The car is from Xiaomi, the SiC chips are from Infineon

SiC Chips for China electric cars The car is from Xiaomi, the SiC chips are from Infineon – but for how long?

2024-05-21 From Henrik Bork * | Translated by AI 1 min Reading Time

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Infineon enters into an agreement with Xiaomi for the supply of SiC MCUs and other chips. It might be high time for manufacturers like Infineon and ST to get the deals done. Because the competition in China is not sleeping.

The Xiaomi electric car at its announcement.(Image: Xiaomi) — The Xiaomi electric car at its announcement.
(Image: Xiaomi)

The first electric car from a mobile phone manufacturer, the SU7 by Xiaomi, was the big sensation at the Beijing Auto Show, and Infineon has announced the delivery of SiC chips for the car. In May 2024, a long-term supply contract for car chips and modules was signed with Xiaomi. By 2027, Infineon will therefore supply microcontrollers and a wide range of other chips for the SU7 and other models.

Currently, up to 2,000 chips are being installed in an electric car in China. There's a growing need for SiC chips, especially for the increasingly popular 800-V platforms. Foreign manufacturers like the German Infineon and STMicroelectronics are currently by far the global market leaders when it comes to the most powerful car chips.

However, trends were observable in the auto parts hall at the Beijing Auto Show. NIO, for example, showcased its new, in-house developed 1200-V SiC chip at the Beijing show, which is intended for the future 925-V platform for electric cars.

While about two-thirds of all SiC chips in China are currently still supplied from abroad, the picture, according to the agency McKinsey, will look much more balanced by 2030. "Our analysis shows that Chinese OEMs are increasingly favoring domestic suppliers for geopolitical reasons and considerations to secure their supply chains." (sb)

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