欧(Ou)美(Mei)欲(Yu)断(Duan)供(Gong)中(Zhong)国(Guo)汽(Qi)车(Che)芯(Xin)片(Pian),(?)这(Zhe)比(Bi)手(Shou)机(Ji)更(Geng)加(Jia)严(Yan)峻(Jun)!(?)
发(Fa)表(Biao)时(Shi)间(Jian):(?) 2021-01-07      阅(Yue)读(Du)次(Ci)数(Shu):(?)     字(Zi)体(Ti):(?)【(?)大(Da) 中(Zhong) 小(Xiao)】(?)

“(?)作(Zuo)为(Wei)未(Wei)来(Lai)比(Bi)手(Shou)机(Ji)更(Geng)重(Zhong)要(Yao)的(De)大(Da)型(Xing)移(Yi)动(Dong)智(Zhi)能(Neng)终(Zhong)端(Duan),(?)汽(Qi)车(Che)芯(Xin)片(Pian)的(De)‘(?)卡(Ka)脖(Bo)子(Zi)’(?)问(Wen)题(Ti)要(Yao)比(Bi)手(Shou)机(Ji)更(Geng)加(Jia)严(Yan)峻(Jun)、(?)更(Geng)加(Jia)重(Zhong)大(Da)。(?)”(?)一(Yi)位(Wei)业(Ye)内(Nei)人(Ren)士(Shi)近(Jin)日(Ri)坦(Tan)言(Yan)。(?)


一(Yi)个(Ge)多(Duo)月(Yue)以(Yi)来(Lai),(?)国(Guo)内(Nei)外(Wai)车(Che)企(Qi)纷(Fen)纷(Fen)遭(Zao)遇(Yu)车(Che)载(Zai)芯(Xin)片(Pian)短(Duan)缺(Que)问(Wen)题(Ti),(?)大(Da)众(Zhong)、(?)丰(Feng)田(Tian)、(?)本(Ben)田(Tian)、(?)福(Fu)特(Te)、(?)日(Ri)产(Chan)等(Deng)国(Guo)外(Wai)厂(Chang)商(Shang)先(Xian)后(Hou)传(Chuan)出(Chu)因(Yin)芯(Xin)片(Pian)供(Gong)应(Ying)不(Bu)足(Zu)部(Bu)分(Fen)产(Chan)线(Xian)停(Ting)产(Chan)或(Huo)减(Jian)产(Chan),(?)国(Guo)内(Nei)合(He)资(Zi)车(Che)企(Qi)的(De)部(Bu)分(Fen)车(Che)型(Xing)也(Ye)因(Yin)芯(Xin)片(Pian)问(Wen)题(Ti)受(Shou)到(Dao)影(Ying)响(Xiang)。(?)

虽(Sui)然(Ran)多(Duo)家(Jia)国(Guo)内(Nei)车(Che)企(Qi)和(He)中(Zhong)国(Guo)汽(Qi)车(Che)工(Gong)业(Ye)协(Xie)会(Hui)纷(Fen)纷(Fen)表(Biao)示(Shi),(?)芯(Xin)片(Pian)供(Gong)应(Ying)短(Duan)缺(Que)并(Bing)没(Mei)有(You)外(Wai)界(Jie)想(Xiang)象(Xiang)的(De)那(Na)么(Me)严(Yan)重(Zhong),(?)但(Dan)却(Que)足(Zu)以(Yi)让(Rang)汽(Qi)车(Che)行(Xing)业(Ye)和(He)半(Ban)导(Dao)体(Ti)行(Xing)业(Ye)再(Zai)次(Ci)重(Zhong)视(Shi)起(Qi)“(?)缺(Que)芯(Xin)”(?)问(Wen)题(Ti)。(?)

疫(Yi)情(Qing)是(Shi)导(Dao)致(Zhi)此(Ci)次(Ci)车(Che)载(Zai)芯(Xin)片(Pian)短(Duan)缺(Que)的(De)重(Zhong)要(Yao)原(Yuan)因(Yin)。(?)

首(Shou)先(Xian),(?)不(Bu)少(Shao)车(Che)企(Qi)去(Qu)年(Nian)上(Shang)半(Ban)年(Nian)因(Yin)疫(Yi)情(Qing)削(Xiao)减(Jian)订(Ding)单(Dan)后(Hou),(?)汽(Qi)车(Che)芯(Xin)片(Pian)企(Qi)业(Ye)已(Yi)将(Jiang)产(Chan)能(Neng)挪(Nuo)作(Zuo)他(Ta)用(Yong),(?)待(Dai)疫(Yi)情(Qing)好(Hao)转(Zhuan)后(Hou),(?)产(Chan)能(Neng)已(Yi)跟(Gen)不(Bu)上(Shang)需(Xu)求(Qiu)的(De)增(Zeng)长(Chang);(?)其(Qi)次(Ci),(?)车(Che)用(Yong)半(Ban)导(Dao)体(Ti)大(Da)多(Duo)采(Cai)用(Yong)8英(Ying)寸(Cun)晶(Jing)圆(Yuan)制(Zhi)造(Zao),(?)而(?)近(Jin)些(Xie)年(Nian)主(Zhu)要(Yao)半(Ban)导(Dao)体(Ti)代(Dai)工(Gong)厂(Chang)商(Shang)着(Zhuo)重(Zhong)发(Fa)力(Li)12英(Ying)寸(Cun)晶(Jing)圆(Yuan);(?)而(?)且(Qie),(?)消(Xiao)费(Fei)电(Dian)子(Zi)芯(Xin)片(Pian)需(Xu)求(Qiu)的(De)大(Da)幅(Fu)上(Shang)涨(Zhang),(?)也(Ye)在(Zai)一(Yi)定(Ding)程(Cheng)度(Du)上(Shang)对(Dui)汽(Qi)车(Che)芯(Xin)片(Pian)形(Xing)成(Cheng)挤(Ji)压(Ya);(?)此(Ci)外(Wai),(?)美(Mei)国(Guo)对(Dui)中(Zhong)芯(Xin)国(Guo)际(Ji)的(De)打(Da)压(Ya)更(Geng)加(Jia)剧(Ju)全(Quan)球(Qiu)芯(Xin)片(Pian)产(Chan)能(Neng)紧(Jin)张(Zhang)。(?)

1月(Yue)13日(Ri),(?)中(Zhong)汽(Qi)协(Xie)表(Biao)示(Shi),(?)2021年(Nian)新(Xin)能(Neng)源(Yuan)汽(Qi)车(Che)市(Shi)场(Chang)将(Jiang)从(Cong)政(Zheng)策(Ce)驱(Qu)动(Dong)向(Xiang)市(Shi)场(Chang)驱(Qu)动(Dong)转(Zhuan)变(Bian),(?)未(Wei)来(Lai)将(Jiang)有(You)望(Wang)迎(Ying)来(Lai)持(Chi)续(Xu)快(Kuai)速(Su)增(Zeng)长(Chang)。(?)但(Dan)也(Ye)需(Xu)要(Yao)注(Zhu)意(Yi),(?)近(Jin)期(Qi)出(Chu)现(Xian)的(De)芯(Xin)片(Pian)供(Gong)应(Ying)紧(Jin)张(Zhang)问(Wen)题(Ti),(?)也(Ye)将(Jiang)在(Zai)未(Wei)来(Lai)一(Yi)段(Duan)时(Shi)间(Jian)内(Nei)对(Dui)全(Quan)球(Qiu)汽(Qi)车(Che)生(Sheng)产(Chan)造(Zao)成(Cheng)一(Yi)定(Ding)影(Ying)响(Xiang),(?)进(Jin)而(?)影(Ying)响(Xiang)我(Wo)国(Guo)汽(Qi)车(Che)产(Chan)业(Ye)运(Yun)行(Xing)的(De)稳(Wen)定(Ding)性(Xing)。(?)


芯(Xin)片(Pian)“(?)卡(Ka)住(Zhu)”(?)车(Che)企(Qi)脖(Bo)子(Zi)

车(Che)企(Qi)的(De)脖(Bo)子(Zi),(?)正(Zheng)被(Bei)车(Che)载(Zai)芯(Xin)片(Pian)扼(E)住(Zhu)。(?)

1月(Yue)13日(Ri),(?)《(?)日(Ri)经(Jing)亚(Ya)洲(Zhou)评(Ping)论(Lun)》(?)报(Bao)道(Dao),(?)丰(Feng)田(Tian)汽(Qi)车(Che)周(Zhou)二(?)晚(Wan)间(Jian)重(Zhong)启(Qi)在(Zai)中(Zhong)国(Guo)广(Guang)州(Zhou)的(De)一(Yi)条(Tiao)生(Sheng)产(Chan)线(Xian),(?)这(Zhe)条(Tiao)产(Chan)线(Xian)已(Yi)因(Yin)芯(Xin)片(Pian)短(Duan)缺(Que)停(Ting)产(Chan)两(Liang)天(Tian)。(?)该(Gai)产(Chan)线(Xian)原(Yuan)计(Ji)划(Hua)停(Ting)产(Chan)4天(Tian),(?)但(Dan)丰(Feng)田(Tian)提(Ti)前(Qian)获(Huo)得(De)芯(Xin)片(Pian)供(Gong)应(Ying)。(?)

报(Bao)道(Dao)指(Zhi)出(Chu),(?)广(Guang)汽(Qi)丰(Feng)田(Tian)2019年(Nian)共(Gong)生(Sheng)产(Chan)67万(Wan)辆(Liang)汽(Qi)车(Che),(?)包(Bao)括(Kuo)凯(Kai)美(Mei)瑞(Rui)轿(Jiao)车(Che)和(He)C-HR运(Yun)动(Dong)型(Xing)多(Duo)功(Gong)能(Neng)车(Che),(?)两(Liang)款(Kuan)车(Che)型(Xing)产(Chan)量(Liang)都(Du)有(You)所(Suo)下(Xia)降(Jiang)。(?)这(Zhe)家(Jia)合(He)资(Zi)企(Qi)业(Ye)将(Jiang)继(Ji)续(Xu)审(Shen)查(Cha)芯(Xin)片(Pian)采(Cai)购(Gou)量(Liang),(?)以(Yi)获(Huo)得(De)稳(Wen)定(Ding)的(De)零(Ling)部(Bu)件(Jian)供(Gong)应(Ying)。(?)

丰(Feng)田(Tian)上(Shang)周(Zhou)曾(Zeng)透(Tou)露(Lu),(?)由(You)于(Yu)芯(Xin)片(Pian)供(Gong)应(Ying)不(Bu)足(Zu),(?)该(Gai)公(Gong)司(Si)正(Zheng)在(Zai)减(Jian)少(Shao)美(Mei)国(Guo)德(De)克(Ke)萨(Sa)斯(Si)州(Zhou)一(Yi)家(Jia)工(Gong)厂(Chang)的(De)坦(Tan)途(Tu)皮(Pi)卡(Ka)((?)Tundra)(?)产(Chan)量(Liang),(?)该(Gai)集(Ji)团(Tuan)还(Huan)在(Zai)考(Kao)虑(Lu)削(Xiao)减(Jian)RAV4 SUV以(Yi)及(Ji)其(Qi)他(Ta)受(Shou)市(Shi)场(Chang)欢(Huan)迎(Ying)的(De)车(Che)型(Xing)生(Sheng)产(Chan)。(?)


同(Tong)为(Wei)日(Ri)本(Ben)车(Che)企(Qi)的(De)本(Ben)田(Tian)也(Ye)饱(Bao)受(Shou)芯(Xin)片(Pian)问(Wen)题(Ti)困(Kun)扰(Rao),(?)该(Gai)公(Gong)司(Si)正(Zheng)在(Zai)减(Jian)少(Shao)北(Bei)美(Mei)五(Wu)家(Jia)工(Gong)厂(Chang)的(De)产(Chan)量(Liang)。(?)上(Shang)周(Zhou),(?)其(Qi)英(Ying)国(Guo)工(Gong)厂(Chang)停(Ting)产(Chan)两(Liang)天(Tian),(?)并(Bing)宣(Xuan)布(Bu)减(Jian)少(Shao)雅(Ya)阁(Ge)、(?)思(Si)域(Yu)和(He)Insight轿(Jiao)车(Che)以(Yi)及(Ji)奥(Ao)德(De)赛(Sai)小(Xiao)型(Xing)货(Huo)车(Che)和(He)讴(Ou)歌(Ge)RDX跨(Kua)界(Jie)车(Che)的(De)生(Sheng)产(Chan)。(?)

除(Chu)此(Ci)之(Zhi)外(Wai),(?)本(Ben)田(Tian)还(Huan)计(Ji)划(Hua)将(Jiang)日(Ri)本(Ben)国(Guo)内(Nei)工(Gong)厂(Chang)的(De)产(Chan)量(Liang)削(Xiao)减(Jian)约(Yue)4000辆(Liang)。(?)

业(Ye)内(Nei)相(Xiang)关(Guan)人(Ren)士(Shi)预(Yu)测(Ce),(?)本(Ben)田(Tian)今(Jin)年(Nian)晚(Wan)些(Xie)时(Shi)候(Hou)减(Jian)产(Chan)的(De)力(Li)度(Du)会(Hui)加(Jia)大(Da),(?)因(Yin)为(Wei)从(Cong)2月(Yue)份(Fen)开(Kai)始(Shi),(?)缺(Que)少(Shao)芯(Xin)片(Pian)的(De)局(Ju)势(Shi)可(Ke)能(Neng)会(Hui)越(Yue)来(Lai)越(Yue)严(Yan)重(Zhong),(?)在(Zai)一(Yi)季(Ji)度(Du)就(Jiu)会(Hui)影(Ying)响(Xiang)日(Ri)本(Ben)国(Guo)内(Nei)成(Cheng)千(Qian)上(Shang)万(Wan)辆(Liang)汽(Qi)车(Che)的(De)制(Zhi)造(Zao)。(?)

事(Shi)实(Shi)上(Shang),(?)芯(Xin)片(Pian)短(Duan)缺(Que)对(Dui)汽(Qi)车(Che)行(Xing)业(Ye)的(De)影(Ying)响(Xiang)早(Zao)已(Yi)存(Cun)在(Zai),(?)影(Ying)响(Xiang)的(De)也(Ye)并(Bing)不(Bu)仅(Jin)是(Shi)日(Ri)企(Qi)。(?)


上(Shang)个(Ge)月(Yue)初(Chu),(?)一(Yi)条(Tiao)关(Guan)于(Yu)大(Da)众(Zhong)汽(Qi)车(Che)停(Ting)产(Chan)的(De)消(Xiao)息(Xi)在(Zai)国(Guo)内(Nei)引(Yin)发(Fa)多(Duo)方(Fang)关(Guan)注(Zhu)。(?)当(Dang)时(Shi)有(You)传(Chuan)闻(Wen)称(Cheng),(?)受(Shou)芯(Xin)片(Pian)供(Gong)应(Ying)不(Bu)足(Zu)影(Ying)响(Xiang),(?)上(Shang)汽(Qi)大(Da)众(Zhong)从(Cong)去(Qu)年(Nian)12月(Yue)4日(Ri)开(Kai)始(Shi)停(Ting)产(Chan),(?)一(Yi)汽(Qi)大(Da)众(Zhong)也(Ye)从(Cong)当(Dang)月(Yue)初(Chu)进(Jin)入(Ru)停(Ting)产(Chan)状(Zhuang)态(Tai)。(?)

随(Sui)后(Hou),(?)大(Da)众(Zhong)中(Zhong)国(Guo)方(Fang)面(Mian)回(Hui)应(Ying)称(Cheng),(?)新(Xin)冠(Guan)疫(Yi)情(Qing)影(Ying)响(Xiang)到(Dao)一(Yi)些(Xie)特(Te)定(Ding)汽(Qi)车(Che)电(Dian)子(Zi)元(Yuan)件(Jian)的(De)芯(Xin)片(Pian)供(Gong)应(Ying)。(?)中(Zhong)国(Guo)市(Shi)场(Chang)的(De)全(Quan)面(Mian)复(Fu)苏(Su)也(Ye)进(Jin)一(Yi)步(Bu)推(Tui)动(Dong)需(Xu)求(Qiu)的(De)增(Zeng)长(Chang),(?)使(Shi)得(De)情(Qing)况(Kuang)变(Bian)得(De)更(Geng)加(Jia)严(Yan)峻(Jun),(?)导(Dao)致(Zhi)一(Yi)些(Xie)汽(Qi)车(Che)生(Sheng)产(Chan)面(Mian)临(Lin)中(Zhong)断(Duan)的(De)风(Feng)险(Xian)。(?)

尽(Jin)管(Guan)该(Gai)公(Gong)司(Si)强(Qiang)调(Diao)车(Che)辆(Liang)交(Jiao)付(Fu)未(Wei)受(Shou)影(Ying)响(Xiang),(?)但(Dan)也(Ye)未(Wei)否(Fou)认(Ren)芯(Xin)片(Pian)供(Gong)应(Ying)不(Bu)足(Zu)的(De)事(Shi)实(Shi)。(?)

上(Shang)周(Zhou)五(Wu),(?)福(Fu)特(Te)汽(Qi)车(Che)和(He)日(Ri)产(Chan)汽(Qi)车(Che)也(Ye)证(Zheng)实(Shi),(?)由(You)于(Yu)汽(Qi)车(Che)芯(Xin)片(Pian)短(Duan)缺(Que),(?)他(Ta)们(Men)正(Zheng)在(Zai)削(Xiao)减(Jian)美(Mei)国(Guo)和(He)日(Ri)本(Ben)工(Gong)厂(Chang)的(De)汽(Qi)车(Che)产(Chan)量(Liang)。(?)两(Liang)家(Jia)公(Gong)司(Si)透(Tou)露(Lu),(?)它(Ta)们(Men)正(Zheng)与(Yu)供(Gong)应(Ying)商(Shang)密(Mi)切(Qie)合(He)作(Zuo),(?)以(Yi)解(Jie)决(Jue)并(Bing)监(Jian)控(Kong)事(Shi)态(Tai)是(Shi)否(Fou)会(Hui)产(Chan)生(Sheng)额(E)外(Wai)的(De)影(Ying)响(Xiang)。(?)

而(?)美(Mei)国(Guo)通(Tong)用(Yong)和(He)德(De)国(Guo)宝(Bao)马(Ma)方(Fang)面(Mian)均(Jun)表(Biao)示(Shi),(?)尚(Shang)未(Wei)被(Bei)迫(Po)减(Jian)产(Chan),(?)但(Dan)正(Zheng)密(Mi)切(Qie)关(Guan)注(Zhu)事(Shi)态(Tai)发(Fa)展(Zhan)。(?)


其(Qi)他(Ta)车(Che)企(Qi)的(De)情(Qing)况(Kuang)也(Ye)不(Bu)乐(Le)观(Guan)。(?)观(Guan)察(Cha)者(Zhe)网(Wang)梳(Shu)理(Li)发(Fa)现(Xian),(?)东(Dong)风(Feng)本(Ben)田(Tian)、(?)广(Guang)汽(Qi)本(Ben)田(Tian)等(Deng)合(He)资(Zi)车(Che)企(Qi),(?)近(Jin)期(Qi)也(Ye)都(Du)曾(Zeng)证(Zheng)实(Shi)存(Cun)在(Zai)芯(Xin)片(Pian)供(Gong)应(Ying)紧(Jin)张(Zhang)的(De)情(Qing)况(Kuang),(?)但(Dan)只(Zhi)是(Shi)部(Bu)分(Fen)车(Che)型(Xing)生(Sheng)产(Chan)受(Shou)到(Dao)影(Ying)响(Xiang)。(?)

不(Bu)过(Guo),(?)上(Shang)汽(Qi)通(Tong)用(Yong)、(?)一(Yi)汽(Qi)丰(Feng)田(Tian)、(?)北(Bei)京(Jing)奔(Ben)驰(Chi)等(Deng)厂(Chang)商(Shang),(?)以(Yi)及(Ji)蔚(Wei)来(Lai)、(?)小(Xiao)鹏(Peng)、(?)理(Li)想(Xiang)等(Deng)造(Zao)车(Che)新(Xin)势(Shi)力(Li)均(Jun)表(Biao)示(Shi)影(Ying)响(Xiang)不(Bu)大(Da)。(?)

面(Mian)对(Dui)芯(Xin)片(Pian)短(Duan)缺(Que)的(De)窘(Jiong)境(Jing),(?)拥(Yong)有(You)自(Zi)给(Gei)能(Neng)力(Li)的(De)车(Che)企(Qi)显(Xian)得(De)从(Cong)容(Rong)不(Bu)少(Shao)。(?)比(Bi)亚(Ya)迪(Di)汽(Qi)车(Che)上(Shang)个(Ge)月(Yue)透(Tou)露(Lu),(?)该(Gai)公(Gong)司(Si)在(Zai)芯(Xin)片(Pian)方(Fang)面(Mian)有(You)一(Yi)整(Zheng)套(Tao)产(Chan)业(Ye)链(Lian),(?)不(Bu)仅(Jin)可(Ke)以(Yi)自(Zi)给(Gei)自(Zi)足(Zu),(?)同(Tong)时(Shi)还(Huan)有(You)余(Yu)量(Liang)外(Wai)供(Gong)。(?)


“(?)产(Chan)能(Neng)紧(Jin)张(Zhang)到(Dao)恐(Kong)慌(Huang)”(?)

随(Sui)着(Zhuo)汽(Qi)车(Che)智(Zhi)能(Neng)化(Hua)的(De)不(Bu)断(Duan)提(Ti)升(Sheng),(?)芯(Xin)片(Pian)对(Dui)于(Yu)车(Che)企(Qi)的(De)重(Zhong)要(Yao)性(Xing)日(Ri)益(Yi)凸(Tu)显(Xian)。(?)在(Zai)多(Duo)媒(Mei)体(Ti)娱(Yu)乐(Le)系(Xi)统(Tong)、(?)发(Fa)动(Dong)机(Ji)和(He)变(Bian)速(Su)箱(Xiang)控(Kong)制(Zhi)系(Xi)统(Tong)、(?)安(An)全(Quan)气(Qi)囊(Nang)、(?)驾(Jia)驶(Shi)辅(Fu)助(Zhu)系(Xi)统(Tong)、(?)空(Kong)调(Diao)系(Xi)统(Tong)等(Deng)方(Fang)面(Mian),(?)芯(Xin)片(Pian)均(Jun)起(Qi)着(Zhuo)不(Bu)可(Ke)替(Ti)代(Dai)的(De)作(Zuo)用(Yong)。(?)

汽(Qi)车(Che)芯(Xin)片(Pian)为(Wei)何(He)会(Hui)在(Zai)此(Ci)时(Shi)如(Ru)此(Ci)紧(Jin)缺(Que)?(?)新(Xin)冠(Guan)疫(Yi)情(Qing)是(Shi)“(?)罪(Zui)魁(Kui)祸(Huo)首(Shou)”(?)之(Zhi)一(Yi)。(?)

1月(Yue)12日(Ri),(?)彭(Peng)博(Bo)社(She)援(Yuan)引(Yin)业(Ye)内(Nei)人(Ren)士(Shi)报(Bao)道(Dao)称(Cheng),(?)受(Shou)疫(Yi)情(Qing)影(Ying)响(Xiang),(?)去(Qu)年(Nian)上(Shang)半(Ban)年(Nian),(?)汽(Qi)车(Che)芯(Xin)片(Pian)设(She)计(Ji)公(Gong)司(Si)大(Da)幅(Fu)削(Xiao)减(Jian)在(Zai)中(Zhong)国(Guo)台(Tai)湾(Wan)芯(Xin)片(Pian)代(Dai)工(Gong)厂(Chang)的(De)订(Ding)单(Dan),(?)当(Dang)它(Ta)们(Men)希(Xi)望(Wang)在(Zai)下(Xia)半(Ban)年(Nian)恢(Hui)复(Fu)产(Chan)能(Neng)时(Shi),(?)芯(Xin)片(Pian)制(Zhi)造(Zao)商(Shang)已(Yi)将(Jiang)产(Chan)能(Neng)分(Fen)配(Pei)给(Gei)其(Qi)它(Ta)公(Gong)司(Si)。(?)

“(?)汽(Qi)车(Che)芯(Xin)片(Pian)短(Duan)缺(Que)源(Yuan)于(Yu)去(Qu)年(Nian)初(Chu)对(Dui)需(Xu)求(Qiu)的(De)过(Guo)度(Du)保(Bao)守(Shou)估(Gu)计(Ji),(?)当(Dang)时(Shi)汽(Qi)车(Che)工(Gong)厂(Chang)受(Shou)疫(Yi)情(Qing)影(Ying)响(Xiang)纷(Fen)纷(Fen)关(Guan)闭(Bi)。(?)工(Gong)厂(Chang)复(Fu)工(Gong)后(Hou),(?)政(Zheng)府(Fu)出(Chu)台(Tai)经(Jing)济(Ji)刺(Ci)激(Ji)计(Ji)划(Hua)、(?)通(Tong)勤(Qin)者(Zhe)避(Bi)免(Mian)乘(Cheng)坐(Zuo)公(Gong)共(Gong)交(Jiao)通(Tong)工(Gong)具(Ju)后(Hou),(?)汽(Qi)车(Che)销(Xiao)量(Liang)的(De)反(Fan)弹(Dan)比(Bi)预(Yu)期(Qi)更(Geng)为(Wei)强(Qiang)劲(Jin)。(?)”(?)汽(Qi)车(Che)零(Ling)部(Bu)件(Jian)供(Gong)应(Ying)商(Shang)Aptiv Plc首(Shou)席(Xi)技(Ji)术(Shu)官(Guan)格(Ge)伦(Lun)?德(De)沃(Wo)斯(Si)((?)Glen De Vos)(?)表(Biao)示(Shi)。(?)

此(Ci)次(Ci)缺(Que)货(Huo)最(Zui)为(Wei)明(Ming)显(Xian)的(De)是(Shi)ESP((?)电(Dian)子(Zi)稳(Wen)定(Ding)程(Cheng)序(Xu)系(Xi)统(Tong))(?)和(He)ECU((?)电(Dian)子(Zi)控(Kong)制(Zhi)单(Dan)元(Yuan))(?)芯(Xin)片(Pian),(?)国(Guo)内(Nei)供(Gong)货(Huo)主(Zhu)要(Yao)来(Lai)自(Zi)德(De)国(Guo)博(Bo)世(Shi)和(He)大(Da)陆(Lu)集(Ji)团(Tuan),(?)两(Liang)家(Jia)公(Gong)司(Si)采(Cai)购(Gou)芯(Xin)片(Pian)再(Zai)组(Zu)装(Zhuang)成(Cheng)相(Xiang)关(Guan)模(Mo)块(Kuai)向(Xiang)车(Che)企(Qi)供(Gong)应(Ying)。(?)

上(Shang)个(Ge)月(Yue),(?)博(Bo)世(Shi)方(Fang)面(Mian)表(Biao)示(Shi),(?)由(You)于(Yu)一(Yi)些(Xie)半(Ban)导(Dao)体(Ti)元(Yuan)件(Jian)短(Duan)缺(Que),(?)导(Dao)致(Zhi)整(Zheng)个(Ge)零(Ling)部(Bu)件(Jian)供(Gong)应(Ying)链(Lian)出(Chu)现(Xian)瓶(Ping)颈(Jing);(?)大(Da)陆(Lu)集(Ji)团(Tuan)则(Ze)透(Tou)露(Lu),(?)市(Shi)场(Chang)所(Suo)需(Xu)的(De)额(E)外(Wai)供(Gong)应(Ying)量(Liang)需(Xu)要(Yao)6-9个(Ge)月(Yue)才(Cai)能(Neng)实(Shi)现(Xian),(?)因(Yin)此(Ci)潜(Qian)在(Zai)的(De)供(Gong)应(Ying)瓶(Ping)颈(Jing)将(Jiang)会(Hui)持(Chi)续(Xu)到(Dao)2021年(Nian)。(?)

目(Mu)前(Qian),(?)在(Zai)汽(Qi)车(Che)芯(Xin)片(Pian)领(Ling)域(Yu),(?)恩(En)智(Zhi)浦(Pu)、(?)瑞(Rui)萨(Sa)电(Dian)子(Zi)、(?)英(Ying)飞(Fei)凌(Ling)、(?)意(Yi)法(Fa)半(Ban)导(Dao)体(Ti)、(?)德(De)州(Zhou)仪(Yi)器(Qi)等(Deng)传(Chuan)统(Tong)汽(Qi)车(Che)芯(Xin)片(Pian)厂(Chang)商(Shang),(?)长(Chang)期(Qi)占(Zhan)据(Ju)着(Zhuo)全(Quan)球(Qiu)汽(Qi)车(Che)芯(Xin)片(Pian)市(Shi)场(Chang)约(Yue)一(Yi)半(Ban)的(De)份(Fen)额(E),(?)这(Zhe)些(Xie)厂(Chang)商(Shang)产(Chan)能(Neng)不(Bu)足(Zu)成(Cheng)为(Wei)下(Xia)游(You)车(Che)企(Qi)“(?)缺(Que)芯(Xin)”(?)的(De)根(Gen)本(Ben)原(Yuan)因(Yin)。(?)

彭(Peng)博(Bo)社(She)认(Ren)为(Wei),(?)汽(Qi)车(Che)芯(Xin)片(Pian)供(Gong)应(Ying)不(Bu)足(Zu),(?)主(Zhu)要(Yao)是(Shi)由(You)于(Yu)半(Ban)导(Dao)体(Ti)厂(Chang)商(Shang)更(Geng)“(?)偏(Pian)向(Xiang)”(?)消(Xiao)费(Fei)电(Dian)子(Zi)。(?)

报(Bao)道(Dao)指(Zhi)出(Chu),(?)由(You)于(Yu)政(Zheng)府(Fu)管(Guan)控(Kong)和(He)旅(Lu)行(Xing)限(Xian)制(Zhi)促(Cu)使(Shi)消(Xiao)费(Fei)者(Zhe)抢(Qiang)购(Gou)更(Geng)多(Duo)的(De)手(Shou)机(Ji)、(?)游(You)戏(Xi)机(Ji)、(?)智(Zhi)能(Neng)电(Dian)视(Shi)和(He)笔(Bi)记(Ji)本(Ben)电(Dian)脑(Nao),(?)而(?)车(Che)企(Qi)对(Dui)芯(Xin)片(Pian)厂(Chang)商(Shang)的(De)“(?)重(Zhong)要(Yao)性(Xing)下(Xia)降(Jiang)”(?),(?)可(Ke)能(Neng)无(Wu)法(Fa)获(Huo)得(De)足(Zu)够(Gou)的(De)产(Chan)能(Neng)来(Lai)推(Tui)动(Dong)汽(Qi)车(Che)行(Xing)业(Ye)复(Fu)苏(Su)。(?)

“(?)芯(Xin)片(Pian)制(Zhi)造(Zao)商(Shang)之(Zhi)所(Suo)以(Yi)青(Qing)睐(?)消(Xiao)费(Fei)电(Dian)子(Zi)产(Chan)品(Pin)客(Ke)户(Hu),(?)是(Shi)因(Yin)为(Wei)他(Ta)们(Men)的(De)订(Ding)单(Dan)比(Bi)汽(Qi)车(Che)制(Zhi)造(Zao)商(Shang)多(Duo)—(?)—(?)仅(Jin)智(Zhi)能(Neng)手(Shou)机(Ji)市(Shi)场(Chang)每(Mei)年(Nian)的(De)订(Ding)单(Dan)就(Jiu)超(Chao)过(Guo)10亿(Yi)部(Bu),(?)而(?)汽(Qi)车(Che)的(De)订(Ding)单(Dan)不(Bu)足(Zu)1亿(Yi)辆(Liang)。(?)汽(Qi)车(Che)制(Zhi)造(Zao)也(Ye)是(Shi)一(Yi)个(Ge)利(Li)润(Run)率(Lu)较(Jiao)低(Di)的(De)行(Xing)业(Ye),(?)因(Yin)此(Ci)制(Zhi)造(Zao)商(Shang)不(Bu)愿(Yuan)抬(Tai)高(Gao)芯(Xin)片(Pian)价(Jia)格(Ge),(?)以(Yi)免(Mian)危(Wei)及(Ji)自(Zi)己(Ji)的(De)盈(Ying)利(Li)能(Neng)力(Li)。(?)”(?)

彭(Peng)博(Bo)社(She)认(Ren)为(Wei),(?)虽(Sui)然(Ran)新(Xin)型(Xing)汽(Qi)车(Che)需(Xu)要(Yao)更(Geng)多(Duo)芯(Xin)片(Pian),(?)但(Dan)最(Zui)新(Xin)的(De)消(Xiao)费(Fei)电(Dian)子(Zi)产(Chan)品(Pin)也(Ye)需(Xu)要(Yao)更(Geng)多(Duo)芯(Xin)片(Pian),(?)5G手(Shou)机(Ji)需(Xu)要(Yao)的(De)芯(Xin)片(Pian)比(Bi)4G版(Ban)本(Ben)多(Duo)40%。(?)

除(Chu)此(Ci)之(Zhi)外(Wai),(?)技(Ji)术(Shu)演(Yan)变(Bian)也(Ye)是(Shi)汽(Qi)车(Che)芯(Xin)片(Pian)短(Duan)缺(Que)的(De)原(Yuan)因(Yin)之(Zhi)一(Yi)。(?)

目(Mu)前(Qian),(?)功(Gong)率(Lu)半(Ban)导(Dao)体(Ti)、(?)电(Dian)源(Yuan)管(Guan)理(Li)芯(Xin)片(Pian)、(?)面(Mian)板(Ban)驱(Qu)动(Dong)芯(Xin)片(Pian)等(Deng)主(Zhu)要(Yao)由(You)8英(Ying)寸(Cun)晶(Jing)圆(Yuan)制(Zhi)造(Zao),(?)而(?)近(Jin)些(Xie)年(Nian)全(Quan)球(Qiu)芯(Xin)片(Pian)代(Dai)工(Gong)厂(Chang)主(Zhu)要(Yao)将(Jiang)资(Zi)金(Jin)用(Yong)于(Yu)12英(Ying)寸(Cun)的(De)布(Bu)局(Ju)上(Shang),(?)在(Zai)一(Yi)定(Ding)程(Cheng)度(Du)上(Shang)抑(Yi)制(Zhi)了(Liao)8寸(Cun)晶(Jing)圆(Yuan)的(De)产(Chan)能(Neng)扩(Kuo)展(Zhan),(?)且(Qie)短(Duan)期(Qi)不(Bu)可(Ke)逆(Ni)。(?)

其(Qi)中(Zhong),(?)台(Tai)积(Ji)电(Dian)、(?)联(Lian)电(Dian)、(?)格(Ge)芯(Xin)等(Deng)芯(Xin)片(Pian)代(Dai)工(Gong)厂(Chang)负(Fu)责(Ze)供(Gong)应(Ying)世(Shi)界(Jie)上(Shang)的(De)大(Da)部(Bu)分(Fen)芯(Xin)片(Pian),(?)并(Bing)为(Wei)恩(En)智(Zhi)浦(Pu)、(?)英(Ying)飞(Fei)凌(Ling)、(?)瑞(Rui)萨(Sa)等(Deng)汽(Qi)车(Che)芯(Xin)片(Pian)厂(Chang)商(Shang)提(Ti)供(Gong)服(Fu)务(Wu),(?)8英(Ying)寸(Cun)产(Chan)能(Neng)不(Bu)足(Zu)不(Bu)仅(Jin)阻(Zu)碍(Ai)汽(Qi)车(Che)芯(Xin)片(Pian)供(Gong)应(Ying),(?)也(Ye)导(Dao)致(Zhi)消(Xiao)费(Fei)电(Dian)子(Zi)芯(Xin)片(Pian)短(Duan)缺(Que)。(?)

雪(Xue)上(Shang)加(Jia)霜(Shuang)的(De)是(Shi),(?)美(Mei)国(Guo)政(Zheng)府(Fu)去(Qu)年(Nian)12月(Yue)将(Jiang)中(Zhong)芯(Xin)国(Guo)际(Ji)列(Lie)入(Ru)“(?)实(Shi)体(Ti)清(Qing)单(Dan)”(?),(?)促(Cu)使(Shi)客(Ke)户(Hu)四(Si)处(Chu)寻(Xun)找(Zhao)替(Ti)代(Dai)产(Chan)品(Pin),(?)一(Yi)些(Xie)半(Ban)导(Dao)体(Ti)买(Mai)家(Jia)也(Ye)在(Zai)持(Chi)续(Xu)积(Ji)累(Lei)库(Ku)存(Cun),(?)以(Yi)对(Dui)冲(Chong)未(Wei)来(Lai)的(De)短(Duan)缺(Que)或(Huo)中(Zhong)断(Duan),(?)这(Zhe)进(Jin)一(Yi)步(Bu)限(Xian)制(Zhi)了(Liao)全(Quan)球(Qiu)芯(Xin)片(Pian)供(Gong)应(Ying)。(?)

“(?)目(Mu)前(Qian)晶(Jing)圆(Yuan)产(Chan)能(Neng)已(Yi)紧(Jin)张(Zhang)到(Dao)不(Bu)可(Ke)思(Si)议(Yi),(?)客(Ke)户(Hu)对(Dui)产(Chan)能(Neng)的(De)需(Xu)求(Qiu)已(Yi)达(Da)恐(Kong)慌(Huang)程(Cheng)度(Du),(?)预(Yu)估(Gu)明(Ming)年(Nian)下(Xia)半(Ban)年(Nian)到(Dao)2022年(Nian)下(Xia)半(Ban)年(Nian),(?)逻(Luo)辑(Ji)、(?)DRAM市(Shi)场(Chang)都(Du)会(Hui)缺(Que)货(Huo)到(Dao)无(Wu)法(Fa)想(Xiang)象(Xiang)的(De)地(Di)步(Bu)。(?)”(?)去(Qu)年(Nian)12月(Yue),(?)台(Tai)湾(Wan)芯(Xin)片(Pian)代(Dai)工(Gong)商(Shang)力(Li)积(Ji)电(Dian)董(Dong)事(Shi)长(Chang)黄(Huang)崇(Chong)仁(Ren)的(De)一(Yi)席(Xi)话(Hua),(?)证(Zheng)实(Shi)了(Liao)晶(Jing)圆(Yuan)产(Chan)能(Neng)紧(Jin)缺(Que)的(De)现(Xian)状(Zhuang)。(?)

一(Yi)个(Ge)不(Bu)变(Bian)的(De)规(Gui)律(Lu)是(Shi),(?)物(Wu)以(Yi)稀(Xi)为(Wei)贵(Gui)。(?)随(Sui)着(Zhuo)产(Chan)能(Neng)持(Chi)续(Xu)紧(Jin)缺(Que),(?)去(Qu)年(Nian)11月(Yue)底(Di),(?)恩(En)智(Zhi)浦(Pu)、(?)瑞(Rui)萨(Sa)等(Deng)均(Jun)向(Xiang)客(Ke)户(Hu)发(Fa)送(Song)提(Ti)价(Jia)通(Tong)知(Zhi),(?)称(Cheng)面(Mian)临(Lin)产(Chan)品(Pin)严(Yan)重(Zhong)紧(Jin)缺(Que)和(He)原(Yuan)料(Liao)成(Cheng)本(Ben)增(Zeng)加(Jia)的(De)双(Shuang)重(Zhong)影(Ying)响(Xiang),(?)决(Jue)定(Ding)全(Quan)线(Xian)调(Diao)涨(Zhang)产(Chan)品(Pin)价(Jia)格(Ge)。(?)

不(Bu)过(Guo),(?)业(Ye)内(Nei)人(Ren)士(Shi)认(Ren)为(Wei),(?)尽(Jin)管(Guan)芯(Xin)片(Pian)涨(Zhang)价(Jia)给(Gei)车(Che)企(Qi)带(Dai)来(Lai)一(Yi)些(Xie)压(Ya)力(Li),(?)但(Dan)由(You)于(Yu)国(Guo)内(Nei)市(Shi)场(Chang)竞(Jing)争(Zheng)激(Ji)烈(Lie),(?)加(Jia)之(Zhi)中(Zhong)国(Guo)又(You)是(Shi)全(Quan)球(Qiu)少(Shao)有(You)的(De)汽(Qi)车(Che)需(Xu)求(Qiu)有(You)所(Suo)复(Fu)苏(Su)的(De)市(Shi)场(Chang),(?)预(Yu)计(Ji)消(Xiao)费(Fei)者(Zhe)不(Bu)会(Hui)看(Kan)到(Dao)明(Ming)显(Xian)的(De)车(Che)辆(Liang)涨(Zhang)价(Jia)现(Xian)象(Xiang)。(?)


国(Guo)内(Nei)车(Che)企(Qi)先(Xian)后(Hou)入(Ru)局(Ju)

去(Qu)年(Nian)12月(Yue)11日(Ri),(?)中(Zhong)汽(Qi)协(Xie)发(Fa)布(Bu)数(Shu)据(Ju)显(Xian)示(Shi),(?)国(Guo)内(Nei)汽(Qi)车(Che)产(Chan)销(Xiao)分(Fen)别(Bie)完(Wan)成(Cheng)284.7万(Wan)辆(Liang)和(He)277万(Wan)辆(Liang),(?)同(Tong)比(Bi)分(Fen)别(Bie)增(Zeng)长(Chang)9.6%和(He)12.6%。(?)截(Jie)至(Zhi)当(Dang)月(Yue),(?)汽(Qi)车(Che)产(Chan)销(Xiao)已(Yi)连(Lian)续(Xu)8个(Ge)月(Yue)增(Zeng)长(Chang),(?)其(Qi)中(Zhong)销(Xiao)量(Liang)连(Lian)续(Xu)7个(Ge)月(Yue)增(Zeng)速(Su)保(Bao)持(Chi)在(Zai)10%以(Yi)上(Shang)。(?)

业(Ye)内(Nei)有(You)观(Guan)点(Dian)认(Ren)为(Wei),(?)过(Guo)去(Qu)中(Zhong)国(Guo)讨(Tao)论(Lun)芯(Xin)片(Pian)‘(?)卡(Ka)脖(Bo)子(Zi)’(?)技(Ji)术(Shu),(?)目(Mu)标(Biao)都(Du)聚(Ju)焦(Jiao)在(Zai)手(Shou)机(Ji)上(Shang),(?)还(Huan)没(Mei)有(You)聚(Ju)焦(Jiao)在(Zai)智(Zhi)能(Neng)汽(Qi)车(Che)上(Shang),(?)但(Dan)汽(Qi)车(Che)芯(Xin)片(Pian)的(De)‘(?)卡(Ka)脖(Bo)子(Zi)’(?)要(Yao)比(Bi)手(Shou)机(Ji)更(Geng)加(Jia)严(Yan)峻(Jun)、(?)更(Geng)加(Jia)重(Zhong)大(Da),(?)因(Yin)为(Wei)汽(Qi)车(Che)未(Wei)来(Lai)是(Shi)比(Bi)手(Shou)机(Ji)更(Geng)重(Zhong)要(Yao)的(De)大(Da)型(Xing)移(Yi)动(Dong)智(Zhi)能(Neng)终(Zhong)端(Duan)。(?)

目(Mu)前(Qian),(?)中(Zhong)国(Guo)在(Zai)车(Che)载(Zai)芯(Xin)片(Pian)领(Ling)域(Yu)的(De)研(Yan)发(Fa)实(Shi)力(Li)仍(Reng)相(Xiang)对(Dui)薄(Bao)弱(Ruo)。(?)

以(Yi)汽(Qi)车(Che)电(Dian)子(Zi)系(Xi)统(Tong)内(Nei)部(Bu)运(Yun)算(Suan)和(He)处(Chu)理(Li)的(De)核(He)心(Xin)—(?)—(?)MCU((?)微(Wei)控(Kong)制(Zhi)单(Dan)元(Yuan))(?)为(Wei)例(Li),(?)一(Yi)辆(Liang)汽(Qi)车(Che)中(Zhong)所(Suo)使(Shi)用(Yong)的(De)半(Ban)导(Dao)体(Ti)器(Qi)件(Jian)数(Shu)量(Liang)中(Zhong),(?)MCU芯(Xin)片(Pian)约(Yue)占(Zhan)30%,(?)每(Mei)辆(Liang)车(Che)至(Zhi)少(Shao)需(Xu)要(Yao)使(Shi)用(Yong)70颗(Ke)以(Yi)上(Shang)的(De)MCU芯(Xin)片(Pian)。(?)

近(Jin)几(Ji)十(Shi)年(Nian)来(Lai),(?)国(Guo)内(Nei)MCU多(Duo)集(Ji)中(Zhong)在(Zai)消(Xiao)费(Fei)类(Lei)领(Ling)域(Yu)。(?)调(Diao)研(Yan)机(Ji)构(Gou)数(Shu)据(Ju)显(Xian)示(Shi),(?)中(Zhong)国(Guo)车(Che)规(Gui)级(Ji)MCU市(Shi)场(Chang)占(Zhan)全(Quan)球(Qiu)份(Fen)额(E)超(Chao)过(Guo)30%,(?)但(Dan)却(Que)基(Ji)本(Ben)100%依(Yi)赖(Lai)于(Yu)进(Jin)口(Kou),(?)基(Ji)本(Ben)为(Wei)国(Guo)外(Wai)厂(Chang)商(Shang)垄(Long)断(Duan),(?)国(Guo)产(Chan)替(Ti)代(Dai)空(Kong)间(Jian)巨(Ju)大(Da)。(?)

在(Zai)汽(Qi)车(Che)领(Ling)域(Yu),(?)车(Che)规(Gui)级(Ji)芯(Xin)片(Pian)存(Cun)在(Zai)研(Yan)发(Fa)周(Zhou)期(Qi)长(Chang)、(?)设(She)计(Ji)门(Men)槛(Jian)高(Gao)、(?)资(Zi)金(Jin)投(Tou)入(Ru)大(Da)和(He)认(Ren)证(Zheng)周(Zhou)期(Qi)长(Chang)等(Deng)特(Te)点(Dian)。(?)做(Zuo)车(Che)规(Gui)级(Ji)MCU的(De)难(Nan)点(Dian),(?)在(Zai)于(Yu)车(Che)载(Zai)产(Chan)品(Pin)要(Yao)求(Qiu)做(Zuo)到(Dao)零(Ling)失(Shi)效(Xiao),(?)使(Shi)用(Yong)周(Zhou)期(Qi)15到(Dao)20年(Nian),(?)技(Ji)术(Shu)难(Nan)度(Du)远(Yuan)大(Da)于(Yu)消(Xiao)费(Fei)电(Dian)子(Zi)芯(Xin)片(Pian)。(?)

因(Yin)此(Ci),(?)只(Zhi)有(You)具(Ju)备(Bei)丰(Feng)富(Fu)芯(Xin)片(Pian)设(She)计(Ji)经(Jing)验(Yan)、(?)全(Quan)面(Mian)产(Chan)品(Pin)质(Zhi)量(Liang)管(Guan)控(Kong)、(?)充(Chong)足(Zu)人(Ren)力(Li)物(Wu)力(Li)的(De)公(Gong)司(Si),(?)才(Cai)有(You)可(Ke)能(Neng)研(Yan)发(Fa)出(Chu)满(Man)足(Zu)汽(Qi)车(Che)正(Zheng)常(Chang)运(Yun)行(Xing)需(Xu)求(Qiu)的(De)MCU芯(Xin)片(Pian),(?)这(Zhe)也(Ye)使(Shi)得(De)国(Guo)内(Nei)很(Hen)多(Duo)厂(Chang)商(Shang)对(Dui)车(Che)规(Gui)级(Ji)MCU望(Wang)而(?)却(Que)步(Bu)。(?)

图(Tu)片(Pian)

资(Zi)料(Liao)图(Tu)

而(?)在(Zai)汽(Qi)车(Che)发(Fa)动(Dong)机(Ji)电(Dian)子(Zi)控(Kong)制(Zhi)单(Dan)元(Yuan)((?)ECU)(?)领(Ling)域(Yu),(?)目(Mu)前(Qian)在(Zai)中(Zhong)国(Guo)仅(Jin)摩(Mo)托(Tuo)车(Che)和(He)一(Yi)些(Xie)面(Mian)包(Bao)车(Che)发(Fa)动(Dong)机(Ji)ECU可(Ke)以(Yi)使(Shi)用(Yong)国(Guo)产(Chan)芯(Xin)片(Pian),(?)其(Qi)他(Ta)发(Fa)动(Dong)机(Ji)ECU基(Ji)本(Ben)是(Shi)国(Guo)外(Wai)产(Chan)品(Pin),(?)通(Tong)过(Guo)国(Guo)外(Wai)操(Cao)作(Zuo)系(Xi)统(Tong)运(Yun)行(Xing),(?)由(You)英(Ying)飞(Fei)凌(Ling)、(?)飞(Fei)思(Si)卡(Ka)尔(?)等(Deng)主(Zhu)导(Dao)。(?)

根(Gen)据(Ju)咨(Zi)询(Xun)公(Gong)司(Si)罗(Luo)兰(Lan)贝(Bei)格(Ge)发(Fa)布(Bu)的(De)《(?)中(Zhong)国(Guo)新(Xin)能(Neng)源(Yuan)汽(Qi)车(Che)供(Gong)应(Ying)链(Lian)白(Bai)皮(Pi)书(Shu)2020》(?),(?)在(Zai)中(Zhong)国(Guo)每(Mei)年(Nian)2800万(Wan)辆(Liang)的(De)汽(Qi)车(Che)市(Shi)场(Chang),(?)中(Zhong)国(Guo)汽(Qi)车(Che)半(Ban)导(Dao)体(Ti)产(Chan)值(Zhi)占(Zhan)全(Quan)球(Qiu)不(Bu)到(Dao)5%,(?)部(Bu)分(Fen)关(Guan)键(Jian)零(Ling)部(Bu)件(Jian)进(Jin)口(Kou)量(Liang)在(Zai)80%-90%。(?)

另(Ling)有(You)统(Tong)计(Ji)数(Shu)据(Ju)显(Xian)示(Shi),(?)2019年(Nian)全(Quan)球(Qiu)汽(Qi)车(Che)芯(Xin)片(Pian)市(Shi)场(Chang)规(Gui)模(Mo)约(Yue)为(Wei)3100亿(Yi)元(Yuan),(?)国(Guo)内(Nei)车(Che)规(Gui)级(Ji)芯(Xin)片(Pian)产(Chan)业(Ye)规(Gui)模(Mo)不(Bu)足(Zu)150亿(Yi)元(Yuan),(?)而(?)同(Tong)期(Qi)我(Wo)国(Guo)汽(Qi)车(Che)产(Chan)业(Ye)规(Gui)模(Mo)占(Zhan)全(Quan)球(Qiu)市(Shi)场(Chang)达(Da)30%以(Yi)上(Shang)。(?)

针(Zhen)对(Dui)这(Zhe)种(Zhong)情(Qing)况(Kuang),(?)国(Guo)内(Nei)车(Che)企(Qi)中(Zhong)的(De)比(Bi)亚(Ya)迪(Di)、(?)上(Shang)汽(Qi)以(Yi)及(Ji)不(Bu)少(Shao)半(Ban)导(Dao)体(Ti)企(Qi)业(Ye)已(Yi)先(Xian)后(Hou)入(Ru)局(Ju)车(Che)规(Gui)级(Ji)芯(Xin)片(Pian)领(Ling)域(Yu)。(?)

去(Qu)年(Nian)9月(Yue),(?)由(You)国(Guo)家(Jia)科(Ke)技(Ji)部(Bu)、(?)工(Gong)信(Xin)部(Bu)、(?)新(Xin)能(Neng)源(Yuan)汽(Qi)车(Che)技(Ji)术(Shu)创(Chuang)新(Xin)中(Zhong)心(Xin)作(Zuo)为(Wei)国(Guo)家(Jia)共(Gong)性(Xing)技(Ji)术(Shu)创(Chuang)新(Xin)平(Ping)台(Tai)牵(Qian)头(Tou)70余(Yu)家(Jia)企(Qi)事(Shi)业(Ye)单(Dan)位(Wei)成(Cheng)立(Li)“(?)中(Zhong)国(Guo)汽(Qi)车(Che)芯(Xin)片(Pian)产(Chan)业(Ye)创(Chuang)新(Xin)战(Zhan)略(Lue)联(Lian)盟(Meng)”(?),(?)旨(Zhi)在(Zai)建(Jian)立(Li)中(Zhong)国(Guo)汽(Qi)车(Che)芯(Xin)片(Pian)产(Chan)业(Ye)创(Chuang)新(Xin)生(Sheng)态(Tai),(?)补(Bu)齐(Qi)行(Xing)业(Ye)短(Duan)板(Ban),(?)实(Shi)现(Xian)我(Wo)国(Guo)汽(Qi)车(Che)芯(Xin)片(Pian)产(Chan)业(Ye)的(De)自(Zi)主(Zhu)安(An)全(Quan)可(Ke)控(Kong)和(He)全(Quan)面(Mian)快(Kuai)速(Su)发(Fa)展(Zhan)。(?)

而(?)对(Dui)于(Yu)整(Zheng)个(Ge)半(Ban)导(Dao)体(Ti)行(Xing)业(Ye)而(?)言(Yan),(?)今(Jin)年(Nian)也(Ye)受(Shou)到(Dao)众(Zhong)多(Duo)关(Guan)注(Zhu)。(?)工(Gong)信(Xin)部(Bu)日(Ri)前(Qian)发(Fa)布(Bu)消(Xiao)息(Xi)称(Cheng),(?)将(Jiang)5G、(?)集(Ji)成(Cheng)电(Dian)路(Lu)、(?)生(Sheng)物(Wu)医(Yi)药(Yao)等(Deng)重(Zhong)点(Dian)领(Ling)域(Yu)纳(Na)入(Ru)“(?)十(Shi)四(Si)五(Wu)”(?)国(Guo)家(Jia)专(Zhuan)项(Xiang)规(Gui)划(Hua),(?)进(Jin)一(Yi)步(Bu)引(Yin)导(Dao)企(Qi)业(Ye)突(Tu)破(Po)核(He)心(Xin)技(Ji)术(Shu),(?)有(You)力(Li)有(You)效(Xiao)解(Jie)决(Jue)“(?)卡(Ka)脖(Bo)子(Zi)”(?)问(Wen)题(Ti)。(?)


 
上(Shang)一(Yi)篇(Pian):(?)深(Shen)析(Xi)2021年(Nian)半(Ban)导(Dao)体(Ti)行(Xing)业(Ye)的(De)全(Quan)球(Qiu)形(Xing)势(Shi)
下(Xia)一(Yi)篇(Pian):(?)芯(Xin)片(Pian)真(Zhen)的(De)不(Bu)够(Gou)用(Yong)了(Liao),(?)全(Quan)球(Qiu)性(Xing)的(De)!(?)