The same is true of domestic car companies,<b>Since the chip crisis, several 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 establishment of SAIC Infineon Automotive Power Semiconductor (Shanghai) Co., Ltd.</p><p>As a big automobile manufacturer and the country with the fastest advancement of new energy vehicles, China has a huge demand for automobile semiconductors. However, due to the slightly backward development level of domestic semiconductor industry, most of automobile chips rely on outsourcing. When there is a crisis of insufficient production capacity of automobile semiconductors, domestic automobile 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 automobile chips lasts for 2-3 years. At present, the shortage of automobile cores is becoming more and more serious, which causes many automobile companies to bypass Tier1 enterprises (Bosch, Mainland China, etc.) to directly communicate with semiconductor enterprises to schedule production, and promote the overall acceleration of the verification and introduction of automobile standard products supply chain of domestic semiconductor enterprises.</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":{"QCOM":"高通","NVDA":"英伟达","INTC":"英特尔"},"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":{"NVDA":0.9,"QCOM":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":888704589,"gmtCreate":1631525516441,"gmtModify":1676530565698,"author":{"id":"4094194356090190","authorId":"4094194356090190","name":"cin2021","avatar":"https://static.tigerbbs.com/670266c1c4dcde7ffb7b0a5d80d45707","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094194356090190","authorIdStr":"4094194356090190"},"themes":[],"htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/888704589","repostId":"1122725675","repostType":4,"repost":{"id":"1122725675","kind":"news","pubTimestamp":1631523392,"share":"https://ttm.financial/m/news/1122725675?lang=en_US&edition=fundamental","pubTime":"2021-09-13 16:56","market":"us","language":"zh","title":"Under chip shortage, automobile companies and semiconductor companies \"hold together for warmth\"","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 reliant automakers are on semiconductors, and in turn, rising demand for chips has made automakers increasingly valued by semiconductor companies. Analysts expect interdependence between the chip and automotive industries to only accelerate.</p><p>Driven by chip shortages and accelerating 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 other chip companies have flocked to Munich for the annual motor show, bringing the transformation to life.</p><p>More than a year since the chip shortage crisis erupted, executives from car companies and chipmakers have been building closer ties to address the shortage and launch new products together.</p><p><b>The chip crisis has highlighted how reliant automakers are on semiconductors, and in turn, rising demand for chips has made automakers increasingly valued by semiconductor companies.</b></p><p>Intel CEO Pat Gelsinger told auto industry officials at the Munich Auto Show last Tuesday that the auto industry's demand for chips makes it a more important customer base for semiconductor companies, the Wall Street Journal reported. One-fifth of the cost of materials used to make high-end automotive materials will be semiconductors by 2030, up from 4% in 2019, he said.</p><p>\"We need you and you need us,\" Gelsinger said at the event. \"This is a symbiotic future where we are working on innovation and increasing supply as cars become computers with tires.\"</p><p>Car companies and core companies \"hold together for warmth\"</p><p>In recent years, the relationship between cars and chipmakers has often remained indirect, despite cars starting to use more chips, with automakers largely relying on buying the chips they need for their cars through parts suppliers.</p><p><b>That disconnect is one of the reasons the automotive 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 supply. Due to the chip shortage, Mercedes-Benz, the luxury car business of the German car company, has had to make trade-offs in chip allocation, such as delaying production of some models and prioritizing 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 communications networks will help enable new automotive features, including autonomous driving. He said, \"Car companies should both be considered technology companies and part of the technology industry. This means that automakers need to have direct connections with technology companies.\"</p><p>Qualcomm said earlier this week that the company's chips would be used for<a href=\"https://laohu8.com/S/0NQF.UK\">Renault</a>The infotainment system of the new EV. In January, Qualcomm agreed to expand its<a href=\"https://laohu8.com/S/GM\">General Motors</a>In<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>collaboration on cockpit and driver assistance functions, in addition to Qualcomm last month beginning plans to acquire Swedish automotive technology company Veoneer for $4.6 billion.</p><p>Intel, for its part, said at the Munich Motor Show that it would take advantage of the Moovit mobile app it acquired for about $900 million a year ago and leverage<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>Autonomous driving technology, initiating a<a href=\"https://laohu8.com/S/300024\">Robot</a>Taxi service. Mobileye, which invested about $15 billion in the automotive industry four years ago, has helped BMW and<a href=\"https://laohu8.com/S/F\">Ford Motor</a>And other well-known automakers' driver assistance functions provide technology.</p><p>These days, the line between the automotive industry and the tech industry is getting blurred. Ford said last week that it had hired people who 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, serves as the company's chief advanced technology and embedded systems officer, reporting directly to chief executive Jim Farley.</p><p>Tesla said last month that it was independently developing a supercomputer to run the calculation of vehicle driving data to train the vehicle's self-driving software and advance the advancement of intelligent driving technology.</p><p>Chip and automotive industry interdependence will only accelerate</p><p>Analysts expect interdependence between the chip and automotive industries to only accelerate. Per IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>Data, the global automotive semiconductor market size was USD 38 billion in 2020 and is expected to reach USD 67.6 billion by 2026, with a CAGR (Compound Annual Growth Rate) of 10.07%.</p><p>Phil Amsrud, an IHS automotive analyst, said that the current semiconductor market is more mature, but the automotive industry offers chipmakers considerable opportunities to expand. Sales of new phones rely heavily on people replacing old devices, which have become saturated, while the number of chips and technology used in cars are increasing, he said.</p><p>Nvidia is also betting that cars will become a growth hub for chip demand. Danny Shapiro, Nvidia's vice president of automotive, said recently that the company's automotive business will reach $8bn over the next six years.</p><p>The same is true of domestic car companies,<b>Since the chip crisis, several 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 establishment of SAIC Infineon Automotive Power Semiconductor (Shanghai) Co., Ltd.</p><p>As a big automobile manufacturer and the country with the fastest advancement of new energy vehicles, China has a huge demand for automobile semiconductors. However, due to the slightly backward development level of domestic semiconductor industry, most of automobile chips rely on outsourcing. When there is a crisis of insufficient production capacity of automobile semiconductors, domestic automobile 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 automobile chips lasts for 2-3 years. At present, the shortage of automobile cores is becoming more and more serious, which causes many automobile companies to bypass Tier1 enterprises (Bosch, Mainland China, etc.) to directly communicate with semiconductor enterprises to schedule production, and promote the overall acceleration of the verification and introduction of automobile standard products supply chain of domestic semiconductor enterprises.</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 chip shortage, automobile companies and semiconductor companies \"hold together for warmth\"</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 chip shortage, automobile companies and semiconductor companies \"hold together for warmth\"\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 reliant automakers are on semiconductors, and in turn, rising demand for chips has made automakers increasingly valued by semiconductor companies. Analysts expect interdependence between the chip and automotive industries to only accelerate.</p><p>Driven by chip shortages and accelerating 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 other chip companies have flocked to Munich for the annual motor show, bringing the transformation to life.</p><p>More than a year since the chip shortage crisis erupted, executives from car companies and chipmakers have been building closer ties to address the shortage and launch new products together.</p><p><b>The chip crisis has highlighted how reliant automakers are on semiconductors, and in turn, rising demand for chips has made automakers increasingly valued by semiconductor companies.</b></p><p>Intel CEO Pat Gelsinger told auto industry officials at the Munich Auto Show last Tuesday that the auto industry's demand for chips makes it a more important customer base for semiconductor companies, the Wall Street Journal reported. One-fifth of the cost of materials used to make high-end automotive materials will be semiconductors by 2030, up from 4% in 2019, he said.</p><p>\"We need you and you need us,\" Gelsinger said at the event. \"This is a symbiotic future where we are working on innovation and increasing supply as cars become computers with tires.\"</p><p>Car companies and core companies \"hold together for warmth\"</p><p>In recent years, the relationship between cars and chipmakers has often remained indirect, despite cars starting to use more chips, with automakers largely relying on buying the chips they need for their cars through parts suppliers.</p><p><b>That disconnect is one of the reasons the automotive 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 supply. Due to the chip shortage, Mercedes-Benz, the luxury car business of the German car company, has had to make trade-offs in chip allocation, such as delaying production of some models and prioritizing 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 communications networks will help enable new automotive features, including autonomous driving. He said, \"Car companies should both be considered technology companies and part of the technology industry. This means that automakers need to have direct connections with technology companies.\"</p><p>Qualcomm said earlier this week that the company's chips would be used for<a href=\"https://laohu8.com/S/0NQF.UK\">Renault</a>The infotainment system of the new EV. In January, Qualcomm agreed to expand its<a href=\"https://laohu8.com/S/GM\">General Motors</a>In<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>collaboration on cockpit and driver assistance functions, in addition to Qualcomm last month beginning plans to acquire Swedish automotive technology company Veoneer for $4.6 billion.</p><p>Intel, for its part, said at the Munich Motor Show that it would take advantage of the Moovit mobile app it acquired for about $900 million a year ago and leverage<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>Autonomous driving technology, initiating a<a href=\"https://laohu8.com/S/300024\">Robot</a>Taxi service. Mobileye, which invested about $15 billion in the automotive industry four years ago, has helped BMW and<a href=\"https://laohu8.com/S/F\">Ford Motor</a>And other well-known automakers' driver assistance functions provide technology.</p><p>These days, the line between the automotive industry and the tech industry is getting blurred. Ford said last week that it had hired people who 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, serves as the company's chief advanced technology and embedded systems officer, reporting directly to chief executive Jim Farley.</p><p>Tesla said last month that it was independently developing a supercomputer to run the calculation of vehicle driving data to train the vehicle's self-driving software and advance the advancement of intelligent driving technology.</p><p>Chip and automotive industry interdependence will only accelerate</p><p>Analysts expect interdependence between the chip and automotive industries to only accelerate. Per IHS<a href=\"https://laohu8.com/S/MRKT\">Markit</a>Data, the global automotive semiconductor market size was USD 38 billion in 2020 and is expected to reach USD 67.6 billion by 2026, with a CAGR (Compound Annual Growth Rate) of 10.07%.</p><p>Phil Amsrud, an IHS automotive analyst, said that the current semiconductor market is more mature, but the automotive industry offers chipmakers considerable opportunities to expand. Sales of new phones rely heavily on people replacing old devices, which have become saturated, while the number of chips and technology used in cars are increasing, he said.</p><p>Nvidia is also betting that cars will become a growth hub for chip demand. Danny Shapiro, Nvidia's vice president of automotive, said recently that the company's automotive business will reach $8bn over the next six years.</p><p>The same is true of domestic car companies,<b>Since the chip crisis, several 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 establishment of SAIC Infineon Automotive Power Semiconductor (Shanghai) Co., Ltd.</p><p>As a big automobile manufacturer and the country with the fastest advancement of new energy vehicles, China has a huge demand for automobile semiconductors. However, due to the slightly backward development level of domestic semiconductor industry, most of automobile chips rely on outsourcing. When there is a crisis of insufficient production capacity of automobile semiconductors, domestic automobile 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 automobile chips lasts for 2-3 years. At present, the shortage of automobile cores is becoming more and more serious, which causes many automobile companies to bypass Tier1 enterprises (Bosch, Mainland China, etc.) to directly communicate with semiconductor enterprises to schedule production, and promote the overall acceleration of the verification and introduction of automobile standard products supply chain of domestic semiconductor enterprises.</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":{"QCOM":"高通","NVDA":"英伟达","INTC":"英特尔"},"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":{"NVDA":0.9,"QCOM":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}