The average price of new energy vehicles will rise by 5200 yuan, and Xiaopeng Automobile will rise by more than 4000 yuan. The latest price announced by NIO has also increased compared with last year. The shortage of car chips is the reason mentioned by these car companies. How has the price of automotive chips changed? What impact has it had on the industry?
There is a serious shortage of car chips Twenty yuan chips are fried to thousands of yuan
The following video is from
CCTV Finance
03:59
△ CCTV Finance "Punctual Finance" column video
The SEG Electronics Market in Shanghai's Huangpu District is the largest semiconductor trading market in Shanghai and has attracted much attention since the shortage of automotive chips.
Many auto parts manufacturers choose to try their luck when they can't order enough chips.
The ST L9369 chip is the core chip for body electronic stabilization systems manufactured by STMicroelectronics.
Because the chips used in automobiles are more stringent than ordinary chips in terms of applicable temperature and other indicators, they are called vehicle regulations and basically have no alternative products.
In the previous year, due to the impact of the epidemic in Southeast Asia and other places, the output of chip factories has been greatly reduced, and the original price of this chip is only about 20 yuan, and the price has risen sharply.
Shanghai Huangpu District SEG electronic market merchants: if you want to spot a little difficult, the original tens of yuan, now fried to 2800 yuan, not including tax.
In fact, the L9369 isn't the only car chip with a sharp price increase. The reporter learned that the price of most automotive chips is currently rising, and the increase is several times small.
More serious than soaring prices are the absence of chips. The reporter found in the market that many shops do not have spot, many shop owners frankly said that the current inventory of chips is less than a hundred, downstream companies want to purchase a large number of spot is basically impossible, have to try their luck.
Industry insiders told reporters that because the vehicle-grade chips generally use a more mature process, the chips produced a few years ago can now be used.
Auto parts manufacturers looking for chips will also buy chips made three or four years ago. Some merchants began selling refurbished chips.
Even so, uncertainty has become the most common word in the entire market. The price of the chip is uncertain, the supply of chips is uncertain, and the delivery time after ordering is also uncertain.
Shanghai Huangpu District SEG Electronic Market merchants: last year's orders were 60 weeks, more than a year, and now some of our goods are scheduled to go down to December 2023, and we can't get the goods.
Dealers are seriously hoarding goods, limited capacity expansion, and the "lack of core" of automobiles will continue
02:56
Car chips of tens of yuan have risen to hundreds of yuan or even thousands of yuan. It is no wonder that automakers can't stand it and start to want to increase the price of vehicles. Will the lack of cores continue?
Industry insiders told reporters that since last year, due to the impact of the epidemic, the production capacity of chip factories in Southeast Asia and other places has declined sharply.
The growth of demand for electronic products worldwide has also led to the production capacity of automotive chips being squeezed out, and the supply of automotive chips is in short supply.
In addition, the hoarding of chip dealers is also an important reason for the soaring price of automotive chips. At present, the price of chips is mainly divided into two types, one is the licensed price booked from the chip manufacturer, and the other is the spot price provided by the dealer, and the price gap between the two is huge.
Gong Benxin, deputy general manager of Wuhan Lingdian Automobile Electronic Control System Co., Ltd.: The licensed goods market is the original regular market, which has risen by 20% or 30% from 2020 to the present. The secondary market has risen very high, and some chips may have been speculated to 100 times.
The reporter learned that auto parts such as body stabilization systems and engine management systems usually use dozens of chips with different specifications and functions.
In the current context of a variety of automotive chips out of stock, parts manufacturers need to prepare multiple solutions, and many chips need to be purchased from chip traders.
Industry insiders told reporters that in the face of chip shortages, chip manufacturers have begun to increase production capacity. Domestic automotive chips have also entered the vision of automakers.
On the other hand, car companies have also begun to reduce the use of chips, and General Motors said it will temporarily abandon the seat heating function. Toyota announced that it will lower its production target for March, and Mercedes-Benz suspended orders for German E-class cars. However, industry insiders believe that the tight supply situation will continue in the short term.