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

Author

Listed:
  • Wang Zhang

    (State Key Laboratory of Intelligent Green Vehicle and Mobility, Tsinghua University, Beijing 100084, China
    Tsinghua Automotive Strategy Research Institute, Tsinghua University, Beijing 100084, China)

  • Fuquan Zhao

    (State Key Laboratory of Intelligent Green Vehicle and Mobility, Tsinghua University, Beijing 100084, China
    Tsinghua Automotive Strategy Research Institute, Tsinghua University, Beijing 100084, China)

  • Zongwei Liu

    (State Key Laboratory of Intelligent Green Vehicle and Mobility, Tsinghua University, Beijing 100084, China
    Tsinghua Automotive Strategy Research Institute, Tsinghua University, Beijing 100084, China)

Abstract

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.

Suggested Citation

  • Wang Zhang & Fuquan Zhao & Zongwei Liu, 2025. "How Does China Explore the Synergetic Development of Automotive Industry and Semiconductor Industry with the Opportunity for Industrial Transformation?," Sustainability, MDPI, vol. 17(4), pages 1-19, February.
    • Handle: RePEc:gam:jsusta:v:17:y:2025:i:4:p:1753-:d:1594949
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    References listed on IDEAS

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    1. Llopis-Albert, Carlos & Rubio, Francisco & Valero, Francisco, 2021. "Impact of digital transformation on the automotive industry," Technological Forecasting and Social Change, Elsevier, vol. 162(C).
    2. Chad Bown, 2020. "How the United States Marched the Semiconductor Industry into Its Trade War with China," East Asian Economic Review, Korea Institute for International Economic Policy, vol. 24(4), pages 349-388.
    3. Ramani, Vinay & Ghosh, Debabrata & Sodhi, ManMohan S., 2022. "Understanding systemic disruption from the Covid-19-induced semiconductor shortage for the auto industry," Omega, Elsevier, vol. 113(C).
    4. Lee, Chuan-Kai & Yu, Limeng, 2022. "A multi-level perspective on 5G transition: The China case," Technological Forecasting and Social Change, Elsevier, vol. 182(C).
    5. Toshiyuki Sueyoshi & Youngbok Ryu, 2020. "Performance Assessment of the Semiconductor Industry: Measured by DEA Environmental Assessment," Energies, MDPI, vol. 13(22), pages 1-24, November.
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