More and more car manufacturers have to continue to reduce production or shut down, especially with the crisis lasts until the fifth month, the problem of chip shortage is more intensified, and the vehicle enterprises have to start seeking other ways.
Domestic and foreign car companies preferred reduction or discontinuation
Maybe someone will ask, why is the two-two chip factory’s discontinuation impact will be so big? Not because the world’s car chips or most of the chip production have mastered in a few countries and a few companies. For example, car chip research and development company NXP, Yingfine and Renesas Electronics account for 40% of the market supply. And as a high-precision industry, a semiconductor plant also needs long debugging in a semiconductor factory to restore production, which will cause shortcomings of the chip supply.
Last year, the German car company mass group, the parts giant mainland group and the Bosch Group have issued an early warning, due to the shortage of automotive chips worldwide, may affect automobile production Among them, the China market situation in which demand growth has brought more serious due to market recovery. Sure enough, at the end of last year, car manufacturers were first encountered by chip shortage crisis. At that time, the general practices were to lower production.
Ford Chief ExecutionJIM Farley said at the earning report of the earlier in May, there are nine Ford level suppliers to purchase chips from the Ruisa Electronic Chip Factory, Japan. So Farley believes that although Risa Electronics is expected to restore full-load production in July, the supply shortage will last longer for a long time considering the delivery time of manufacturing electronic parts and the time to the United States. Ford Chief Financial Officer John Lawler also said: “We and many industry people now think that global shortages may have to be completely solved in 2022.”
GM is also paused from April 19th to 23rd South Korea’s production tasks of the two factories; Michigan Lan New Grand River assembly plants that are suspended from March 15th is also extended to April 26. On April 29, BMW’s MINI said that due to the lack of supply of semiconductor components, the production of a factory in the British plant will be suspended for three days. On May 5th, the world’s fourth largest car group, predecessor consolidated Stellantis Group, which was consolidated by PSA and Fiat Middle; Chrysler, said in the performance statement, “Semiconductor shortage will be more serious than the first quarter, chip shortage It has already caused a decrease in production in the first quarter.
According to FAW MIDDOT; the public responded to the official response of the Shanghai Auto Show, it can complete the pressure of the chip shortage in May, and quickly restore the normal supply status before the epidemic.
What is the minds of the car?
Previously, Kurt Sievers, CEO of NXP Semiconductor, said the electric motorThe transformation speed is faster than expected, which increases the increase in automotive chip demand. According to its disclosure, the NXP programs in the first half of 2021, cargo goods shipments were at least 20 percentages in the first half of 2019. Liu Deying, chairman of the chip manufacturing giant station, said in an interview with the US Columbia Broadcasting Corporation (CBS) in early May, the crisis is far from being completed, and the company is expected to meet the minimum requirements of car customers before June, but the car chip supply chain is long. Complex, expected car chip shortage may continue until the end of this year or in early 2022. 
Obviously, the waiting for such a long time is a test. At present, in addition to being suspended or degraded, some new countermeasures have begun to gradually The automotive manufacturers are used. According to Bloomberg report, in order to save chips, car companies began “Month” in some non-core configurations.
According to the inferior person, due to the shortage of the chip, Nissan is cutting up to 1/3 of the number of vehicles of the pre-installed navigation system; Stellantis improves the RAM 1500 picard, making standard rearview mirrors Change to the option; Renault Arkana will use a small screen without navigation map, suspend SUV Arkana equipped with a large number screen, and reduces the phone charging port; Peugeot will re-use the overseas version of the 308 hatch-style Mechanical instruments, rather than using digital instruments requiring chips; Silver Silverado pickles of GM’s part of the Snowvan SilveraDo picking of a specific fuel economy control module.
Convented, McKinsey consultant, SIG HUBER, director of FCA, said that the car is now accepting any wonderful chips, and then gives these chip new tasks by overwriting software. At this prior to Tesla’s earnings, the company CEO Mask has pointed out that the degree of freight in the automotive industry has been similar to the war, but this situation will not continue to go on Tesla, the company is Choose a new microcontroller to circulate the current short-short chip class, redesign the relevant software to make it compatible with other chips.
In addition, the vehicle enterprises also decided to give the chip priority to a higher profit, and the price of better sales, and raised the price, cut the profit low.Model capacity. For example, Renault and Nissan are doing this. Informed people said that Nissan prioritizes limited chips to the two most best-selling models per market. In addition, Nissan even shipped the chip to the United States from India with the package of freight aircraft to help promote the production of the United States.
In addition, in order to ensure The normal operation of the production line, and the vehicle enterprises also produced a large number of semi-finished products of the lack of chips. In the Hamtramck of Detroit, several blocks were full of Ford F-150 picard without chips. GM also said that while waiting for the chip, the company also produces a part of the unfinished new car.
In the long run, in the global chip market, the share of the car chip has not been high, and the automotive industry has not particularly worked with the chip, but As traditional cars begin to transform smart cars, chip demand begins to grow; while in the epidemic, the global car sales break cliffs fall and then faster recovery disrupted the supply rhythm, and the long period of chip supply is generated. conflict. It can be seen that the predicament of the automotive industry chip is the result of the long-term and short-term causes.
At the moment, from the supply of the global semiconductor industry, the consumer electronics industry has taken a big head. In the short medium-term planning of the semiconductor industry, the huge chip orders in the car enterprise are difficult to supply in the short term. And in the long run, the vehicle enterprise has lacks strategic response on the growing chip demand.
