www射-国产免费一级-欧美福利-亚洲成人福利-成人一区在线观看-亚州成人

Global EditionASIA 中文雙語Fran?ais
Business
Home / Business / Motoring

Automakers steer way through chip shortages

By ZHANG DANDAN | China Daily | Updated: 2022-06-20 09:40
Share
Share - WeChat
Visitors look at new energy vehicle in a store in Hangzhou, East China's Zhejiang province, on April 5, 2022. [Photo/IC]

The automobile industry has become one of the most affected by the global chip shortage, which started from the end of 2020. This, in turn, is reshaping the automotive landscape in terms of supply chains, technology and industrial planning, experts said.

"As the current situation shows, increasing chip production capacity will not immediately solve the supply chain crisis plaguing auto companies," said Zhu Yulong, an automotive electronics engineer.

In view of the time it takes, starting from the construction of an auto chip manufacturing facility to auto chip production and installation, the newly expanded production capacity by some major chipmakers-including Taiwan Semiconductor Manufacturing Company, or TSMC, Infineon and Intel-can only be realized after 2023, according to industry insiders.

Xu Daquan, executive vice-president of Bosch China, said in the short term, it does depend on "rushing to purchase", adding that car production this year will remain constrained by chip shortages.

Experts from the China Association of Automobile Manufacturers predict that the chip shortage will be alleviated by the end of 2022, but "a small-scale shortage will be normal "in the future.

For car companies that may not be able to get the chips they need, a "sit and wait" attitude is not feasible. So they found workarounds.

Some automakers cope with the chip shortage through production cuts and structure optimization.

Specifically, some car companies are reallocating production capacity, shifting limited resources to higher-end models with higher profits and best-selling models.

There are also some automakers cutting configurations that do not affect safety, but need chips, such as wireless charging, electric lumbar support and digital keys.

Ford, a case in point, said it will sell "semi-finished" vehicles that lack some chips for non-safety-critical functions, and promised to send the chips to its dealers after one year.

Automakers are also trying to change the traditional supply-chain cooperation model and have begun to seek direct cooperation with chip manufacturers. Their aim is to no longer be over dependent on primary chip purchasers.

For example, Chinese new energy vehicle maker BYD is unaffected by the ESP (electronic stability program) shortage, because it produces BSC(brake safety control system) in partnership with Bosch.

Since this year, "becoming their own suppliers" is a part of more car companies' development programs. It will be a trend for automakers to cooperate directly with chip manufacturers in terms of research and development, design and packaging, according to insiders.

Tesla, which was affected by the auto chip shortage, has reduced its dependence on top-tier suppliers through rewriting firmware and using alternative chips. The company's electrical and firmware teams are designing, developing and verifying 19 new micro controllers.

Statistics from Susquehanna Financial Group show that in May, chip delivery time reached 27.1 weeks, or more than six months; the longest since the tracking data was recorded in 2017.

The chip delivery time was around four months in May 2021 and two months in May 2019, according to the group.

Data released by auto industry forecasting firm AFS show as a result of the chip shortage, global auto production had been cut by around 2.23 million units as of June 12.

In comparison with the global chip shortage, the global output of auto chips experienced an overall rise during 2017-21.

According to semiconductor industry research institute IC Insights, the global yield of auto chips reached 52.42 billion pieces in 2021, it was 36.29 billion in 2017.

The exacerbated imbalance between supply and demand has led to the chip shortage, insiders said.

Gu Zhijun, a senior automotive industry analyst, said since the middle of 2021, in addition to their normal order, some automakers and primary purchasers like Bosch have placed extra orders with tier-two auto chip suppliers. They have done this to avoid the problem of misjudging demand like they did in early 2021 and buffer the subsequent chip demand pressure. This, in turn, has made the imbalance between supply and demand more prominent.

German chipmaker Infineon Technologies said it had a backlog of orders valued at 37 billion euros ($39.69 billion) in the first three months of this year, an increase of 19.4 percent from the fourth quarter of 2021. That's more than three times the company's 2021 revenue of 11.06 billion euros.

Top
BACK TO THE TOP
English
Copyright 1995 - . All rights reserved. The content (including but not limited to text, photo, multimedia information, etc) published in this site belongs to China Daily Information Co (CDIC). Without written authorization from CDIC, such content shall not be republished or used in any form. Note: Browsers with 1024*768 or higher resolution are suggested for this site.
License for publishing multimedia online 0108263

Registration Number: 130349
FOLLOW US
CLOSE
 
主站蜘蛛池模板: 99在线精品视频 | 中文字幕无线码中文字幕网站 | 亚洲图片偷拍区 | 波多野结衣在线观看一区 | 国产免费黄色网址 | 国产亚洲人成在线影院 | 久热久操| 日韩精品在线看 | 久久精品99毛片免费 | 人人99| 亚洲乱码一二三四五六区 | 韩国三级 mp4 | 久草视频在线免费播放 | 欧美视频久久久 | 国产只有精品 | 一级做a爰片性色毛片视频图片 | 国产一级毛片卡 | 久久亚洲精品永久网站 | 欧美亚洲综合另类在线观看 | 日本精品久久 | 欧美激情免费观看一区 | 免费看黄色片的网站 | 特黄a三级三级三级 | 美女舒服好紧太爽了视频 | 国产日产久久高清欧美一区 | 国产精品亚洲精品日韩已满 | 黄色美女视频免费看 | 国产一区二区免费在线观看 | 成人性色生活片全黄 | 国产高清在线精品一区 | 日韩一级影院 | 一区二区欧美视频 | 久久伊人精品热在75 | 成年人免费软件 | 亚洲日本va | 黄色网址网站在线观看 | 亚洲一级毛片免观看 | 俄罗斯美女在线观看一区 | 精品91 | 欧美一级毛片免费看高清 | 精品国产一区二区三区免费 |