No chip, means that a new car cannot be manufactured smoothly according to the previous configuration standard / engineering standard / production standard, and a new car cannot be manufactured. It means that although the 4S shop / direct channel has received a lot of consumers’ books, they will make a question mark at the delivery time. It also means that in today’s fierce market competition, the same level of popular new cars will make their own original base share when the production is declining, and even further decline in the future, the existing market pattern is transformed into another. New form.
quot; a new round of chip quot;
The chip shortage mentioned today, the Nort-South Volkswagen at the end of 2020 was exploded, and the production was stopped. The reason is that due to the 2020 global epidemic, black swan events directly lead to changes in the chip upstream and downstream system chain and the original work form / output, and due to the rectification of the global trade system, some enterprises outside the automotive field hoard the corresponding chip The capacity share, so there is an initial chip shortage. 
In this regard, the solution to the global automakers currently given a variety of solutions, according to the same form, mainly divided into the following categories:
1. increase the amount of chip purchase: This is currently all the topics that all car companies are almost all, but not only the initial chip costs are raised from a few dollars to more than a dozen dollars. Today, the chip manufacturer cannot clearly give the corresponding capacity supply guarantee. So, filled with variables;
2. Adjusting their capacity: This is currently the propulsion method of most high sales mainstream vehicles, main ways to reduce production or even temporarily stopping a series of sales / profits relatively low Model, MCU, IGBT and other models, mainly supply of profit / sales, maintenance of normal revenue and operation, such as Volkswagen, Toyota, Honda, Nissan, BBA, etc.;
3. Adjust the world Production is equipped: This is a small number of global companies’ ideas, improve production models in some countries and prioritize the core market. But in essence, this practice is not suitable for most companies, take the mass brand as an example, itIn the world’s core market, China, Europe, other market share, essentially, in essence, can only play the role of the camp.
Compared with the first round of chip, today’s new two-wheeled chip shortage, essentially related to the new round of car enterprise warning and production capacity adjustment with global vehicle enterprises. Specific example, in mid-May, Toyota temporarily shut down 2 indigenous plants at almost at least in the same time, modernized in the native starting a new round of discontinuation, BMW / Honda, etc. deterioration.
As of now, according to the public data, approximately 2 million cars have been affected by the problem of the chip supply level, accounting for about 10 percentage of global auto quarterly production.
The so-called new one-wheel chip shortage, the correct interpretation should be that compared with the previous chip shortage may have a further deteriorating risk, not, the chip shortage has been effectively controlled, and there is a new round. variable.
What is the future situation of the Chinese market?
This is to be corrected from the data level and give the corresponding answer. From the two dimensions of overall production and mainstream car enterprises, we can actually have corresponding awareness of the current car market.
Overall market level, January 2021, the passenger car production was 1850,000, which fell by 18% year-on-year, a year-on-year increase of 33%. It should be noted that the year-on-year growth data is not big in accordance with the sudden epidemic in January 2020. The cause of 18% in the previous year is also very clear. At the end of the year / year, each car enterprise needs to address the overall task of the previous year and to open a good head in the next year, so there is a fluctuation.
In February 2021, the output was 11.32 million, which decreased by 39.2 percentage, which is related to the Spring Festival holiday.
In March 2021, the output was 18.21 million.
In April 2021, the output was 17.14 million. 
From the first quarter data in 2021, the output of passenger cars was 49.55 million. The first quarter data in 2020 is a passerThe production is 25.841 million. The first quarter data in 2019 was 63.36 million. From a specific number, this is directly related to the warning of the Chinese Vehicles Association, quot; the chip has shortage, but not the overview of the excessive situation quot;
From the perspective of automotive enterprises, the public, the Chinese market accounts for most shares, it has returned to the epidemic in the first quarter of this year, and there are 4.1% from 2019 The same year-on-year, Toyota released its own relevant capacity news in the earning report. In March 202, 2002, global production was 8,182,944 vehicles. In China, the output was increased by 30.9%, from Toyota’s report, It indicates a good response to the shortage of chip; Honda’s performance is 539,600, and it is also a significant increase in the past; Sales of Geely Automobiles from January to March is 333,500, Great Wall The sales volume of the car is 338,800 in the car from 1 to March.
From enterprise dimension analysis, the current vehicle enterprise is currently challenging, but it can maintain normal operation, and some companies have also handed over the significant results.
The topic of the chip will last
As of now, it can be seen that the chip topics of the so-called automotive industry are still full of challenges, but the actual mainstream car companies are in normal estimate. status.
There are also many car companies to make a prediction for the next situation. If the authority is expected to return to normal in the fourth quarter of 2021, such as the Volkswagen Group expects the fourth quarter of 2021 will meet normal production needs. There are also some companies give more optimistic expectations for chip supply, and the third quarter of 2021 is restored.
And, the major cars are now further giving different solutions, such as modern Kia and Samsung seek to set up a cooperation company to jointly provide chip-related production capacity. Tesla is looking for an existing chip to replace some components to maintain production capacity.
However, it is finally foreseen that because most multinational car companies will complete the tilt of the core market, the impact of mainstream head catering enterprises will be in the controlled range. . But for technology / cost / capitalForce’s car companies, this chip event may become a new watershed and determine the market share of 2022, and even decide the next life and death.
keep the chip supply, keep capacity, keep the market share can ensure the revenue, the future. As for the topic of a new round of chip, the first round has not been in the past, talking about a new round is inevitable.