The lack of core is true, and the price increase is also true, but it is more true that there are dealers and car companies fishing in troubled waters.
What is the impact of the decline in chip production on the automobile industry?
What does the chip mean to cars?
In fact, early cars didn't have chips. At that time, cars were purely mechanical, and there were at most simple weak current equipment such as instruments and lighting.
However, with the continuous improvement of people's requirements for automobile use and the development of technology, chips have begun to appear in automobiles, and more and more.
Li Dan published a paper in the magazine Electronic Products World, which can be said to be an overview of the development of automotive electronics.
1996, the number of car microcontrollers was only single digits, but by 2020, there will be hundreds of microcontrollers in a car.
According to their functions, automobile chips can be roughly divided into these categories.
There are engines, chassis and body control chips for driving, as well as sensors such as radar, tire pressure monitoring and airbags.
There are also IGBT chips that electric vehicles can't live without, and some cars even have AI control chips that drive automatically.
It can be said that almost all the functions of a car can't be realized without on-board chips. Without chips, cars can't be made.
It's like: primitive people are like that, with a few leaves hanging on them, right? A piece of animal skin belongs to improving life, right?
Not now. Walking without shoes will hurt your feet. Clothes need underwear and a coat. Otherwise, how can you go out? I can't go out.
Is there really such a thing as a lack of core?
The whole industrial chain of the chip industry happens to be very fragile.
Cai Yuezhou and others published a paper "The Impact of COVID-19 Epidemic on Integrated Circuit Industry and the Challenges Faced by China" in Academic Research magazine, which said.
The manufacturing process of integrated circuits is complex, and each step of processing, packaging and testing needs special materials and equipment as the foundation, so there are many kinds of upstream materials and equipment.
In addition, the downstream is the application field of information and communication technology, so the whole industry chain is very long.
This means that external shocks have great potential risks to the industry.
It's like saying it is a tree. The bigger the tree is, the higher it is, the easier it is to be blown off by the typhoon, and there are more things stuck in the neck.
Affected by the epidemic, any country or any region involved in the upstream and downstream of the entire industrial chain may fail to produce if an epidemic prevention and control measure is not done well, and all others will be stopped.
I want to install a car and a screw. The screws were not produced. How do I install the car? Something like that
So "lack of core" does exist.
How big is the impact of core deficiency?
Because of this, car production is declining all over the world, not just in China.
According to the recent data of AutoForecast Solutions, an American market forecasting company, as of February 5, 2002122000, the global automobile market has been reduced by10/KLOC-0 due to the shortage of chips.
Among them, China automobile market reduced production by 6.5438+0.982 million vehicles, accounting for 654.38+0.9.6% of the total reduction.
AFS predicts that the cumulative reduction in the global automobile market will climb to 65,438+0,654,38+0,324,000 vehicles this year. Last year, in 2020, the global automobile production was only over 77 million vehicles, which was equivalent to the global production reduction of about 15%.
Is it an excuse to raise prices?
Lack of core leads to tighter concessions.
The decline in automobile production will also affect the unit price.
Dong Tianyi, a reporter from the National Business Daily, reported that the used car market unexpectedly turned red under the condition of "lack of core", and the price of luxury quasi-new cars rose by 10%. Some car dealers still called it "a mountain of pressure", it said.
Many 4S stores tightened the preferential margin, and the final transaction price was higher than before, which was generally tens of thousands of dollars more expensive than before.
Even so, some models still have no existing cars, which will also cause the price of used cars to rise. The purchase price of quasi-new cars of some luxury brands increased by 5% to 10% compared with the same period in 2020.
It is true that some cars have gone up in price under this excuse.
However, most of these effects are only manifested in two aspects: tightening concessions, or waiting a little longer to extend the time for picking up cars.
There are also some dealers and car companies that raise prices or bundle sales, especially some popular models. Although fewer cars are sold, the net profit of some car companies has hit a record high.
Take Maibakh as an example, 202 1, with the original configuration unchanged, the officially announced price increase is about 10%. Judging from this posture, it is unlikely to be transferred back in the future.
Lexus also needs to increase the price and buy a gift package to get the car. Some time ago, the dealers of the Great Wall also made a mistake. For example, tanks can jump the queue with a price increase of 300.
The core is insufficient to tighten concessions, and some car companies take this opportunity to raise prices.
Generally speaking, due to the particularity of the chip industry, it has been seriously affected by the epidemic. The global "lack of core" has really affected the entire automobile industry, resulting in that the car purchase discount is generally not as good as before.
Moreover, there are indeed dealers and car companies who want to increase prices or bundle sales on this grounds.
There are more than one friend who wants to buy a car now. In 2022, there may be some manufacturers with stronger strength and good foundation, and the scheduled chips have arrived in sufficient quantities, and the preferential situation may be improved.