The magic one year is now starting.
The car and smartphone may compete for each other, if there is no world’s global car chip shortage, I believe there will not be a few people to think about this dimension.
However, there is no doubt that this is now happening, and even has more intense possibilities.
The industry for the shortage of car chip in 2021 is that the end of the year may gradually recover smoothly. However, before recovery, between smartphones and cars will have to face the capacity of medium and low-end chips.
Samsung’s early warning / Huawei’s reality
At the end of 2020, with the network began to rumors quot; affected by the lack of chip supply, the Nort-South Volkswagen began to stop production and reduced production. In response with relevant aspects, as the automotive industry began to seriously discuss chip vacancies, the procurement of a house car company began to expose relevant issues so far.
All global automotive industries are started to fluctuate quot; automobiles, chips, reduction, IGBTQUOT, etc.
Mazda – reduced production of 34,000; universal four factory – reduction of nearly 10,000 vehicles; public / Audi / Seat / Daimler / FCA / Nissan / Honda / Toyota / Subaru, now related In the influence.
Samsung presented the latest warning:
January 29, Samsung released the latest warning, chip manufacturer At present, we are eager to meet the needs of automakers. Many chip founders are full-load operation, which limits the ability of the foundry to accept new orders, which may affect the manufacturing of DARM and NAND chips, which in turn affects smart machines and tablets. Delivery.
Obviously, the semiconductor industry in 2021 faces a new situation: a semiconductor production capacity cake is in front of you, cars and Io want, car needs, smartphones need, tablet need, a series of such all need.
Of course, there is no way between the two to let the other party let go, so in constant oscillations, will eventually have a new situation with the transformation of the semiconductor industry.
As for the relevant discontinuation of automotive enterprises, it will not have a very big impact on your buying car, nothing more than, it will not have a special impact on you, repair you. Because it is nothing more than, etc. As for the related impact of the automotive industry, it is nothing more than accelerating elimination, so that some car companies that have already operated pressure have eaten, either seek to enter large groups, or seek protection, or eliminated.
New changes in the semiconductor industry will be a point
, the smartphone and car compete in the semiconductor field, this is only a 2021-related event, which will not rapidly generate special Direct effect. However, interest in the butterfly effect here, an emergency may reverse the relevant direction of development of the two industries.
The problem in front of the existing supplier is that the mass group has Start thinking is to cross the Bosch, mainland and other suppliers to directly purchase semiconductor related companies, and cooperate even joint ventures. One move in the industry giants will undoubtedly trigger other car companies to think about it, don’t do this.
For a short time, everything is full of variables, the public is not right. For the right, this thinking does not avoid the production of the production capacity of the next chip, it is not right, 1. The public itself is not changed, or the procurement idea for many years 2. Currently in automotive technology change In the early days, with more and more new designs, there is no future in the future, how many uses are all problems 3. Direct purchases related matching difficulty, because the public is now very Bloated, under the new project and streamlined,Efficient phase.
From the perspective of the semiconductor industry:
The semiconductor industry has to start thinking, what is the next profit idea. Because of the technical threshold, upstream supply chain, production capacity, manufacturing process, etc., the current semiconductor industry is quot; non-peerless relationship, non-peerless relationship, profit relative to other industries.
With this round of chip, it will usher in a new style of the semiconductor industry. For example, the BYD semiconductor will have a split impact, the Great Wall Hive, Geely, etc. also has a related consideration. 
With the competition in the semiconductor industry, it will also bring new butterfly effects, such as the shackles of the competition, such as the old giants fall, and so on.
In this case, the IoT industry such as smartphones, tablets, but it is not so important.
Written in the last:
So, in the end, the relevant revelation left to you should be
to cope with this situation, make up for the relevant vacancy in the market, will There is a new round of semiconductor industry base growth, which will give more possibilities to China’s automotive industry. In this, we may see the rise of new car giants at any time, or you may see the familiar car brand fell, even disappear, but overall, not particularly violent.
Also, with the transformation of automotive technology from traditional to new technology applications, we will see some car companies to see new solutions, design, technical solutions, and crossout This constraints with chip shortage.
Today, in fact, the relatively low-end semiconductor business of profitability, they are cautious, because facing the body of the automotive industry, IoT industry, if rare, no one can put control.
Another point, with Apple’s chip-capable enterprise enters the car, as Huawei is part of the chip-capped enterprise to become part of the automotive industry, there will be more opportunities to them.