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Affected by the COVID-19 epidemic, recently, it is widely rumored in the industry that a number of car companies have stopped production due to a shortage of chips. Among them, Volkswagen's two joint ventures in China replied that "although it has an impact, it has not all stopped production." In order to understand the current degree of influence of the entire industry, how long has the media conducted interviews with car companies?

According to the interface report, BYD responded to rumors that the chip shortage led to the shutdown of some car companies, saying that because the company has a complete set of new energy battery and chip industry chains, it can not only achieve full autonomy, but also carry out a small amount of external supply.

It is not difficult to see that BYD can still face it calmly in the current tense environment of the global market, thanks to BYD's own design and manufacture of batteries, electric drives, electronic controls and chips, which has also enabled it to achieve large-scale mass production of IGBT in China.

At the same time, new power car companies, such as those that need more chip support, also responded to the crisis, in which Xiaopeng and ideal made it clear that their respective enterprises were unaffected and that their production and operation were normal. The NIO side also said that it has no impact for the time being and has been prepared in advance.

In fact, according to the media, it is an objective fact that due to the impact of this year's epidemic and the expansion of demand at the end of the year, the shortage of chips in the market is an objective fact. In particular, under the market environment in which the Chinese market recovered more than expected this year, the shortage of chips originally reduced as a result of the epidemic has gradually emerged. Among them, the car companies with high sales are more conspicuous, but in fact, the situation of the major manufacturers is pretty much the same.

According to SAIC-Volkswagen sources, "the supply of chips in the market is a global problem, affecting not only the automobile industry, but also Volkswagen."

Prior to media reports, FAW-Volkswagen and SAIC-Volkswagen do stop production due to chip shortages. However, Volkswagen China said it was communicating the details, while FAW-Volkswagen said it was communicating with suppliers, but the situation was not as serious as rumored and was looking for a solution. SAIC-Volkswagen said: new car production has indeed been affected, but production has not been completely halted.

Xu Ying, head of the public relations department of Volkswagen Group (China), said that the company is closely monitoring the development of the situation, has coordinated with the headquarters and relevant suppliers, and will actively take measures. At present, the customer delivery of related vehicles has not been affected.

CCTV reported that the current chip shortage belongs to the outage upstream, because the chip shortage may lead to problems with the car body stabilization system and on-board computers, while the traditional car average of more than 70 MCU chips per vehicle is highly out of stock, and the products of large international MCU chip manufacturers have been postponed. However, at a 4S store in SAIC-Volkswagen Shanghai, the salesperson said the impact was only temporary. Volkswagen also replied that due to the low demand for maintenance of related parts, it is not affected at present.

According to the analysis of the industry, in addition to the insufficient production capacity of foreign chip upstream enterprises, after the domestic epidemic situation is relatively stable, the rapid recovery of vehicle consumption leads to exuberant demand, thus increasing the contradiction between supply and demand. Automotive chips can be simply divided into front-mounted chips and rear-loaded chips. More than 95% of the front-loaded chips are imported and more than 80% of the rear-loaded chips are imported.

Therefore, it still depends on whether the car companies have sufficient reserves of goods. For example, some car companies said that their annual purchase volume is planned, there will not be a sudden lack of inventory, although the supply of chips has an impact, but will not stop production. Companies like BYD can not only be self-sufficient, but also provide external supply, and let Xilai put self-research on chips on the agenda.

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