Recently, market rumors claimed that ‘half of GAC Group’s chip supply has been replaced by Gree Electric,’ sparking widespread attention. In response, GAC Group quickly clarified that this claim is untrue. The company stated it maintains long-term, stable partnerships with multiple chip suppliers—both domestic and international—and operates a robust, diversified supply chain. There is no truth to the assertion that Gree has replaced half of its chip supply.Although Gree Electric has actively expanded into the semiconductor sector in recent years, its chip business remains in an early development stage, primarily focusing on chips for home appliances and industrial control systems. It has not yet entered the automotive chip market at scale. Automotive chips demand extremely high levels of reliability, safety, and certification, presenting significant entry barriers that make large-scale substitution in the short term unrealistic.GAC emphasized that, in response to global chip shortages, it has ensured stable vehicle production through advance procurement, enhanced supplier coordination, and optimized production scheduling. Moving forward, GAC will deepen collaboration with existing chip suppliers while exploring strategic partnerships with domestic semiconductor firms to enhance supply chain resilience and self-reliance.Industry experts note that such rumors likely stem from heightened interest in Gree’s semiconductor ambitions but reflect a misunderstanding—conflating appliance-grade chips with the far more complex requirements of automotive-grade semiconductors. The automotive chip ecosystem is intricate, and domestic substitution must proceed gradually, not overnight.
近日，有市场传言称‘广汽集团一半的芯片供应已由格力电器替代’，引发广泛关注。对此，广汽集团迅速作出回应，澄清该说法并不属实。广汽方面表示，公司与多家芯片供应商保持长期稳定合作，包括国内外主流厂商，供应链体系健全且多元化，并未出现所谓‘由格力替代一半芯片’的情况。格力电器虽近年来积极布局半导体领域，但其芯片业务仍处于发展初期，主要聚焦于家电和工业控制类芯片，尚未大规模进入汽车芯片市场。汽车芯片对可靠性、安全性和认证标准要求极高，准入门槛较高，短期内难以实现大规模替代。广汽强调，面对全球芯片短缺挑战，公司通过提前备货、加强与供应商协同、优化生产排期等方式，有效保障了整车生产稳定。未来，广汽将继续深化与现有芯片供应商的合作，同时积极探索与国内芯片企业的战略合作，以提升供应链自主可控能力。业内专家指出，此类传言可能源于对格力拓展芯片业务的关注，但将家电芯片企业与汽车芯片需求混为一谈，存在明显误解。汽车芯片生态复杂，国产替代需循序渐进，而非一蹴而就。
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