What is the future demand for component？a smart electric car can tell you .

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Everything from daily life and home furnishings to daily travel to national security and aerospace industry cannot do without chips. With the advent of the smart era, the Internet of Things Technology, artificial intelligence and other emerging technologies will also detonate the demand for chips in the future. The increase in demand for chips due to technological development is an established fact. Take cars as an example.


How many chips do you need to build a car?

•In the past, an average traditional fuel vehicle required 500-600 chips.

•The number of chips required for new energy vehicles will exceed 2,000, which is 330% higher than the chip demand for traditional fuel vehicles.

•The demand for chips for smart electric vehicles is expected to increase to 3,000, which means the demand is expected to increase by another 100%.

•And as cars become more and more intelligent, more and more chips will be needed for a car.



The chip field is an incremental market. The era of the Internet of Things and the rise of new energy vehicles have destined the world's demand for components to increase every year. There are many opportunities in an incremental industry.


Has the chip inventory stock level eased?

The sluggish market demand for chip components is mainly due to overcapacity of components. The good news is that the global chip semiconductor inventory level has eased in Q3-Q4 of 2023, and destocking and overcapacity have achieved certain results. People familiar with the matter said that Micron has already completed the lead. After destocking, the inventory dropped to eight weeks, the destocking was completed, and production will continue to resume in 2024. However, global demand is still relatively weak, so some chip manufacturers still have low operating rates.