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In recent years, the problem of lack of core has been affecting the development of the automobile industry, restricting the production capacity of automakers, capacity constraints lead to delays in car delivery, and even new cars take a year to rechip vehicles.

There are a large number of new cars lying idle in the parking lot of the Ford factory in the United States, which can not be delivered because they are not equipped with chips, so they can only be left idle, CCTV Finance reported. Ford said it would sell "semi-finished" vehicles that lack chips for some non-safety-critical functions, and promised to reissue the chips to dealers a year later, who would then help install the vehicles. Due to the continuing shortage of chips, as early as February this year, eight Ford plants in North America began to stop production for a week, including Ford plants in Michigan, Illinois, Missouri and Mexico.

Due to the influence of a series of factors such as "lack of core" and "retrogression of new energy subsidies", recently, a number of new energy vehicle companies have announced price increases one after another, and the new energy vehicle market has "soared". It is understood that nearly 40 models are involved in price increases, including Tesla, Euler Automobile, Nahan Automobile, Guangzhou Automobile Eian, Xiaopeng Automobile, BYD, SAIC GM Wuling, Volkswagen, Zero running Automobile, Polar Krypton, Geometry Motor, Ford, Weimar, Roewe and other brands, with an increase of as little as 1,000 yuan to more than 10,000 yuan. According to relevant data, a traditional fuel vehicle needs about 300 chips, while a traditional fuel vehicle with high intelligent configuration needs more than 500 to 700 chips, and high-end intelligent electric vehicles need more chips. Or up to more than 2000. At present, according to media reports, the price of a 20 yuan semiconductor chip has been raised to 2800 yuan.

Car companies have announced price increases, all saying that the reason for the price increase is that "the price of raw materials continues to rise sharply." Ideal car CEO Li also said for the price increase that at present, brands that have contracted with battery manufacturers to determine the range of battery price increases in the second quarter have basically announced price increases immediately. For those who have not yet raised the price, most of them have not yet agreed on the rate of increase, and they will generally increase immediately after waiting for an agreement. War, politics, and the epidemic have allowed car purchases to rise in value, and the price of used cars in the United States as a whole has risen by 30%. Some industry insiders said: Russia and Ukraine are both important countries supplying semiconductors, and 90% of neon gas in the US semiconductor industry comes from Ukraine. As a result of the war, the price has increased fourfold, which has greatly increased the cost of chip production.

In addition, according to relevant data: due to chip shortage, a total of 96300 cars were cut worldwide last week, and up to now, the global production has been reduced by about 1.25 million vehicles in 2022. Therefore, car companies also have to take measures to reduce the impact of lack of core. For example, due to lack of chips, Mercedes-Benz suspended orders for E-class cars in the German market, Volkswagen imposed restrictions on the number of cars that can be ordered by dealers in the German market, Tesla was reflected by car owners to deliver Model 3 and Model Y cars, and there was no USB interface in the central control and rear row of the vehicle interior. Only the car reserved holes. Wireless charging doesn't work either. Tesla also responded: due to the shortage of parts, the subsequent affected car owners can call to arrange a service reservation, and then reinstall the USB interface. Ideal cars and Xiaopeng cars have also been introduced, first delivering models that lack millimeter wave radar, and then reloading the delivery program after the follow-up millimeter wave mines arrive at the goods. In addition, due to the chip shortage, BMW has removed the touch screen function of some of its models, including 3-series and 4-series coupe / convertible / Gran Coupe (except i4), Z4 and X5, X6 and X7 SUV models.

Earlier, many people in the industry expected that the problem of "lack of core" would be alleviated this year, but at present, the chip problem is still very scarce, the sharp rise in raw material prices and the disorder of production and marketing in the auto market are still the mainstream of the industry. Cui Dongshu, secretary general of the National passenger car Market Information Association, said that at present, many car companies have launched some "reduced" models to reduce their dependence on chips, reflecting a flexible attitude to respond to market changes. First to ensure the delivery of vehicles, not only let consumers mention cars as soon as possible, but also beneficial to the production and marketing order of car companies, and ensure that car companies run more smoothly.

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