On December 3, the china internet association, china semiconductor industry association, china automobile industry association, and china communication enterprise association successively issued statements advising caution in purchasing us chips.

According to Donghai Securities and the China Business Industry Research Institute, the market size of china's automobile chip market is expected to reach 90.54 billion yuan in 2024, with a year-on-year growth of 6.5%, and the market size is steadily expanding. As the automobile industry gradually enters a new stage of smartization, basic software and chips are playing an increasingly important role in automotive technology innovation. Currently, the localization rate of automobile chips in china is only about 10%, leaving significant growth potential. National policies related to promoting the development of the domestic automobile chip industry have supported and guided this growth, helping to improve the standardization of fields such as new energy fund and asia vets, further catalyzing the automotive electronics related industry chain.

According to the Financial Data Center, among related listed companies:

Beken corporation has several chip products that have passed AEC-Q100 automotive certification, and the company's automotive grade chip products have entered the systems of many mainstream car manufacturers.

Shanghai fullhan microelectronics provides complete automotive visual chips and solutions for Tier1 and automotive manufacturers. The company focuses on the automotive visual chip field, and the application scenarios of its products are constantly increasing. Related products have entered high-end brands of leading companies and are basically covered by first-tier suppliers to mainstream vehicle manufacturers in china.