The semiconductor devices required for automobiles mainly include seven categories: analog IC, logic IC, storage IC, separation device, micro-control IC, optical semiconductor, sensor and actuator.
With the development of automobile electrification and intelligence, the demand for semiconductor devices in automobiles is increasing. According to McKinsey data, the average cost of automotive semiconductors per fuel vehicle is US$350, of which US$118 is the cost of power devices; while the average semiconductor cost per new energy vehicle has increased to US$704, and the cost of power devices accounts for 55.97% , up to $387.
The MCU is the top priority. It is understood that MCU accounts for about 30% of all semiconductor devices equipped in a car, and each car uses an average of more than 70 MCU chips, ranging from engine control units to power windows, wipers, power seats, air conditioners, front and rear Control units such as lights, fans, and water pumps; from body powertrain, to body control, infotainment, and assisted driving, there are MCUs. With the improvement of automobile intelligence, the number of MCUs for automobiles is expected to exceed 300!
The device that caused the shutdown of global car companies this time is the MCU (Micro Control Unit) used in ESP (Electronic Stability Control System) and ECU (Electronic Control Unit).
According to IHS analysis, the global automotive-grade MCU market is highly concentrated, with Renesas, NXP, Infineon, Cypress, Texas Instruments, Microchip Technology and STMicroelectronics accounting for 98% of the global automotive-grade MCU market. MCU market share; It should be noted that almost all MCUs with processes of 40nm and below are handed over to a few fabs such as TSMC and UMC, and the manufacturers are very concentrated.
Recently, due to the recovery of the automobile industry and the superimposed demand for consumer electronic products, TSMC's production capacity has been in short supply, and the delivery time of almost all automotive chips has been extended by 1-2 months.
Based on this, IHS infers that the shortage of chips will lead to a reduction in global production of 1 million vehicles in Q1 of 2021, and the shortage will continue to Q3.
Under the circumstance that international manufacturers cannot meet the supply, car companies have turned their attention to local MCU providers. Industry insiders pointed out, "Although there are no less than 100 domestic MCU companies, they can really achieve effective in the fields of industrial control and automotive electronics. There are very few domestic companies that can replace them. Domestic MCUs are generally concentrated in the consumption field that can quickly realize short-term benefits, and there are still high thresholds for many MCU manufacturers in the fields of durable industrial products and automotive applications with very high quality requirements.”
So, among the local MCU companies, which manufacturers can provide automotive MCUs? Today I'm going to give you a look at it.
1. BYD: BF711x/BF7106 series
BYD is one of the few car companies in my country that can produce automotive-grade chips. As early as 2007, BYD Semiconductor entered the MCU field. Starting with industrial-grade MCUs, it has formed industrial-grade general-purpose MCU chips, industrial-grade three-in-one MCU chips, and industrial-grade three-in-one MCU chips. Product layout of vehicle-grade 8-bit MCU chips, vehicle-grade 32-bit MCU chips, and battery management MCU chips.
In 2018, BYD launched the first generation of 8-bit automotive-grade MCU chips for the first time, and launched the first generation of 32-bit automotive-grade MCU chips in the following year. At present, its automotive-grade MCU products mainly include the BF711x/BF7106 series, which have been sold in all BYD series. It has been applied in vehicle models. By the end of 2020, BYD Semiconductor's vehicle-grade MCUs have exceeded 5 million units.
2. NavInfo: AC7811/AC7801X
Jiefa Technology, a subsidiary of NavInfo, focuses on the R&D and design of automotive electronic chips and related systems. It has R&D and marketing centers in Hefei, Shenzhen, Shanghai and Wuhan.
The first domestic automotive-grade MCU chip, AC7811, mass-produced by Jiefa Technology at the end of 2018, can be widely used in sunroofs, windows, seats, LED lights, ETC, parking sensors, rain sensors and other product fields.
In March 2020, the heavyweight automotive-grade MCU product, AC7801X, was launched, which complies with the AEC-Q100 specification and is suitable for automotive electronics and high-reliability industrial applications. Typical applications include body control, T-BOX, BLDC motor control, and industrial control. , AC charging pile, etc.
3. Huada Beidou: HD8089A automotive-grade chip
Huada Beidou, formerly known as Huada Electronic Navigation Division under China Electronics Corporation (CEC), focuses on independent design, research and development, sales and related businesses of navigation and positioning chips, algorithms and products. The goal is to provide chips and application solutions for the civilian consumer electronics market and special terminal markets such as the national lifeline industry, the automotive field, and the Internet of Things.
For in-vehicle applications, Huada Beidou provides HD8089A automotive-grade chip, which has the characteristics of high sensitivity, high accuracy, fast positioning, etc. It supports various GNSS systems of Beidou/GPS/GLONASS/GALILEO, and supports tracking, capture, navigation, and data output. and other functions.
4. Xinwang Micro: KF8A/KF32A series
Xinwang Micro is a high-tech enterprise focusing on the design of automotive-grade and industrial-grade mixed-signal 8-bit MCU, 32-bit MCU & DSP chips. It is also one of the few MCU chip design companies in China with its own IP core processor architecture. Hundreds of millions.
So far, the two major automotive-grade chips KF8A and KF32A have been covered from 8-bit to 32-bit automotive-grade MCUs. The MCU based on the independent KungFu core has the characteristics of low power consumption, high reliability, high performance, good consistency and stability. , has been widely used in the fields of intelligent cockpit, body control, automotive power supply and motor and automotive lighting.
In March this year, Xinwang Micro completed the B round of financing. According to Xinwang Micro, it will use the power of capital to promote the research and development of higher-performance automotive MCUs. The next-generation MCU will have a main frequency of 180MHz, 1M Flash and 256K RAM. .
5. Saiteng Micro: ASM87/ASM30 series
Saiteng Micro is an integrated circuit design company focusing on automotive-grade/industrial-grade MCU & SoC and peripheral supporting analog/power chips.
Since 2017, Saiteng Micro has launched a variety of automotive-grade MCU products. At present, its automotive-grade MCU & SoC product series mainly include 8bit general-purpose MCU ASM87A, 32bit general-purpose MCU ASM31A, 32bit motor control MCU ASM31A and 32bit high-integration MCU Control SoC ASM31ASPIN, etc., all meet the AEC-Q100 standard and vehicle-level standard.
6. National Core Technology: CCM3310/CFCC2002/CFCC2003 series
Tianjin Guoxin Technology Co., Ltd. is a high-tech enterprise invested by Suzhou Guoxin Technology Co., Ltd. focusing on the design, development, production and sales of microelectronics technology and products; Taking embedded CPU technology as the starting point, through introduction, digestion and absorption, we have developed a series of technologies and products of high-performance information security encryption CPU core with independent intellectual property rights and general low-cost 32-bit embedded CPU core.
It is understood that the company's CCM3310S-T/CCM3310S-H series of automotive-grade security chips are based on 40nm eFlash automotive electronic technology and meet the AEC-Q100 standard; body control chip CCFC2002BC is mainly used for automotive body control and gateway applications; engine control The chip CCFC2003PT is based on a special process for automotive electronics and integrates CAN, SPI, UART, eMIOS, AD and other interfaces, and is mainly used in automotive powertrain applications.
7. Chipsea Technology: CSA3762-LQFP48 was certified
Chipsea is a full-signal chain chip design enterprise integrating perception, computing and control, focusing on the R&D and design of high-precision ADCs, high-performance MCUs, measurement algorithms and one-stop solutions for the Internet of Things.
In January 2021, Chipsea's first automotive electronics project CSA37F62-LQFP48 high-performance signal chain MCU chip successfully passed the AEC-Q100 authoritative certification. The CSA37F62-LQFP48 contains a high-performance MCU core, a high-performance amplifier and a high-precision ADC, and supports a variety of communication interfaces. The product can be applied to various pressure measurements, such as button pressure, seat pressure, etc., to enhance the technological sense and user experience of the cockpit.
8. Hangshun chip: HK32
Hangshun Chip is a wholly-owned integrated circuit design enterprise in China. It has been recognized by the national double high. It has developed and mass-produced the world's first back-illuminated/front-illuminated CIS1080P high-definition CMOS image sensor chip and standard-definition image sensor chip, which are widely used in security monitoring, automotive electronic.
In March 2019, Hangshun chip HK32 vehicle-grade general-purpose 32-bit MCU met the AEC-Q100 standard. It was the first 32-bit MCU chip manufacturer in China to pass this test at that time, and the yield rate exceeded 90%, breaking the foreign monopoly !
9. Chipwell Semiconductor: XL6600 series
Chipway Semiconductor was established on June 15, 2015. The main purpose is to build a series of core chips for automotive electronics and its industrial platform. It has mastered automotive-grade Hall sensor chips, automotive-grade microcontroller chips (MCU), and car networking V2X communication chips. And a series of key core technologies for semiconductor sensing, communication and control chips for smart cars, such as multi-cell battery monitor chips (AFE) for new energy vehicle battery management (BMS), with independent intellectual property rights, and obtained a number of patent.
The automotive-grade microcontroller XL6600 series chips released by Chipways, using ARM Cortex-M3 core, the main frequency can reach 104Mhz, focus on high performance, high reliability and low power consumption, can realize the car tailgate It has various control functions such as opening, closing and anti-pinch, which is very suitable for various body control application scenarios such as automotive electric tailgate control module.
From the inventory, we found that although there are many MCU companies in my country, there are not many that can really stand on the ground in the field of automotive-grade chips. This is closely related to the still high threshold of automotive-grade MCUs, long industrial cycles and the need for large-scale capital and technical investment. related.
Taking advantage of the shortage of automotive-grade MCU supplies, some companies intend to increase their R&D investment in the field of automotive-grade MCUs to reduce my country's auto industry's dependence on international suppliers.
Among them is the local MCU leader Zhaoyi Innovation, which recently stated that the company's car-grade MCU is currently under development, and will use the past successful experience to promote the application of MCU in automobiles as soon as possible. In the future, Zhaoyi Innovation will set up a project to develop automotive-grade MCUs to meet the application of automotive-grade product certification, body control systems, and assisted driving systems.
National Technology also stated that it will continue to develop and launch new MCU products to further expand and extend product lines and product application fields.
Responsible editor: tzh