Ma Chips Akumtunda Anakula, Kupanga Kwapakati Kudachepetsedwa Ndipo Kupanga Kudayimitsidwa, Ndipo Pansi Pansi "Palibe Magalimoto Ogulitsa"!?

Monga tonse tikudziwira, "golide zisanu ndi zinayi ndi siliva khumi" ndi nthawi yayitali kwambiri pakugulitsa magalimoto, koma zochitika za "kuchepa kwakukulu" komwe kumabwera chifukwa cha kufalikira kwa miliri ya kutsidya kwa nyanja kukupitilirabe kuipa.Zimphona zambiri zamagalimoto padziko lonse lapansi zimakakamizika kuchepetsa kupanga kapena kuyimitsa kupanga kwakanthawi kuyambira Ogasiti mpaka Seputembala.Mphamvu zatsopano "Rookies" zasinthanso ziyembekezo zawo zogulitsa kwa kotala lachitatu, zomwe zimapangitsa kuti kuchuluka kwa malonda a masitolo a 4S ndi ogulitsa magalimoto achepetse panthawi ya "golide zisanu ndi zinayi" ndipo "palibe magalimoto angagulitsidwe" Zikuoneka ngati zatsopano. za ena ogulitsa ndi ogulitsa magalimoto.

Kumtunda: tchipisi tagalimoto zidakwera moyipa kwambiri

Ndipotu, magalimoto, magetsi ogula, chithandizo chamankhwala, ma LED ndi zidole tsopano ndi mizere ya 360, ndipo pali kusowa kwa tchipisi.Chifukwa chomwe "kusowa kwamagalimoto" kumakhala koyambirira ndikuti tchipisi tagalimoto takwera kwambiri.

Kutengera nthawi, chifukwa cha COVID-19, kotala loyamba la 2020, mazana a mafakitale amagalimoto adayimitsidwa chifukwa chakutsekedwa, kuchepa kwa magawo komanso kusowa kwa ntchito.Mu theka lachiwiri la chaka, msika wamagalimoto wapadziko lonse lapansi unachira mosayembekezereka, ndipo kugulitsa kwamitundu yosiyanasiyana kudakulirakulira, koma mphamvu yayikulu yopanga opanga ma chip okwera ayikidwa m'mafakitale ena.Pakadali pano, mutu wa "kuchepa kwa zida zamagalimoto" unasokoneza bizinesi yonse kwa nthawi yoyamba.

Pankhani ya mitundu yeniyeni, kuyambira 2020 mpaka 2021q1, tchipisi tasiya kwambiri ndi MCU yoyikidwa mu ESP (body electronic stability system) ndi ECU (electronic control unit).Pakati pawo, ogulitsa ESP akuluakulu ndi Bosch, ZF, Continental, Autoliv, Hitachi, Nisin, Wandu, Aisin, etc.

Komabe, kuyambira 2021q2, mliri wa covid-19 ku Malaysia, malo onyamula ndi kuyesa makampani akuluakulu apadziko lonse lapansi mdziko muno adakakamizika kutseka chifukwa cha mliriwu, ndipo kusowa kwapadziko lonse lapansi kwamagetsi akupitilira kukulirakulira.Masiku ano, kuchepa kwa tchipisi zamagalimoto kwafalikira kuchokera ku MCU ku ESP / ECU kupita ku radar yamamilimita, masensa ndi tchipisi zina zapadera.

Kuchokera kumsika wapamalo, zomwe zatulutsidwa ndi State Administration of supervision and management management zikuwonetsa kuti pansi pamikhalidwe yokwanira yoperekera komanso kufunikira, kuchuluka kwamitengo kwa ogulitsa chip zamagalimoto nthawi zambiri kumakhala 7% - 10%.Komabe, chifukwa cha kuchepa kwa tchipisi, tchipisi tambiri zamagalimoto zomwe zimagulitsidwa pamsika wa Huaqiang North zidakwera kupitilira ka 10 pachaka.

 

Pankhani imeneyi, boma potsiriza linatenga chisokonezo cha msika wa ndale!Kumayambiriro kwa Seputembala kunanenedwa kuti mabizinesi atatu ogawa zida zamagalimoto amalipitsidwa chindapusa cha 2.5 miliyoni yuan ndi State Administration of market and administration chifukwa chokweza mtengo wa tchipisi zamagalimoto.Akuti mabizinesi ogawa omwe ali pamwambapa adzagulitsa tchipisi ndi mtengo wogula wosakwana 10 yuan pamtengo wokwera wopitilira 400 yuan, ndikukwera mtengo kwambiri nthawi 40.

Ndiye ndi liti pamene kuchepa kwa chip specifications chagalimoto kungachepe?Mgwirizano wamakampani ndikuti ndizovuta kuthetsa kwathunthu munthawi yochepa.

Bungwe la China Automobile Industry Association linanena m’mwezi wa Ogasiti kuti vuto la chipwirikiti padziko lonse lomwe opanga magalimoto amachepetsa kupanga sikungathetsedwe posachedwapa chifukwa mliriwu ukupitirirabe m’madera ambiri padziko lapansi.

Malinga ndi kuneneratu kwa Ihsmarkit, zotsatira za kuchepa kwa chip pakupanga magalimoto zidzapitilira mpaka kotala loyamba la 2022, ndipo zoperekera zitha kukhala zokhazikika mgawo lachiwiri la 2022, ndikuyamba kuchira mu theka lachiwiri la 2022.

Mtsogoleri wamkulu wa Infineon Reinhard Ploss adanena kuti chifukwa cha kukwera mtengo kwa opanga semiconductor komanso kufunikira kwakukulu, mitengo ya chip ikuyembekezeka kukwera kwambiri.Kuyambira 2023 mpaka 2024, msika wa semiconductor ukhoza kukwera, ndipo vuto lakuchulukirachulukira lidzawonekeranso.

Mtsogoleri wa bizinesi ya Volkswagen ku America amakhulupirira kuti kupanga magalimoto aku US sikubwerera mwakale mpaka theka lachiwiri la 2022.

Midstream: "mkono wothyoka wa munthu wamphamvu" kuti athe kuthana ndi vuto la kusowa kwapakati

Chifukwa cha kuchepa kosalekeza kwa chip supply, makampani ambiri amagalimoto amayenera "kuthyola manja" kuti apulumuke - chisankho chabwino kwambiri ndikuyika patsogolo pakupereka zitsanzo zazikulu, makamaka magalimoto atsopano omwe atchulidwa posachedwapa ndi mphamvu zatsopano zogulitsa zotentha. magalimoto.Ngati sichithandiza, ichepetsa kwakanthawi kupanga ndikusiya kupanga.Kupatula apo, "moyo ndi wofunikira kuposa chilichonse".

(1) Mabizinesi amtundu wamagalimoto, kupanga kwanthawi zonse kwakhala "mwachangu".Malinga ndi ziwerengero zosakwanira, kuyambira Ogasiti mpaka Seputembala, mabizinesi amagalimoto omwe adalengeza za kuchepetsa kupanga kwakanthawi kochepa ndikutseka ndikuphatikiza:

Honda adalengeza pa September 17 kuti akuyembekezeka kuti magalimoto opangidwa ndi mafakitale ake ku Japan kuyambira August mpaka September adzakhala 60% m'munsi mwa dongosolo loyambirira, ndipo zotsatira zidzachepetsedwa ndi 30% kumayambiriro kwa October.

Toyota idalengeza mu Ogasiti kuti mafakitale ake 14 ku Japan asiya kupanga mosiyanasiyana chifukwa cha kuchepa kwa chip mu Ogasiti ndi Seputembala, ndi nthawi yayitali yotseka ya masiku 11.Zikuyembekezeka kuti kupanga kwapadziko lonse lapansi kwa Toyota kudzachepa ndi 330000 mu Okutobala, zomwe zimatengera 40% ya pulani yoyambirira yopanga.

Subaru adalengezanso kuti nthawi yotseka fakitale iyi ndi fakitale ya Yadao ya Gunma Production Institute (Taitian City, Gunma County) iwonjezedwa mpaka Seputembara 22.

Kuphatikiza apo, Suzuki ayimitsa kupanga fakitale ya Hamamatsu (Hamamatsu City) pa Seputembara 20.

Kuphatikiza pa Japan, mabizinesi amagalimoto ku United States, Germany ndi mayiko ena asiyanso kupanga kapena kuchepetsa kupanga.

Pa Seputembara 2 nthawi yakomweko, General Motors adalengeza kuti 8 mwa malo ake opangira 15 aku North America ayimitsa kupanga m'masabata awiri otsatira chifukwa cha kuchepa kwa tchipisi, AP idatero.

Kuwonjezera pamenepo, Ford Motor Company inalengezanso kuti idzaimitsa kupanga magalimoto onyamula katundu pamalo ochitira misonkhano ku Kansas City m’milungu iwiri ikubwerayi, ndipo mafakitale aŵiri onyamula magalimoto ku Michigan ndi Kentucky adzachepetsa masitivi awo.

Skoda ndi mpando, othandizira a Volkswagen, onse adatulutsa mawu akuti mafakitale awo asiya kupanga chifukwa cha kuchepa kwa tchipisi.Pakati pawo, fakitale ya Skoda Czech idzasiya kupanga kwa sabata imodzi kumapeto kwa September;Nthawi yotseka ya SIAT'S Spanish plant iwonjezedwa mpaka 2022.

(2) Galimoto zamphamvu zatsopano, mphepo yamkuntho "yopanda maziko" yagunda.

Ngakhale kuti vuto la "kuchepa kwapakati pagalimoto" ndi lodziwika bwino, kugulitsa magalimoto amagetsi atsopano kudakali kotentha m'zaka zaposachedwa ndipo nthawi zambiri amakondedwa ndi likulu.

Malinga ndi zomwe zachitika pamwezi ndi China Automobile Industry Association, magalimoto aku China mu Ogasiti anali 1.799 miliyoni, kutsika ndi 3.5% mwezi pamwezi ndi 17.8% pachaka.Komabe, msika wamagalimoto atsopano aku China udapitilirabe msika, ndipo kupanga ndi kugulitsa zidapitilira kukula mwezi ndi mwezi ndi chaka.Kupanga ndi kugulitsa kupitirira 300000 kwa nthawi yoyamba, kufika pa mbiri yatsopano.

Chodabwitsa n'chakuti, "kugunda kumaso" kunabwera mofulumira kwambiri.

Pa Seputembara 20, galimoto yabwino idalengeza kuti chifukwa cha kutchuka kwa covid-19 ku Malaysia, kupanga tchipisi tapadera kwa opanga ma millimeter wave radar akampani kudalephereka kwambiri.Chifukwa chiwongola dzanja cha chip chili chotsika kuposa momwe amayembekezera, kampaniyo tsopano ikuyembekeza kuti magalimoto pafupifupi 24500 aperekedwe mgawo lachitatu la 2021, poyerekeza ndi magalimoto 25000 mpaka 26000 omwe adanenedweratu kale.

M'malo mwake, galimoto ya Weilai, kampani ina yotsogola pakati pa opanga magalimoto apanyumba atsopano, inanenanso koyambirira kwa Seputembala kuti chifukwa cha kusatsimikizika komanso kusasunthika kwa semiconductor yoperekera, ikuchepetsa zoneneratu zake kotala lachitatu la chaka chino.Malinga ndi kuneneratu kwake, magalimoto operekedwa mu gawo lachitatu la chaka chino adzafika pafupifupi 225000 mpaka 235000, otsika kuposa momwe amayembekezera 230000 mpaka 250000.

Akuti magalimoto abwino, magalimoto a Weilai ndi Xiaopeng ndi magalimoto atatu otsogola otsogola ku China, akupikisana ndi Tesla, wopanga magalimoto amagetsi aku America, ndi makampani akomweko monga Geely ndi Great Wall Motors.

Tsopano galimoto yabwino ndi galimoto ya Weilai onse adatsitsa ziyembekezo zawo zobweretsa Q3, kuwonetsa kuti magalimoto amagetsi atsopano si abwino kuposa anzawo.Kwa mphamvu yopangira magalimoto, mliriwu udakali pachiwopsezo chachikulu.

Zikuwoneka kuti maboma ambiri aku Europe ndi America abwera kudzalankhulana ndi Malaysia, akuyembekeza kuti dziko la Malaysia likhoza kuika patsogolo kupereka kwa tchipisi zamagalimoto kumabizinesi awo amagalimoto.Akuluakulu amakampani aku China apempha boma kuti ligwirizane ndi nkhaniyi.

Kutsika: garaja ndi "yopanda" ndipo wogulitsa "alibe magalimoto oti agulitse"

"Kuchepa kwakukulu" kwadzetsa kuchepetsedwa kwa kupanga ndi kutumiza kwa opanga ma Middlestream, zomwe zadzetsa kusowa kwakukulu kwazinthu zamabizinesi akutsika, ndipo zadzetsa mayendedwe amsika pamsika wamagalimoto padziko lonse lapansi.

Choyamba ndi kuchepa kwa malonda.Malinga ndi zidziwitso za China Automobile Circulation Association, zomwe zakhudzidwa ndi kuchepa kwa tchipisi tagalimoto, kugulitsa kwamisika yamagalimoto onyamula anthu aku China kudafika 1453000 mu Ogasiti 2021, kutsika kwapachaka ndi 14.7% komanso kutsika kwa mwezi pamwezi ndi 3.3 % mu Ogasiti.

Malinga ndi zomwe bungwe la European Association of opanga magalimoto lidatulutsa pa Seputembara 16, kulembetsa magalimoto atsopano ku Europe kudatsika ndi 24% ndi 18% pachaka motsatana mu Julayi ndi Ogasiti chaka chino, yomwe ndi miyezi iwiri ndi kutsika kwakukulu kuyambira kumapeto kwavuto lazachuma la euro mu 2013.

Kachiwiri, garaja ya ogulitsa ndi "yopanda".Malingana ndi malipoti a zoweta zapakhomo, ogulitsa ena adanena kuti kuyambira kumapeto kwa July, pakhala pali kusowa kwakukulu kwa zitsanzo zodziwika bwino mu dongosolo la DMS la wogulitsa, ndipo kuyambira kotala lachitatu, malamulo ambiri amagalimoto akadali akusowa kwapang'onopang'ono kwa magalimoto ena, ndipo magalimoto ena alibe magalimoto omwe alipo.

Kuphatikiza apo, nthawi yowerengera ndi kugulitsa kwa ogulitsa ena yachepetsedwa kukhala masiku pafupifupi 20, omwe ndi otsika kwambiri kuposa kuchuluka kwaumoyo komwe kumadziwika pamsika kwa masiku 45.Izi zikutanthauza kuti ngati izi zipitilira, zidzawopseza kwambiri ntchito za tsiku ndi tsiku za ogulitsa.

Pambuyo pake, panali chodabwitsa chakukwera kwamitengo pamsika wamagalimoto.Mkulu wa sitolo ya 4S ku Beijing adati chifukwa cha kuchepa kwa tchipisi, kuchuluka kwazinthu zopangira ndi kochepa, ndipo magalimoto ena amafunikiranso maoda.Palibe zambiri zomwe zilipo, ndikuwonjezeka kwapakati pa 20000 yuan.

Zimachitika kuti pali vuto lofananalo.Mumsika wamagalimoto a US, chifukwa cha kusakwanira kwa magalimoto, mtengo wogulitsa magalimoto aku US udaposa $41000 mu Ogasiti, mbiri yakale.

Pomaliza, pali chodabwitsa kuti ogulitsa magalimoto apamwamba amagulanso magalimoto ogwiritsidwa ntchito pamtengo wa invoice.Akuti pakadali pano, masitolo ena a 4S amabizinesi amagalimoto apamwamba ku Jiangsu, Fujian, Shandong, Tianjin, Sichuan ndi zigawo zina ayambitsa ntchito yokonzanso magalimoto ogwiritsidwa ntchito pamitengo yamatikiti.

Zikumveka kuti kukwera mtengo kwa magalimoto omwe adagwiritsidwa ntchito kale ndi khalidwe la anthu ena ogulitsa magalimoto apamwamba.Ena ogulitsa magalimoto apamwamba omwe ali ndi magalimoto okwanira okwanira komanso mitengo yabwino yamagalimoto atsopano sanachitepo kanthu.Wogulitsa mtundu wapamwamba adanena kuti chip chisanachitike, mitundu yambiri yamitundu yapamwamba inali ndi kuchotsera pamitengo yotsika."Mtengo wamagalimoto m'zaka ziwiri zapitazi udali wopitilira 15.Tinazitola molingana ndi mtengo wa invoice ndikuzigulitsa pamtengo wowongolera wa magalimoto atsopano, ndi phindu loposa 10000. "

Ogulitsa omwe ali pamwambawa adanena kuti ogulitsa amakumana ndi zoopsa zina pokonzanso magalimoto ogwiritsidwa ntchito pamitengo yokwera.Ngati pali magalimoto ambiri ndipo kutuluka kwa magalimoto atsopano kumawonjezeka pakapita nthawi yochepa, malonda a magalimoto ogwiritsidwa ntchito adzakhudzidwa.Ngati sichingagulitsidwe, magalimoto ogwiritsidwa ntchito omwe adapezedwa pamtengo wokwera adzagulitsidwa pamtengo wotsika.


Nthawi yotumiza: Sep-23-2021