[Aika Auto Industry News Original]
Introduction: In the face of the "lack of core" crisis, some car companies choose to raise prices to transfer costs to consumers, some car companies choose to cut off the low-cost entry products with poor sales and tilt resources to high-profit models, some car companies try to make "simple function" entry products return, and some car companies even start the idea of home appliance chips...
◆ Chip shortage has eased? Says who?
If someone talks in front of you about the chip crisis that has been or is about to be alleviated, you can use the following news to punch them directly in the face:
Subaru's three Japanese factories will stop production due to chip shortages on February 18 and February 21; Ford will shut down eight production lines in the United States, Canada, and Mexico from February 8 due to chip shortages; Toyota's three factories in Canada have entered the second week of shutdown due to chip supply and local anti-vaccine demonstrations, and plants in Alabama, Kentucky and West Virginia will also reduce production due to chip supply problems...
Since February, many car companies, including Toyota, Ford, and Subaru, have stopped production in their overseas factories due to chip shortages.
Overseas news of the suspension of automobile factories due to chip shortages is all over the Internet, and the news of the delay in the release and delivery of some new models due to chip problems is also spreading (Alpha Romeo, McLaren said that this operation is very familiar to us). Looking at the country, although relying on the country's excellent epidemic control measures and the high consciousness of the people, the domestic epidemic situation has been controlled quite well, but in today's global integration, domestic car companies are obviously difficult to be alone in chip supply. Since the fourth quarter of 2021 alone, a number of car companies have been exposed to reduce the allocation of their vehicles as a temporary response strategy for the shortage of chips, of which high-end/luxury brand models are the hardest hit areas: a strong electric vehicle brand model cuts the electric power steering electronic control unit; a German luxury brand medium and large SUV part of the 2022 model cancels the keyless entry remote start and other conventional configurations. This is still good, at least there are cars available, and what is more tragic is that some brands of models have stopped booking directly because of chip shortages.......
Alfa Romeo's new compact SUV, tonale, was delayed in release due to chip shortages. Similar cases have been common in recent times.
So, this is what some "brick family" and "conscience" media say that the chip crisis is going to pass?
◆ "Missing core" may continue for several years
At present, the information released by the mainland government officially in response to the chip crisis is the remarks of Wang Weiming, director of the First Department of Equipment Industry of the Ministry of Industry and Information Technology, at the press conference on the development of the automobile industry held by the Ministry of Industry and Information Technology in 2022: "Global enterprises have been increasing the production capacity of automotive chips, and the supply of automotive chips is expected to increase in the second half of this year, and the shortage of chips will improve." ”
Wang Weiming, director of the First Department of Equipment Industry of the Ministry of Industry and Information Technology, believes that the problem of tight chip supply will be alleviated in the second half of 2022.