Recently, Ideal Automobile has set up two companies, one of which is involved in the chip field.
Recently, Jiangsu Changxiang Power Technology Co., Ltd. was established, the legal representative is LI GEORGE, the registered capital of 200 million yuan, the business scope includes integrated circuit chip design and service, auto parts and accessories manufacturing, motor manufacturing, etc. by Beijing car and home auto Technology Co., Ltd. wholly-owned.
On the same day, Jiangsu Changxiang Automobile Technology Co., Ltd. was established, the legal representative is also LI GEORGE, the registered capital of 180 million yuan, the business scope includes technical services, technology development, auto parts and accessories manufacturing, also wholly owned by Beijing Chehejia Automobile Technology Co., LTD.
Previously, the ideal car has many layout chip field, now in March, Beijing car and home automotive Technology Co., Ltd. and Hunan SAN An Semiconductor Co., Ltd. jointly established Suzhou Sike Semiconductor Co., LTD., registered capital of 300 million yuan, Beijing car and home accounted for 70% of the shares, Hunan SAN An semiconductor accounted for 30%, the two sides aimed at silicon carbide power chips.
At present, the semiconductor market presents a structural lack of core, consumer electronics chips oversupply, and automotive chips are in continuous shortage. Affected by this, in order to avoid being "jammed" by the chip, in recent years, a number of domestic car companies have announced cross-border core making, in addition to the ideal car, there are Xiaopeng, NiO, Geely, BYD and other car companies layout car chips.
Among them, Xiaopeng and NiO, like ideal, belong to the new force of car manufacturing, which ideal focuses on silicon carbide, and the current chip layout of Xiaopeng and NIO is more focused on autonomous driving chips; Traditional car companies such as Geely and BYD are also developing autonomous driving chips and power semiconductor devices.
At present, the ideal automobile silicon carbide power chip research and development and production base has signed a contract with the Suzhou High-Tech Zone Science and Technology Investment Center, is expected to start sample trial production in May this year, and gradually form an annual production capacity of 2.4 million half Bridges after the official production in 2024.
In view of this information, the ideal chip layout should be concentrated in Suzhou and Changzhou, often think that the power technology business scope has integrated circuit design, should be responsible for the upstream design link, and SIke Semiconductor is responsible for production and manufacturing.
In new energy vehicles, silicon carbide is mainly used in the main inverter of electric drive, which can significantly reduce the volume and weight of power electronic systems, reduce battery costs, and improve power density. In addition, silicon carbide instead of silicon can reduce the energy loss of the inverter by 80%, silicon carbide chips are also good at heat dissipation, reducing the burden on the car cooling system. According to statistics, silicon carbide can bring cost savings of $500-1000 per vehicle.
Especially at the moment when the vehicle architecture is moving towards 800V high voltage, silicon carbide is more important for electric vehicles. Some car companies have announced that the next generation of models will use silicon carbide modules, such as NIO said that the new ES8 and EC7 have been announced with silicon carbide modules.
Due to the very high process requirements of silicon carbide, the global silicon carbide market is mainly monopolized by ST, ROM, ON and other international manufacturers, even if the "core panic" has been alleviated, but silicon carbide is still a relatively short state. Ideally, if it can be successfully produced, it is also a great progress for domestic silicon carbide chips.
In terms of location, there is also an inherent logic for the ideal car to land the chip project in Changzhou and Suzhou. It is reported that the first factory of ideal automobile is located in Wujin District of Changzhou, Jiangsu Province, and the chip location is close to the base camp in terms of resource sharing and team collaboration.
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