It has been 3 years since the outbreak of the epidemic at the end of 2019, and masks have become an essential material for people to travel. The negative impact of the epidemic is very huge for the world, and the impact on the automotive industry is unprecedented. Coupled with the new round of impact brought by the trade war and the Russian-Ukrainian war on the world, the lack of production capacity caused by the shortage of chips has become more and more serious. In addition, the current acceleration of independent brands is obvious, and the number of ownership is also increasing year by year, and the problem of lack of core is undoubtedly a great trouble for independent brands that are speeding up.
How much impact does the lack of cores have on the automotive market?
The outbreak of the new crown epidemic has once again plunged the global economy into a moment of crisis, with factory shutdowns and insufficient supply of spare parts putting the global auto industry into the "slow lane". As we all know, chips are a very critical part of car manufacturing. With the rapid development of smart cars, a highly intelligent car needs more chips in production, and the lack of chip supply has brought a lot of pressure to car companies.
At present, the vast majority of the world's chip quantity in the hands of Qualcomm, Intel and TSMC and other manufacturers, with the outbreak of the epidemic, chip factories adjust the production beat, the output decline is serious, directly leading to the rise in chip prices. "Lack of core" caused by rising costs, is difficult to avoid, some automakers began to be unkind, choose to reduce the cost of hedging in some places that consumers can not see. Others remain high quality and do not want to live up to consumer expectations. In this sales risk environment, the terminal sales figures can not truly reflect the market demand, good sales may not be how strong the product is, it is likely to be because there are just needed users really want to start the car is not in stock, so it is only second.
Previously, because of the shortage of chips, a domestic brand chose to replace the original chip with chips of other brands in terms of car machinery, which greatly affected the consumer's car experience. There are also luxury brands last year because of the shortage of chips, resulting in a sharp decline in the production capacity of hot models, and only gave a key when the owner was delivered again, and stated that after the chip problem was solved, the second key would be delivered. In the absence of core environment, each car company has its own considerations, and GAC Trumpchi has taken a different path. Trumpchi hopes that every car he builds can be delivered to the owner in the best condition, even if the car cycle is delayed, it will never use the lack of core as an excuse to reduce the allocation. This kind of persistence is really precious.
Under the "core famine", Trumpchi will never compromise
At the beginning of this year, GAC Trumpchi ushered in a good start, and the cumulative sales volume in January and February reached 60,357 units, an increase of 25.5% year-on-year. However, due to the lack of core and other comprehensive factors, Trumpchi failed to hand over a better report card. All this is because of Trumpchi's intransigence.
At present, the newly launched models of GAC Trumpchi are more advanced and powerful in terms of technology and functions, and the level of intelligence is higher. This also means that new cars require more chips. Under the influence of comprehensive factors such as the global epidemic has not been effectively controlled and chip production capacity has not been fully restored, the more orders in hand and the higher the intelligent model, the situation of "core shortage" is more prominent. But for Trumpchi, the lack of core is only a moment, and the quality commitment to users is the eternal pursuit.
Take Trumpchi Shadow Leopard as an example, as a Chinese brand sports car loved by young people, the popularity of Shadow Leopard is obvious to all, with cumulative orders exceeding 30,000 in the first month of listing and more than 70,000 in December. It is believed that there are still many car owners who are very anxious to pick up the car, but in order to ensure the quality and quantity of the new car delivered to the owner, GAC Trumpchi promises not to compromise because of the "lack of core". It is believed that the lack of core problems will only affect the "speed" of this car in the short term, and from the perspective of terminal demand, the future of Shadow Leopard is still full of hope.
To achieve "China Speed", first learn to wait patiently
As soon as the Trumpchi Shadow Leopard was born, it crashed into the muzzle of the missing core. In fact, the difficulty of automobile chip manufacturing process is not as difficult as that of mobile phone chips, and the price of a single chip is not high under normal circumstances. However, under the influence of the epidemic, the price of automotive chips has risen dozens of times, directly affecting the manufacturing cost of a car. The absence of a chip could eventually lead to some loss of functionality. As a 100,000-class model for young people, Shadow Leopard is unwilling to raise the price and pick up the car, nor is it willing to reduce the configuration, but chooses to deliver slowly, and the sales growth rate slows down. I have to say that Trumpchi is really well-intentioned this time, which is also the best way for GAC Trumpchi to deal with the lack of cores, and its ultimate purpose is to ensure that the models delivered to the hands of consumers are new cars that meet the configuration of the configuration table.
Under the wave of core absence, the more intelligent the model, the greater the impact. For example, the new car of Trumpchi Shadow Leopard, with a high degree of intelligence, the total number of top-end chips needs to exceed 500, and the supply shortage of ZF DP-EPS steering system chips it uses is really worse. In addition, under the support of the spokesperson Su Bing, the order is very hot. Hot but can't hand over the car, lack of core to the child are anxious. Chip shortage has brought a lot of negative impacts to GAC Trumpchi, but from the announcement, it is learned that GAC Trumpchi has actively cooperated with ZF Group headquarters and chip suppliers to jointly formulate a production increase plan. Here, the author also hopes that Chinese cars can get out of the "core shortage" dilemma as soon as possible.
Compared with other brands, GAC Trumpchi adheres to high production standards and promises not to compromise because of the lack of cores, which is very gratifying. The author believes that after alleviating the problem of lack of cores, the waiting of consumers is worth it, please give you more time to Trumpchi Shadow Leopard, give more time to Chinese brands.
Write at the end:
At present, the number of cars is very large, and the sales of new cars are increasing year by year. The degree of intelligence of the car is also much higher than in previous years, and the model with a high degree of intelligence is more likely to "panic", and the wave of core lack sweeps through the entire automotive industry.
Although the problem of "lack of core" is serious, it also reflects from the side that the mainland automotive industry is developing rapidly year by year and is steadily advancing in a favorable direction. It is believed that after the "core famine", Trumpchi Shadow Leopard will bring better results, and Chinese cars will also usher in a new round of take-off.