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Domestic manufacturers car gauge MCU chip and domestic replacement process

MCU is the core computing component of automobile electronic control unit. ECU (ElectronicControl Unit) Electronic control unit, also known as "driving computer", "car computer", etc., is a special microcomputer controller for automobiles. Among them, vehicle gauge MCU is the core component of automobile electronic control unit (ECU), which is the calculation brain of automobile ECU. In the field of automotive application, vehicle gauge MCU is mainly responsible for the calculation and processing of various information, which is used in the field of body control, driving control, engine control, infotainment, autonomous driving and auxiliary driving, etc., with the role of improving the power, safety and economy of the vehicle. Due to high industry and customer certification barriers, the current global automotive MCU chip market competition pattern is relatively concentrated, basically monopolized by European, American and Japanese manufacturers. In 2020, Renesas Electronics, NXP, Infineon, Texas Instruments, Microchip and stmicroelectronics will respectively take 30%, 26%, 23%, 7%, 7% and 5% of the global automotive MCU market share, and the total global market share of CR7 is as high as 98%. Among them, Renesas Electronics is the world's leading auto gauge MCU chip manufacturer. It has launched RH850, RL78 and other series products. In 2016, it reached cooperation with Taiwan Semiconductor Manufacturing to produce 28nm MCU chip, and released the world's first 28nm auto gauge MCU chip RH850 in 2018. Product performance and technology in the world leading position.

Domestic manufacturers from low-end car gauge MCU chip, some areas have realized domestic replacement. Due to the late start of domestic manufacturers, there is a certain gap with overseas giants in technology. At present, it mainly starts from the field of low-end car gauge MCU chip with low correlation to safety performance. The products are mainly used in car wipers, car lights, Windows, remote control, environmental light control, dynamic water lights and other body control modules, and has achieved a breakthrough in mass production. For example, Siwei Tuxin, the leading domestic in-car entertainment IVI chip, entered the automotive chip field through the acquisition of its wholly-owned subsidiary Jefa Technology in 2017. By the end of 2020, the company's cabin IVI SoC chip has been assembled for hundreds of models, with a cumulative shipment of over 200 million pieces. The new generation of intelligent cabin core AC8015 has also achieved mass production. Cooperative customers include SAIC Motor, Guangzhou Automobile, Changan Automobile, Chery Automobile, Beijing Automobile, Zhengzhou Nissan and other car manufacturers. By 2021, the cumulative shipment has exceeded 200K, and the shipment is expected to exceed one million by the end of 2022. At the same time, the company broke the monopoly of foreign manufacturers for many years, the second generation of vehicle gauge MCU chip began to mass production, the new generation of ISO26262 functional safety of vehicle gauge MCU chip has also entered the research and development stage, is expected to be introduced into customer product development in 2022, It is one of the few professional automotive chip suppliers in China that can realize large-scale production.

In the field of middle and high-end vehicle MCU chip, electronic power steering system, electronic body stability system, anti-lock brake system, airbag system, new energy vehicle inverter, battery management system and so on as the main application scenario, the current domestic manufacturers technical strength is relatively weak, but some manufacturers have gradually realized technological breakthrough, with the ability of domestic replacement. In December 2021, Xinhai Technology announced that it intends to raise 290 million yuan for the development of car-gauge MCU chip. It is expected that the future sales volume will reach more than 200 million, realizing the comprehensive coverage of power domain, chassis domain, body domain, infotainment system and intelligent cockpit. In addition, CCFC2003PT and CCFC2006PT series chips of Sinomic Technology have also realized engine control, while Sinomic Micro has certain strength in vehicle networking and radar control chips, which is expected to gradually realize domestic replacement in the future.