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Since the lack of core was revealed in the automobile industry in December last year, a number of car companies around the world have been cut or stopped production, but the lack of core has not been alleviated, and the problem is getting worse. According to CCTV media reports, 1 million cars worldwide will be delayed due to "lack of core" in the first quarter of this year.
Zhu Huarong, chairman of Changan Automobile, said in a speech at the 12th China Automobile Forum in 2022 that the domestic intelligent new energy vehicle industry is facing many difficulties, and the problem of lack of core and expensive electricity is prominent. As a result, Changan Automobile has lost 606000 vehicles this year. It points out the price of power battery.
Tian Yulong, spokesman for the Ministry of Industry and Information Technology, said at a press conference held by the Information Office of the State Council today on "promoting the construction of a manufacturing power and a network power to help build a moderately prosperous society in an all-round way" that automobile chips are now an issue of social concern. Since the second half of last year, the manufacturing capacity of global integrated circuits has continued to be tight, and various industries have appeared the problem of "lack of core" one after another, which has had a certain impact on the development of the global industry. It said that the main reason for the lack of core is that manufacturing companies have generally slowed down their capacity expansion plans as a result of the global outbreak, resulting in a mismatch between capacity supply and demand.
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.
Electric cars are also affected by a global lack of cores, with 10, 000 orders for its Geometry brand unable to deliver, and some dealers even start selling exhibition cars, Geely Group CEO said at its 2021 interim results conference. Gan Jiayue said that the next step is to seek resources from all parties to give priority to ensuring the production of new energy vehicles. In addition, Gan Jiayue also revealed that the Geometry brand will focus on the popular electric vehicle market, focus on creating high price-to-quality products, and form a differentiated force with extreme krypton high-end brands. In the second half of the year, Geometry will launch AOO-level electric products for the mainstream of the masses, and new energy is expected in the short term.
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,
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 delay of new car delivery and the forced interruption of production due to the epidemic and the interruption of the chip supply chain has become an old topic in the automobile industry. After entering 2022, although the "core shortage" has been alleviated, it still continues and affects the global automobile production of some auto companies. According to Reuters
Recently, cars around the world have encountered the universal problem of "lack of core". Many car companies have announced to stop or reduce production because of the loss of chip supply, especially for multinational car companies. General Motors has announced that it will suspend operations at most North American plants from next Monday due to global chip shortages and will make further adjustments in line with the progress of the supply chain, according to the Financial Associated Press. GM said that apart from the production capacity of the Arlington assembly plant in Texas (which produces a high-margin full-size SUV), Flint assembly plant (heavy truck), Bowling Green (Corvette sports car) and some Lansing assembly plant (Chevrolet Comero, etc.), the rest.
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.
When will the problem of "lack of core" be solved? The problem of lack of core has not stopped since it broke out at the end of 2020, but the situation is becoming more and more serious. The chip ordering cycle used to be almost three quarters, but now it has been extended to a year or more, said one chip industry employee. Affected by the lack of core, the pick-up cycle of most car brands has also been postponed accordingly. Some media interviewed the experience centers of several car companies in Beijing. A salesperson at a Xiaopeng car experience center in Beijing said: the chips will become more and more tense, so it is recommended to book the car as early as possible. The salesperson of an ideal experience center in Beijing said: "before me."
At present, the global automobile market is still in a state of "lack of core", resulting in a lot of uncertainty about the delivery time of new cars. Recently, Mr. Zhang, a consumer in Fuzhou, reported to the media that he ordered a Volkswagen Tuyue car at a price of about 170000 yuan and paid a deposit of 10, 000 yuan. Mr. Zhang has been concerned about the delivery of the car since the car was booked. However, a month after the deposit was paid, the 4S store failed to deliver the car on schedule, so Mr. Zhang wanted to cancel the car, but the 4S store received the deposit and failed to deliver the car on time. On the contrary, he asked Mr. Zhang to pay $10,000 in liquidated damages. According to media reports, Mr. Zhang ordered one at SAIC-Volkswagen in Huaxia Automobile City on November 1.
According to foreign media reports, due to the shortage of chips, Ford, Skoda, Nissan and Volkswagen also announced plans to reduce production. Specifically, Ford will suspend production at a Mexican plant from October 11 to 12; production at the Skoda Czech plant will be slashed or even suspended from October 18 to the end of this year; Nissan's two Mexican plants will be suspended for 11 days and 8 days respectively in October; and Volkswagen will suspend production at a Mexican plant from October 6 to 15. Regarding the suspension of production, Nissan said: "We will continue to adjust the production process and strive to reduce the impact of this reduction on the local and global auto industry."
A few days ago, Wang Xiang, president of Xiaomi Group, said on a conference call about the impact of chip shortage on car construction: "lack of core has no impact on us. The car development cycle is long. It may take three years to build a good car. I don't think the chip shortage will last for three years. I don't think about it now, and Xiaomi car building is still in its early stage. Wang Xiang believes that it is still too late to join the electric vehicle industry, the electric smart car market has just begun, and the penetration rate is still at a low level, so it is not too late. At present, Xiaomi should first set up a team, conduct in-depth research on the market, and plan for product reproduction. Because we must build a car that everyone likes, a good car.
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
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.
According to the Financial Associated Press, industry insiders close to FAW Audi revealed that FAW Audi had stopped production on a large scale in September due to lack of cores. At present, the production situation of the factory is to work for several days and take a few days off. Among them, A6L is scheduled to produce only one day in September. The latest production plan for the A4L model in September is only scheduled for September 12, while the production plan for the Q5L is scheduled to continue until September 19. It is not difficult to see that the shortage of chips has seriously affected the performance of Audi brand in the domestic terminal market. Sales of the A6L were 16808 in July, down 2.5% from a year earlier, and the August figure is likely to worsen, according to the Federation of passengers. One.
Recently, the shortage of chips in the global automobile industry continues to increase, and many car companies have announced to stop or reduce production because of the cut-off of chips. This problem has affected domestic automakers. According to relevant media reports, FAW-Volkswagen originally planned to produce about 610000 vehicles in the second quarter of this year, but due to the shortage of chips, it is expected to produce only 400000 vehicles in the second quarter.
In recent years, the problem of "core shortage" crisis persists, and many car companies have announced that they have stopped or reduced production because of the lack of supply of chips, and this problem has also affected the terminal market. In the past, September and October have been the peak season for car sales. However, due to the serious impact of the lack of core this year, resulting in a shortage of new cars, the second-hand car market is hot. A person in charge of a used car store in Beijing said that the purchase prices of some brand models exceeded the opening price, CCTV reported. It sold an average of 50 cars a month last year and about 70 a month this year. There are even some two.
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.
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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