AutoBeta(AutoBeta.net)06/11 Report--

According to CCTV: with the increasing shortage of chips in the world, the lack of cores in the automobile industry is also gradually transmitted to the consumer side, and many popular models have the phenomenon that "one car is hard to get".

Some media interviewed a dealer of a new energy car brand, who said that he had planned to order nearly 200 cars this year, but only a few dozen have been booked so far. As the number of orders continued to rise, he called the car manufacturer almost every day to check the progress of the car, but the reply he got was always "need to wait". Subsequently, the media also visited a number of 4S stores and found that almost all the popular models in the market need to be ordered for production, with a short delivery cycle of two to three weeks and a long delivery period of more than two months.

As far as Beijing is concerned, this year is the first year of the implementation of the new policy on the regulation and control of the number of minibuses in Beijing. The number of 60,000 new energy minibuses in Beijing has been officially released, of which more than 32,000 indicators have been given to "car-free households." this has also made Beijing's new energy vehicle market heat up rapidly. At the delivery center of a new energy vehicle in Beijing, the media interviewed customers who came to choose the car. He said that he had applied for the "car-free family" index on a family-by-family basis, and as soon as he saw that he had been shortlisted, he couldn't wait to come to the store to choose his favorite car.

With the release of the new energy index in Beijing, the passenger flow and order volume of many automobile 4S stores in Beijing have increased significantly recently, but since more than half of the indicators this time have been allocated to "car-free families", they are in a hurry and do not want to wait. it has also become a major feature of many users choosing cars this year.

Luo Lei, deputy secretary general of the China Automobile Circulation Association, said in an interview that the "lack of core" now affects high-end cars, especially those with a high degree of self-driving, such as some high-end brands and high-end models in independent brands. as well as some new energy vehicles, will have a greater impact on these products.

Some people in the industry said that at present, the production capacity of the global chip industry has been tilted to automobiles, and it is optimistically expected that the shortage of automotive chips will ease in the second half of this year.

According to the relevant data, due to the continuing impact of the chip shortage, the cumulative number of global car production has reached 2.99 million. According to the forecast of the international consulting firm AlixPartners, the global lack of core will lead to a loss of $110 billion in revenue for automakers this year, and the global net production of cars this year may be reduced by 3.9 million vehicles. An earlier report by Goldman Sachs showed that as many as 169 industries around the world were affected to some extent by chip shortages, including steel products, concrete production, air conditioning manufacturing, 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.

It is worth noting that Malaysia, the seventh largest semiconductor export center in the world, began a second near-total blockade in early June to deal with the worsening COVID-19 epidemic. Some analysts believe that this may aggravate the chip shortage problem, because Malaysia is the seventh largest semiconductor export center in the world, and 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.

With regard to the chip supply shortage, the China Association of Automobile Manufacturers said: based on the current situation in the industry, the chip supply shortage is expected to last until January next year. The tight supply of chips and other spare parts will continue to affect the pace of enterprise production, and the impact is expected to be greater in the second quarter than in the first quarter, so we still need to maintain a cautious and optimistic attitude.

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