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The Future of Domestic Semiconductors: Changan's Vice President Yi Gang Explains the Localization Path of the Automotive Electronics Industry

At the high-level matchmaking event between Changan and SERES held at Mingyue Lake in Chongqing, Yi Gang, Deputy General Manager of Intelligent Research at Changan Automobile, delivered a keynote speech titled "National Core Future." Chen Lu, Editor-in-Chief of China Exportsemi web, provided on-the-ground coverage, highlighting Yi Gang's in-depth analysis of the current status and future of the domestic automotive electronics industry, offering valuable insights for industry observers both within and outside the sector.

Importance and Challenges of Localization

Yi Gang emphasized that as the global automotive industry transitions towards electrification and intelligence, the automotive electronics industry is experiencing unprecedented development opportunities. However, the localization process is not without its challenges. He noted that although the domestic automotive electronics market reached approximately 500 billion RMB in 2023, the localization rate is still less than 40%. This figure underscores the significant potential for improving the autonomy and control of the supply chain through localization.

Quality Control: The Key to Survival and Development

In his speech, Yi Gang placed special emphasis on quality issues. He mentioned that Changan Automobile has implemented stringent quality control measures in supply chain management, including comprehensive evaluations and regular audits of suppliers. Through these measures, Changan Automobile successfully reduced the number of chip suppliers from 4,500 to 2,000, a move that not only enhanced the stability of the supply chain but also improved product quality.

Yi Gang, Deputy General Manager of Intelligent Research at Changan Automobile, delivering a speech at the high-level matchmaking event between Changan and SERES at Mingyue Lake, Chongqing

Photo: Yi Gang, Deputy General Manager of Intelligent Research at Changan Automobile, delivering a speech at the high-level matchmaking event between Changan and SERES at Mingyue Lake, Chongqing

Openness, Learning, and Innovation

Yi Gang believes that an open mindset and continuous learning are key to advancing the localization process. He mentioned that Changan Automobile continuously absorbs and integrates advanced chip development technologies through collaborations with top domestic and international research institutions and enterprises. This open learning attitude provides a continuous stream of momentum for Changan Automobile's innovation in the automotive electronics field.

Future Outlook: Deep Integration of Localization and Intelligence

Looking ahead, Yi Gang is confident about the deep integration of localization and intelligence. He predicts that with ongoing technological advancements and policy support, the market share of domestic automotive electronics is expected to increase to over 60% by 2025. This forecast is based on Changan Automobile's continuous investment and research achievements in the field of intelligence, including frontier technologies like autonomous driving and vehicle networking.

Conclusion

Yi Gang's speech not only pointed the way forward for Changan Automobile but also for the entire automotive electronics industry. By strengthening the localization strategy, Changan Automobile is leading the industry towards a higher quality and more intelligent future. As the localization process deepens, China Exportsemi web believes that China's automotive electronics industry will embrace a brighter tomorrow.

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