“The impact of chip supply on enterprise production may focus on the second quarter.” Today, a word is poked, since the “short-core” crisis in December last year continued to spread, and he was more intensified in the second quarter, industry universal It is expected that the deficiencies will usher in a climax in June.
Through this influence, multinational giants such as Volkswagen, General, Ford, Nissan, BMW, Honda, have announced that it is discontinued. For China’s car companies, domestic 90 percentage car chips rely on imports, under the momentum of the strong recovery in the car market, the chip supply chain faces the risk of “card neck” in time, and the annual capacity is expected to be affected. So, under the crisis, how is the current situation of the car enterprise? In order to alleviate the pain of “finishing”, how should the vehicle enterprises return to the track?
“Difficult to produce” has become the main melody
“At present, the popular models do not have a car, the car needs to be booked, but it cannot be promised to wait Time and delivery time. “Enterprise’s refinement crisis has long spread to the terminal market, and this is just a minor shadow that is limited by domestic cars.
A few days ago, there is a news that FAW-Volkswagen is based on 20,000 ESP chip shortages, and it has an additional amount of the shortage of 10 chip resources. It is expected that only the second quarter can only Production of 400,000 cars, reduced output ratio of 30%.
In this regard, buying a car network Buycar asking FAW-Volkswagen, the other party responded that there is no further news. But in fact, this is not a flash-the public “short-deficient”, as early as December last year, the news of “Northeast Volkswagen” flexiblely suspended production, and the public China and the public in China, the two joint ventures, the two joint ventures responded, indeed Some types of models have been affected, but vehicle delivery is not affected, and it is dealing with it.
In addition to the mainstream independent brands such as the Great Wall, Chang’an, Beiqi and other mainstreams have also fallen into the “reficient” crisis. A consumer tells the bus network Buycar, and its reservation Wey Tank 300 model delivery will wait until the second half, “said dealer, there are 60,000 orders in front.”
The most important reason for “difficult production” is also “reficing”. It is reported that the shortage of chip is supplied, and the Great Wall Chongqing is YongSichuan, Baoding Xu Shui is being affected by capacity, affecting Haval H6, Great Wall, Tank 300 and many more popular models.
At the same time, Beijing off-road release announcement, due to lack of production of chip supply, the BJ40 blade hero version of the large number of orders waiting to be delivered, and it is currently actively mobilizing multi-resource, coordinating the chip to grasp production.
In addition, Changan Automobile also pointed out that with the continuous improvement of the intelligent electric power level, the industry’s demand for chips has greatly improved. The lack of “core” in the automotive enterprise has become an industry universality, Changan Automobile has not been spared. However, Changan Automobile did not disclose the specific model of affected, and only said that it is fully resolved.
In addition to traditional car companies, the relatively small new forces enterprises have also been affected by varying degrees. Among them, due to the lack of supply of key electron parts such as chips, in March this year, it is a five-day production plant that is “Jianghuai Wei” in the Hefei Manufacturing Plant. And broke the news that the factory will continue to stop production 4 days.
In this regard, it is not a response to the car, but the founder, Chairman and CEO Li Bin frank in an interview, “The chip supply is tight, and it will have some effects on the second quarter. At present, there is a capacity of 10,000 trucks per month. It can only guarantee 7,500 full supply chain production capacity per month. “
At the Chinese Automobile Flow Association, Jiaxin Guangguang,” From Demand In view, the market is expected to have an expedition to the auto market, and the demand for chip is sluggish. Plus car companies are ordering in accordance with the production plan, including the annual chip dosage, and some car companies use Toyota’s ‘zero inventory’ supply chain management mode , Leading to serious shortage of chip inventory, affecting capacity. “
How to spend crisis?
In a global scale, the car enterprises that were forced to reduce production due to “refinement” were continuously increased. Ai Rui Platinum Consulting Company pointed out that in the 2021, the automotive industry will cause nearly 3.9 million units due to the shortage of chip, and the loss of nearly 91 billion euros will be made.
In response to the impact of the shortage of chip, domestic cars also has its own energy. There is news that it is affected by the “chip shortage”, and there are more work in the car companies.It is a point in the door of the chip manufacturer, so that the opponent will take the latest chip to the hand. Zhu Huarong, chairman of Chang’an Auto, said at the general meeting of shareholders, “the company has been in order to ensure the normal production and operation,”
At the same time, Great Wall It also takes the point strategy to ensure the supply of the chip factory. The Changcheng Auto Machi said in the answer of investors, “At present, the supply of automotive chips is tense, more companies to find resources worldwide, can see the company’s sales with the manufacturer’s plan; Manufacturers, there are also some so-called chip second-level distributions, which can be obviously alleviated. “
In addition to robbing the chip resources, the car enterprises are also regulating resources, prioritizing high-end cars or medium-sized car. According to a message, FAW-Volkswagen will give priority to the maximum production of models that temporarily not affected by resources, while providing versatile components to the Audi model.
Not only that, the reduction is also one of the ways to respond to the crisis. Among them, BMW officially adjusted the price of its own models, of which the BMW 330Li XDrive M produced after June 14th, 330Li XDrive M sporting the night set and BMW 330i M sporty suits two models official guidance price reduced 4,000 yuan, but standard Cancel the mobile phone wireless charging, Wi-Fi hotspots, digital key configurations, and cancel wireless charging configurations There are also 5 series long axes, X3 top, X5 top and X5.
According to the multiplier data, the number 3rd week, the manufacturer is 46,000, fell by 5% year-on-year, in April. The 3rd week dropped 7%. Cui Dongshu, secretary-General, said that from the end market, under the initiative of the manufacturer’s active production and development, the impact of the chip’s short-selling problem on terminal sales is continuously alleviated, and the recovery of normal production supply It is to be further observed.
In addition to the bideways to alleviate the crisis, the vehicle enterprises are also self-rescued at the source and actively enter the automotive chip autonomy. Among them, Geely, Dongfeng, Changan, SAIC, etc. have begun independent or join hands with partners to invest in chip design and manufacturing and software design companies, from manufacturing companiesTransforming towards technology companies.
Guangqi Group also accesses the layout of key core fields such as smart network and vehicle chips through the Guangzhou Automobile Capital Investment Skyline, Yuexin Company and other chip projects. In addition, ideal automobiles cooperate with domestic AI chip suppliers, using “journey 3” automatic driving special chip on 2021 Ideal One; Xiaopeng Automobile is also research and development of automatic driving special chips.
From the active layout of the car enterprise, it can be seen that “China Core” action has been continuously accelerated. The industry is generally expected that the chip supply will be relieved from the third quarter. Li Shaohua, deputy secretary general of the China Automotive Industry Association, also believes that “the supply of car chips does not have to be too panic. It will be developed. “
