Since the third quarter of last year , The shortage of automotive chips has not been alleviated . The production and sales of China's auto market have declined for three consecutive months . The coming auto sales season “ Golden nine silver ten ”, The shortage of supply in the whole market is difficult to reverse .
And on this basis , The Malaysian epidemic has added a lot of uncertainty to the global chip industry . Because of the outbreak , The factory was forced to suspend production , The resulting shortage of chip supply has once again affected the automotive industry .
A number of car companies have cut production one after another
Recently, , Due to the recent outbreak of COVID-19 in Southeast Asia , The production of some chip factories is limited , Make global cars “ Chip shortage ” Further aggravate .
There are more than 50 Semiconductor plant in Malaysia , Some of them are Intel 、 Ying Feiling 、 Italian French semiconductor 、 NXP 、 TI 、 Ansenmey and other international semiconductor giants . The whole Southeast Asia region accounts for nearly a quarter of the world's semiconductor packaging and testing share , Malaysia's global share is as high as 13%.
thus , A number of car manufacturers are interested in chip supply in the coming months , Expressed concern . at present , Toyota 、 The public 、 ford 、 GM and other auto companies announced , Reduce car production in different parts of the world .
At home , Japanese cars with good performance in recent two years 、 Ashkenazi car , The impact of chip shortage is most obvious .
Judging from the production and marketing situation in recent months , FAW Toyota and GAC Toyota are affected by the shortage of chips to a certain extent . Honda's two joint ventures in China , It is one of the companies most seriously affected by the shortage of chips in China .
Besides , Due to the impact of chip shortage , SAIC Volkswagen has experienced a decline in production and sales for several consecutive months , faw - The public 7 Monthly sales also fell by more than 30% .
There was a rumor that FAW - Volkswagen Audi will significantly reduce sales as a support A4L、A6L And Q5L Production plan for . Regarding this , Audi said , It won't stop production in a large area , But it is really affected by the tight supply of chips .4S The store also said , It's almost impossible to pick up the car before the National Day , After that, the collection cycle may become longer .
In addition to joint venture brands , Many independent brands are also facing the dilemma of lack of core .
Previously, Geely Automobile Group CEO Gan's family read in 2021 The interim performance conference said , Due to the shortage of chips , Its geometric electric vehicles have almost no cars to sell , Some dealers have to start selling exhibition cars .
Industry forecast , If Malaysia's chip factories are blocked for a long time , It will directly lead relevant manufacturers to raise prices , Leading enterprises in sealing and testing also raise the price of their whole product line , The resulting reduction in production of auto enterprises may be more serious .
“ Golden nine silver ten ” Or will no longer
As the world's largest automobile market and new energy vehicle market , Although China is a global epidemic prevention and Control Center “ Model students ”, But it is also one of the markets most seriously affected by the shortage of chip supply , The production and sales of China's auto market have declined for three consecutive months .
Some insiders said , There are many chip factories in Malaysia , It directly affects the parts production of Bosch and other international semiconductor giants , Thus affecting the rhythm of automobile production . And the upcoming auto sales season “ Golden nine silver ten ”, The shortage of supply in the whole market is difficult to reverse .
In the face of traditional “ Golden nine silver ten ” In the peak season ,“ No cars to sell ” Become 4S The biggest problem facing the store . Regarding this , Several car salespeople said , The current sales promotion is much lower than that in the first half of the year and previous years , And the collection cycle will become very long .
“ Now the inventory of best-selling cars is basically not , Hand in one at a time , And now the wholesale quantity given by the manufacturer is only 70% of that in previous years , The collection cycle basically takes more than two months , This has hardly happened before .” There are joint venture brands 4S The store salesperson said .
however , Judging from the present situation , The shortage of automotive chips was extremely serious in the third quarter , It has seriously affected the production rhythm of car enterprises . As expected ,8、9、10 Car production will still decline in August , The car market is not optimistic .
From the perspective of automobile consumption inertia ,9 month 、10 Month is the traditional peak season for car sales . Past years , At this time , In order to complete the sales task of the manufacturer , Will give a better discount to attract consumers . For consumers , This is also a better time to buy a car .
“ According to the law of previous years , Basically 8、9、10 These three months , The manufacturer will give a large number of existing cars , And at this time, the preferential strength is often the largest , But now there are very few discounts , Some models with a discount of twenty or thirty thousand in the past are basically only a few thousand now . Even less favorable models are sold at the original price , There are also cases of price increase . If consumers can accept it, order first , Then line up to pick up the car .”
In terms of price , This is not the best time to buy a car , The impact of chip shortage on automobile production will continue , Now common “ strong ” The price will continue for some time . At present, there is still great uncertainty in the development of the global epidemic , The shortage of chip supply is unlikely to ease in the near future , Localization and alternative development are also imminent .