Chen Bin: The shortage of chips may lead to a 2 million reduction in Chinese automobile production this year

At the "2021 China Automotive Supply Chain Conference" held on October 15, Chen Bin, executive vice president of the China Machinery Industry Federation, said that the chips that did not attract enough attention in the automotive supply chain in the past had a huge impact on China's automobile production and sales, and China's automobile production and sales have declined for five consecutive months from May to September this year. According to this estimate, it is possible to reduce production by nearly 2 million vehicles throughout the year.

Chen Bin also pointed out that the impact of the chip shortage has also affected many manufacturing areas such as mobile phones, machine tools, home appliances, and notebook computers in China, and the shortage of some high-end chips has even affected China's measurement, control, testing, testing and other instrumentation industries, which has become a "stumbling block" restricting the innovation and development of China's science and technology enterprises.

"We are a big country in automobile production and consumption, and the production and sales of automobiles in the world have ranked first for more than ten consecutive years, but a 'chip' can affect the production and sales of millions of cars a year, and the ecology of the automobile supply chain is so fragile, which is a concentrated reflection of the fragility of the ecological fragility of China's manufacturing supply chain." Chen Bin said that there are also concerns about industrial sensors, basic industrial software, special raw materials, precision instruments and meters and a series of products that rely heavily on imports in the supply chain, and once there is a natural disaster or man-made disaster, it may cause greater impact.

He pointed out that since the reform and opening up, China's manufacturing industry has made brilliant achievements, and each industry can come up with iconic products that are not inferior in the world; but in the eyes of related industries, as long as it is a product involving the cross-border integration of mechatronic instruments, high-end equipment involving the integration of manufacturing, materials and information technology into innovative development, it is far from the needs of the industry.

For example, people in the manufacturing industry believe that the machinery industry in the special production equipment, special production lines, special testing equipment do not pay enough attention, the energy is placed on major technical equipment and general equipment, resulting in the production line of enterprises on the production line almost completely dependent on imports, especially in the automotive field; the electronic information industry does not attach importance to the manufacture of basic components and the research and development of basic industrial software, the focus is on the application end of the consumer electronics and information industry, resulting in chips, Almost all high-end basic components and development software for industrial use such as sensors are imported.

However, people in the electronic information industry believe that these products are already global commodities, and even if they are successfully developed at a huge cost, no one may be willing to adopt new products, but to purchase mature products in the international market. The input-output ratio of innovative enterprises is too low, so it is still difficult to break the situation.

Chen Bin also said in his speech that some people in the manufacturing industry discussed that the quality of some domestic products is unreliable, the accuracy is not high, and the life is not long, which has a lot to do with the level of raw materials. The raw material industry such as steel and non-ferrous metals only attaches importance to the production of building materials, wire and cable, aluminum alloy doors and windows and other large-scale and wide-ranging products, and the requirements are not high, but the operating efficiency is good. The key special materials required by the equipment manufacturing industry, due to the high parameter requirements and small demand, raw material companies are difficult to bear the high cost of research and development and manufacturing and are reluctant to get involved, and almost all rely on imports.

Supplier technology progress needs to be continuously improved in practical applications, but can not get the trust and support of users, innovative development of products are often required to have the same technical indicators as foreign countries, prices, cycles are much lower than foreign suppliers. The user always feels that there is a gap between domestic products and foreign countries, and at the same time, it is worried that problems will be held accountable, and if it can be imported, it will be imported.

It can be seen that all the breakpoints, blockages, difficulties and shortcomings in the supply chain reflected in the current development process of China's manufacturing industry are ultimately due to the lack of integrated development between industries and the lack of collaborative innovation. In the past development process, we did not attach importance to ecological collaboration and lacked the ability to build a supply chain ecology. Chen Bin said.

He believes that the fragility of the automotive supply chain ecology reflects that the biggest obstacle to the construction of the supply chain ecology in China's manufacturing industry is the institutional obstacle, lack of integration, lack of coordination, and lack of trust. Departments have boundaries, industries have barriers, and enterprises have walls. Therefore, it is necessary for the joint efforts of relevant state departments, related industries and relevant enterprises to break the traditional concept of thinking, reform the original management model, work together, coordinate innovation, open up departmental boundaries, break down industry barriers, open enterprise walls, integrate development, collaborative innovation, and create a new ecology of the automotive supply chain.