ChinAI Newsletter

“ChinAI #244: Can Chinese Automotive Chips Overtake on the Turn?” by Jeffrey Ding

Nov 20, 2023

The podcast explores China's low localization rates in automotive chips and the potential for Chinese chips to overtake. It discusses the growth in demand for new energy vehicles driving the sector's development and the challenges such as foreign trade barriers and technical limitations. The analysis delves into Chinese automotive chips like Huawei MDC and Horizon J3, alongside foreign domination. It also touches on China's innovation drive, AI applications in classical Chinese texts, President Biden's AI regulation plan, and the impact of AI tools on creativity.

07:11

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Quick takeaways

China's automotive chip sector is rapidly developing for new energy vehicles with 300 companies involved.

Challenges in supply chain, lack of standardized processes hinder China's automotive chip localization efforts.

Deep dives

Growth of Chinese Automotive Chip Sector

China's automotive chip sector is rapidly developing driven by the demand for new energy vehicles. With nearly 300 companies working on chip products for autonomous driving and cockpits, the market is expected to reach 29 billion US dollars by 2030. Despite an increase in the chip production localization rate from 5% to 10%, challenges persist due to foreign protectionist measures and technical weaknesses in the domestic industry.

Introduction

2min

Analysis of the Chinese Automotive Chip Market and Localization Challenges

3min

Exploring China's Innovation Drive and AI Applications in Classical Chinese Texts

2min

Subtitle: Examining factors behind China's low localization rates in automotive chips.

Greetings from a world where…

I’m very jealous of my grandma going to eat crab at Yangcheng Lake

…As always, the searchable archive of all past issues is here. Please please subscribe here to support ChinAI under a Guardian/Wikipedia-style tipping model (everyone gets the same content but those who can pay support access for all AND compensation for awesome ChinAI contributors).

Feature Translation: The localization rate of automotive chips is still less than 10%. How can Chinese automotive chips take opportunities to overtake?

Context: I used the Emerging Technology Observatory's Scout tool again to scout out this week's feature translation, from Caijing's transportation industry portal (link to original article). Here's Scout's summary:

Driven by the growth in demand for new energy vehicles, China's automotive chip sector is also undergoing rapid development. Nearly 300 companies are developing a range of chip products in areas [...]

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First published:
November 20th, 2023

Source:
https://chinai.substack.com/p/chinai-244-can-chinese-automotive

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Narrated by TYPE III AUDIO.