[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Byron Wan [@Byron_Wan](/creator/twitter/Byron_Wan) on x 41.1K followers Created: 2025-06-17 05:55:02 UTC 🇨🇳 automakers including SAIC Motor, Changan, Great Wall Motor, BYD, Li Auto and Geely, are preparing to launch models equipped with XXX% homemade chips, with at least two brands aiming to start mass production as early as 2026. The latest policy target is to use XXX% self-developed and made automotive chips by 2027. However, the XXX% target is not mandatory. It is more a framework that incentivizes companies to reassure Beijing that they can meet its goals and are working hard to do so. The majority of top 🇨🇳 automakers, including SAIC, FAW Group, GAC Group, BYD, Geely, Changan and Great Wall, have been asked by the government to increase their use of locally made or developed chips. Some car groups, such as GAC Group, are working closely with Chinese contract chipmakers SMIC and CanSemi Technology to review the whole automotive chip supply chain and facilitate verification of locally developed alternatives. Chinese automakers have been heavily reliant on US or other foreign made chips, particularly in autonomous driving systems. High-end Chinese cars still use Nvidia's AI chips designed for cars, or Qualcomm's chip solutions for smart cockpits and self-driving related features. Global automotive chip leaders such as STMicroelectronics, NXP and Infineon have been increasing their collaborations with Chinese contract chip manufacturers to boost production for China-based carmakers.  In the past, automotive chips had to go through strict testing, including enduring harsh outdoor conditions, a process that could take up to X years from development to qualification. Chinese EV makers are now taking a much more flexible approach, such as using consumer-grade and already-available chips for some noncritical features like infotainment systems. "It takes us some X to X years to go through the qualification process for European carmakers, but it only takes X to X months for testing and qualification for Chinese automobile makers." "We are required to replace not only driver ICs with China-made chips, but also some components and materials, such as optical films that are currently dominated by US companies. We have to switch them to Chinese suppliers by next year at the earliest.” (Driver ICs control another circuit or component by regulating the flow of current.) Chips used in cars have traditionally been microcontrollers, sensors and analog chips for controlling such things as lights, windows, brakes, temperature and safety features. But with the growth of autonomous and electrified features and the rise of EVs, the number of chips per car — both logic and analog — has increased significantly, with more chips needed for computing, motors, cameras and displays, as well as battery and power management systems. Most of these automotive chips can be built with older generation chipmaking machines, making it easier for China to make more of them domestically. China has been very aggressive in ramping up its mature node technology, which has put pricing pressure on chip product segments such as the analog market and a large portion of the microcontroller units (MCUs) market. However, China still has a long way to go to increase its total self-sufficiency. For 2025, China's total local production for integrated circuits can meet about XXXX% of its total market of roughly $185B. Production capacity inside China for mature nodes — defined as chips produced with 14nm or less advanced technology — could account for nearly XX% of global total capacity by 2027, from XX% in 2023. US production of such chips will stand at around 5%.  XXXXX engagements  **Related Topics** [great wall](/topic/great-wall) [automotive](/topic/automotive) [geely](/topic/geely) [$2015hk](/topic/$2015hk) [$1211hk](/topic/$1211hk) [byd](/topic/byd) [wan](/topic/wan) [Post Link](https://x.com/Byron_Wan/status/1934852266365997225)
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Byron Wan @Byron_Wan on x 41.1K followers
Created: 2025-06-17 05:55:02 UTC
🇨🇳 automakers including SAIC Motor, Changan, Great Wall Motor, BYD, Li Auto and Geely, are preparing to launch models equipped with XXX% homemade chips, with at least two brands aiming to start mass production as early as 2026.
The latest policy target is to use XXX% self-developed and made automotive chips by 2027.
However, the XXX% target is not mandatory. It is more a framework that incentivizes companies to reassure Beijing that they can meet its goals and are working hard to do so.
The majority of top 🇨🇳 automakers, including SAIC, FAW Group, GAC Group, BYD, Geely, Changan and Great Wall, have been asked by the government to increase their use of locally made or developed chips.
Some car groups, such as GAC Group, are working closely with Chinese contract chipmakers SMIC and CanSemi Technology to review the whole automotive chip supply chain and facilitate verification of locally developed alternatives.
Chinese automakers have been heavily reliant on US or other foreign made chips, particularly in autonomous driving systems. High-end Chinese cars still use Nvidia's AI chips designed for cars, or Qualcomm's chip solutions for smart cockpits and self-driving related features.
Global automotive chip leaders such as STMicroelectronics, NXP and Infineon have been increasing their collaborations with Chinese contract chip manufacturers to boost production for China-based carmakers.  In the past, automotive chips had to go through strict testing, including enduring harsh outdoor conditions, a process that could take up to X years from development to qualification. Chinese EV makers are now taking a much more flexible approach, such as using consumer-grade and already-available chips for some noncritical features like infotainment systems.
"It takes us some X to X years to go through the qualification process for European carmakers, but it only takes X to X months for testing and qualification for Chinese automobile makers."
"We are required to replace not only driver ICs with China-made chips, but also some components and materials, such as optical films that are currently dominated by US companies. We have to switch them to Chinese suppliers by next year at the earliest.”
(Driver ICs control another circuit or component by regulating the flow of current.)
Chips used in cars have traditionally been microcontrollers, sensors and analog chips for controlling such things as lights, windows, brakes, temperature and safety features. But with the growth of autonomous and electrified features and the rise of EVs, the number of chips per car — both logic and analog — has increased significantly, with more chips needed for computing, motors, cameras and displays, as well as battery and power management systems. Most of these automotive chips can be built with older generation chipmaking machines, making it easier for China to make more of them domestically.
China has been very aggressive in ramping up its mature node technology, which has put pricing pressure on chip product segments such as the analog market and a large portion of the microcontroller units (MCUs) market.
However, China still has a long way to go to increase its total self-sufficiency. For 2025, China's total local production for integrated circuits can meet about XXXX% of its total market of roughly $185B.
Production capacity inside China for mature nodes — defined as chips produced with 14nm or less advanced technology — could account for nearly XX% of global total capacity by 2027, from XX% in 2023. US production of such chips will stand at around 5%.
XXXXX engagements
Related Topics great wall automotive geely $2015hk $1211hk byd wan