Why is it more urgent for China to have a reliable operating system than chips in the automotive industry?
"The time window for China is about three years, or five years at most. " -- Miao Wei, former head of the Ministry of Industry and Information Technology
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34 min ago
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Semiconductors and intelligent vehicles are two beloved topics for the tech community as well as investors interested in China. In previous posts, Ginger River Review has offered you three stories including
,
, and
. All three of them were well received by our readers. GRR thus wants to bring you a fourth piece into the collection so that the discussion will be more well-rounded.
Co-hosted by China EV100 中国电动汽车百人会 and the government of Jiangning District in Nanjing, the capital of east China's Jiangsu Province, the "
2022 Conference on Innovated Global Supply Chain of NEV and ICV " kicked off on September 6.
Miao Wei 苗圩, the deputy director of Economic Affairs Committee of the Chinese People's Political Consultative Conferencee (CPPCC) and former head of Ministry of Industry and Information Technology addressed the event.
Today's piece is a translation of
at the conference.
In the speech, Miao expressed his concern over the operating system (OS), calling it "
a more urgent and fatal issue than chips, and it is the key to success for intelligent vehicles and (V2X)," adding that though the landscape of global intelligent vehicles is still up in the air,
the window left for China is about three years, five years at most.
Miao also elaborated on the relationships between chips and OS, and talked about how progress made in OS may help China out of the current semiconductor predicament.
Beware that the following speech was notes taken by
, a Chinese news site, at the event, and the content and GRR’s translation have not been reviewed by the speaker.
The topic of my speech today is "on Key Issues Facing the Automobile Supply Chain."
For the supply chain of NEVs, let's pay attention to chips first.
Regarding the development of chips, chips for consumers hold high standards and the biggest demand for advanced chips, with chips used in smart phones as an example. However, smart cars are equipped with chips only secondary to ones for military use. They must operate in a worse environment compared with chips for consumers and chips for industrial use, and must have a longer lifespan. Moreover, in addition to the general standards, automotive chips must adapt to a series of automobile standards. For example, to test the reliability of chips, we usually use the AEC-Q100 standard, which is generally used in North America. To control the failure rate, we must establish a quality control system for chip makers, in other words, the IATF-16949 standard. This is a standard that automotive chips must meet as we are in line with the international standard now. For
, ISO 26262 is another standard needed for certification. Therefore, there are more requirements for automotive chips, and the time needed for certification is longer.
In addition to chips, I would like to talk about software. In the era of computers,
dominated the industry. Most PCs around the world operated on the Windows operating system. In the transition from traditional phones to smart phones, Apple Inc. created a closed-source operating system called iOS. In response, Google Android, an open-source operating system free of charge. Thus, in the era of smart phones, Apple occupies 10 to 20 percent of the market share, while the rest of the world's mobile phone companies go with the Android system.
In the past, I saw no problem in using an open-source operating system. However, the US began to clamp down on Huawei two years ago. Besides ceasing the chip supply, it also restricted the use of Android operating system. Instead of restricting Huawei's access to the Android OS, the US limited Huawei's use of apps that are operating on Android OS. As a result, Huawei had to equip smartphones with its HarmonyOS, an operating system originally for industrial use. In this way, Huawei managed to continue the service for customers. Otherwise, it couldn't maintain its customers even in China. But Huawei still lost huge swathes of the overseas market.
From the lack of OS for mobile phones, we are keenly aware that in the transition to intelligent products, without [reliable] OS, no matter how advanced the chips or automobiles are, the gains would be like a mirage.
But if we don't overcome the challenge of chipmaking and building an independent OS, we cannot go fast or far.