Due to chip shortages and trends such as the electrification and automation of automobiles, half of the top ten automotive OEMs will design their own chips in 2025, which will enhance their own products.
Gaurav Gupta, Vice President of Research at Gartner, said: “The automotive semiconductor supply chain is very complex. In most cases, chip manufacturers are generally third or fourth-tier suppliers to car manufacturers, so it usually takes some time for them to adapt to the needs of the automotive market. Changes in the supply chain. This lack of visibility in the supply chain makes automobile OEMs even more hopeful to strengthen their control over their semiconductor supply chain.”
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Gupta said: “In addition, the main reason for the continued chip shortage is the mature semiconductor technology node devices manufactured on smaller 8-inch wafers, and the capacity expansion of such devices is very difficult. The automotive industry is certifying larger wafers. The old devices manufactured in Shanghai have always held a conservative attitude, and this has also caused them to suffer from it and may prompt them to start designing their own chips.”
This mode of introducing chip design into the interior is called “OEM-Foundry-Direct”, and this mode is not unique to the automotive industry. Some changes that are taking place in the semiconductor market will strengthen this model among technology companies.
Semiconductor chip foundries such as TSMC and Samsung have provided cutting-edge manufacturing processes to the outside world, and other semiconductor suppliers have also provided advanced intellectual property rights to the outside world, which reduces the difficulty of custom chip design.
Gupta said: “We also expect that the lessons learned from the shortage of microchips will further promote the transformation of automakers into technology companies.”
Gartner also predicts that the average sales price of new cars in the United States and Germany will exceed $50,000 in 2025, which will promote the maintenance and upgrade of old cars. Mike Ramsey, vice president of research at Gartner, said: “As people will try to extend the life of existing vehicles, accelerated price increases may reduce overall vehicle sales and expand the entire parts and upgrade market.”
Gartner analysts predict that in the face of price increases, the new car market will remain stable or even decline. At the same time, automakers will extend the life of existing vehicles by pushing new services, and even pushing equipment and computer upgrades.
