There is no doubt that in recent times car chips have become the most wanted parts of many auto manufacturers, because a small chip, resulting in the vehicle can not be produced, or even the whole car offline, but the lack of a chip, resulting in the normal sale.
With the scarcity of car chips, many suppliers have taken advantage of price increases to make money, but at the expense of regulators.
Some time ago, the State Administration of Market Supervision, in accordance with the law, Shanghai Lute Electronics Co., Ltd., Shanghai Chengsheng Industrial Co., Ltd., Shenzhen Yuchang Technology Co., Ltd. three automobile chip distribution enterprises to raise the price of automotive chips a total of 2.5 million yuan fine.
After investigation, Shanghai Lute, Shanghai Chengsheng, Shenzhen Yuchang 3 distribution enterprises significantly increase the price of some car chips,Such as the price of less than 10 yuan chip, to 400 yuan high price sales, up 40 times.
In addition, in a recent interview, Liu Deyin, chairman of TSMC, said that the shortage of semiconductors for cars has caused a large reduction in production, many car companies "immediately blame TSMC" shortage.
"But I told them you were a customer of my client. How can I 'prioritize other people' without giving you chips? ”
"To solve the chip shortage, the team multi-checked different data to see which customers really needed and which were hoarding, " Liu said in an interview.
"We're learning, too, because we didn't need to do this before," which forced him to make the difficult decision to postpone orders for important customers who were considered less urgently needed."Sometimes customers may not be satisfied, but we just need to do the best thing for the industry.
According to TSMC's July session, the first half of 2021 has successfully increased the production of microcontrollers (MCUs), one of the key components of vehicle semiconductor products, by about 30% compared to the same period last year.
TSMC plans to increase vehicle MCU production by nearly 60% for the full year 2021 compared to 2020, and about 30% higher than before the 2018 pandemic.
In addition, the shortage of car chips put TSMC under intense pressure in February.Over-reduction of inventories at auto makers in the past due to the economic downturn has also been a factor, driving an average car chip delivery cycle of up to 15 weeks.
Liu Deyin mentioned in the interview,"In the global shortage of chips, more people are being sent to factories than to products, which means that there must be people hoarding chips in the supply chain."
At present, the global chip shortage is an important reason, Southeast Asia, especially Malaysia factories due to the outbreak, resulting in insufficient capacity, car chip shortage is even more serious, because Malaysian companies are an important base to provide global chip packaging services.
The car chip market must restore capacity at the Malaysian plant to ease. At present, the production capacity of the Malaysian sealing plant has been restored 80%, the supply chain will be gradually eased.