On December 5, a news about Volkswagen’s suspension of production quickly attracted many attentions. According to news, SAIC-Volkswagen will cease production on December 4, and FAW-Volkswagen will also enter a state of suspension of production from the beginning of December. The main reason for the suspension of production of North and South Volkswagen is the insufficient supply of chips.
Volkswagen’s response: vehicle delivery will not be affected.
△ CCTV Finance’s "Economic Information Network" column video
Volkswagen Group (China) Public Relations Director Xu Ying said that the uncertainty brought by the new crown pneumonia epidemic has affected some specific Chip supply for automotive electronic components. The overall recovery of the Chinese market has also further promoted the growth of demand, making the situation more severe and causing some car production to face the risk of interruption.
Volkswagen China responded that although chip supply has been affected, the situation is not as serious as the rumors, and a solution is currently being sought.
Xu Ying said that we are paying close attention to the development of the situation, and have started coordination work with the headquarters and related suppliers, and actively adopted countermeasures. Currently, the delivery of -related vehicles has not been affected by . Data from
shows that in the first ten months of this year, SAIC Volkswagen’s cumulative domestic sales exceeded 1.25 million.
Global chip supply is tight
car companies face "no cooking"
Due to the shortage of global chip industry supply, the production of individual models of many car companies including FAW-Volkswagen and SAIC-Volkswagen has been affected to a certain extent. ESP electronic stability program system and ECO are among the parts. The two major modules of the intelligent engine control system are mainly affected.
The main suppliers of the module, Continental Group and Bosch, said that they also purchase chips and then assemble them into electronic components and supply them to OEMs. As the global chip industry is facing shortages, they are also facing a shortage of rice.
In fact, for the global chip industry, the demand for the automotive industry has always been low, about 10%. However, the epidemic at the beginning of this year has caused great changes in market demand and supply. Online teaching, home office, Online shopping, etc., the demand for consumer electronics is increasing, so a large amount of production capacity is gradually shifting to consumer electronics. At the same time, what everyone did not expect was that the auto market began to show a strong recovery trend from the second half of the year. As a result, the chip companies have insufficient supply capacity for the automotive industry.
It is understood that many car companies are actively responding, for example, Volkswagen in Germany will coordinate the solution through the global supply chain. However, many chip manufacturers said that the imbalance between supply and demand may continue until next year, and chip prices have already risen.
Recently, a price increase letter from the leading automotive chip manufacturer NXP (NXP) shows that due to the impact of the new crown epidemic, NXP is facing the dual impact of severe product shortages and increased raw material costs, and decided to increase product prices across the board. Industry insiders said that in the coming year, wafer supply will continue to be tight, and the price increase of NXP products may start from 5%. Prior to this, Nissho Renesas also stated that it will adjust the prices of products such as power management ICs from January 1 next year.
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Editor in charge: Tang Jing
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