In January 2021, my country's automobile production and sales completed 2.388 million and 2.503 million vehicles respectively, a significant year-on-year increase, and a large decrease in output from the previous month. Li Shaohua, deputy secretary-general of the China Association of Automobile Manufacturers, said that excluding the year-on-month data for the year-on-month decline in production during the Spring Festival in 2017 and 2020, the automobile production in January 2021 decreased compared with 2016, 2018, and 2019 due to chip shortage Significantly expanded. Among multiple influencing factors, the chip is one of the most important.

According to Li Shaohua, the lack of chip supply has also affected other electronic components such as shortages and price increases. Enterprises in all links of the industry chain are lengthening the stocking cycle, seizing market resources, and chip prices are rising.

Li Shaohua said that in the industry, the larger the scale of vehicle companies and parts companies, the greater the degree of impact. The reason is that large companies have a large demand for chips. Under the situation of sudden changes in the original supply cycle, their own The production rhythm is more affected.

Li Shaohua believes that the problem of shortage will continue for more than half a year in the future. It is expected that the supply of automotive chips in 2021 will show a tight and loose situation, and automobile production and sales will gradually make up for the losses in the first half of the year.

Regarding how to solve the shortage of automotive chips, Li Shaohua suggested: First, in the short term, use multiple channels to stabilize chip prices, organize the semiconductor industry to carry out self-discipline, and stabilize the market environment; second, strengthen vehicle manufacturers and chip production Enterprise information exchange, strengthen supply and demand links, and establish a coordination mechanism between the two industries; third, in the medium and long term, strengthen the layout of the automotive chip industry chain, establish a relatively complete industry chain system in the country, and improve the safety level of the industry chain.

Article information source-cable network