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Toyota will limit orders for all Lexus models, and shortages of parts, including on-board semiconductors, are expected to persist in 2023, according to the Nikkei News.

It is understood that Toyota has set order limits for nine models of the Lexus brand, the specific number of which varies according to the size of the dealership. once sold out, it will not be able to accept more orders. For example, the best-selling Lexus UX multi-purpose SUV is allocated only a few dozen to each dealer.

As for the estimated delivery time of Lexus cars, Toyota did not give a delivery time for most models, but needed to consult dealers. According to one dealer, many models "need to wait at least six months to pick up the car, but it may be longer". It should be noted that there are no "order restrictions" on Toyota-branded models.

In the car market, it is rare for car companies to limit orders for multiple models, as limiting the number of orders may lead to lower sales, so Toyota will launch a system this year that can share delivery date information with dealers two years in advance. in order to stabilize order delivery.

Automotive semiconductors can be divided into functional chips MCU (Microcontroller Unit), power semiconductors (IGBT, MOSFET, etc.), sensors and others, and what Toyota calls "parts shortage" refers to chips. It is understood that Lexus models generally need to use more than 1000 chips, hundreds more than Toyota, but at present, there is a shortage of chips for car remote control keys, audio equipment, etc., or based on performance considerations, Toyota decided to limit the number of orders from Lexus to ensure the supply of Toyota models.

Toyota cut its production plan for the fiscal year (April 2022-March 2023) in October 2022 due to parts shortages and epidemic blockades. In a related statement, Toyota also made it clear that it plans to produce about 800000 vehicles worldwide in November, about 100000 fewer than the previously announced average mass production plan from September to November. at the same time, production at 11 production lines at eight Japanese plants will be suspended.

At present, Lexus has not yet reported global sales in 2022, but is expected to decline. Take the Chinese market as an example, Lexus terminal sales in 2022 were 183983, down 16.06% from the same period last year, of which 15339 were sold in December 2022, up 59.66% from the same period last year.

For the sharp decline in Lexus sales, the market is generally attributed to the epidemic and the impact of spare parts supply. Lexus is currently the only mainstream luxury car brand that has not been domestically produced, and there is also some delay in shipping under the epidemic. At the same time, the epidemic and chip shortage are problems faced by almost all car companies, and the production of Lexus is indeed threatened. Toyota repeatedly announced production cuts in some production lines in the first half of 2022, including Japanese factory lines that make a number of Lexus models, and the impact continues so far. Toyota's Taiyuan plant, which produces Lexus GX and Prado, will stop production in January, according to officials. On the whole, the impact of the epidemic and the shortage of parts on Lexus is huge.

In other words, if Toyota restricts Lexus orders, it could have a direct impact on its sales. 2023 was another challenging year for Lexus.

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