AutoBeta(AutoBeta.net)05/26 Report--

Since 2020, the problem of lack of core has been affecting global car companies. Due to the wide variety of chips, automobiles can not be produced normally without any key chips. as a result, many automobile industries around the world are facing the pressure of stopping production and reducing production. Production reduction, vehicle allocation and postponement of new car delivery caused by lack of core have also become clich é s in the automobile industry in the past two years. He Xiaopeng, chairman of Xiaopeng Automobile, said in the video that he Xiaopeng, chairman of Xiaopeng Automobile, posted a recent nationwide video of Koda Duck holding a "desperate request for a chip" on Weibo on May 26. "with the gradual recovery of the automobile supply chain, this video reflects the current state of our supply chain team," he Xiaopeng said. At the same time, he Xiaopeng stressed: "recently, we have made a careful disk again, and the absolute number of chips in an intelligent car is more than 5000, involving hundreds of kinds." But many of the chips that are missing are proprietary chips. Many Pengyou told me that there are resources to solve the chip problem, and the core problem is that this chip is not the other chip. In fact, most of the missing chips are cheap chips, rather than those that are concerned by many people to start a business or are very expensive.

For the video posted by he Xiaopeng, some netizens joked that they could grab the "accessible duck" whose current e-commerce price had reached hundreds or even thousands of yuan, but could not grab the chip. It is conceivable that the problem of "lack of core" in the current automobile market is still serious.

In fact, as early as last December, he Xiaopeng pointed out in CCTV's "Dialogue Challenger" that the biggest problem in 2021 was "lack of core". In the program, he Xiaopeng said bluntly, "if anyone can give me a chip, I'll buy him a drink." However, in the environment of lack of core, Xiaopeng still won the annual sales title in 2021. Data show that Xiaopeng delivered a total of 98155 new cars in 2021, leading Xilai to win the annual sales title.

At the just-concluded Q1 earnings conference call of Xiaopeng Automobile in 2022, he Xiaopeng also stressed that the production capacity of some of the most important chips was not a big problem, but that the production capacity of some cheap and small chips was seriously limited. He Xiaopeng said that the impact of the chip on the automotive industry may be longer than expected and is expected to last until the end of this year or even next year. Auto companies can solve some of the chip problems through long-term strategic cooperation, and the most important thing is to establish a strong self-research capability. Data show that Xiaopeng delivered a total of 43563 new cars from January to April this year. According to he Xiaopeng, orders in May have returned to the level before the Shanghai epidemic, and Xiaopeng delivery will take off again in June at the latest.

According to the concern of the automotive industry, the global chip shortage began in December 2020, when Volkswagen, Ford, Toyota and other car companies were forced to take production cuts and other ways to deal with the shortage of chips. Affected by the shortage of chips, in addition to reducing production by car companies, another significant impact is that a number of car companies have successively announced price increases for their models. According to the concerned statistics of the automobile industry, due to the shortage of chips and fluctuations in the prices of raw materials (of course, not all the reasons for the increase in vehicle prices are caused by this factor), many automobile companies in the automobile industry have announced price adjustments. In addition, due to the serious shortage of chips, CCTV Finance has previously reported that the shortage of chips has led to a rise in prices across the board, with the original 20-yuan car chip being speculated to 2800 yuan, excluding tax. CCTV Finance said in a report that at present, the prices of most automotive chips are rising, with a small increase of several times, but compared with soaring prices, what is more serious is that there is no chip problem. Industry insiders said that since last year, affected by the epidemic, the production capacity of chip factories in Southeast Asia and other places has fallen sharply, and the supply of automotive chips exceeds demand.

Recently, Huawei smart car solution BU CEO Yu Chengdong also said bluntly in an interview with the media that he had just entered the automotive field and was not familiar with and did not know the supply of the industry. It was not clear that the whole industry was short of core to such a serious extent. A chip of 10 to 20 yuan was fried to 2500 yuan, while a car had to use 9 such chips, which was too expensive to accept such a high speculation price and would rather sell less.

At present, the shortage of chips is the key to the difficulty of automobile production and delivery. industry insiders point out that the problem of chip shortage will continue in the short term, and automobile manufacturers will still face the pressure of core shortage during this period, which is expected to be alleviated in the second half of this year or 2023. As of May 22, the global auto market has lost about 1.8118 million vehicles due to a shortage of chips, according to the latest data from AFS, an auto industry forecasting company. AFS expects cumulative production cuts in the global car market to climb to 2.6223 million this year.

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