AutoBeta(AutoBeta.net)06/07 Report--

According to the latest data from AutoForecast Solutions, due to the continuing impact of the shortage of chips, the cumulative number of cars stopped production worldwide has reached 2.99 million. At the same time, AutoForecast Solutions also predicts that chip problems will continue to ferment, which could eventually lead to the suspension of 4.09 million cars worldwide.

Affected by a continuing shortage of chips, 55000 cars in North America were discontinued last week, nearly half of them under the Volkswagen brand. Of course, affected by the chip shortage is not just Volkswagen brands, Volvo, GM, Ford, Toyota, Honda, Nissan and other car companies have also suspended some factory production plans due to lack of core. The global shortage of automotive chips has had a serious impact on many automobile manufacturers.

According to a report from Goldman Sachs, as many as 169 industries around the world have been affected to some extent by chip shortages, including steel products, concrete production, air conditioning, beer brewing, soap production and many other industries. At present, the shortage of chips has not been solved, but the price of chips has soared nearly fivefold. According to media reports, the price of a domestic chip, which was 3.5 yuan last year, has risen to 16.5 yuan this year, a nearly fivefold increase.

Some media reported earlier that the lack of core made it difficult to lift the car, but BMW increased its price by 30,000 but could not bring up the car, and the order for the tank 300 was lined up until the National Day. In fact, in addition to BMW 4S stores, the difficulty of picking up cars in other brands 4S stores has also become the norm of sales. According to a salesperson at a Lexus 4S store in Guangzhou, at present, taking ES200 as an example, the supply of the car is very tight, the quotations are based on the same day, and the market is changing every day, so there is no way to make promises to customers. It can be seen that the shortage of chips makes it difficult to pick up cars not only in luxury cars and imported cars, but also in YD's DM-i series and Great Wall Tank 300.

It is understood that Malaysia, the seventh largest semiconductor export center in the world, began its second comprehensive blockade in early June to deal with the deteriorating COVID-19 epidemic. Some analysts believe that this is likely to aggravate the shortage of chips. Because Malaysia is the seventh largest semiconductor export center in the world, more than 50 semiconductor companies worldwide have invested in Malaysia, covering almost all semiconductor giants. Secondly, the epidemic has made it impossible for many processing plants around the world to start up normally. However, the rapid upgrading of global smart devices continues to increase the demand for chips, and the shortage of chips will continue to intensify.

According to research data from Counterpoint, chips are expected to remain in short supply in the future, with chip prices rising by at least 10-20 per cent in 2022. Pan Jing, chief analyst at Tianfeng Electronics, said that as global demand for semiconductors continues to rise, supply falls short of demand at least until the end of the year.

In order to deal with the shortage of chips, governments and car companies have also begun to deal with the strategy. It is understood that the US government has announced plans to invest 52 billion US dollars to boost the chip industry; Tesla may acquire chip factories; Samsung and Hyundai will cooperate to deal with the chip shortage problem; China FAW has set up a joint chip laboratory; and TSMC plans to invest 2.8 billion US dollars to increase chip production capacity. The situation of automobile core shortage is expected to be improved in the future, but as it still takes time to expand production capacity and superimpose factors such as complex chip manufacturing process, the short-term core shortage problem will continue.

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