With the progress and development of the times, the car is never simple to machine, but is closely related to many industries. In the past two years, the automotive industry has been influenced by the battery and the impact of the chip shortage. No business can be spared.
Formula: Volvo’s factory in China is temporarily stopped in the United States and China’s factories due to semiconductor shortages.
[1] Missing core, can be so exclusible?
Car lack of semiconductor leads to messages that can’t be assembled, it is not a new thing. Not only Chinese companies, almost all in North America, Asia and Europe have a factory-free bus company due to semiconductors. The situation is very serious. According to the analysis, the loss caused by the shortage of chip is larger than the loss caused by the epidemic of the neighborhood.
New crown pneumonia epidemics is considered to be the root cause of semiconductor shortage. The new crown pneumonia epidemic surprises have a major impact on production and consumption, and cars are not exception. The second quarter of 2020 is started, North America and European car sales have declined. I don’t know when the sales can be recovered, so each automotive manufacturer includes chip manufacturing companies to reduce, and the order of the chip reduces stocks.
However, starting from the second half of the year, the car sales rebound quickly. In addition, the number of semiconductor chips needed to be more than a general electronic device, so automakers can only increase supply, but the car’s chip, profits are not, the traditional home appliance profit is so high, so the chip shortage broke out.
Since there is no core component, the car assembles can not be delayed. Some organizational analysis said that automakers will suffer huge losses. Some people say that the semiconductor crisis will be solved until the second half of 2022, but Bosch’s chairman is also forecast, will be very difficult next year.
Taking modern cars as an example, almost all semiconductors are imported, so even the Korean government is working hard to solve this problem, but there is no clear method. In particular, key components such as the semiconductor MCU controlled by the vehicle electronic device, TSMENTA accounts for 70% of global production, only the situation of Thai Power.
The US Biden government has been actively solving this problem, saying that investment of $ 52 billion can build 7-10 semiconductor production plants in the United States. Obviously, the United States wants to be a global semiconductor chip leader. The EU has not stagnated. It has decided to actively engage in semiconductor production. The EU announced a ambitious plan, which produces one-fifth semiconductor chip in Europe within 10 years.
The governments of the world are actively working to solve semiconductor problems because electric vehicles and automatic driving market are growing rapidly. Compared with the present, the future demand for semiconductors will continue to increase.
The powerful manufacturer is working hard to achieve battery yourself
German Volkswagen Company has announced earlier this year. Produce your own car batteries and plan to build a total of 6 factories in Europe in Europe. In addition, a waste battery recovery plant has also been established. Recently, there is news that the Stellantis Group plans to set up its own battery plants in Milan and Nissan, Italy, with a factory in the UK.
At present, there is currently a car manufacturer that has been developing a battery alone, and it should also prefer to have a depth cooperation with the supplier of the battery, and jointly establish a battery factory. Ford and SK Innovation have been decided to set up a battery production joint venture in the United States. The Volkswagen acquired 20% of the Swedish battery manufacturer, also plans to produce high-end batteries.
Taking Porsche as an example, planning autonomous production of high-performance electric vehicle batteries, Tesla acquires German battery manufacturers ATW Automotive, implementation of external dependence. And plan to develop cells through factories built in Berlin, Germany. Therefore, automakers are using self-sufficiency of electric vehicles through electric vehicle batteries, joint ventures, equity investment, company acquisitions.
This means that automakers are trying to reduce the dependence of semiconductors and external resources such as semiconductors and achieve self-sufficiency of chips and batteries. No need to negotiate with battery manufacturers every time, so powerful automobile manufacturer will get rid of the currentEverywhere being a court neck.
[3] The competition of the car machine system has also been dark from
cars are getting more and more like a Smartphone and a tablet. A good engine, a good gearbox, and a car for car with excellent mechanical combination have been returned. Consumer consumers consumers are accustomed to digital equipment, advanced information and communication technology applications in automotive applications. Car digitization has become a safe and convenient thing.
However, traditional automakers have neglected investment in such information and communication technology. At the same time, Tesla and other companies have continuously enhanced dominant and competitiveness in this field, such as developing automotive operating systems. Despite the quality of the controversy, Tesla’s excellent operating system is enough to surprise the old car manufacturers.
Today, Tesla is still a leading position in many places in the information entertainment and automatic driving programs. Herbert Middot, Chairman of the Volkswagen Group, is surprised by Tesra by updating the battery capacity or enhances various functions, not battery performance. 
Those traditional mutually recessive traditional mutuals began to invest huge money to develop their own operating systems.
Today’s automotive manufacturers have two ways in the system, or choose their own development, or choose to cooperate with Internet companies. But truly powerful automakers will choose their own development, rather than working with Internet companies. Because the functions of automotive software in the future are more important than the mechanical function, automakers must improve competitiveness through digital services. Otherwise it will be eliminated by the market.
means that automakers must establish their own unique digital service technology. So the current Mercedes, Audi, BMW, Porsche have developed a car system in alone, and it has to succeed. Not only high-end brands are facing this problem, but Toyota Motor Modern Auto is also preparing to develop its own independent operating system. Even some car manufacturers are trying to do technical reserves for their own vehicle systems by acquiring IT companies. [123
Self-sufficient is the only way to survive
So the three issues that must be efforts to solve in front of automakers, that is, semiconductor chips Problem of problems of the problem and the problem of operating system. So no matter what method used, car manufacturers want to achieve self-sufficiency, unless the business is alone, and are not affected by external.
The world we see now is creating a completely different car ecology. All car manufacturers are facing this change, and if they can’t support it, it will fall. If you seize any of these places, you will rise rapidly. Therefore, the automotive industry will become the competition in the next round of automotive industries. When it is, which vendor can finally live in the final conclusion.