Share with friends and circle of friends with wechat scan QR code < / P > < p > < p > observer · Daju financial news (article / editor of Lv Dong / Zhou Yuanyuan) "as a large mobile intelligent terminal more important than mobile phone in the future, < a target ="_ blank" href=" https://news.163.com/news/search?keyword=%E6%B1%BD%E8%BD%A6 "> car < / a > < a target ="_ blank" href=" https://news.163.com/news/search?keyword=%E8%8A%AF%E7%89%87 "> chip < / a > is more serious and significant than mobile phone." A person in the industry admitted recently. < p > < p > for more than a month, domestic and foreign auto companies have encountered a shortage of on-board chips. Foreign manufacturers such as Volkswagen, Toyota, Honda, Ford and Nissan have reported that some production lines have stopped production or reduced production due to insufficient chip supply, and some models of domestic joint venture auto companies have also been affected by the chip problem. < / P > < p > although a number of domestic automobile enterprises and China Automobile Industry Association have said that the shortage of chip supply is not as serious as the outside world imagined, it is enough for the automobile industry and < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E5%8D%8A%E5%AF%BC%E4%BD%93 "> semiconductor < / a > industry once again attaches importance to the problem of" missing core ". < / P > < p > the network of observers found that the epidemic is an important reason for the shortage of in vehicle chips. < / P > < p > first of all, after many auto companies reduced orders due to the epidemic in the first half of last year, auto chip companies have diverted their production capacity to other uses. After the epidemic improved, the production capacity can not keep up with the growth of demand. Secondly, most of the Automotive semiconductors are made of 8-inch wafers, while in recent years, the main semiconductor manufacturers focus on 12 inch wafers. Moreover, the demand for consumer electronic chips has increased significantly, To a certain extent, it has also squeezed automotive chips; in addition, the US's crackdown on SMIC has exacerbated the global chip capacity tension. On January 13, CAAC said that the new energy vehicle market will change from policy driven to market driven in 2021, and it is expected to usher in sustained and rapid growth in the future. However, we should also pay attention to the recent shortage of chip supply, which will also have a certain impact on global automobile production in the future, and further affect the stability of China's automobile industry. < p > < p > "the shortage of chips has affected the global automobile production" < / P > < p > < strong style = "list style: none;" > chips are "stuck" in the neck of automobile enterprises < / strong > < / P > < p > and are being strangled by on-board chips. On January 13, Nikkei Asia review reported that Toyota restarted a production line in Guangzhou, China on Tuesday night, which had been shut down for two days due to chip shortage. The production line was originally planned to stop production for four days, but Toyota received chip supply ahead of schedule. The report points out that GAC Toyota will produce 670000 vehicles in 2019, including Camry and c-hr sport utility vehicles, and the output of both models will decline. The joint venture will continue to review chip purchases for a stable supply of parts. < / P > < p > Toyota disclosed last week that it is reducing tundra production at a Texas factory due to insufficient chip supply, and the group is also considering cutting production of RAV4 SUVs and other popular models. < / P > < p > report screenshot < / P > < p > Honda, a Japanese auto company, is also plagued by chip problems. The company is reducing production in five North American factories. Last week, its UK plant shut down for two days and announced a reduction in production of accord, civic and insight cars, as well as Odyssey minivans and Acura RDX crossover cars. < / P > < p > in addition, Honda also plans to reduce the production of domestic factories in Japan by about 4000 vehicles. < / P > < p > industry insiders predict that Honda will make more efforts to reduce production later this year, because the lack of chips may become more and more serious from February, which will affect the manufacturing of thousands of cars in Japan in the first quarter. < / P > < p > in fact, the impact of chip shortage on the automotive industry has existed for a long time, and it is not only Japanese enterprises that are affected. At the beginning of last month, a news about Volkswagen's production suspension caused many concerns in China. At that time, it was rumored that affected by the shortage of chip supply, SAIC Volkswagen began to stop production on December 4 last year, and FAW Volkswagen also entered the state of stop production from the beginning of that month. < / P > < p > subsequently, Volkswagen China responded that the new epidemic affected the chip supply of some specific automotive electronic components. The overall recovery of China's market also further promotes the growth of demand, making the situation more severe, leading to the risk of interruption of some automobile production. < / P > < p > although the company emphasizes that vehicle delivery is not affected, it does not deny the fact that chip supply is insufficient. On Friday, Ford and Nissan also confirmed that they were cutting production in U.S. and Japanese factories due to a shortage of car chips. The two companies revealed that they are working closely with suppliers to resolve and monitor whether the situation will have an additional impact. The US GM and German BMW said that they have not been forced to reduce production, but they are closely following the development of the situation. < / P > < p > CNBC report screenshot < / P > < p > the situation of other auto companies is not optimistic. Observer network found that Dongfeng Honda, GAC Honda and other joint venture car companies have recently confirmed that there is a shortage of chip supply, but only part of the model production is affected. < / P > < p > however, manufacturers such as SAIC GM, FAW Toyota and Beijing Benz, as well as new car building forces such as Weilai, Xiaopeng and ideal all said that they had little influence. < / P > < p > in the face of the shortage of chips, auto companies with self-sufficiency seem to take it easy. BYD disclosed last month that the company has a complete set of industrial chain in chips, which can not only be self-sufficient, but also have surplus for external supply. < / P > < p > < strong style = "list style: none;" > "capacity tension to panic" < / strong > < / P > < p > with the continuous improvement of automobile intelligence, the importance of chips for automobile enterprises is increasingly prominent. In the multimedia entertainment system, engine and transmission control system, airbag, driving aid system, air conditioning system, the chip plays an irreplaceable role. < / P > < p > Why are automotive chips so scarce at this time? Xinguan epidemic is one of the "culprits". < p > < p > on January 12, according to an industry source, affected by the epidemic, auto chip design companies sharply cut orders for chip foundry in Taiwan, China, in the first half of last year. When they hope to restore production capacity in the second half of this year, chip manufacturers have allocated production capacity to other companies. < / P > < p > "the shortage of auto chips was due to the over conservative estimation of demand at the beginning of last year, when auto factories were closed due to the epidemic. 工厂复工后，政府出台经济刺激计划、通?
2023-03-22 10:04:25