AutoBeta(AutoBeta.net)09/29 Report--

Today, Ma Lin, director of automotive communications at Xilai, posted an "empty showroom" on Weibo, saying, "it's not easy for my colleagues. The cars in the showroom are almost sold out, so we can only put models." The partners in the chip supply chain are under a lot of pressure.

It is worth noting that since Volkswagen stopped production due to the shortage of ESP chips in mainland China and Bosch in December 2020, the "core shortage" crisis continues to affect the present, and many car companies have announced to stop production or reduce production because of chip supply cuts, and this problem has affected automobile manufacturers at home and abroad. According to earlier media reports, Audi was given only one key due to a shortage of chips. In addition, a number of car companies say dealers are already selling display cars. On Sept. 3, GM announced that it would suspend operations at most North American plants due to global chip shortages and would make further adjustments in line with the progress of the supply chain. On September 20, Toyota announced that a total of 27 production lines at 14 factories in Japan would cease operation in October due to a lack of cores.

The lack of core also affects the force of new cars, according to relevant data, a total of 5880 units were delivered in August, for the decline in August delivery. NIO said that the impact of the epidemic in August sales in Malaysia, Nanjing and other places in China led to severe restrictions on the supply of parts and components in NIO, which restricted the production side, affecting August delivery. The latest guidelines for delivery in the third quarter are 22500 to 23500 units. Ideal Motors announced on its website on Sept. 20 that it adjusted its delivery forecast for the third quarter of 2021 to 24500 vehicles due to a weaker-than-expected recovery of chip supply, down from the previous forecast of 25000-26000 vehicles. The company will continue to monitor ongoing market conditions and work closely with its supply chain partners to minimize the impact of chip shortages on production.

Earlier, Xu Daquan, vice president of Bosch (China) Investment Co., Ltd. said in a post that due to the serious epidemic in Malaysia, a semiconductor chip supplier's Malaysian Muar factory closed down a few weeks ago, and was again asked by the local government to close part of the production line until August 21, which will directly affect Bosch ESP/IPB, VCU, TCU and other chips, and is expected to be basically cut off in August. He Xiaopeng, founder of Xiaopeng Automobile, also complained on Weibo about the news, saying, "it's more bitter to cut off supply, and it's even more painful to raise your glass."

According to the latest data released by the China Automobile Association, China's automobile production and sales reached 1.725 million and 1.799 million respectively in August, down 18.7% and 17.8% respectively from the same period last year. The shortage of supply caused by the shortage of chips is also one of the important reasons. According to a forecast released by HIS, a world-renowned information service, the number of light vehicles reduced by chip shortages reached 672000 in the first quarter of 2021 and increased to 1.3 million in the second quarter. After entering the second half of the year, the problem of "lack of core" will also persist.

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