AutoBeta(AutoBeta.net)08/07 Report--

According to foreign media reports, due to the global lack of core problem, Porsche owners can not pick up the car normally. Porsche plans to replace some models with temporary chips and replace them when real chips are available. It emphasizes that these temporary chips will only be used in the necessary functions of the vehicle and will not affect the safety of the vehicle. In addition, Porsche will leave the necessary chips to models with higher profits and lower emissions to reduce emissions. Porsche said that it is not alone to start temporary chips to replace real chips, and major automakers are considering using this method to deal with the "lack of core" phenomenon.

At the end of July this year, Tesla expressed the idea of using alternative chips when he announced his results for the second quarter of this year. Tesla CEO Elon Musk said that in response to the global "lack of core" crisis, Tesla rewrote automotive software to support alternative chips. This method can counteract the impact of chip waste on Tesla's mass production. In addition, Musk also made clear the impact of "lack of core" on his production, pointing out that "the shortage of chips has fundamentally become a factor affecting Tesla's output, and it is difficult to say how long this will last. Because it's basically beyond our control. It does look like things are improving, but it's hard to predict. " In addition, Musk said he had considered building his own chip factory to solve the "lack of core" problem, but it would take 12 to 18 months.

In recent years, the lack of core has affected the global market, Volkswagen, Ford, Toyota and other car companies have to take production cuts and other ways to deal with the crisis. Recently, a suspected Audi notice to franchisees was exposed, which read: "due to the global epidemic, Audi's remote control key chip capacity is insufficient. Since July 5, 2021, the following domestic Audi models are delivered with only a remote control key and a mechanical key tooth, and the affected vehicles can be identified by the new equipment number" SOP ". After the production capacity is restored, FAW-Volkswagen Audi sales Division will promptly issue the action notice of the remote control key, and the dealer will deliver the second remote control key for the user. if you have any questions, please contact the marketing room of domestic car products.

According to Counterpoint research data, chips are expected to remain in short supply in the future, and chip prices will rise by at least 10-20% 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. According to Porsche's first-half results, global operating revenue reached 16.53 billion euros and sales profit reached 2.79 billion euros, achieving a 16.9% return on sales, a significant increase over the same period last year. In terms of sales, Porsche delivered 153700 new cars worldwide in the first half of 2021. Porsche Chief Financial Officer Max McGregor said that although Porsche saw a significant increase in profits in the first half of this year, the third quarter is definitely a challenge for us to face the problem of chip shortage in the second half of the year.

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.

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