At the beginning of 2022, Toyota Motor has already reported that it will temporarily suspend production plans for a total of 11 production lines at eight plants in Japan, including the Motomachi Plant in Aichi Prefecture. Since August 2021, Toyota has said that due to the impact of the epidemic in Southeast Asia, the supply of parts has been insufficient, resulting in the suspension of all 27 production lines from August to September of that year.
As of February this year, toyota continues to stop production of 11 production lines, the global production capacity will be sharply reduced to about 700,000 units, the impact of the epidemic abroad is still continuing, and the biggest impact is the lack of global semiconductor supply, which is often heard of "lack of core", but Toyota said it will explore alternatives such as other semiconductor devices. "We will take all possible countermeasures and strive to deliver more cars to customers as soon as possible," he said.
From the perspective of global product sales, Toyota's annual sales in the North American market surpassed GM's, coupled with a variety of strategic configurations for the domestic market, further expanding global product sales. However, the problem of the epidemic overseas is getting worse, and different mutant strains have emerged, reducing the production capacity of parts, resulting in Toyota's current production capacity not being able to meet the expected target.
Although this impact is currently only more sensitive to Toyota, the continuous suspension of production lines to reduce production capacity has brought a relatively large impact on the sales of Toyota products. But in fact, there are already many brands whose production capacity rate has been affected, such as the Volvo brand, which has a large preferential margin in the market, and has also begun to reduce the preferential range, and imported models such as V60 and V90 need to queue up to wait for new cars when purchasing new cars.
Putting aside the impact of traditional car companies, new energy vehicles and independent brand products are accelerating the intelligent development of the whole vehicle, from the intelligent experience in the car to the driver assistance system during daily driving, which requires the use of higher-level chips than traditional products in the past. According to the current impact of global chips, in 2022, it may face a large-scale decline in production capacity, and the purchase cycle of new cars will be further extended.
Ah Chuan commented on the car
Perhaps in the minds of many people, the number of chips used in cars is not high, just power, gearbox, car machine and driver assistance system, but in most of the current automotive products, a small electric tailgate needs to be controlled by independent chips, and the chip application volume of the whole car is also very large, which is enough to see the impact of chip production capacity on automobile production capacity. Although many domestic brands are currently developing automotive-grade chips independently, it still takes time to completely solve the chip supply problem in the global market. From the current point of view, the car market situation in 2022 is grim, and for consumers who are ready to buy a car, they must be prepared to pick up the car and wait in the New Year.