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The German economy minister wrote to the Taiwanese government to ask for an increase in the supply of chips for the auto industry. Although TSMC said it continues to work closely with automotive electronics customers to support capacity demand, industry sources noted that the severe shortage of auto chips is the crowding effect derived from wafer capacity congestion. 1 year.
German Economy Minister Atmel (Peter altmaier) Calls on the Taiwanese government to increase the supply of chips for Germany’s difficult auto industry. He called on the Taiwanese government to clearly convey this message to TSMC.
In response to this, TSMC responded to a reporter for the Central News Agency today, saying: “This is the primary consideration for TSMC. We will continue to work closely with our automotive electronics customers to support their production capacity needs.”
According to analysts in the semiconductor industry, many automakers around the world have to suspend or reduce production due to a shortage of car chips.Huawei) Sanctions have prevented Huawei smartphones from being shipped and the market has become vacant. Other competitors include Xiaomi and Oppo Wait for the market share vacated by Huawei and actively IC Designers and foundries place orders to take advantage of production capacity and increase inventory, displacing other wafer production capabilities, including automotive use.
Originally tight 8 -The one-inch wafer production capacity has long been overwhelmed, and the United States has invested in SMIC (0981.HK) Sanctions do 8 There is a great shortage of automotive chips, which are made primarily from wafers.
The legal entity pointed out that the proportion of automotive electronics continues to increase, coupled with electric vehicles and advanced driver assistance systems (FENNEL) The demand for automotive electronics has increased significantly and the automotive chip shortage has taken the auto industry by surprise. It is estimated that the shortage of automotive chips could continue 1 year.
According to industry sources, approximately 8 The area ratio of the silicon wafers is 8 -Inch wafer production line, electric vehicles and a strong demand for autonomous driving applications have driven 8 The wafer casting volume has increased significantly,8 The fabulous inch capacity has been full for a long time.
Global Principal 8 Inch wafer factories include TSMC, UMC, Taiwan’s World Advanced and China’s SMIC, Hua Hong Semiconductor, China Resources Micro, etc.8 Inch wafer fab mainly manufactures CMOS Image sensor components, power management chips, microcontrollers (MCU), radio frequency components, MEMS (MEMS), power separation components, etc. Cars and electric vehicles are one of the main applications.
From a wafer application distribution perspective, last year’s automotive use accounted for 8 The demand for inch wafers is 33%,Start 12 The demand for inch wafers is 5%。
Looking at the world’s leading automotive chipmakers, legal entities noted that NXP (NXP), Infineon (Infineon), Renesas (Renesas), STMicroelectronics (STM), Texas Instruments (YOU), Bosch (Bosch) Etc., among which Infineon and Bosch are the main German automotive chip manufacturers; In addition, in discrete automotive components, leading manufacturers include Infineon and ON Semiconductor (IN Semiconductor), Renesas, Rohm Semiconductor (Rohm） 、Nexperia Wait.
Car CMOS Image detection components have also become key components of high-end automotive image detection systems. The legal entity noted that major manufacturers include ON Semiconductor and Howe (OmniVision), Sony (Sony), Matsushita (Panasonic), Samsung (Samsung), STMicroelectronics, etc., of which ON Semiconductor represents approximately 35% TO 36% Interval, Howe represents approximately 2 Cheng Duo, Sony represents approximately 10%。
(Author: Zhongrong Feng; first map Source: Flickr / Håkan Dahlström CC BY 2.0)
New knowledge of science and technology, updated from time to time
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