car chips are out of stock, Jamaica Seeking Agreement, prices have dropped, production has been suspended, and the car factory is in a chain-cutting crisis
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car market It finally picked up, but many manufacturers were caught off guard.
Due to the severe supply of automotive chips, car manufacturers around the world Jamaica Sugar Daddy voluntarily increased production or even stopped production. Market estimates indicate that 19 car manufacturers under ten international brands will be affected within one month. “Der Spiegel” reported that Roland Berger management consulting company expert Barrett said that since the Fukushima nuclear disaster in Japan, the car supply chain has not encountered such a serious problem.
Chip shortage is no longer a new Jamaicans Escort topic. Why is it that when it is the car industry’s turn to answer the question, many car manufacturers have stopped production? Such a crisis.
The German people even expressed their desire to turn to component suppliers such as Bosch and Continental GroupClaim. The reason is that people think that they do not have sufficient inventory of components, causing the car to face the risk of disconnection.
In this wave of “core shortage” crisis, car manufacturers have pointed out that the demand for consumer electronic chips is too strong, causing car customers to be pushed back in the supply order. But is such “blame” fair?
Chip manufacturer Xiangwenxin Voice said that this time it can be said that the automotive chips have responded too slowly to the recovery of the economy, or it can be said that it is due to bad luck.
The epidemic has boosted the “stay-at-home economy” and the demand for cloud computing, laptops, tablets, etc. has surged. In addition, the United States has increased sanctions on China in the semiconductor field. Since the spring of 2020, many chip customers have continued to Increased reservations were made to place orders for the global 8-inch wafer foundry production capacity, which eventually resulted in a massive shortage of global 8-inch production capacity, and even expanded to 12-inch production capacity.
While consumer electronic chips are rampantly sweeping up wafer foundry production capacity around the world, have automotive chips joined the ranks of contract manufacturers? no.
Affected by the lockdown of various countries due to the epidemic in 2020, car sales have continued to sell well, and major module manufacturers and car manufacturers have maintained low inventory levels. Of course, they have not even thought about grabbing wafer foundries. production capacity.
It was not until the second half of 2020 that the car market, represented by China, showed signs of recovery. Car manufacturers began to panic and hurriedly lined up their teams to compete for the already scarce chip production capacity. Only then did they find that the global wafer foundry production capacity had been robbed. Light, serious shortages may cause car manufacturers to face the crisis of suspending production because there are no chips available.
The customer order of wafer foundries has always been “quantity is king”, and automotive chip customers are indeed inferior to consumer electronics Jamaica Sugar Daddy‘s major customers include Apple, Qualcomm, etc.
Unfortunately, we encountered this wave of large shortages of pilling wafer foundries that have been rare in ten years. Car customers are “deficient” (I am not the first customer) and “disoriented” (the car market is recovering slowly). Of course, we are slower than others in grabbing production capacity, and now we can only suffer from the pain of “shortage of cores”. JM Escorts
According to Bernstein Consulting estimates, the global car chip shortage will cause 2 million to 450 million in 2021. The loss of 10,000 car production is equivalent to nearly 5% of Jamaica Sugar‘s global annual car production in the past decade.
The car factory panicked. The European and Japanese governments began to use diplomatic force to seek help from the Taiwanese government, hoping that TSMC could increase its automotive chip production capacity to relieve this wave JM Escorts “Lack of core” crisis.
How to quench the thirst?
Compared with clarifying responsibilities or seeking compensation from suppliers, for car For manufacturers, the immediate priority is to minimize the impact of chip shortage on childbirth.
The staff responsible for chip supply inspection at Dongfeng Group headquarters told Wenxin Voice that in order to ensure the safety of chip supply, various parties within the group have taken measures. Units will adjust chip resource allocation or implement chip replacement plans based on actual childbirth plans. Analysts point out that because it involves production line verification and other steps, manufacturers generally do not easily switch to new suppliers. Turn to alternative suppliers. “But the premise is that you can find a supplier with sufficient supply. ”
More questions will be answered by midstream semiconductor suppliers. Suppliers with manufacturing capabilities can promote production expansion as soon as possible; other manufacturers must participate in the future battle for global semiconductor production capacity.
p> It is understood that manufacturers of IGBTs such as Infineon generally adopt the IDM model because MCU needs to be used before advancement. >Advanced process, this type of product mostly relies on foundries, especially TSMC, which is a leader in the field of advanced process.
Due to the higher capital income of self-operated wafer factories, IDM automotive semiconductors have become more popular in recent years. Suppliers have begun to expand outsourced wafer foundry, which has become a trend worthy of tracking and attention. This partly explains why this Jamaica Sugar DaddyThe shortage of automotive chips has once again made TSMC one of the focuses of market tracking.
Not all semiconductor factories are capable of manufacturing automotive-grade semiconductors, because automotive chips attach great importance to safety. Performance has extremely high requirements for manufacturing.
Takashi Yunoue wrote that a malfunction of a small automotive semiconductor can lead to death. There is no such definition as “defective rate PPM” in the car semiconductor field. Because it must require 100% yield.
But now that the government is taking action, can car chips grab production capacity in the foundry process?
TSMC recently responded that it is reallocating production capacity Jamaica Sugar should increase support for the global car industry and pointed out that “it is TSMC to mitigate the impact of automotive chip challenges on the car industry.” It is a top priority.
Jamaicans SugardaddyNikkei Asian Review pointed out that TSMC will use “super hot runs” to produce automotive chips, extending the cycle by up to 50%.
The production cycle of most automotive chips is about 40 to 50 days. TSMC handles it as “super urgent”, which means the time can be extended to 20 to 25 days Jamaicans Escorteven less.
But such a situation is very rare and will lead to an increase in the cost of giving birth and a possible loss of yield. Therefore, these risks also need to be reflected in the price.
This also raises a question. There is only so much original production capacity, and “automotive chips” are actually jumping in line. So whose orders may be “crowded out”? The market predicts that small and medium-sized design companies, which are already excluded by lack of production capacity, will face more business uncertainties.
Out of stock, price reduction, production suspension… Car manufacturers are in crisis of chain interruption
Car semiconductors refer to semiconductor products used in car body car control devices and car electronic control devices. They are divided into main control devices according to their performance. Chips (such as MCU), power semiconductors, sensors, etc. In this round of shortages, power semiconductors and MCUs have been named several times.
Industry insiders told Wenxin Voice that considering that IGBT, MCU and driver IC are indispensable, it is believed that driver IC will also be out of stock.
From the perspective of the supply chain, car semiconductors can be divided into four links: design manufacturing, chip suppliers, automotive component suppliers, and end-use vehicle manufacturers. Chip suppliers are represented by Infineon, NXP, STMicroelectronics and Renesas Electronics, and Bosch and Continental Group are relatively well-known component suppliers.
In a seller’s market situation, it will naturally trigger the effect of continuous price drops. In the downstream wafer foundry sector, there are reports in the market that TSMC and other foundries are considering raising the price of automotive chips again by up to 15%.
In the midstream, there is a trend of semiconductor suppliers reducing prices to car companies by 10% to 20%. Automotive chip maker Renesas Electronics recently asked customers to accept lower-priced power semiconductors and MCUs and other products. Toshiba has also begun price reduction negotiations with customers, targeting automotive power semiconductors and other products.
Automotive chip suppliers have increased the prices of multiple types of products, which is rare in recent years. But what really makes the news about the lack of car chips “break the circle” and arouse widespread tracking and concern is the risk of production suspension and production increase faced by car factories.
The shortage of automotive chips is an unavoidable issue in the future
Pure electric cars use 2 times more semiconductors than gasoline cars. At the same time, car electrification is regarded as a highly decisive industry upgrade path. . With the strengthening of the electric car trend, automotive semiconductorsPhysical demand will definitely increase significantly. This also means that the epidemic has only played a catalytic role, and car electronics will have to deal with semiconductor supply problems sooner or later.
Japan (Japan) Renesas Electronics President Hidetoshi Shibata gave his thoughts on coping on January 22. He said: “It is necessary to work with car Jamaicans Sugardaddy manufacturers to establish a new inventory management model.”
Of course, what can effectively improve the shortage situation of car manufacturers must be the rebalancing of the supply and demand of automotive chips.
A senior analyst told Wenxin Voice that manufacturers such as Infineon and STMicroelectronics have already taken active measures to expand production. We could see new power semiconductor capacity being opened as soon as 2021. In the long term, Infineon is building a second 12-inch factory. Although there is no indication that it will involve automotive-grade IGBTs, it also creates opportunities to alleviate the shortage of automotive power semiconductors. From the perspective of capital income, STMicroelectronics’ Jamaica Sugar Daddy initiatives are also very proactive.
As for the role of the foundry that is expected to become more prominent, the analyst said that following consumer electronics and high-performance computing, TSMC should consider the growing car electronics market in the future.
Analysts also pointed out that both automotive chip suppliers and wafer foundries will consider appropriate considerations when expanding production. After all, the price drop caused by oversupply is not what they want to see. situation.
Task editor: tzh
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