Zhang Yongwei, vice chairman and secretary-general of the China Electric Vehicle 100, said at the summit forum: "It seems that the shortage of automotive chips has eased, but this relatively tight supply situation should last for a long time. The production capacity is too slow." Zhang Yongwei pointed out that at present, the domestic supply of automotive chips is less than 10%, which means that more than 90% of the chips in each car are imported or provided by foreign-funded local companies. Three years of chip shortages have slashed auto production by about 15 million vehicles globally, with more than 2 million in China.

On December 16, the Global Intelligent Vehicle Industry Summit (GIV2022) officially kicked off in Hefei, Anhui Province. The summit invited more than 100 representatives from relevant government departments, industry organizations, universities and leading enterprises in the fields of automobile, ination, transportation, etc. to discuss in depth the new path of China's smart car development.

At the meeting, Chen Qingtai, chairman of the China Electric Vehicles Committee of 100, pointed out that since 2011, China has taken the lead in launching the industrialization of new energy vehicles in the world, realizing lane change first. During this period, China has chosen the right technical route, the government's promotion policies are reasonable and appropriate, coupled with the rapid transation of enterprises, China has achieved a series of technological breakthroughs and scale-up of new energy vehicles, and finally won the title of the world's major automobile production countries. , The high degree of recognition of major automobile companies has promoted a magnificent global automobile revolution.

According to "International Electronic Business", from January to November, the production and sales of new energy vehicles in China were 6.253 million and 6.067 million respectively, a year-on-year increase of 1 times, and the market share reached 25%. From January to November, the cumulative installed capacity of power batteries in China was 258.5GWh, a cumulative increase of 101.5% year-on-year. Among them, the cumulative installed capacity of ternary batteries was 99.0GWh, accounting for 38.3% of the total installed capacity, with a cumulative increase of 56.5% year-on-year; the accumulated installed capacity of iron phosphate batteries was 159.1GWh, accounting for 61.5% of the total installed capacity, with a cumulative increase of 145.5% year-on-year.

From January to November, a total of 56 power battery companies in China's new energy vehicle market realized the installation of supporting equipment, an increase of 1 compared with the same period last year. The power battery installations of the top 3, top 5 and top 10 power battery companies were 201.3GWh, 219.6GWh and 244.7GWh, accounting for 77.9%, 85.0% and 94.7% of the total installed volume respectively.

In terms of the core components of new energy vehicles - electric motor control, local suppliers have also begun to dominate the market.

According to new energy passenger car insurance data, from January to October 2022, China's top 10 new energy passenger car electronic controls accounted for 69.3% of the total; new energy passenger car motors top 10, accounting for 70.9% of the total. Regardless of whether it is the electronic control of new energy passenger cars or the motor of new energy passenger cars, local suppliers have occupied the core position of the market.

Chen Qingtai emphasized that electrification is only the prelude to this automobile revolution. At present, problems such as difficult charging, short battery life, and unsafety that people worry about are gradually becoming a thing of the past. What will benefit residents and profoundly change the economy and society is the electrification, greening, intelligence, networking, and sharing of cars. Realize the synergistic integration of smart cars, smart energy, smart transportation, and smart cities. This is the direction of efforts in the next step, and it is also the focus of competition in the next step.

In addition, Zhang Yongwei, vice chairman and secretary-general of the China Electric Vehicle 100, said at the summit forum: "It seems that the shortage of automotive chips has eased, but this relatively tight supply should last for a long time. , mainly due to the slow production capacity.” Zhang Yongwei pointed out that at present, the domestic supply of automotive chips is less than 10%, which means that more than 90% of the chips in each car are imported or provided by foreign-funded local companies. Three years of chip shortages have slashed auto production by about 15 million vehicles globally, with more than 2 million in China.

He also pointed out that in 2022, the penetration rate of intelligent automobiles in China will exceed 30%, and in 2030 this proportion will reach 70%. Judging from the speed of popularization of intelligence, China's demand for automotive chips will experience explosive growth. Zhang Yongwei said: "The demand for automotive chips is getting bigger and bigger, and the gap is getting bigger and bigger." By 2030, the scale of China's automotive chip market will reach about 30 billion US dollars, and the demand will be 100 billion to 120 billion pieces per year.

According to him, in terms of industrial talents, including automobiles and consumer integrated circuits, China currently has 540,000 relevant professionals, with a shortfall of 200,000 by 2030. The 540,000 people are basically distributed in the design, manufacturing, packaging and testing links, and the shortage of 200,000 people will seriously affect the technological development and industrial advancement of this industry.