AutoBeta(AutoBeta.net)08/16 Report--

Since 2020, the global chip shortage has been affecting global car companies. After entering 2022, the problem of core shortage has been alleviated, but it is still the focus of the automotive industry, including skyrocketing chip prices. At the end of May this year, he Xiaopeng, chairman of Xiaopeng Automobile, said on the social platform that he Xiaopeng urgently asked for a chip. after that, some people offered chips with a cost of only single digits at a price of more than 1,000 yuan. "they quoted prices of 3000, 2700 and 2500 yuan, but the purchase cost was only 3.50 yuan or 7 yuan, which increased the price to the chip merchant hundreds of times." Prior to this, CCTV Finance reported that the shortage of chips led to a rise in prices across the board, and the original 20 yuan car chip was speculated to 2800 yuan, not including tax.

After entering August, the price of some automobile chips has dropped, but the supply is still tight. According to the latest report of CCTV Finance, after the sharp rise in prices, the chip market began to sell at reduced prices, and some chip prices even began to fall in an avalanche. Take an Italian-French semiconductor chip as an example. as the core component of the electronic control system, the chip was once one of the most popular chip products in 2021. The market price once rose to about 3500 yuan. However, in 2022, the price dropped from a high to around 600 yuan, a price drop of more than 80%. Another different type of chip also fell from 200 yuan in 2021 to 20 yuan, the price is only 1/10 of the highest price; some chips even reduced the price by more than 80%. The sharp drop in the price of some categories of chips is mainly due to the decline in the number of orders for chip manufacturers affected by orders from downstream manufacturers. In the automotive sector, the chip market shows another sign of differentiation, and the supply of automotive chips is still tight.

According to data from the China Automobile Association, from January to July this year, the production and sales of new energy vehicles reached 3.279 million and 3.194 million respectively, an increase of 1.2 times over the same period last year, with a market share of 22.1%. Production and sales of new energy vehicles continued to grow at a high speed in July compared with the same period last year. Production and sales volume were 617000 and 593000 respectively, up 4.5% and 0.6% respectively, both 1.2 times higher than the same period last year. The market share reached 24.5%, slightly higher than last month.

With the booming market of new energy vehicles, more and more enterprises are transforming the R & D and production of chips needed by new energy vehicles. In a chip enterprise in Xuzhou High-tech Zone in Jiangsu Province, several production lines are running at high speed to produce a high-power organic passivation chip for vehicles, which is mainly used in the power controller of new energy vehicles. The company's operating executives said that their company, which used to produce chips for traditional fuel vehicles, is a new entrant in the field of new energy vehicles, and the transformation of new energy car racing is a new opportunity.

At another chip packaging and test production plant in Shenzhen, the production director said that their production capacity has been increasing in recent years, from 580000 per day last year to 720000 per day today, according to the plan. it will drop to 800000 per day next year. Orders from car manufacturers are pouring in, and the capacity utilization rate of this factory has been close to 100%. In order to ensure delivery, the enterprise has imported a lot of manufacturing equipment to expand the production line and increase production capacity.

According to the latest data from auto industry data forecasting company AutoForecast Solutions, the global auto market has reduced production by about 2.9973 million vehicles this year due to chip shortages. AFS predicts that cumulative production cuts in the global car market are expected to climb further to 3.8362 million this year.

A member of the Information and Communications Economic expert Committee of the Ministry of Industry and Information Technology pointed out that whether it is the regional expansion of capacity in the field of automotive chips or the transformation of original chip enterprises to the field of new energy chips, it is very difficult to meet 100% of the demand for chips in a short period of time. In particular, the market for new energy vehicles is in a stage of rapid growth, so automotive chips are still in a tight state. Industry insiders said that with the gradual improvement of the domestic epidemic situation and the gradual recovery of the automotive consumer market, the production capacity of automotive chips can not meet the huge demand of the automotive market, while the mismatch between supply and demand makes the supply of chips tight in automotive, industrial automation, AI, big data and other fields. At present, most automobile manufacturers expect the shortage of microchips to limit production until early 2023.

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