Directory:
. Smartphones are about to be abandoned by the semiconductor industry
. Is the wave of analog IC price increases coming to an end?
, 86 chip factories, Ren Zhengfei is indeed right
4, adding insult to injury! Another chip giant is planning to raise prices
. Smartphones are about to be abandoned by the semiconductor industry
This article is reproduced with permission from Pinwan, author: Hong Yuhan
The smartphone market seems to have collapsed this year.
According to the domestic mobile phone industry analysis report released by China Academy of Information and Communications Technology on May 16, in March 2022, the domestic smartphone market shipped 21.5 million units, a year-on-year decrease of as much as 40.5%. This is different from a few days ago. SMIC CEO Zhao Haijun said at the first quarter financial report that the global number of smartphones will plummet by 200 million units this year coincides with the view. What happened to smartphones?
If the release of the first iPhone on January 9, 2007 gave smartphones a new lease of life and ushered in a new era of mobile Internet, then what is certain is that, fourteen years later, smartphones are slowly entering the mainstream In the past year, there has been some fatigue in walking.
changes have begun to appear in 2018. According to data from market research firm Counterpoint, global smartphone shipments have declined for three consecutive years since reaching a high of 1.566 billion units in 2017. By 2020, global smartphone shipments have been as low as 1.331 billion units. Department, almost the same as the smartphone market in 2014.
Global smartphone shipments from 2011 to 2020
Some people believe that the reason for the decline in mobile phone shipments in 2018 and 2019 is that 4G is mature enough but 5G is not popular enough, and consumers are not enthusiastic enough to replace them with new phones. The continued decline in 2020 is due to the impact of the epidemic. The recovery in smartphone shipments in 2021 is regarded as a positive signal. According to report data released by market research organization IDC, the global smartphone market shipments in 2021 1.3548 billion units, a year-on-year increase of 5.7%.
However, the good times did not last long. In the first quarter of this year, the downward pressure on the smartphone industry increased sharply. Data released by the analysis agency Canalys showed that global smartphone shipments in the first quarter of 2022 were 311.2 million units, a year-on-year decrease of 11%.
Source: From the Internet
This time is not just a seasonal weakness in smartphone shipments in the first quarter, many industry insiders are also pessimistic about full-year shipments. In March this year, Ming-Chi Kuo, a well-known securities analyst at Tianfeng International, stated on his social media account that China's major Android phone manufacturers have cut orders for approximately 170 million units this year, accounting for 20% of the original 2022 shipment plan. Cristiano Amon, CEO of Qualcomm , said directly in an interview with the media that the golden age of smartphones is over and we will enter the post-smartphone era.
affects the whole body
The decline in smartphone shipments is just the tip of the iceberg during the industry downturn. The entire upstream and downstream smartphone supply chain companies are already facing impact.
Let’s first look at the processor chip companies that account for the majority of mobile phone costs. Judging from the first quarter financial report of this year, TSMC, which manufactures Apple and MediaTek , the revenue contributed by smartphones accounted for 40%. For the first time in recent years, it was surpassed by the HPC (high-performance personal computer) business. According to statistics , in the past few years, the proportion of revenue contributed by TSMC's smartphone orders has been declining year by year, reaching 44% in 2021, 48% in 2020, and 49% in 2019. The HPC business that was silent in the past is gradually gaining momentum. . According to CINNO Research data, China's smartphone system single-chip (SoC) shipments in the first quarter of 2022 were 74.39 million units, down 14.4% from the same period in 2021.
Source: TSMC 2022Q1 Financial Report
Let’s look at the mobile phone CIS chip. The CIS chip is a sensor chip based on CMOS circuits. In recent years, with the fierce competition in the mid-to-high-end smartphone market, the imaging function of mobile phones has become a key area for various manufacturers to develop their efforts. , so CIS chips are increasingly used in smartphones. According to Counterpoint statistics, the average number of CIS chips per smartphone in 2020 will be more than 3.7, of which mobile phones with four or more cameras account for 29% of the market.
Although CIS chips play an increasingly important role in smartphones, in the first quarter of this year, Vail, the largest domestic CIS chip manufacturer, experienced a decline in revenue. Vail is the world's largest CIS chip manufacturer after Samsung and Sony . According to the company's 2022Q1 financial report, the company's revenue during the operating period was 5.538 billion yuan, a year-on-year decrease of 10.84% and a month-on-month decrease of 4.33%. It is not difficult to see that the company The reason for the decline in revenue is weak demand for smartphones.
The decline was even more obvious for the global fingerprint recognition chip leader Goodix Technology . According to the company’s 2022 Q1 financial report, the company’s operating income was 874 million yuan, a year-on-year decrease of 38.39%. This is the first first quarter performance of Goodix Technology in five years. A loss occurred. Although Weill's CIS chip business has suffered setbacks in the smartphone sector, the demand for CIS chips in the prosperous smart cars and stable security fields is still high. However, the application field of fingerprint recognition chips is relatively single, and Goodix Technology's customers are basically all over the world. In the smartphone industry, when the terminal industry fluctuates significantly, it will have a greater impact.
Fluctuations have spread from hardware to the field of chip design IP. According to statistics from the World Semiconductor Trade Association (WSTS) , global design IP sales in 2021 will be US$5.45 billion, a year-on-year increase of 19.4%. Although ARM, which represents the smartphone industry, accounts for the majority of the market share, at 40.4%, the international EDA giants Synopsys and Cadence rank second and third, but compared with the 48.1% market share occupied by ARM in 2016, the share has dropped a lot.
Source: IPnest
It can be said that the entire mobile phone semiconductor industry chain has been under considerable pressure under this impact. Against the background of global core shortage and the expansion of various wafer factories, the growth rate of the global chip market has also been affected. certain influence. According to statistics from the U.S. Semiconductor Industry Association (SIA) , the global chip market size increased by 23% year-on-year in 2022Q1. The growth rate in March dropped from 32.4% in February to 23.0%, while the Chinese market dropped from 21.8% in February. to 17.3%.
To be precise, the era of barbaric growth of mobile phone semiconductors has passed.
Enterprises in the industry chain seek a way out
The epidemic environment, economic pressure, high mobile phone prices, but slow innovation... When it comes to the reasons for the current sales of smartphones, all the above are related. Terminal manufacturers have adopted micro-innovation, High-end strategy, laying out offline channels, opening up overseas markets and other means to reverse the decline. For semiconductor companies in the industrial chain with smaller space for movement, what is more important is how to survive in the "post-smartphone era".
In fact, many semiconductor companies in the industry chain have already begun to deploy non-mobile phone businesses. Glass cover leaders Lens Technology and Bourne Optics are developing non-mobile phone businesses in addition to glass panels, touch screens, cameras optical glass , mobile phone metal casings and other smart phone products.
Bourne Optics, which has grown from the fruit chain, has hit the Hong Kong stock IPO this year. Its prospectus shows that smartphone cover solutions are the main source of revenue for Bourne Optics. However, because the smartphone market has been saturated, the company's smartphone covers Board sales are declining year by year. He said that the company is actively improving its technological strength, gradually getting rid of dependence on mobile phone covers, following the development of emerging industries, increasing the research and development of new technologies and new materials, and actively exploring new materials such as metal, sapphire, and ceramics. It is used in the automotive field and has layout in the research and development of precision instrument screens such as driverless imaging and optical radar.
Lens Technology has laid out its non-mobile phone products and assembly business earlier. It has started new energy vehicle business since 2015, providing large-size new automotive glass products for new energy vehicles. In April this year, Lens Technology will also invest 3.9 billion yuan has been added to the smart wearable and touch function panel projects, and the smart wearable business will be the company's future business growth focus.
The business transformation directions of the two companies are coincidentally aimed at the wearable device and new energy automobile industries. It can be seen that the direction of the transfer of enterprises in the mobile phone semiconductor industry chain is the currently popular consumer electronics industry. According to IDC statistics, global shipments of wearable devices ( smart watches , smart wristbands, wireless headphones, etc.) have reached 534 million units in 2021, an increase of 20% from 445 million units in 2020. The new energy automobile industry Needless to say, the popularity of is also increasing. According to Clean Technica data, global new energy vehicle sales will reach nearly 6.5 million units in 2021, a 108% increase compared to 2020.
Although it is difficult for VR/AR to replace smartphones as the next generation computing platform, it ushered in a wave of development dividends last year after the emergence of the Metaverse concept and consumer products. Many mobile phone semiconductor companies have adopted VR/AR as their company The second and third business sections. For example, Goertek has cooperated with customers such as Meta and Sony on a variety of products in the VR/AR field; AAC Technology is also expanding its acoustic component business in the VR/AR field; OFILM will also Its optical and optoelectronic business extends to the VR/AR field.
With the passing of the golden decade of smartphones from 2007 to 2017, although the mobile phone semiconductor industry is huge, its room for growth has peaked before the next technological revolution, , comes, and the mobile phone semiconductor industry is rethinking its development direction. At this time, the once-old industry PC has quietly emerged again. Will it replace smartphones and become the propeller of the development of the global semiconductor industry?
PC is recovering and HPC is booming.
PC has achieved a sales peak of 300 million units in 2008. In the past ten years, shipments have been showing a slow downward trend. The reason is very simple. The emergence of smartphones has taken away from PCs. Mobile communications (QQ, chat rooms) , entertainment and other functions, the use of PCs has shifted more to work and production fields, while smartphones play the role of consumer terminals.
But what is surprising is that after another ten years, smartphone sales began to slowly decline, while shipments in the PC market experienced double-digit growth in two years. According to the Worldwide First Quarter Personal Computing Device Tracking Report released by IDC, global PC shipments exceeded 80 million for the seventh consecutive quarter, a phenomenon that has never happened in the past decade.
Ryan Reith, vice president of IDC's global mobile device tracking team, said that PC shipments in the first quarter of 2022 were 80.5 million units. This data is "close to the record level in the first quarter of the same period." IDC also has high expectations for the future PC market. Optimistic, it predicts that the PC market will achieve a compound annual growth rate of 3.3% in the next five years.
In fact, smartphone manufacturers have also noticed this trend early. Huawei , Xiaomi , realme and other manufacturers have successively launched their laptops and tablets. After all, each manufacturer has complete online and offline channels and an industrial chain. With a clear understanding of the situation, high brand awareness, and the development of online office and online entertainment during the epidemic, it is inevitable for various manufacturers to enter the PC track, and the recovery of PC sales is naturally reasonable.
The recovery of the PC market also shows the general trend that the focus of the digital wave has begun to shift to industry, agriculture and other industries. The portability of smartphones determines their limited size. The limited space and screen size leave limited room for innovation in many hardware fields. Therefore, it is difficult for them to play the role of workbench and digital foundation. At the same time, the digitalization of thousands of industries is a slow process. The process also requires the development of mobile Internet as a pioneer to popularize its advantages. With the gradual development of smart manufacturing, industrial Internet of Things and smart cities, more industrial application software requires PCs to come to Zhecheng. PCs have finally re-emerged after a decade of dormancy, starting another growth under a new round of industrial upgrading. cycle.
HPC (High Performance Computing) high-performance computer cluster, which mainly solves the analysis and processing of massive data and scientific problems such as biopharmaceuticals, gene sequencing, climate prediction, etc., so it is suitable for data centers, e-government affairs, large and medium-sized websites, online games, financial telecommunications services Applications such as campus networks, large and medium-sized websites, etc. are all inseparable from HPC. The characteristics of
HPC as a computer cluster also determines its greater demand for CPU and GPU, requiring more high-performance and high-specification chips to serve it. Whether it is for wafer foundries, or for consumer product manufacturers such as NVIDIA, AMD, Intel, HPC is an extremely important business sector. As can be seen from the financial report of TSMC above, In 2022Q1, HPC contributed 41% of revenue, creating approximately US$6.8 billion in revenue, surpassing smartphones for the first time and becoming an important source of revenue for TSMC.
NVIDIA regards its data center business as its future growth engine. Its data center business overtook gaming revenue in the second quarter of fiscal 2021 and became NVIDIA's main source of revenue. In the fourth quarter of 2021, its revenue reached US$3.26 billion, a record All time high. At the GTC conference in March this year, NVIDIA launched the first data center-specific CPU for AI infrastructure and HPC - NVIDIA Grace CPU. NVIDIA predicts that the annual growth rate of its HPC chips used in data centers will be as high as 200~250 %about.
research is enough to be optimistic about the future market of HPC. According to a research report by MarketsandMarkets, it is expected that the global high-performance computing HPC market will grow from US$37.8 billion in 2020 to US$49.4 billion in 2025, which means that the compound annual growth rate of the HPC market during the period will reach 5.5%. (Zipinwan, author: Hong Yuhan)
. Is the wave of analog IC price increases coming to an end?
According to media reports in Taiwan, China, the semiconductor market is facing another headwind. Global analog IC leader Texas Instruments (TI) informed customers that the imbalance between supply and demand will ease in the second half of the year, which may lead to price increases for analog ICs led by power management chip (PMIC). will end and even face price pressure.
Analog IC market conditions were booming last year, with prices rising sharply for the first time in 17 years. Especially among general-purpose analog ICs, power management chips, which account for the largest proportion, are in severe short supply and have become the hottest category in the semiconductor market. Brands/system manufacturers have repeatedly When it comes to all ICs, the most lacking thing is power management chips. Taking IC companies in Taiwan as an example, analog IC manufacturer Silicon-KY has replaced Largan Light and became the king of Taiwanese stocks. Maoda, Zhixin and other related Taiwanese companies have Factory profits have also reached historical peaks, and stock prices have skyrocketed simultaneously.
However, this year, with the rapid opening of new production capacity and the sharp freeze in demand in mainland China, global analog IC leader TI has issued a warning, which means that the analog IC price increase party will be over. Even the most popular power management chip in the industry cannot continue. Prosperity, which reveals that the overall market situation is taking a turn for the worse.
Since TI has informed customers that the imbalance between supply and demand will ease in the second half of the year, the price increase party for analog ICs, led by power management chips, may end, and may even face price reduction pressures. To this end, many local analog IC manufacturers are responding urgently, which has also changed the previous trend of crazy price increases, and even begun to allow for price negotiation.
Some people in the industry admitted that "chips have passed the peak period of shortage, and it feels that the turning point of the analog IC market may arrive earlier than expected." In particular, the previous situation of hard-to-find goods is no longer the case, and the amount of chips supplied by original manufacturers has increased significantly. , on the client side, fewer people are making inquiries.
Analog IC industry insiders said frankly that supply and demand are now roughly balanced, and customer demand has indeed declined. Because brand manufacturers are hesitant one after another, system manufacturers have followed suit, fearing that inventories are too high, so they may put on the brakes.
Another Taiwanese manufacturer said that in June, some customers were unwilling to have too high inventory at the end of the quarter, so they were a little shy about buying. At the same time, in an inflationary environment, it still depends on whether consumers are willing to purchase products, and in the future, it will be observed whether the destocking speed of brands is fast enough. In terms of quotation, when there was a shortage in the past, customers would of course give priority to products that were available and not care so much about price. But now if it is an existing old product line, customers will inevitably want to negotiate the price.
Even though the market noise continues, Chen Wei, chairman of Silicon Power, still shouted recently that the company's products continue to be in short supply and inventory is very low, and it is expected that this will be the case throughout the year.
IC Insights, a research institute, predicts that the overall analog IC output value will grow by 12% annually this year, which is significantly less than the largest growth rate in history of 30% last year. It also predicts that the average price of analog ICs will only increase by 1% annually this year, which is not as good as the 6% increase last year. (Core News Agency)
, 86 chip factories, Ren Zhengfei is indeed right.
A small chip can choke the development of science and technology, coupled with the dividends of the era of global chip shortage. It has given many relevant companies in the international community hope for development and progress. Over the years, new chip factories have been built one after another, and now, 86 more are about to be added.
Today, the global chip situation seems to be gradually becoming saturated, and Ren Zhengfei is indeed right. Regarding today's global situation, Ren Zhengfei also has expectations. So, will Ren Zhengfei's expectations come true? Is the current development of the situation really a good thing for Huawei?
There may be 86 new chip factories in the world
In May of this year, the internationally renowned data research organization AEMI had the latest data. This latest data is about the expansion plan of global wafer foundries in 2022. According to this latest data, from 2020 to 2024, approximately 86 new wafer fabs or large wafer fabs will enter the production stage globally.
It can be seen that in terms of chip production capacity, in today's global shortage of chips, relevant and capable companies around the world are increasing their production capacity as much as possible in order to make full use of the dividends of the current era. I especially remember that Huawei's Ren Zhengfei once said that Huawei will unswervingly follow the path of global development. Once the global chip production capacity is overcapacity in the future, even if Huawei's chips cannot be shipped now, once that time comes, it may not be necessary for Huawei to take action. There will be people begging to buy chips for themselves.
Today, there are as many as 86 new chip factories in the world. Ren Zhengfei may be half right. In the future, global chip production capacity may be excessive. So is it possible that the other half of Ren Zhengfei's expectations will come true?
Will Ren Zhengfei’s expectations come true?
actually.The other half of Ren Zhengfei's expectations may also appear. First, in terms of 5G mobile phones, according to daily interactions with international research institutions, although Huawei has not released any more 5G mobile phones since 2019, Huawei's 5G mobile phone market The share is still as high as 29.2%, still occupying the first place in the domestic 5G mobile phone market.
It can be seen that in the smartphone market, Huawei's own market influence and its own consumer market are not small. Huawei's demand for chips will naturally be huge. The huge demand for chips will cause Huawei to place a large number of chip orders. Ren Zhengfei's expectations may not necessarily come true as a large number of new chip factories around the world may lead to oversupply.
In addition, on April 26 this year, at Huawei’s analyst conference that day, Huawei’s rotating chairman Hu Houkun said that Huawei has no plans to build its own chip factory, which means that Huawei’s huge chip orders will always exist. It is also relatively stable and will not become a competitor to of those chip foundry companies. In such a very reassuring cooperation environment, Ren Zhengfei's expectations should be fulfilled.
Finally, it can be seen from Huawei’s annual report conference this year that Huawei’s investment in scientific research in 2021 will be as high as 142.7 billion yuan, accounting for 22.4% of Huawei’s total revenue. It can be seen from this that Huawei itself has such a huge investment in scientific research, and in the future, Huawei's scientific research strength will be greatly enhanced.
In the future, we can further imagine that with Huawei’s strong scientific research strength, the market competitiveness of Huawei products will undoubtedly be greatly enhanced. With Huawei’s market competitiveness greatly enhanced, some people may actually beg Huawei to buy chips. , after all, who doesn’t want to get on the fast train of development?
Although, under the current situation, Ren Zhengfei’s expectations are still very likely to come true. However, with the development of the current situation, under the light, will there really be no darkness?
Is the development of the situation really good for Huawei?
Today, although there are as many as 86 new factories around the world, although supply may exceed demand, Huawei cannot rest easy. First of all, the US Federal Communications Commission had a new idea in June 2021 to further strengthen shipment restrictions on Huawei.
revoked the existing authorizations for the equipment of five Chinese companies, including Huawei. It can be seen that the United States on the other side of the ocean has not relaxed at all about Huawei despite the passage of time. With uncertainties like the United States, even if the global supply of chips exceeds demand in the future, it is estimated that the situation may not be entirely good for Huawei.
In addition, in June 2021, the international market data research organization TrendForce announced the revenue rankings of the world's top ten chip design companies in the first quarter of 2021. Among them, there are 6 in the United States, and even three of them are Qualcomm and Qualcomm. NVIDIA, , Broadcom also took the top three positions.
It can be seen from this that competition in the field of chip research and development is still very fierce. Even if the global supply of chips really exceeds demand in the future, it is estimated that Huawei's development will also have a certain degree of competitive pressure.
Finally, although there may be 68 new factories around the world, will there really be a shortage of chips? In fact, this is not necessarily the case. Whether it is Asmail or the United States, they basically believe that the shortage of chips will continue until 2023. It can be seen that the current development situation of global chip production capacity is not very good, and global chip production capacity may not be in short supply in the future.
Summary
There may be as many as 86 new factories in the world this year. Ren Zhengfei is indeed right. Although such a global situation is good for Huawei, it cannot be ignored that market competition is becoming increasingly fierce. Under such a global situation, Huawei's development may not be prosperous. I hope Huawei will start with its own development in the future. After all, it is better to rely on ourselves than rely on heaven and earth.(Electronic semiconductor industry trends)
4, adding insult to injury! Another chip giant is brewing a price increase.
chips are still the protagonists currently affecting the global automobile market. Since the beginning of this year, the impact of core shortage has still caused some car companies to face pressure to suspend and reduce production, and the phenomenon of reducing the distribution of new cars or delaying delivery dates continues. Recently, it was reported that due to rising cost pressures on logistics, raw materials, energy, etc., Bosch plans to increase product prices and is currently renegotiating contracts with car companies. In this regard, Bosch China did not respond to the reporter's inquiry, but a person in charge of a car company bluntly told the reporter, " Bosch's price increase is not a rumor ."
The current chip prices are still rising, and the news is that "the global chip shortage may intensify." Recently, CCTV Finance reported in "Tianxia Finance" that a certain inert gas exporting country will restrict the export of inert gases such as , neon and before the end of this year. Inert gases such as neon, krypton , and xenon are indispensable raw materials in the chip manufacturing process. According to reports, global neon and xenon prices once jumped. Affected by this, analysts believe that restrictive measures by major inert gas exporting countries may exacerbate supply shortages in the global chip market.
The increase in chip prices in recent years has made technology tycoons who have just entered the automobile industry say that it is “difficult” to build a car. Yu Chengdong, CEO of Huawei Smart Car Solutions BU, said in a recent interview: "(Huawei) has just entered the automotive field. It is not familiar with and does not know the supply situation of the industry. It is not clear that the core shortage in the entire industry is so serious. A chip priced at 10 to 20 yuan can cost 2,500 yuan, and a car needs 9 such chips. (We) cannot accept such high speculation prices, and would rather sell them for less."
At the Guangdong-Hong Kong-Macao Greater Bay Area Auto Show held recently, Xiaopeng Motors Chairman and CEO He Xiaopeng responded directly to the problem of soaring chip prices: Cheap chips that originally cost only a few yuan were increased in price to thousands of yuan. , such as chips are quoted at 3,000 yuan, 2,700 yuan, and 2,500 yuan, but the actual purchase cost is only 3.5 yuan and 7 yuan for . "In this environment, there is no way to make purchases." He said that the absolute number of chips in a smart car is more than 5,000, involving hundreds of types. But many of the missing chips are proprietary chips. "In fact, most of the missing chips are cheap chips, rather than very expensive chips that have attracted many people's attention to start a business."
● Bosch is planning to increase chip prices
as the core of the global automotive supply chain As a supplier, Bosch, which accounts for 70% of the market share of China's automotive ESP system , has recently reported that "due to rising cost pressures in logistics, raw materials, energy, etc., Bosch plans to increase the price of chip products and is currently renegotiating contracts with car companies." outgoing. Although Bosch China did not officially respond to this. However, WM Motor CEO Shen Hui revealed to reporters: " Bosch's price increase is not groundless." Shen Hui also said on his personal Weibo on May 31 that there has been another round of price increases for automotive chips recently. He said: "Bosch's price increase is not a rumor, there are other Tier1 (first-tier suppliers of OEMs) " He said that the price increases this time are all essential chips, and a simple estimate is that the cost of chips for smart electric vehicles has exceeded that of battery packs, and the industry track for electric vehicles has shifted from batteries to chips.
"To be honest, the current chip supply has not returned to the situation before the chip crisis." Recently, Bosch China President Chen Yudong talked about his views on the price increase of auto parts in an interview with reporters. "This year has been a year of sharp price increases in the automotive industry, mainly due to price increases caused by batteries, but other auto parts such as chips have also increased. In the current value chain, as long as it is a reasonable price increase, I think everyone can accept it. ."Currently, due to the epidemic, Bosch has not yet fully resumed production. At the same time, Chen Yudong hopes that chip factories will go to China to make automotive-grade chips, and the global semiconductor supply chain can be more domestically produced and the supply chain Moved to China. It is reported that Bosch is currently looking for chip replacement manufacturers in China and actively supports domestic chip companies. According to Helmut Gassel, chief marketing officer of automotive chip supplier Infineon, including orders that have not yet been confirmed. Infineon's order backlog increased by 19.4% month-on-month from January to March 2022, reaching 37 billion euros (approximately RMB 263.362 billion), more than three times the company's revenue in 2021 (111 euros)
●. The industry has taken multiple measures to "guarante supply"
For consumers, the impact of the chip supply chain shortage has already been reflected in the end market. Affected by the upstream supply side, this year, car companies represented by new energy have set off a wave of enthusiasm. A wave of price increases has affected nearly 50 models of more than 20 car companies, and the affected models include pure electric vehicles and fuel vehicles.
Compared with the rising car manufacturing costs, "guaranteed supply" has become the current automobile supply chain. The core issue. Chen Yudong said, “Ensuring supply is the first priority, and enterprises can accept appropriate price increases. "He revealed that Bosch's current procurement and logistics team is stationed at the chip packaging and testing factory, purchasing and transporting regardless of cost. At the same time, Bosch has a dedicated team to connect and track domestic chip companies, and is already trying and purchasing some domestic chips. , to ease the pressure on chip supply. “At present, we hope that chip supply will improve in the second half of this year, and then there is hope for a fundamental improvement next year. "Chen Yudong said.
reporters noticed that in this environment, many car companies took the lead in reducing allocations to achieve delivery to end users, and tried various means to alleviate the supply problems of auto parts. Senior Electric Vehicles Zhu Yulong, an engineer at Sanden Systems and Automotive Electronics, analyzed: “It is okay to push more problems to chip companies in 2021, but by 2022, we need to think and solve problems from the internal processes and project management of automobile companies. Discuss, when did the epidemic and chip shortage trigger this supply chain crisis? "He pointed out that a very obvious feature is that this chip crisis has actually accelerated the transparency of the entire electronics supply chain. "Tier1's long-cycle chip BOM may need to be reviewed by the car company's purchasing department and supply chain engineers. to evaluate. Shen Hui believes that " companies still need to do lean management to avoid end product price increases.
Reporters noticed that one of the current measures of some car companies is to reduce chip demand through technical methods. For example, the door of a self-owned brand of smart car previously required 8 chips, but now it has been reduced to only 2 chips through technical means. "In addition, seeking more diverse suppliers has also become a way for car companies to avoid supply risks. One of the means. Although the automobile industry is still in a difficult moment of "shortage of chips and electricity", the good news is that the country and various regions have recently increased subsidies for car purchases, such as purchase tax reductions and exemptions. At the same time, in the face of rising prices of upstream resource products, domestic new energy industry chain companies have stepped into the upstream. Since this year, more than 60 companies have announced investment plans to participate in the lithium battery industry chain to solve the impact on production caused by the shortage of key components in the future. Influence. (Guangzhou Daily Deng Li)
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