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Musk: the chip supply of Renesas and Bosch is the "biggest problem"

According to foreign media reports, on Thursday local time, Elon Musk, CEO of electric vehicle manufacturer Tesla, complained that the company was facing serious supply chain restrictions, and the "biggest problem" was to purchase parts from the world's two largest automotive chip suppliers < p > on Thursday, Cathie wood, CEO of ark investment management company, tweeted and analyzed the sharp decline in local delivery of Chinese made cars by Tesla in July. Wood is a longtime supporter of Tesla < p > in response to this phenomenon, musk said: "Tesla produced export cars in the first half of the quarter and produced in the local market in the second half of the quarter. As publicly disclosed, we are operating under extreme constraints in the supply chain of some 'standard' automotive chips. So far, the biggest problems are Renesas and Bosch. " < p > on March 19 this year, Renesas's chip factory in Naka was temporarily closed after a fire, resulting in a supply delay of several months. Last month, the company warned that the whole chip supply would be tight by the middle of next year < p > the Reza factory fire, coupled with a widespread power outage in Texas in February, forced many chip factories in Austin to close, exacerbating the global chip supply shortage. According to alixpartners, a US consulting firm, the global chip shortage will reduce automobile production by about 3.9 million vehicles this year and cost manufacturers nearly $110 billion in revenue < p > Tesla said on the earnings conference call last month that the continuous tight supply will have a great impact on the "delivery growth rate" for the rest of this year. In the second quarter of this year, Tesla delivered a record 201200 vehicles < p > according to the data, Tesla sold 32968 domestic cars in July, of which 24347 (accounting for more than 73%) were exported (mostly sold to Europe). In June, Tesla sold 33155 cars, of which only 5017 were exported abroad < p > Tesla is not the first company in the auto industry to accuse Japan's Renesas electronics and Germany's Bosch of curbing their auto production. Ford said earlier this year that the fire at the Renesas plant in northern Tokyo posed a significant risk to its production plan. A Volkswagen spokesman said in January that the company had negotiated with major suppliers including Bosch on the impact of a possible semiconductor shortage < p > < p > Renesas electronics said in early June that its chip plant in Naka would fully resume production by mid June. Representatives of the company did not immediately respond to requests for comment < p > in order to accelerate the increase of production capacity to meet the growing demand, Bosch invested US $1.2 billion in Dresden to build a chip factory in June. This is the largest investment in the company's history and will mainly supply parts to auto customers. However, Annette Fischer, a Bosch spokesman, said that this still could not help it get rid of the general shortage of semiconductor components caused by various factors < p > Fisher wrote in his email: "in this tense situation, we are making every effort to support our customers and do our best to maintain delivery. Over the past few weeks, we have formed task forces with customers and suppliers to work hard day and night. "( (small)


2023-03-22 10:04:40

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