Xuan Mingming, Honorary Vice Chairman of UMC (2303-TW), accepted an exclusive interview with the audio-visual media today (19), and pointed out in the meeting that the overall electric vehicle industry is about 6 trillion US dollars, which is quite an incredible figure, especially in the future electric vehicles will need to use With more semiconductors, Taiwan will be relied on more, and it is more optimistic that the global market share of Taiwan’s IC design will rise from 25% to 45-50% in the future, making it an important place in global IC design.
Xuan Mingming pointed out that from the perspective of the output value of small electric vehicles, the total output value is as high as 1.98 trillion US dollars, which is 20 times larger than that of the wafer foundry industry, and is also 1 times larger than the total output value of PC and mobile phones. Comparing the three major industries, PC The products are quite standardized, and there are some differences in mobile phones, but electric vehicles are quite differentiated products and pay attention to domestic manufacturing.
According to the current regulations of various countries, the fastest country has banned the sale of gasoline vehicles in 2030, and the slowest is 2040. With the development cycle of one vehicle, Taiwanese manufacturers must become excellent suppliers in 2025. Grab this market.
Xuan Mingzhi also said that Taiwan’s industry followed Tesla’s growth back then, and it was already part of the electric vehicle supply chain, with an industry niche. In the future, electric vehicles will also need more semiconductors, and one electric vehicle may use more than 250 chips. , compared with the substantial growth of 40 traditional oil trucks, the world will be more dependent on Taiwan in the future.
In particular, the design of electric vehicles will change faster. Traditional oil vehicles will undergo major changes in 7-10 years, and small changes in 3-5 years in the middle. Electric vehicles will undergo major changes in 5 years, and small changes in the middle will become ” Smartphones”, and in the process of remodeling, car manufacturers have to start thinking about which type of IC to use, and they need the help of the industry to design and manufacture.
According to the current situation of Taiwan’s semiconductor industry, the global market share of wafer foundry is as high as 75%, and that of IC design is about 25%.
