在美国《2022芯片与科学法案》中,汽车是传统芯片与先进芯片均受支持的关键少数行业,汽车芯片国际争夺遏制加剧。通过调研国家新能源汽车技术创新中心、北京半导体协会、北汽集团等相关机构发现,在美国芯片法案倒逼下,汽车芯片国产化替代进程加快、竞争加剧,北京汽车芯片设计企业向外布局趋势可能增强,制造环节尚无产能布局,产业链供应链安全风险较大。北京要发挥国际科技创新中心与集成电路产业发展先锋作用,通过创新攻关强技术、终端需求强带动、政策完善强支撑“三管齐下”寻求突破,以应对美国系统性遏制,支撑国产化替代进程,重塑汽车芯片产业链供应链,促进全市经济稳定增长。
<<According to Chips and Science Act of 2022,the automobile industry is a particular industry in which both legacy semiconductors and advanced chips are funded,thus the international competition for automobile chips will be further intensified. Through the investigation of National New Energy Vehicle Technology Innovation Center,Beijing Semiconductor Association,BAIC Group and other relevant institutions,it was found that under the force of the Act the process of domestic replacement of automobile chips has been accelerated. For Beijing,automobile chip design enterprises may be more inclined to locate outward,in addition,automobile chip manufacturing is not available here,therefore the stability of industrial and supply chain is being threatening. It is suggested that Beijing should give full play to the pioneering role of the International Science and Technology Innovation Center and the development of the integrated circuit industry,and seek breakthroughs through technology innovation,terminal demand pull and policy improvement,so as to respond to the systematic containment of the United States,to support the national localization substitution process,to reshape the industrial and supply chain of the automobile chips,and to promote the stable growth of the city’s economy.
<<