The global car is in the case of the chip, 2021 will be worse?

The global chip supply is short-defined, and many cars are underworking production to stop working. From last year’s threatening initial, to this year’s population shortage. Extremely extreme supply and demand changes, which can have been a life. The design and development of chips and manufacturing capabilities have become the focus of all parties. This short-deficit trigger a series of chain reactions, how should the automotive manufacturing insurance?

How is the car company?

With the continuous advancement of the electrification process, the larger car companies also depends on the car chip. This supply is directly dragged down the emission progress of the vehicle enterprises, covering the MCU (microcontrol unit), the power semiconductor (IGBT / MOSFET), and other models of the chip. Authority research data shows that global auto production is expected to be further expanded. Double influence by the epidemic and electrification process, major cars are in front of the weight, and they want to do things like this effect. Today, the global refinement is undoubtedly snow. Therefore, for car companies, it takes a timely adjustment.

The shortage of chip will inevitably lead to changes in market supply and demand relationships, and the procurement cost is constantly rising. This situation is expected to continue until the end of 2021, it can be relieved. For vehicles with vitality, small winds are difficult to form a substantial threat. The weak brand needs to discuss the research on further response. For example, priority is prioritized with high profit models, it is clearly more conducive to stable revenue to stop loss.

There is also a part of the car enterprise due to the first layout of the semiconductor industry, such as hive, BYD electronics, achieving self-sufficiency of some components, and even exports. But it is clear that other car companies want to have a quick corresponding to the semiconductor manufacturing field in 2021, some are not realistic. It is still necessary to rely on suppliers to act in time, and go up and downstream companies join hands to solve problems.

In this way, the larger volume of car will be expected to have a cost-stall and dilute. For a vehicle enterprise with weak influence, it may further exacerbate the loss. Where is the supplier?

The shortage of the chip is also a sign. At the beginning of 2020, the epidemic eruption vehicle market had a broken cliff fell, once fell to the freezing point. As the epidemic is gradually controllable, the car market has also gradually entered the best. However, the epidemic is raging, but many suppliers have reducing complex work, began to be cautious, and deviations on the return of the car market. It coincides with the growth rate of 5G era, and major technology companies have slightly demand for semiconductor chips. Many suppliers have benefited from consumer electron, causing tendency to produce, and propellas. In the shortage of lack of lack of lack of lack of capacity.

In referring to the supplier, there will be several big, NXP, and Yingfeiling in the semiconductor, there is such an international international Top semiconductor companies, they almost monopolize the global super 50% market share, and also mastered the lifeblood of the semiconductor industry, wanting to turn over them in their hands, not an easy thing. But this time the chip is shortage, so that major cars also began to pay attention to the ability to control the key components such as chips. Many car companies want to bypass the Tier 1 level, directly to the upstream semiconductor manufacturing enterprise, sign the procurement contract, weaken the source of the supplier. It is difficult for major suppliers to be difficult to find out the fade.

This large-scale short-on-demand, for other suppliers, especially in the domestic and vigorous semiconductor fields, An unpleasant development opportunity. After all, China’s power semiconductor market accounts for more than 40% of the global share, but the self-sufficiency is only 10%, although the same situation is facing the same situation at home and abroad, the greater the charming opportunities, the greater the opportunity to fully grasp this development opportunity, complete “China Manufacturing 2025 “Technical attack in the chip field. It can be said that the core is a key technical problem in solving electrification and intelligence.

In terms of suppliers, with the giants such as the public, the semiconductor field will accelerate the shuffle. In view of the current situation of domestic car companies, China’s semiconductor field should respond to accelerating industrial layouts, and achieve supply self-sufficiency.

Consumer purchase price?

In fact, consumers must not panic. The price of the car has a very low potential, and the car enterprise will not change the product pricing. The large price fluctuations will also lead to consumers. It is undoubtedly a disadvantage than the brand awareness. However, the price reduction is narrowed is a foreseeable situation. After all costs, there must always be a lot of compromise.

At present, with the problem of maneuvering, the problem of chip shortage will be alleviated by the end of this year. Dear is also a minimal population in this chip shortage.

Conclusion: The lack of chip supply on the surface is an influence of the epidemic, but it shows the ability to control these core components. insufficient. The supply chain system is not perfect, excessive relying on the supplier. The semiconductor supplier’s error judgment of the automotive industry is also caused the problem of uneven quota, which directly affects the production capacity of the car chip, which in turn leads to the occurrence of large-scale discontinuation of the world. Due to the lack of communication, the appearance of the chain reaction is caused. Everyone doesn’t have to be too pessimistic, and the situation in 2021 will be relieved.