According to Bloomberg report, US Commerce Minister Gina Raimondo said in late July, the case of car manufacturer suffered by the shortage of chip is improved.

But it turns out that the shortage of the refinement is not much. Last week, electronic component supplier warned that the problem was far from ending, and said that the automotive industry quickly turned to electric cars may further increase their ability to catch up. Their customers are also cautious.

According to the two major chip vendors used by car manufacturers, the supply and demand will reach the balance in the next year. This will mean that the pain of a car manufacturer who has been deeply refined from the end of 2020 has been extended.

NXP CEO Kurt Sievers said in an interview that demand still exceeds the supply, which will last until 2022.

However, there is no more complaint that chip makers can complain, because their camps have soared their profits to the historical record level. However, the car dealer still has inventory, which makes the car enterprise cannot make full use of the growth of the epidemic. This loop-lasting uncertainty will enable automakers to lose at least $ 110 billion sales this year.

The British Automotive Industry Association has lowered the annual sales expectations this year, the reason is the continued supply chain problem and the shortage of employee brought by isolation. The US Auto Manufacturers and Traders also said that the new car registered in July is only 123,296, down 29% year-on-year.

More critical is that this shortage may also slow down the transition process to the electric vehicle. The major cars manufacturers have launched a large number of new electric vehicles this year. Even the gasoline engine landmark models such as F-150 picard of Ford Automotive also launched an electric version. Battery, motor and monitoring of electric vehicles are inseparable from chips, new entertainment, security and driving assistance functions are also dependent on chips. Today, the chip in a car is more than ever.

It is worth mentioning that NXP has jumped 21% compared with the same period of 2019 (before the epidemic) in the first half of 2019. According to Kurt Sievers, although global auto output fell by 13%, the situation is still the case. He said that the content of semiconductors in electric vehicles including hybrid vehicles is twice the gasoline power vehicle. By 2022, electric vehicles will account for about one quarter of automotive output, twice the 12% share of 2020.

Qualcomm presented Veoneer, $ 4.6 billion in the acquisition of automobile technology company, which will form a clear contrast to the acquisition of Magna last month, and also shows how broad and important in the automotive market for chip manufacturers.

Most of the chips used in the car are using a mature process, in view of this type of manufacturing a few times, and the profit is not in the latest smartphone and the chip used in the computer, the industry has almost no investment in this field. Despite this, some plans or work in construction will bring relief, although it will not be in the short term.

Essez Semiconductor Business Supervisor Syed Alam said: "These chip mills need to be 12 to 18 months. The chips in the automotive sector have been rapid growth, and the electric vehicle will bring it to a higher level."

GM CEO Mary Barra is called unstable part of the parts. General warnings say these limitations may continue to weaken profitability. Barra said that General Motors in the United States in stocks only 25 days, about one-third of their car and truck normal inventory. General will give priority to the highest profit margin, but it is still not possible to fully protect these models from chip shortage.

Volkswagen Due to the annual delivery expectation of the chip supply, it is said that the entire industry has emerged and bottlenecks. BMW describes the semiconductor as a black cloud on the horizon, and said that it is expected that the sales volume of about 90,000 vehicles in 2021 is expected to be nearly 10% of the shipments in the first half of the year.

BMW Chief Financial Officer Nicolas Peter said in a statement that the longer the supply bottleneck, the situation may become more tense, and it is expected to continue the implementation of resident measures in the second half of the year, so there will be a corresponding impact on sales.

The main OEMs of the automotive chip manufacturer TSMC program increases the output of the automotive microcontroller in 2020 at a level of 60%. In this regard, Kurt Sievers said to analysts, this "is not much". In general, TSMC will spend $ 100 billion in the next three years to expand production scale.

"Inventory is extremely nervous, the terminal demand will be delayed," Infineon's CEO Reinhard Ploss said in a conference call.