According to the latest data from Autoforecast Solutions (hereinafter referred to as AFS), as of November 27, due to chip shortage, this year’s global automobile market has reduced production by about 4.1176 million. AFS estimates that only last week, other parts of Asia decreased by 32,000 vehicles due to chip shortages, and North America was forced to reduce production by more than 10,000 cars.
The shadow of the “lack of cores” is shrouded, and the stop and production of car companies will continue. The latest production adjustment plan disclosed by Honda Motors shows that due to the influence of multiple factors such as semiconductor and other components, the spread of the new crown epidemic, and the stagnation of logistics, its factories located in Saitama Prefecture, northern Tokyo will reduce about 30%of the production in early December; It is said that in December, 4 of its 28 production lines in Japan will be suspended for production, and the number of days of suspension is between 1 and 4 days.
The impact caused by the shortage of supply chain also affects the domestic auto market. The ideal car also recently announced that some of the ideal car apps showed that the vehicles delivered at the end of November will be postponed until December, because the core spare parts supply is delayed; The car lost 606,000 vehicles in the first three quarters of this year, of which the “lack of cores” caused a large amount of semi -finished inventory.
“In the process of rapid development of new energy vehicles and intelligent connected cars, there is more chips than traditional cars, which leads to unbalanced supply and demand of chips, which leads to the appearance of the phenomenon of ‘lack of cores’. When stability, the chip supply problem will be resolved.
Lai Changqing, the president of Ruisa Electronics, also told reporters that new energy vehicles have exploded in the past two or three years, which has brought about a dramatic demand for the chip market. Because the semiconductor industry is very complicated, it involves various applications, various processes, and the impact of factors such as epidemic and geopolitics, it is difficult to predict when the “core” of automotive electronics can be fully alleviated.