On August 5th, Yunheng Net reported that this year, the shortage of semiconductor chip has continuously plagued all major automobile manufacturers around the world, and many cars have recently issued an early warning, indicating that the problem of lack of chip is unable to solve this year, will have a negative impact on automotive production and sales. .

Stellantis CFO Richard Palmer said that the shortage of chip shortage will not be relieved before this year, and the lack of chip will lead to 1400,000 vehicles in 2021.

BMW is closely related to its relationship with the supplier, so it is lightly impact on the shortage of chip. However, BMW also said that the situation in the second half of this year will be more challenging. As the duration of supply bottleneck is, the longer, the situation may become more tight. BMW is estimated that car production will continue to be restricted in the second half of this year.

The general car is in short-term problems, and several factories in North America have recently closed, and the scope of discontinuation contains high profitable pickup models. General Motors said that the current situation is very complicated and is full of uncertainty.

The Munich Economic Research said that the German auto industry is experiencing the most serious chip shortage in 30 years. According to the survey, 83% of the car is impacted, which is significantly increased than 65% in April. The agency said that the chip is not enough to shut down the car factory, and the shortage is obviously still in a period of time.

French car lobbying organizational CCFA mentioned that the number of chip shortages and epidemic infections will increase the strong recovery footsteps of the French car market. The association predicts that the sales of new cars in France will increase 9% ~ 10%, but now they have to raise this estimate. They judge that the sales volume of French new cars this year will be 1.8 million.

At present, all parties are not optimistic about the improvement of chip supply and demand gap. Most of them believe that the chip shortage will continue until next year, and even some experts believe that the wafer is inadequate and the wafer will last until 2023.

Infineon said that the prospects for wafer shortage problems are not optimistic, and the stock has dropped to historical low. The recovery of the global car market is being restricted by the deficiencies. The market must reach the supply and demand balance, and the situation in this stage will definitely lastward until 2022.