How Does China Explore the Synergetic Development of Automotive Industry and Semiconductor Industry with the Opportunity for Industrial Transformation?

Amidst the unfolding technological revolution and industrial transformation, the synergistic development between China’s automotive and semiconductor industries has emerged as a salient trend. To explore the potential difficulties and pathways of the synergistic development of the two industries, this study conducted cross-sectional surveys across three phases, specifically in March 2021, March 2022, and March 2024. The first phase of the survey identified that the two industries could mutually promote each other in both technical and market aspects and pinpointed three major challenges: computational capacity bottlenecks, supply chain risks, and unclear industrial cooperation models. The second phase of the survey discussed three opportunities to address the three challenges, respectively: intelligent vehicle infrastructure cooperative system, supply chain localization, and the reconstruction of the technology stack. The third phase of the survey summarized the development experience over the past three years, validated the aforementioned opportunities, and suggested the government promote the digitalization of vehicles and mobility, automotive companies use more domestic chips, and two industries build the ecological cooperation model.