The "relocation" of auto chip giant AnsenMeir is just a "oolong" farce.
In its April 18 announcement, ON Semiconductor said its global distribution center in Shanghai was forced to close due to the impact of the epidemic and transfer distribution to distribution centers in other sub-regions such as Singapore and Manila, Philippines. This move put ON Semiconductor on the cusp of the storm, and also made the automotive industry, which is already in a very passive state, more like a thin ice.
At the same time, many analysts believe that ON Semiconductor may be just the beginning, and said that some of the major global auto parts manufacturers in Jiangsu, Zhejiang and Shanghai will consider assessing the impact in the near future, and will leave and move to Southeast Asia if conditions permit, resulting in more tension in the new energy vehicle industry chain. Moreover, Onsenmei, who was on the cusp of the storm, did not reply to various speculations, and seemed to acquiesce in such speculation.
After nearly a week of fermentation, Caijing Auto exclusively disclosed that ON Semiconductor's global distribution center in Shanghai is already preparing for the resumption of work. The relevant person in charge of OnSenmei said: "We were only temporarily closed, not relocated, and have now applied for the resumption of work and have also been approved." ”。
Unexpectedly, the outward migration of words was reversed again.
The rumors always stop at the truth, and Ansemy's reply made the previous boiling "relocation" self-defeating and became a oolong incident. In fact, Shanghai, which is deep in the midst of the epidemic, is facing various challenges, especially the supply of the industrial chain of the automotive industry, so it has been actively promoting the resumption of work and production.
On April 25, the surging news report has already mentioned that ON Semiconductor has applied to the Economic and Information Commission for the resumption of work in the Shanghai Global Distribution Center, and the application has been approved, and the company will resume work as soon as possible in preparation for the resumption of work. It is understood that although ON Semiconductor is not in the first batch of 666 key resumption of work in Shanghai, it is on the white list of the second batch of key enterprises to resume work and production.
Moreover, it can be understood from the April 18 notice that Onsenmei mentioned "closure" but did not mention "relocation", so the theory of relocation cannot be discussed, but only speculation of some remarks. At the same time, the temporary changes in logistics distribution centers have a very limited impact on the entire industry.
One of ON Semiconductor's TOP 10 suppliers to the automotive industry, formerly motorola's Semiconductor Division, was independently listed and renamed ON Semiconductor in 1999. In the past two years, with the rapid development of new energy vehicles, ON Semiconductor has occupied a considerable market share in related fields, including automotive MOSFET power semiconductors, IGBT modules, and CMOS image sensors.
ON Semiconductor has built three factories in China in Leshan, Sichuan, Suzhou, Jiangsu and Shenzhen, Guangdong, all of which are transferred to various markets around the world by a global distribution center in Shanghai. Therefore, the distribution center in Singapore is not a substitute for the distribution center in Shanghai, it should be just a temporary emergency strategy.
From issuing a closure message when "the first batch of 666 key resumption of work in Shanghai" to entering the "second batch of key enterprises to resume work and production white list" to clarify the facts, ON Semiconductor's true intentions have been revealed.
Since the beginning of this year, the automotive industry has experienced many rounds of tests, from the price increase of new energy vehicles to the "supply cut" of the automobile supply chain, and then superimposed on the test of the epidemic, making the atmosphere of the world's largest new energy market unprecedentedly tense. However, such an objective environment is not only the existence of the Chinese market, no matter where you move to deal with the dilemma. At the same time, moving away from China' largest new energy market is itself a kind of self-isolation" behavior that is out of the market center. Obviously unwise behavior!
Sometimes, let the bullets fly for a while, and the truth will surface.