The first financial reporter learned from the insiders that the recent ideal car acquired thousands of electronic parking (EPB) chips from the black market. The normal price of the EPB chip was about 6 yuan / piece. The ideal car acquisition price reached about 5,000 yuan. / Table, exceeding 800 times the normal price.
It should be noted that the company denied this news when the First Financial Reporter was respectable today (October 9) to respect the ideal car.
Soon, the ideal car released a new product delivery program. Under normal circumstances, ideal ONE Ideal One should be equipped with 5 millimeter-wave radar. According to the new product delivery plan, the vehicle delivered by the ideal car October and November will only install one front forward millimeter wave radar and 2 back angles. Millimeter Poe Radad, planned to make 2 millimeter wave radar for users who mentioned the car before the Spring Festival of next year. At the same time, the ideal automobile auxiliary driving system (NOA) later OTA needs to be carried out after completion of 5 radars.
Ideally, users can choose to deliver 3 radar models in advance or waited until December 5 radar models, and the ideal car will arrange corresponding delivery according to user opinions.
Ideal car confirmed to the first financial reporter yesterday that the company's millimeter wavelet, ultrasonic radar suppliers were Bosch. On August 17, Xu Daquan, Vice President of Bosch, released a circle of friends. He said that the semiconductor is located in the Malaysian Mouar Muar, which has a large influence of new crown, and the local government has to close some of the production line to August. 21st. This has a very large impact on the chip supply of Bosch VCU, TCU and ESP / IPB, and Bosch is expected to be substantially off-conferencing state in August subsequent time.
The first financial reporter once disclosed that the price of Bosch ESP chip has skyrocketed 300 times, and people from the Bosch, revealed that in order to prevent the skyrocket of the black market, Bosch has recently refused to test and fill the black market chip.
The shortage of chip affects the normal delivery rhythm of the ideal car. Since 2021, the ideal car deliver has gradually climbed. In the case of only one model, the new power sales champion will be set up in June this year. Sales performance exceeds the predominary and small Peng car.
The industry thinks that the ideal car will become a new monthly delivery of a new-selling vehicle enterprise. However, in September, the ideal car delivery volume fell 24.8% to 7094, and the car and Xiaopeng cars were doubled to break the monthly delivery. In the new potential camp, the ideal car sales ranked fourth in September, lagging behind Wei, Xiaopeng and which car.
In response to the problem of chip shortage, Ideal car joint founder and president Shen Yanan recently said: "The ideal car will decline in September, which is a decline in the delivery of the chip supply, and we are taking more measures to ensure the supply of components, hope Shorten as much as possible to the car waiting cycle. "
At the same time, the shortage of automotive chip started in the second half of last year has continued to have a clear mitigation sign after nearly 1 year. On the evening of October 7, a 6.1-magnitude earthquake occurred in the northwest of Japan's Chiba Prefecture. The world's third largest car chip factory Japan Rissa released an announcement in its official website, some lithographic equipment automatically stopped operations due to shaking, and is currently being confirmed by quality inspection. It is expected to be completed within 8 days, and the car produced by Renesas is micro. The controller chip market share accounts for about 30% of the global market.