Text/Ball Review/Zi Yang Proofreader/ZhiQiu
In the past 2021, it is a nightmare for many car companies, because affected by the shortage of chips, car companies have to cut production capacity to alleviate the pressure caused by lack of cores, followed by the rise in car prices, such as FAW-Volkswagen has two new energy vehicles The average price is raised by 5200 yuan.
Originally thought that in 2022, the shortage of car chips will be alleviated, but what car companies did not expect is that the nightmare of lack of cores is far from over.
Auto chip prices have risen sharply
On February 23, fast technology news, the core chip of a body system produced by STMicroelectronics, in the past year, the price has been directly speculated from the original 20 yuan to nearly 3,000 yuan, which does not include taxes. It is enough to see how serious the lack of cores in the automotive industry is.
In fact, not only the above chip, in the past 2021, the price of almost most of the automotive chips has soared, up to several times, which has made many car manufacturers downstream of the industrial chain miserable.
Why is the price of automotive chips soaring?
The author believes that behind the rise in the price of automotive chips, it can be attributed to two reasons:
On the one hand, most of the current automotive innovation will be based on semiconductor technology, especially the accelerated popularity of new energy vehicles, and the industry's demand for chips has greatly increased.
However, in 2021, due to the impact of the epidemic, the superposition of factories such as the suspension of production by chip factories in Southeast Asia and other regions has also led to a shortage of automotive chips.
On the other hand, the shortage of automotive chips has also given birth to a black industrial chain, and chip dealers have begun to hoard goods, further stimulating the rise in the price of automotive chips, which is also one of the main reasons for the rise of automotive chips.
However, starting in 2021, global chip foundry giants have begun to expand production capacity to alleviate the pressure of automotive chip shortages. But it should be understood that it will take time for the chip foundry giant to build a new factory, and it will not be officially put into use until the end of 2022 at the earliest, and during this period, the shortage of automotive chips will continue.
If the automotive chip supplier can not reasonably control the price of the relevant chip, then, in 2022, the price of automotive chips will continue to rise, at that time, the impact is not only the car company itself, the downstream consumer side will also be affected.
You know, the rise in the price of automotive chips has undoubtedly increased the cost of car companies, in order to ensure their own profits, car companies can only pass on the rising cost of chips to consumers, which is why FAW-Volkswagen will raise the price of new energy vehicles by 5200 yuan.
How to break the situation with domestic cars
In the face of the rise in the price of automotive chips, domestic car companies are inevitably affected, because the mainland is relatively low in the self-sufficiency rate of automotive chips, and it needs to buy a large number from foreign-funded enterprises. Therefore, the rise in the price of automotive chips has a very large impact on domestic car companies.
So, how should domestic cars break the situation?
In the short term, it is very difficult for domestic cars to break the situation, because it is not easy to find alternatives to car chips.
But in the long run, domestic cars want to completely get rid of chip price increases, and the road of self-research is the only choice.
Take BYD as an example, he is the only car company in China with a complete industrial chain, from chip design to chip manufacturing to chip packaging, BYD can complete.
Under such an advantage, BYD has a strong ability to resist risks in the absence of cores, which is why in 2021, BYD's new energy vehicle sales will be so outstanding.
Obviously, BYD's development model provides a reference for domestic automakers, so taking the road of self-research is the best means to break the price increase of chips and the shortage of chips.
Write to the end
At present, the domestic automobile industry presents a situation of a hundred flowers, and it is hoped that more car companies will take the road of self-developed chips, get rid of dependence on foreign companies, and create real domestic cars.