AutoBeta(AutoBeta.net)05/30 Report--

Recently, when Xiaopeng he Xiaopeng mentioned the issue of chips again at the Guangdong-Hong Kong-Macau Greater Bay Area auto show, he Xiaopeng said that at present, after he released a video of an urgent request for chips, some government agencies have taken the initiative to contact them, and they have some chips that can help us and are communicating. There are also some people who offer chips with a cost of only single digits at a price of more than 1,000 yuan. "they quote 3000, 2700, 2500 yuan, but the purchase cost is only 3.50 yuan or 7 yuan, which adds hundreds of times the price to the chip merchant." What's more, it is pointed out that in addition to strengthening supplier cooperation, the next step is to establish a strong team to adjust and upgrade the relevant technologies of the vehicle platform according to the chip supply dynamics within a few months.

This is not the first time that he Xiaopeng has said that the price of chips is soaring. A few days ago, he Xiaopeng posted a video of Koda Duck holding up a "chip urgently" on the Weibo platform. It said that with the gradual recovery of the automobile supply chain, the Koda Duck video reflects the current state of their supply chain team. Recently, Xiaopeng examined carefully again and found that the absolute number of chips in an intelligent car is more than 5000, involving hundreds of kinds. Many "Pengyou" told him that he had the resources to solve the chip problem, but this chip is not the other chip, and many of the chips currently out of stock are proprietary chips. In fact, most of the chips that are missing are cheap chips, rather than those that need to start a business or are very expensive.

As for the current skyrocketing chip prices, many industry leaders also said that the current chip speculation price is too high. In an interview with the media earlier, Huawei Yu Chengdong said that Huawei had just entered the automotive industry and was not familiar with and did not know the supply of the industry. It was not clear that the lack of cores in the entire industry was so serious that a chip of 10 to 20 yuan was fried to 2500 yuan. And a car to use nine such chips is too expensive to accept such a high speculation price, and would rather sell less.

In addition, he Xiaopeng also said at a recent earnings call in the first quarter that "the absolute number of chips in an intelligent electric vehicle is close to 5000, and a few major chips are not a big problem. At present, the production capacity of some small and cheap chips is very uncertain." The supply situation that month can see the next month is very good, most can only see next week. " The challenge of the chip supply chain is longer than expected. It is worth noting that as early as last year because of the lack of core, Xiaopeng's new car was delivered with reduced millimeter wave radar, indicating that it would be reinstalled after the arrival of the goods. In addition, due to the shortage of chips, the delivery time of Xiaopeng P5 was delayed, triggering nearly 100 prospective owners of Xiaopeng to jointly protect their rights.

In response to this matter, Xiaopeng Automobile said: "due to the impact of the epidemic, the industry is facing extremely tight supply of major components, including lithium iron phosphate batteries, and it has also brought great uncertainty to the production of Xiaopeng P5 460 version. We apologize for the failure of the 460 version order to be delivered in time within the expected delivery cycle when it was placed." At the same time, Xiaopeng said, "We have combed out the customers who are expected to have the risk of overdue according to the latest production scheduling plan, and then we will contact the customers one-on-one through the sales staff according to the order order to understand their needs." assist customers with needs to complete the procedures of modification or cancellation, and said, "if the customer chooses to change the configuration, we will retain the preferential policy of the original order for the customer." If the customer chooses the worry-free unsubscription service, we will bear the cost of recovering the charging pile in the unbooking process free of charge.

In recent years, the problem of lack of core has been affecting the development of the automobile industry, but also restricting the production capacity of automakers, not only Xiaopeng Automobile. Other new car-building forces and traditional car companies are affected by the lack of core. 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. According to media reports, the price of a 20-yuan semiconductor chip has been raised to 2800 yuan. Due to the impact of rising prices of upstream raw materials such as chips, the new energy vehicle market has also ushered in a price rise since the beginning of this year, with more than 40 models.

It is not difficult to see that at present, the shortage of chips is already a thorny problem facing the whole automobile industry. According to the forecast of British market organization Ericsson China Mai, about 1 million vehicles worldwide were delayed due to "lack of core" in the first quarter of this year, and the global automobile industry will be reduced by 60 billion US dollars for the whole year.

Welcome to subscribe to the WeChat public account "Automotive Industry Focus" to get the first-hand insider information on the automotive industry and talk about things in the automotive circle. Welcome to break the news! WeChat ID autoWechat