Share the QR code with wechat scanning code < / P > < p > to friends and circles of friends < / P > < p > Li Na and Li Suwan < / P > < p > [now, the state has taken action to suppress the phenomenon of bid up prices and hoarding goods, which is a great benefit for domestic vehicle manufacturers, which can alleviate the shortage of chip supply and stabilize the price to a certain extent. At the same time, the chip shortage also sounded an alarm to China's automobile industry chain. In the process of developing intelligent vehicles, it is urgent to speed up independent research and development of chips.] < p > [some domestic chip agents also said that recently, the volume of goods obtained from international original manufacturers has gradually increased, the pressure of chip shortage has been alleviated slightly, and the situation of reselling and driving up prices in the industry has improved slightly.] < p > the imbalance between supply and demand in the chip market continues. Some factories or production lines of international automobile enterprises such as Ford and Toyota have successively reduced or even stopped production, while independent automobile enterprises such as Chang'an and Weilai have also suffered from "chip shortage" < p > not only vehicle manufacturers, but also companies in the whole automobile chip industry chain, including wafer foundry, original automobile chip manufacturers, authorized agents and distributors of original chips, have encountered the anxiety of "lack of core" in the past year, and are still coping with the challenges of "difficult order arrangement" and "continuous price rise" < p > "the price increase of Samsung chips this year is 10% ~ 20%." The first financial reporter recently learned the above news from people close to Samsung. Due to the increased costs of raw materials, manpower and transportation, the prices of some original chip manufacturers have increased, but the price increase range is relatively limited. Some authorized agents of the original chip factory also reported that because the original factory has strict regulations and regular spot checks, they will abide by the original price system and dare not raise prices indiscriminately < p > GU Huinan, general manager of gac-e'an, said in an interview with China first finance and economics recently that the price of chips obtained by the vehicle factory from normal supply channels has not increased significantly. However, due to the impact of the epidemic on the equipment operation rate of chips, there is a shortage of chips in the market, and some people hoard goods or deliberately raise prices, affecting the healthy development of the automotive industry. It is a good thing for the auto industry that relevant departments intervene and rectify the phenomenon of driving up prices < p > according to the feedback of several auto companies, the prices of some chips have generally increased by 5 to 20 times. Nevertheless, it is still "hard to find a core" < p > IHS Markit, a research firm, said that in the first quarter of this year, the production of cars due to chip shortage decreased by 672000 and about 1.3 million in the second quarter. Alixpartners predicts that in 2021, automakers will lose $110 billion (about 714.5 billion yuan) in revenue, and the total net output of vehicles in 2021 will be reduced by 3.9 million < p > the surge in demand after the epidemic and the short-term imbalance in the supply chain have led to a large-scale capacity shortage of semiconductors. The price pressure of multiple links such as upstream wafer OEM and sealing and testing materials is transmitted to the original automobile chip factory, and the price increase letters continue. Traders and logistics providers with a keen sense of "business opportunities" have added a bit of complexity to the market < p > on August 3, the State Administration of Market Supervision issued a notice saying that in view of the prominent problems such as bid up speculation and high prices in the auto chip market, the State Administration of market supervision will file a case for investigation against the auto chip distribution enterprises suspected of bid up prices according to price monitoring and reporting clues. Affected by the news, on the same day, auto chip stocks plunged in the afternoon, Zhaoyi innovation flashed and fell by the limit, and many stocks such as Shilan micro and Fuman electronics fell < p > who is driving up the price? The first financial reporter investigated many links of the chip industry chain < p > the gap has reached one-third < / P > < p > under the production capacity imbalance, the global chip shortage tide has gradually spread from some links such as wafer OEM and sealing and testing to the whole industry chain, involving cars, mobile phones, laptops and even smart appliances. For the automotive industry, the shortage of chips is mainly applied to 8-bit functional MCU in electronic stability control system (ESP) and electronic control module (ECU) < p > MCU is a micro control unit, also known as single chip microcomputer or single chip microcomputer. According to the data bits of the processor, MCU can be divided into 4 bits, 8 bits, 16 bits and 32 bits. The higher the number of bits, the stronger the computing power of MCU, the larger the storage space supported and the higher the performance < p > MUC products are widely used in various Internet of things terminal fields. As the core component of the Internet of things, MCU accounts for 35% ~ 45% of the Internet of things terminal module. In automobiles, MCU chips are mainly used for body control, including engine, electric motor, lighting and other control systems < p > as early as the second half of last year, the international MCU chip manufacturers delayed the whole line, which also led to the rise of product prices. Therefore, there is such a voice in Huaqiangbei Market: "one price a day is faster than the house price in Shenzhen." < p > according to the data of an electronic component trading platform in November 2020, the price of St single chip microcomputer of Italian French semiconductor increased by about 2-3 times, and the delivery period was extended to 24-30 weeks, while the delivery period of Renesas electronic MCU, an automotive electronics supplier, was more than 16 weeks, and the factory was basically in overload operation, while NXP's MCU continued to be tight, and the futures card was more than 18 weeks < p > the reporter heard that the price of some special micro control units (MCU) was $8 each last year, but now it has soared to $50, more than six times that of last year. As the (safety) inventory has bottomed out, it is impossible to ensure the required quantity even if the purchase continues to place orders regardless of the price“ There are many cases where the general MCU rises from a few cents to a few dollars. Now the market is generally 8 to 10 times higher, and everyone is under great pressure. " Some people in the industry said so < p > "the gap of this product has reached one third, and some orders have been postponed to 2022." Chen Yuenan, senior analyst of Jiwei consulting, told the first financial reporter that at present, the overall market of MCU in China accounts for about one third of the global market. The market scale will be US $20 billion in 2021 and about US $25 billion next year < p > chip "Jianghu" sword light and sword shadow < / P > < p > the supply chain of chip is long and complex. In general, vehicle manufacturers do not purchase directly from the original chip factory, but from secondary and tertiary suppliers. In this industry, the relationship between chip manufacturers and agents is very delicate < p > from the cooperation mode between international original manufacturers and authorized agents, strict agency rules are followed. The annual order of an original chip factory is usually planned half a year to one year in advance, which is detailed to each model and the order quantity per month. The order quantity required by each downstream (car enterprise) will also be communicated with the original factory. While providing agency services, some authorized agents will also do value-added services on the chip to obtain certain profits

2023-03-22 10:04:40