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McKinsey: The shortage of vehicle chips will give birth to the supply chain restructuring

via:凤凰网     time:2022/6/20 6:01:18     readed:61

According to Jiwei.com, McKinsey, a well -known consulting company, recently pointed out that due to the shortage of car chips, it is difficult to solve in the short term, and the supply chain continues to be turbulent, and the vehicle company should actively consider adjusting the operating strategy.

McKinsey analysis said that the previously popular on -time manufacturing (JIT) model is difficult to adapt to the current status of semiconductor supply. Semiconductor components from the bottom to the delivery interval is at least four months. On the month, the entire vehicle manufacturer had to order semiconductor components that are higher than actual output to ensure that the inventory is at a safe level. The excess orders form a "bull whip effect" on the entire industrial chain. Supply shortage.

To this end, some vehicle manufacturers and Tier1 suppliers have established cross -departmental teams to integrate the flow of internal information of the enterprise and solve the problem of short -term supply.

In addition, McKinsey suggested that the entire vehicle factory should formulate a more comprehensive mid -to -long -term technical planning, refine the needs of its semiconductor device, and conduct targeted product development based on this plan, such as expanding the list of certification products, increasing the separation of separation The device is universal on different models.

In the short term, McKinsey suggested strengthening the digital transformation of the supply chain, improving the transparency and efficiency of the flowing between the vehicle manufacturers and the supplier, and formulating a better business strategy through data mining to achieve dynamic optimization of supply and demand matching.

McKinsey also suggested that based on shared long -term demand planning, the entire vehicle factories can also jointly invest with suppliers to invest in mature wafer factories, or jointly design semiconductor components to share financial costs and risks, increase profit margins, and apply advanced technologies early.

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