Taw qhia:Tam sim no cov cib fim rau cov tuam txhab tsav tsheb hauv zos tau pom tseeb heev.Raws li kev lag luam tsheb hloov txoj hauv kev los ntawm cov tsheb roj mus rau qhov chaw siv hluav taws xob tshiab, kuv lub teb chaws tau ua tiav lub kaum sab xis ntawm lub zog tshiab thiab yog nyob rau pem hauv ntej ntawm kev lag luam. Rau lub thib ob ib nrab ntawm kev txawj ntse, lub tebchaws United States occupies lub ntiaj teb no innovation highland.Los ntawm qhov kev xav ntawm lub ntiaj teb no automotive nti qauv, Tebchaws Asmeskas yog lub zog tseem ceeb heev. Nrog rau iteration ntawm kev lag luam, qhov tseem ceeb ntawm kev ua tau zoo ntawm kev suav hauv lub neej yav tom ntej ntawm automotive txawj ntse yog qhov tseeb. NVIDIA, Qualcomm thiab lwm cov nti loj hauv cov chaw tsis muaj tsheb Lawv txhua tus nkag mus.
Nyob rau hauv lub neej yav tom ntej, tsis tuaj yeem muaj ib qho oligopoly xwbnyob rau hauv daim teb ntawm automotive chips,Tuam Tshoj nquag txhawb kev tsim cov chips. Hais txog kev ruaj ntseg cov ntaub ntawv, cov chips hauv tsev muaj qhov zoo dua.Nyob rau tib lub sijhawm, cov tuam txhab tsheb tseem yuav muaj cov kev xav tau ntawm cov khoom siv hauv zos, thiab cov tuam txhab nti hauv tsev yuav inevitably txhim kho sai thiab maj nrawm. Yog hais tias tus ceev ceev ntawm lub zog tshiab tshebyog hu ua "hloov txoj kab thiab hla", ces kev loj hlob thiab evolution ntawm domestic chips yuav piav raws li "kev vam meej thiab yooj yim rau lub caij nplooj ntoos hlav".Kev hloov pauv hauv tsev tau txhim kho zoo hauv ob xyoos dhau los.Hauv ob xyoos dhau los, nyob rau hauv ib puag ncig kev lag luam uas muaj txiaj ntsig zoo, ntau lub tuam txhab nti tau txeeb lub sijhawm los nkag rau hauv kev lag luam tsheb.
Vim muaj kev cuam tshuam ntawm kev sib kis thiab kev sib raug zoo thoob ntiaj teb, kev sib raug zoo thoob ntiaj teb ntawm cov khoom siv hauv tsheb thiab cov khoom siv hluav taws xob tau cuam tshuam zoo heev, thiab qhov tsis muaj kev ywj pheej thiab kev tswj hwm kev lag luam nti yog lub hauv paus ua rau muaj teeb meem kev ruaj ntseg tam sim no hauv kuv lub teb chaws. muaj cov saw hlau, feem ntau xav txog qhov tsis muaj cov tuam txhab tseem ceeb hauv lub tuam txhab chips, tsis muaj peev xwm ntawm kev tsim kho tshiab hauv kev lag luam automotive chip, thiab tsis muaj cov txheej txheem ntsig txog nti thiab cov txheej txheem pov thawj.Kev txiav txim los ntawm qhov xwm txheej tam sim no, tsheb chips yog qhov nyuaj rau kev tsim dua li cov xov tooj ntawm tes. Nyob rau theem no, lawv tsuas yog tso siab rau kev xa khoom. Txawm li cas los xij, cov teb chaws txawv teb chaws kuj raug txiav tawm. Yog tias kev tshawb fawb ywj pheej thiab kev loj hlob muaj kev txhawj xeeb, tsis muaj peb mus rau tsib xyoos yuav txaus.Nrog rau qhov kev thov nce ntxiv, nws ntseeg tias Tuam Tshoj txoj kev lag luam tsheb tsim khoom yuav nce mus rau cov khoom lag luam siab kawg yav tom ntej.
Nrog rau kev nrawm ntawm kev siv hluav taws xob, kev sib txuas lus thiab kev txawj ntse, qib ntawm cov ntaub ntawv xov xwm tsheb tau zoo dua qub, thiab kev siv cov chips tau nce sai heev.Thaum ntxov, cov khoom siv ntawm lub tsheb yog txhua yam khoom siv; Nrog rau kev txhim kho ntawm kev lag luam hluav taws xob, qee qhov kev tswj hwm ntawm lub tsheb pib hloov los ntawm kev siv tshuab mus rau hluav taws xob.Tam sim no, automotive chips tau siv dav hauv ntau qhov chaw xws li lub zog hluav taws xob, lub cev, cockpit, chassis thiab kev nyab xeeb.Qhov sib txawv ntawm automotive chips thiab xam thiab cov neeg siv khoom siv hluav taws xob chips yog tias cov khoom siv hluav taws xob tsis tshua tshwm sim ib leeg, lawv tau muab tso rau hauv cov haujlwm tseem ceeb, thiab yog qhov tseem ceeb hauv feem ntau.
Hauv cov ntawv tshaj tawm txhua hnub ntawm lub tsheb cav thiab qhov chaw pib, tej zaum yuav muaj kev nkag siab tsawg dua ntawm cov chips. Tam sim no, tsheb chip manufacturers tau hloov los ntawm kev faib khoom mus rau qhov siab, thiab pib siv ntau lawm. Nrog rau txoj kev loj hlob ntawm kev lag luam tsheb, qhov kev thov rau tsheb chips yuav nce ntxiv.Tuam Tshoj tus automotive nti kev lag luam yog cov concentrated nyob rau hauv Shanghai, Guangdong, Beijing thiab Jiangsu. Cov khoom siv nti yog feem ntau AI chips thiab suav chips. Cov kev lag luam sab saud ntawm cov chips feem ntau yog silicon wafers, semiconductorkhoom siv, chip tsim thiab ntim thiab kuaj.Tsoom fwv cov tuam tsev, kev lag luam thiab kev lag luam tau pib nrhiav txoj hauv kev los rhuav tshem qhov xwm txheej los ntawm kev qhia txog cov cai, kev sib koom tes thiab kev koom tes, thiab kev tshawb fawb thiab kev tsim kho tshiab.
Txiav txim siab los ntawm qhov xwm txheej tam sim no ntawm kuv lub teb chaws kev lag luam, kev hloov pauv ntawm lub tsheb ntse tau coj txoj hauv kev txhim kho tshiab rau tag nrho cov kev lag luam upstream. Los ntawm chips mus rau kev khiav hauj lwm systems, mus rau software, mus rau daim ntaub ntawv thiab ib tug series ntawm cov tub ntxhais technologies, lub tsheb kev lag luam yog heev conservative thiab tsis kam siv cov khoom tshiab, thiab nrog technological iterations thiab mov saw tsis txaus, domestic manufacturers tau pib txais cov neeg muag khoom hauv zos, tab sis lub sijhawm no lub qhov rais tsis xoob, thiab 2025 yuav dhau los ua qhov dej ntws tseem ceeb.Cov ntaub ntawv yog "ntshav" ntawm cov tiam tom ntej ntawm cov tsheb ntse. Lub evolution kev taw qhia ntawm cov hluav taws xob thiab hluav taws xob architecture yog los xyuas kom meej lub high-ceev khiav ntawm ib tug loj npaum li cas ntawm cov ntaub ntawv, yog li ntxiv txhawb nqa lub zog deployed rau nws. Qhov no suav nrog kev ua cov ntaub ntawv, uas yuav tsum tau muaj zog suav cov chips zog los txhawb kev hloov pauv ntawm cov khoom siv hluav taws xob thiab hluav taws xob.
Kev txhawb nqa los ntawm lub teb chaws txoj cai, automotive chips yog semiconductors, thiab cov khoom siv niaj hnub zoo li cov xov tooj ntawm tes thiab khoos phis tawj yuav tsum siv cov chips semiconductor. Yog li ntawd, cov tuam tsev muaj feem cuam tshuam tseem ceeb heev rau txoj kev loj hlob ntawm kev lag luam no thiab tau tshaj tawm cov cai muaj feem cuam tshuam thiab cov phiaj xwm kev loj hlob rau ntau zaus.Kev taw qhia ntawm cov phiaj xwm no daws cov teeb meem nyiaj txiag ntawm cov lag luam me, ua kom lub tsheb nti ua lag luam vam meej, thiab tib lub sij hawm txhim kho lub peev xwm muaj tswv yim ntawm kev lag luam, uas tau ua lub luag haujlwm tsis txaus ntseeg hauv kev txhim kho cov qauv kev lag luam.Nrog rau kev txhawb nqa ntawm cov cai, ntau thiab ntau lub tuam txhab tau dhau los ua qhov loj thiab muaj zog, thiab kev ua lag luam xav tau rau cov tsheb chips tseem nce ntxiv. Nyob rau hauv lub neej yav tom ntej, cov tuam txhab tsim tsheb loj hauv tsev yuav tsum siv cov khoom siv tsheb loj ntawm cov nplai loj.
Post lub sij hawm: Sep-28-2022