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.
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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.
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