The lack of core may still haunt car enterprises to a certain extent< Br > < div class = "height" > < / div > on August 26, Zhang Qiang, co-founder and chairman of Xinchi technology, a car gauge chip enterprise, said in a news interview that the prices of some automotive chips have indeed dropped to some extent recently, but they are only “returning from a very irrational price to a slightly rational price range”. At the same time, he believes that auto enterprises will still face a long-term chip supply problem< Br > < div class = "height" > < / div > recently, the news of the sharp drop in chip prices has attracted wide attention in the industry. According to CCTV financial report, a Italian French semiconductor chip is the core component of the electronic control system. It was one of the most popular chip products in 2021. The market price once rose to about 3500 yuan, and fell from the high level to about 600 yuan in 2022, with a price reduction of more than 80%< Br > < div class = "height" > < / div > in this regard, Zhang Qiang said that the chips whose prices dropped sharply were consumer chips, not automobile chips. The price of automobile chips is only “returning from a very irrational price to a slightly rational price range, not falling”. However, the demand for chips with large increase in the past, such as MCU (micro control unit) chips and power supply chips, is still relatively tight< Br > < div class = "height" > < / div > Wu Hanming, Dean of the school of micro and Nano Electronics of Zhejiang University and academician of the Chinese Academy of engineering, also said in his speech that the future development trend of the automotive chip industry is predicted from both demand and supply. It is expected that the overall demand will continue to expand in the future. The supply of some chips at the supply side has been eased, but the supply of most chips will continue to be tight< Br > < div class = "height" > < / div > Zhang Qiang predicted that the shortage of MCU, power supply chip, interface chip and other types will continue until next year, because the supply mode of automobile chips to a certain extent determines that the supply shortage will be a long-term problem< Br > < div class = "height" > < / div > “from 2000 onwards, there will be a large downward cycle in three to four years for consumer chips.” He said that the number of consumer chips is large and the types are small, and chip factories can prepare goods in advance. However, the automobile industry chain is very long. From chips to secondary suppliers, primary suppliers, and then to car factories, the industry chain is far longer than mobile phones. In addition, the number of companies making automobile chips is small, and the response to the development needs of the industry is relatively conservative, “If you have demand, I will not increase production. Unlike the consumer environment, which is characterized by ups and downs, auto semiconductors will be out of stock when they place orders and do not produce when they do not see orders. Therefore, it has always maintained two states of normal supply and short supply, and rarely has a large inventory like the consumer.”< Br > < div class = "height" > < / div > Zhang Qiang also said that the business logic and support logic of mobile phone chip and auto chip companies are different because the number of mobile phone parts is limited, while the number of auto parts is huge, “If one of the parts is not working, the car will not be able to go out, and other functions will be affected. Therefore, in the car chip, there will be a reciprocating shortage. For example, if a certain part is missing, the car manufacturer says that other parts are not needed first.” This also led to chip enterprises generally adopting a more conservative supply strategy.