Text: Understand the original car emperor Wei Wei
[Understand the car emperor original industry] There is no doubt that "core shortage" is one of the most anxious topics in the automotive industry this year. If the new crown epidemic has brought about enterprise production The impact can be compensated by the stable resumption of work after the epidemic. Then, the impact of the chip shortage on car companies is a series of painful chain reactions.
On the evening of September 10, the official website of the State Administration for Market Regulation released a piece of news that aroused concern, and three auto chip distributors were subject to administrative penalties for driving up prices. The signal sent by this paper punishment to the market is very clear, and as CCTV commented, "the lack of core is not a reason for speculation." If the price of chips is allowed to skyrocket in the reality of a shortage of automotive chips, it will have an immeasurable impact on car manufacturers and dealers.
But just recently, and TSMC , a world-renowned chip foundry, has made a price increase decision "forced by helplessness"... This chip shortage crisis, which will continue at least until 2022, will bring a great impact to the automotive industry. What are the impacts? Are there any signs of remission? Let us take an inventory together.
The chip shortage crisis affects every car company's nerves
Three chip distributors are fined for driving up chip prices
The three companies punished by the General Administration of Market Supervision are Shanghai Quante Electronics Co., Ltd. and Shanghai Cheng Sheng Industrial Co., Ltd. and Shenzhen Yuchang Technology Co., Ltd. were fined 2.5 million yuan for driving up the price of automobile chips.
Three companies have been subject to administrative penalties for driving up chip prices
The State Administration of Market Supervision stated that since the beginning of this year, the price of chips sold by automobile chip manufacturers and authorized agents has increased by 10%-15%, and the prices of individual chips have increased. 50%. A few distributors took the opportunity to maliciously snap up the shortage of chips, sharply increase their prices, drive up prices, and make high profits. According to investigations, the three distributors of Shanghai Qiante, Shanghai Chengsheng, and Shenzhen Yuchang significantly increased the price of some car chips. For example, sells chips with a purchase price of less than 10 yuan at a high price of more than 400 yuan.An increase of 40 times. In the next step, the State Administration of Market Supervision will continue to pay close attention to the price order in the chip field, strengthen price monitoring, severely crack down on illegal activities such as hoarding and price hikes, and maintain a good market order.
As early as August, CCTV Finance had made sharp comments on the phenomenon of chip price speculation. CCTV Finance stated: “Some dealers have maliciously increased prices, causing market price confusion and exacerbating market panic. Auto companies have no choice but to choose a large number of stocks to sweep stocks, increase chip inventories to withstand future risks, and further aggravate the dilemma of'shortage of chips'. Leading to a vicious circle. In the eyes of some people, "core-fried" seems to be an inevitable product of "core shortage", . However, when more auto companies that cannot get the chip can't handle it, they stop production or even go bankrupt, and ultimately hurt again. Who? The example of'garlic you ruthless' becoming'garlic you miserable' is right in front of us.”
TSMC “helplessly” raises prices, GlobalFoundries accelerates production expansion
According to the BBC Chinese website, TSMC (TSMC) On August 25th, customers have been notified successively that from now on, the company's new orders for processes above 7 nanometers will increase prices by 20%, and advanced processes below 7 nanometers will increase prices by 7% to 9%.
TSMC’s announcement of price increases may impact the global semiconductor industry
As a global chip foundry giant, TSMC’s announcement of price increases shocked the global semiconductor supply chain, and even analyzed that it will directly impact the global semiconductor industry and related industries. product.
However, unlike chip dealers "raising prices", TSMC's price increase is seen by many media as helpless. According to Taiwanese media, TSMC’s historical price increases have been very rare. However, when global foundry production continues to fall short of demand and there is a serious shortage of chips (chips), some small-scale foundries have increased their prices several times. And TSMC is also actively building factories to expand production capacity. Therefore, under the dual pressure of market pressure and cost demand, it has decided to increase prices.
is a direct competitor to GF, the largest chip foundry in the United States,It also recently announced plans to at least double its automotive chip production capacity in 2021, and spend US$6 billion to continue to expand its production capacity, of which US$4 billion will be used for the expansion of the Singapore factory, and the other US$2 billion will be used for the US and German factories respectively. Expansion.
However, for automobile manufacturers, whether it is TSMC or GF, the expanded production capacity will not be realized until 2022-2023 at the earliest. For this year and next year, there is still increased uncertainty.
The outbreak of the epidemic in Southeast Asia has accelerated the tide of core shortage to the crisis
Malaysia has gathered semiconductor factories of many multinational companies around the world, and is a major chip production center. However, due to the impact of the new crown epidemic, the city has been closed since June 1 this year, resulting in the complete suspension of production of cars and chip factories. This round of Malaysia's epidemic has not only affected the country's auto market, but also has a knock-on effect on the global auto industry chain that is already short of cores.
According to CBN, the chairman of the China-ASEAN Automobile Industry Committee, the chairman of the Malaysian Automobile Industry Association, and Dato Xu Zongwen revealed that many bosses of Chinese car companies personally called him and asked if they could find some chips. "This shows that the chip shortage is already very serious, otherwise the big bosses of auto companies will not handle it personally." Xu Zongwen told the media.
is also in this context, there have been a series of chain events such as TSMC's price increase, GF's accelerated production expansion, and illegal chip dealers driving up prices.
How does China respond to the crisis of "core shortage"?
At the cusp of "core shortage", the 2021 World New Energy Vehicle Conference will be held in Haikou, and chips have naturally become a hot topic in the industry. During the conference, “China should seize the opportunity to research and make cores by itself” became the consensus of the participating experts.
In addition, at a press conference held by the Information Office of the State Council on September 13, Tian Yulong, a member of the party group, chief engineer, and spokesperson of the Ministry of Industry and Information Technology, responded to the shortage of automotive chips. He said: The problem of the tightness of the automotive chip supply chain will still exist in the short term, and the situation is still relatively severe. The problem can be alleviated by coordinating the supply chain and optimizing the layout of the industrial chain. In addition, Tian Yulong mentioned that the next step will accelerate the transformation and upgrading of the industrial chain.At the same time, strengthen international cooperation and stabilize domestic and foreign supply channels.
Tian Yulong also said that it will strengthen the monitoring of the development of the automobile industry and the supply capacity of chip manufacturing, and address the current shortages of auto companies in a targeted manner, and actively support chip manufacturers to accelerate the improvement of supply capacity and accelerate the operation of alternative solutions. Optimize the layout of the entire industrial chain, so that the chip supply capacity can form a stable supply in the long-term, and solve the problem fundamentally.
From facing the "core shortage" to cracking down on the "core speculation", and then to the hot discussion of "core making", it shows the pressure resistance of the Chinese market and the strength of the regulatory agencies to crack down on illegal activities. In the face of this global chip supply crisis, can it become an opportunity for Chinese manufacturing in the semiconductor field? Let us continue to pay attention.
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