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Since 2020, the problem of lack of core has been affecting global car companies. Due to the wide variety of chips, automobiles cannot 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 reduction and suspension of delivery of new cars caused by lack of core have also become the automobile industry.
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.
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 a cost of more than one thousand yuan.
Since the outbreak of the epidemic in 2020, the shortage of chip supply chain has been restricting the development of the global automobile industry. due to the influence of lack of core, the global automobile industry is generally facing the pressure of stopping production and reducing production, at the same time, the lack of core also directly led to some car companies have to reduce or delay the delivery date of new cars. According to Reuters and CCTV
Recently, according to foreign media reports, Nvidia said in a statement submitted to SEC that it received notification from the US government on August 26 that it had implemented new licensing requirements for any future export of A100\ H100 chips to China (including Hong Kong) and Russia, effective immediately. And, future peak performance
On September 10, the State Administration of Market Supervision and Administration issued an official announcement of "administrative penalties for three automotive chip distribution companies to bid up prices in accordance with the law." The notice pointed out that according to law, the General Administration of Market Supervision imposed a fine of 2.5 million yuan on three automotive chip distribution enterprises, namely, Shanghai Jite Electronics Co., Ltd., Shanghai Chengsheng Industrial Co., Ltd., and Shenzhen Yuchang Technology Co., Ltd. According to the General Administration, three automotive chip distributors, Shanghai Jite, Shanghai Chengsheng and Shenzhen Yuchang, have substantially increased prices to sell some automotive chips, such as chips with a price of less than 10 yuan, which are sold at a high price of more than 400 yuan.
According to the latest news from the General Administration of Market Supervision of China, in view of the outstanding problems such as hype and high prices in the automotive chip market, according to price monitoring and reporting clues, the General Administration of Market Supervision has filed an investigation into the automotive chip distribution enterprises suspected of inflating prices. In the next step, the General Administration of Market Supervision will continue to pay attention to the price order of chips and other important commodity markets, further step up supervision and law enforcement, and strictly investigate and deal with illegal acts such as hoarding, driving up prices, and colluding to raise prices. On July 16, the new office of the State Council held a press conference. Huang Libin, spokesman for the Ministry of Industry and Information Technology and director of the Operation Monitoring and Coordination Bureau, said that the Ministry of Industry and Information Technology will cooperate in the next step.
Due to the superimposed COVID-19 epidemic in the cold winter of the automobile market, the domestic automobile market declined by 6% in 2020 compared with the same period last year. Although there are obvious signs of market recovery, some domestic car companies have stopped production due to the global "lack of core" recently. Recently, there has been a rumor on the Internet that "Europe and the United States will completely stop supplying Chinese car chips." According to media reports, due to global semiconductor production capacity restrictions and superimposed pressure from the US government, the governments of Europe and the United States are drafting a plan report that the United States will join forces with European semiconductor manufacturers to stop supplying chips to Chinese car manufacturers. If the news is true, it means that when some of the chips are digested, China's auto market will.
The deadlock of the "global chip shortage", which has lasted for nearly two years, has not yet been completely resolved. According to the latest data released by the automotive industry data forecasting company AFS, as of June 12, affected by the shortage of chips, the global automobile market has reduced production by about 2.2304 million vehicles this year, of which China has accumulated.
According to the latest data released by SAIC on August 6, production and sales in June 2021 were 344610 and 352546 respectively, down 27.39% and 22.95% respectively from a year earlier, with cumulative production and sales of 2683868 and 2649831 vehicles respectively from January to July, up 8.80% and 5.71% respectively from a year earlier. Generally speaking, the data released by automobile companies are wholesale sales data, that is, data from manufacturers to brand dealers. Generally speaking, wholesale sales data can not directly reflect the performance of the end market, but they can also reflect some conditions of the car company. For example, car companies are affected.
After entering 2021, the problem of chip shortage continues to intensify, and many automobile companies have announced to stop or reduce production because of chip shortage. Chip shortage has become a major problem in the global automobile industry. According to foreign media reports, Volkswagen recently responded to earlier media reports that Volkswagen expects production to decline due to a global chip shortage, saying that the global chip shortage will not affect its profit forecast for 2021. In addition, a spokesman for Volkswagen said, "the company still expects the group's operating margin to be between 5.5% and 7% in 2021 and between 3% and 4% for major brands." So far, Volkswagen has sold inventory.
Ideal cars, affected by a lack of cores, have purchased thousands of electronic parking chips at a high price in the black market, with a purchase price of 5000 yuan per piece, according to China Finance and Economics, citing people familiar with the matter. More than 800 times the normal price. In response to this report, the media contacted the official of ideal Automobile, which said: "this information is not true. We do try our best to ensure the supply of chips when there is a shortage of chips. it is a very normal industry behavior that all car companies will choose to buy spot chips in formal channels to ensure supply." Although.
The shortage of chips continues to increase, and many car companies have announced to stop or reduce production because of the lack of supply of chips. this problem has affected domestic automakers. Due to the shortage of chips, FAW-Volkswagen Audi will cut production by 30% in April, referring to FAW-Volkswagen-Audi sales in March, which will cut production by more than 20,000 vehicles in April, according to China Business report. It is understood that the main chips that cause FAW-Volkswagen Audi to stop production include door controller, gateway controller, central control display screen, body stability control system (ESP), etc., in which gateway controller may face a 6-week shutdown, if the shortage of gateway controller is not solved.
According to the latest data from AutoForecast Solutions, due to the continuing impact of the shortage of chips, the cumulative number of cars stopped production worldwide has reached 2.99 million. At the same time, AutoForecast Solutions also predicts that chip problems will continue to ferment, which could eventually lead to the suspension of global car production to 4.09 million.
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. In addition to facing new energy vehicles.
Since it was revealed that there was a lack of cores in the automobile industry in December last year, a number of overseas car companies are facing a reduction or suspension of production due to the supply of chips. According to the CCTV financial channel, there is a shortage in the international chip market, the automobile industry has been affected, Volkswagen, Ford, Toyota and other car companies have to take production cuts, capacity cuts and other ways to deal with the crisis. It is understood that under the influence of the epidemic, consumer demand for home appliances and smartphone products has increased, and semiconductor chips have been used by manufacturers to take the lead in arranging for the production of household appliances and mobile phone chips with higher profitability, while the production plan for vehicle semiconductors with low profitability has been postponed. Meanwhile, the car in the second half of the year.
According to CCTV, data from the China Automobile Circulation Association in August showed that China's used car market showed a momentum of growth in the first half of the year, with the trading volume of used cars reaching 8.43 million, an increase of 52 percent over the same period last year, which is the best result in China's used car market in recent years. From the perspective of market research, quasi-new cars are very popular with consumers. Generally speaking, an accident-free second-hand car with a life of less than one year and a mileage of about 10,000 kilometers is called a "quasi-new car". Take a new car of about 300000 as an example, with a license plus taxes and insurance, the total price is about 330000.
AlixPartners, the US consultancy, recently released a new forecast that the shortage of semiconductor chips will cost the global automotive industry $210 billion in revenue in 2021, a figure that has nearly tripled from its forecast of $110 billion released in May. In January, consulting firm AlixPartners initially predicted that chip shortages could reduce global car production by 2.2 million units in 2021 and cost the industry $60.6 billion in revenue this year. But with Renes..., a Japanese chip supplier,
Recently, at the autumn media communication meeting sponsored by the China Association of Automobile Manufacturers, a number of industry experts warned of the shortage crisis of automotive chips. The imbalance between supply and demand of automotive chips has not improved, and coupled with the impact of unexpected events such as the epidemic, it is difficult to predict the future trend, it said. The current situation is that cars will produce as many chips as they are produced, and car production and sales will continue to be affected by the supply of chips in the coming months. According to data from the China Automobile Association, China's automobile production and sales in August were 1.725 million and 1.799 million respectively, down 7.4% and 3.5% from the previous month, and 18% from the same period last year.
Recently, the domestic independent new energy brand Euler Automobile caused a large number of complaints from car owners due to the incident that "the machine chip does not match the propaganda". The automobile industry has paid attention to it many times before, but so far the authorities have not given a satisfactory solution to the car owners. On December 6, the CCTV financial channel publicly "named" Euler cars, pointing out that the brands "secretly changed their cores", played word games or were suspected of consumer fraud. Ms. Zhou, from Changning District, Shanghai, told CCTV that she had just bought an Euler cat in November because she was interested in the car's appearance and battery life, but what attracted the most was the brand's claim to carry it.
Heavy! The National Development and Reform Commission plans to relax car purchase restrictions and increase license plate indicators in an all-round way
China's car sales continue to decline and the trend of car consumption is gradually declining. in such an environment, the National Development and Reform Commission is expected to guide further liberalization of the purchase restriction policy and comprehensively encourage automobile consumption. According to the online documents, the National Development and Reform Commission issued the implementation Plan for promoting the Renewal of consumption of Automobile, Home Appliances and Consumer Electronics to promote the Development of Circular economy (2019-2020), which plans to further expand the consumer market such as automobiles, promote the development of circular economy, and deepen supply-side structural reform. The document also describes in detail the specific implementation plan, and there are nine supporting regulations in the automotive field. The most important of these is the purchase restriction city.
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The latest delivery list of new forces, Wei Xiaoli dropped by double digits compared with the previous month.
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