According to reports, the current global auto industry has encountered an extremely rare chip shortage crisis, which has also caused some accusations and differences between automakers and suppliers. Germany’s Volkswagen Group said a few days ago that suppliers’ poor plans have exacerbated the chip shortage crisis, and Volkswagen has clearly reminded that the impact of the new crown epidemic on the auto industry is limited, and auto demand will rebound strongly.
In the chip shortage crisis, a large number of automakers around the world have announced plans to reduce or suspend production. It is reported that the shortage will continue for several months, and the semiconductor industry is stepping up to expand production.
A senior Volkswagen revealed to the media that Germany's Volkswagen was the first auto giant to warn of the danger of chip shortages. In April last year, global auto production was halted due to the raging new crown epidemic, and the Volkswagen Group notified suppliers that it is expected to be in the second half of 2020. Auto demand will rebound strongly.
It was revealed that at the end of November last year, a supplier notified Volkswagen of a shortage of chips, but the reminder was too late. “We communicated market demand early on, and provided our forecast, which also clarified market demand, and if suppliers don’t believe our numbers and seek their own forecasts, then we should directly Got notified, but that didn’t happen.”
Who caused the chip supply shortage? The answer to this question can not only reveal weak links in the global automotive supply chain, but also have a decisive impact on possible future legal disputes.
According to analysis, the current shortage of chips in the automotive industry stems from several reasons, including the need for the automotive industry to compete with the consumer electronics industry for chip supply (the end of last year was the peak season for consumer electronics products such as game consoles).
Previously, the Volkswagen Group predicted that the chip shortage would last until June this year. The aforementioned VW executives said the different forecasts from auto companies and suppliers were the main cause of the problem. “This caused a lot of trouble. If the suppliers’ own supply chain did not have a shortage of chips, we would be able to get the control components of the car.”
Continental and Bosch, both German companies, are the world’s largest suppliers of auto parts. Representatives for the two companies said they could not comment on customer relations. Continental said it is open and transparent with customers at all times.
Bosch Group said that it is doing everything possible to meet customer needs and minimize the impact of chip shortages. The company is in daily communication with upstream suppliers and customers.
Previously, the Volkswagen Group had only obtained chips through suppliers. This month, the company said it would consider acquiring chips directly from semiconductor manufacturers in the future to stabilize its own supply.
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