Home > Industry Information > Domestic High -End Automotive Intelligent Driving Chips Trigger Saliva Wars
7moon27Sunday, in2024On Weilai Innovation Technology Day, Li Bin, chairman of Weilai Automobile, announced that the world's first car regulations5nmIntelligent driving chip GodNX9031The streaming is successful, and the chip and the underlying software are independently designed.
According to reports, this chip is adopted32nuclearCPUArchitecture, built -inLPDDR5x、8533MbpsrateRAM,have6.5GPixel/sPixel processing ability, processing delay is less than5msEssenceLi Bin said, GodNX9031Possess500100 million crystal pipes, whether it is comprehensive ability or execution efficiency, a self -developed chip can achieve4The performance of the flagship chip of the industry.
This time, Li Bin's speech caused some controversy in the semiconductor, because he claimed that he was GodNX9031It is the world's first car regulatory level5nmIntelligent driving chips, but before that, there are already available for intelligent driving systems.5nmThe launch of the chip, the typical representative is NXPS32N55The processor, as well as Anba (Ambarella)ofCV3Series domain controller.
01Where is the dispute point?
Li Bin said GodNX9031It is the world's first5nmIntelligent driving chips is questionable.First of all, take a look at the launch of NXP and Andba5nmCar chip.It can be said that Enshi is the first in the industry to announce the use5nmCompany that produces car chips in process and process process, early2020Year6On the month, the company released the news that the wafer foundry partner was TSMC.use5nmProcessS32N55Processor, integrated16indivualArm Cortex -R52Real -time processor kernel, the operating frequency is1.2 GHz, Can meet the high requirements for computing power for software definition.
S32N55ofCortex-R52The kernel can run in the separation or lock step mode, and it can be supportedASIL ISO 26262Functional security level.Two pairs of auxiliary lock stepsCortex-M7Key support systems and communication management.BeS32 CoreRideThe central vehicle controller solution of the platform,S32N55The processor integrates advanced network technology and has a time -sensitive network (TSN）2.5 Gbit/sEthernet switch interface, used for24stripCAN FDBus efficient internal routingCANThe hub,4indivualCAN XLInterface and onePCI Express Gen 4The interface can achieve high -efficiency communication and collaboration between various systems in the car.
in addition,S32N55The kernel -pink hardware isolation and virtualization technology enables its resources to dynamically dynamically partitions to meet changing vehicle functional needs.2022At the beginning of the year, Anba released5nmProcessCV3Series chip, supportADASand L2+ ~ L4System research and development.This series of chips is based on scalable, high energy -efficient ratio CVflowArchitecture, can be realized500 eTOPSComputing power, the previous generation of Baya -level car rules levelCV2The series has improved42Note.eTOPSmiddleeRefersequivalent。
becauseCVflowUnbelievableGPUThis leads toCV3chipAIThe counting unit of computing power and commonly usedGPUofTOPSThere are differences, add hereeCompared with the general chip architecture, it can run to the equivalent performance.NvidiaOrinChip, computing power is254TOPS, WeilaiET7pass4indivualOrinClass federation is realized1016 TOPSComputing power.If it is adopted4indivualCV3Chip -level, can be realized2000 eTOPSComputing power.2023Year2Month, Anba announced that Samsung's from Samsung5nmProcess productionCV3-AD685EssenceFollowing NXP and Antha, Qualcomm's car chip has also begun to use5nmProcess.
At this time, I have to say that Nvidia and IntelMobileye, Most of these two companies' intelligent driving chips are adopted7nmProcess, and Tesla'sHardWare 3The chip uses Samsung14nmProcess, not long ago, the supply chain reported the news, Tesla's new modelHW4.0The chip will be transferred to TSMC4nm/5nmProcess.It can be seen that before Weilai, NXP, Antha, and Qualcomm were all sliced5nmProcess car chip.
However, the chip types and applications of these companies are still somewhat different. From the introduction above, it canS32N55It belongs to the control chip, and Anta, Nvidia, Tesla, and Weilai are computing chips. Qualcomm is a smart cockpit chip, which is partially controlled.Here we should briefly introduce the type of car chip, which can be divided into calculation, control classes, simulation, power supply, communication, sensor class, power classes, storage classes.Among them, the calculation and control class belongs to the digital chip, which has the highest requirements for the process. As the intelligent driving rise, the requirements for the chip composition are increasing. At this time, the computing power of the calculation chip has become a very critical indicator.Of.
In summary, the industry adopted5nmThe process technology manufacture is NXP or Anba.Weilai is the first in China5nmProcess manufacturing enterprises that manufacture smart driving chips.So why do Weilai research such a high -end chip?Let's start with Nvidia.At present, the flagship intelligent driving chip of the industry is NvaidaOrin-x, Its single -piece computing power is508TOPS。
In addition, Nvidia also released oneDRIVE ThorChip, single -piece computing power2000TOPS,want2025Pencing energy.2023In the year, Weilai purchased many Nvidia smart driving chips, which accounted for Nvidia shipments.46%, Total amount3One hundred million U.S. dollars.This is a large expense. For Weilai, which has been developing losses, the Chinese automobile market that is increasingly rolled in the Chinese car is necessary.Based on this, the self -developed smart driving chip is logical, a godNX9031top4NvidiaOrin X, Can save a lot of chip expenses.
02,use5nmThe value of processing smart driving chips
Traditionally, the requirements of car chips for process technology are not high (mostly20nmThe above processes), and the stability and reliability of the chip are high.In other words, cars need to use car -level chips (Automotive Grade Chip）。
Vehicle -level chips refer to chips that are designed and manufactured for automotive applications and meet strict automotive industry standards.Such chips need to be in extreme temperature range, high vibration, high pressure, high humidity,EMIMaintain stable and reliable performance in harsh environments, and usually pass throughAEC-QThe inspection of the quality standards of the automotive industry certified automotive industry.Based on the application requirements of extremely high vehicle safety and reliability requirements, any chip failure may lead to serious security accidents. To this end, compared with consumer or industrial -grade chips, car -level chips have higher quality requirements. ThisClass chips are widely used in engine control, brake system, security system, car entertainment information system,ADASWait for the bicycle subsystem.Although advanced process (advanced process (16nmAnd below) can improve chip performance and reduce power consumption, but it will also bring some challenges. For example, the smaller the process node, the higher the production cost of the chip. In addition, the small characteristic size chip needs more precise production equipment and technology. ThisIt will also increase costs.
Therefore, automobile chip manufacturers, as well as car manufacturers to find balance points between the performance, cost and reliability of the chip.They need to choose the appropriate process process based on the use, performance requirements and cost budgets of the vehicle.For some high -end models, manufacturers may adopt more advanced processes to improve vehicle performance.For some economic models, manufacturers will choose more economic and affordable process processes to reduce production costs.
In general, the mainstream process of automobile chips is40nm~16nmbetween.However, with the popularity of intelligent driving, the manufacturing framework of traditional car chips has been broken because computing power has begun to dominate car applications.In fact, practitioners are clear that the phenomenon of computing power is bound to be wasted. However, compared to invisible software algorithms, the real computing power index can be easily judged.
The user's pursuit of hardware capabilities is reflected in the mobile electronic products. Nowadays, the same situation has continued to smart cars.Based on this, various marketing words have appeared in the market. For example, some media compare the computing power level of the chip to a house rate, and use the dense computing power and sparse computing power to calculate completely different computing power conclusions.Nowadays, the computing power has become a hurdle that car manufacturers and related chip companies are not in the past. More and more newly unveiled smart driving chips have proved that increasing computing power is the most effective way to improve the level of market evaluation.
At present, many30New forces of more than 10,000SUVThe computing power has been brokenTOPS, And even some brand cars have broken the computing powerTOPSEssenceEven if there is a lot of redundant, no one seems to refuse higher computing power.As the chip computing power breaks through500 TOPS,even1000 TOPSOther indicators of the chip will inevitably attract public attention, such as process technology.Although there is no pursuit of the process for car -level chips, the chip process is displayed in the field of smart driving and smart cockpitHas begun to start5nm, Even smaller process nodes advance.
Due to Samsung5nmThe asylum yield is average, so that TSMC has almost become a large -scale mass production.5nmFile plant for process chips.Therefore, the company's production capacity is in short supply, and TSMC said that it is impossible to retain free production capacity for the automotive industry, and automobile chips need to accelerate to the advanced process.Paul de BotIt is believed that car manufacturers are absolutely necessary for forward -looking planning and control of the number of orders, and the shift from the original mature process node from the original mature process node to the advanced process is also an important means to ensure supply.
Compared to consumer electronics and server applications, the car chip wafer foundry market accounts for relatively small (10%Here), but the unit price is higher, which is an extremely good market.From the perspective of TSMC, during the new crown epidemic, TSMC's annual car chip business has increased.40%On the right, the fabric leader hopes to retain and expand the customer base, especially the advanced process in the future.
03, Smart cockpit chip also needs5nm
The above introduces smart driving chips. This type of chip is calculated, and another category is smart cockpit chips. This type is more controllable and the demand for advanced processes is becoming more and more urgent.There are multiple functional blocks in smart cockts, mainly including high -definition display, instrument, active security alarm, real -time navigation, online information entertainment, emergency rescue, networking of car, and human -computer interaction systems (voice recognition, gesture recognition), etc., the main role isBy changing the human -computer interaction method, the driver and occupation experience is improved.
At this time, artificial intelligence (AI) The importance of technology is highlighted, and the performance requirements of related chips have also been improved.intelligentThe typical representative of the cockpit chip is the Qualcomm Snapdragon we often hear.8155And the update after the replacement8295chip.2021At the end of the year, Qualcomm released it5nmProcess Snapdragon8295Compared to the previous generation8155（7nmProcess)8TOPSComputing power,8255The computing power reaches30TOPS，3DRendering ability improves3Times, the functions of integrated electronic rearview mirrors, machine learning, passenger monitoring and information security are added. A chip can drive11Block screen.
In addition to the cockpit chip, QualcommSnapdragon RideThe core of the intelligent driving platformSoCAlso based on5nmProcess creation, and integrate high performanceCPU、GPUandAICore components such as engine, the highest calculationForce700TOPSEssenceHowever, with several other smart driving chips (Nvidia, IntelMobileyeTesla) Compared with, Qualcomm's smart driving chip has a weak sense of existence.In addition to the major manufacturers such as Qualcomm, ChinaSoCThe company is also moving towards the advanced process smart cockpit chip, and it has progressed to7nmIf there are not so many international trade restrictions, there will definitely be adopted5nmProcess.
At present, Horizon, Black Yixi Intelligence, Xinchi Technology, and Xin Police Technology have all released related products. Among them, Dragon Eagle No. 1, which is developed by core engineering technology as the first domestic car regulatory level7nmThe chip has already got on the car. The black sesame intelligence launched the first self -developed self -developed7nmChip WudangC1200The journey of the horizon6The series chip is also adopted7nmProcess process, the single computing power of the flagship chip is560TOPS，2024Mass production at an annual production, to the journey7Or a journey8When mass production, it is expected to improve the process process by one step.
04, Car chip direction3nmProcess beckon
With the improvement of the intelligent level of automobiles, related chips are still advancing to a more advanced process process.Nvidia's latest smart driving chipDRIVE ThorComputing power reaches2000 TOPS，HopperArchitecture;4nmProcess process,2025Established annually.Nvidia said that Chinese auto brands such as BYD, Ean, Xiaopeng, ideal, Ji Yan will adoptDRIVE ThorEssenceTesla is more radical and is ready to start3nmProcess chip foundry plan, in TSMCN3EOn the basis, continue to strengthen the speed and power consumption performance, plan2024It is put into production annually, but there are still questions whether it can get production capacity.
After seeing Qualcomm's success in the field of smart cockpit applications, MediaTek could not sit still, and also began to enter the automotive chip market, especially smart cockpit. It is planned to launch the Tianye vehicle platform.3nmProcess.
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