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昨日，威马汽车CEO沈晖表示：“博世涨价不是传闻，还有其他Tier1。
The price increase this time is for essential chips. We made a simple estimate and found that the cost of chips for smart electric vehicles has exceeded that of battery packs. In this context, it is difficult for a single 10,000 yuan laser radar to continue to be popular. This also means that the industry track of electric vehicles has shifted from batteries to chips. Enterprises still need to do a good job of lean management to avoid price increases of terminal products. "
In fact, WM Motor is not the only one to express its opinion on this wave of chips.
More carmakers report issues with automotive chips
At the Guangdong, Hong Kong and Macao Auto Show a few days ago, facing the huge changes in the automotive industry this year, the chip shortage and the impact of the epidemic, Xiaopeng Motors, like many new car manufacturers, encountered many difficulties, with the chip shortage being particularly serious.
Regarding the request for chips by using PsyDuck on social media, He Xiaopeng said that some government agencies have contacted him and offered to help, and communication is currently underway.
However, there are also some people who offer chips with a cost of only single digits at a price of more than a thousand yuan. "They quote 3,000, 2,700, 2,500 yuan, but the purchase cost is only 3.5 yuan or 7 yuan, and the chip manufacturers are charged hundreds of times the price."
"The chip shortage will continue at least until this year, or even longer next year," He Xiaopeng said in a first-quarter earnings call. "The absolute number of chips in a smart electric car is close to 5,000. A few major chips are not a big problem. The main problem is that the production capacity of some small and cheap chips is very uncertain. (Supply) It's good to be able to see the next month. Most of them can only be seen next week."
In his opinion, in addition to strengthening cooperation with suppliers, the more important next step for automakers is to build a strong team that can adjust and upgrade the relevant technologies of the entire vehicle platform based on chip supply dynamics within a few months.
He revealed that Xpeng Motors began to build powerful embedded system hardware and underlying software in steps in 2015, and these investments began to enter the stage of generating economies of scale in 2022.
Li Xianjun, an associate researcher at the Institute of Industrial Economics of the Chinese Academy of Social Sciences, said in an interview with the China Discipline Inspection and Supervision News that since 2020, there has been an unprecedented shortage of automotive chips, especially microcontroller units (MCUs) and system-on-chips (SoCs), which are highly coupled with the core functions of automobiles. Due to insufficient chip supply, automobile manufacturers such as Ford, GM, Volkswagen, BMW, Honda, Toyota, Nissan, Volvo, Hyundai, and Kia have successively reduced production, suspended production for a short period of time, or delayed delivery. Domestic automobile manufacturers such as Weilai have also announced production cuts, and some car companies have even launched "chip-reduced version" products. A large number of car companies have reported that chip "prices have skyrocketed" and "it's hard to find a chip." Market research firm IHS Markit predicts that global automotive industry sales will decrease by $60 billion in 2021 due to "chip shortages."
The recent shortage of automotive chip supply is not only a common problem worldwide, but also reflects the deep-seated contradiction of my country's insufficient independent supply capacity. Data show that in 2019, my country's share of the global automotive semiconductor market was only 2.5%, far lower than my country's 5% global market share in the integrated circuit industry, and it does not match my country's 28.02% global manufacturing share in the automotive industry. Compared with major automotive countries such as Europe, the United States, Japan and South Korea, my country, as the world's largest automobile producer, is at the forefront of the world in terms of automobile electrification and intelligence. The demand for chips is more and more complex, and the self-supply and independent control of automotive chips are more difficult. During the two sessions of the National People's Congress in the past two years, many deputies to the National People's Congress proposed motions to reverse the concept of "it is better to buy than to make" and realize independent control of chips.
*Disclaimer: This article is originally written by the author. The content of the article is the author's personal opinion. Semiconductor Industry Observer reprints it only to convey a different point of view. It does not mean that Semiconductor Industry Observer agrees or supports this point of view. If you have any objections, please contact Semiconductor Industry Observer.
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