During this period of time, KFC's reachable duck toy was so hot that it was smoking. He is not showing, but complaining. Xiao Peng complained that although the recent auto supply chain is gradually recovering, there is still a lack of chips at home, not expensive chips, but those chips with very low prices.
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This passage looks like Xiao Peng is playing a charade, but what Xiao Peng actually wants to spit out is the big dilemma facing the overall automobile industry——
Just two days ago, at the Guangdong Hong Kong Macao Grand Bay International Automobile Expo, Xiao Peng simply made this clear.
He said that he had bought cheap chips with a cost of only a few yuan, which had been raised to several thousand yuan by unscrupulous businessmen with ulterior motives, and he simply could not purchase.
So what are the so-called "most cheap chips" mentioned by Xiao Peng? Is it that important?
(micro control unit) is translated as Marvel Universe micro control module.
The MCU chip needs to undertake the small functions that are fragmentary but indispensable in the automobile.
For example, automatic air conditioning, electric tailgate, automatic seat adjustment, wiper, automatic headlamp, cruise control and other indispensable practical functions in modern cars.
A car without MCU chips can not be delivered to a large extent. Can you imagine driving a car with a wiper that can't be used on the road?
I'm afraid I can't get out of the underground garage in a rainstorm.
The root cause of the "Porsche configuration reduction event" that caused uproar before was the lack of MCU chips, which led to the original "electronic steering column" being cut into "manual steering column".
Of course, the resulting double standard compensation and official apology at home and abroad are the integrity of the enterprise.
For one thing, MCU chips are all cut from 8-inch wafers, but its profit is not high for wafer factories.
Compared with 12 inch wafers that can cut more chips and have higher process standards, most Fabs will choose to cut the production line of 8 inch wafers.
However, the cost of MCU chip itself is not high. If you cut the more expensive 12 inch wafer, you can't wait for the car companies to buy it, and the downstream chip processing enterprises may die first.
The demand for chips in new energy driven and intelligent vehicles is rising.
Secondly, compared with traditional fuel vehicles, the number of chips used in smart cars is almost zero more.
No matter it is a motor, battery, radar or navigation, as long as it is something connected with "intelligence", it can not escape the assistance of the chip.
The automotive industry has evolved from "horsepower driven" to "chip driven". You can build a car without an engine. You can't do without a chip.
In our daily life, air conditioners, refrigerators, washing machines and other home appliances or electronic equipment also need to use micro control module MCU.
As a new industry entering the market later, in most cases, if there is no channel, it can only wait behind the order team.
On the other hand, due to the impact of the epidemic, logistics is paralyzed, and even food supplies are rare. Modules with low unit prices such as MCU will naturally become a hot cake in the eyes of scalpers and profiteers.
You can even find a large number of individual businesses that collect and sell car chips in a seafood market. ▼
For car enterprises, if there is no affordable goods available, there are only two ways to go: waiting and raising the price of products.
You should know that under the current situation of the Internet car industry, the consequences of the price increase are unpredictable, which is why Xiao Peng is particularly concerned about this matter.
There is a lack of production capacity inside, and unscrupulous businessmen are rampant outside. It seems that the shortage of automotive chips has entered a dead end.
If it is true that Xiao Peng said that the price of a few yuan chip has risen to several thousand yuan, it is indeed a helpless way to buy a washing machine to use the chip inside.
There are more processors in the washing machine now ▼
At present, most of the automotive chips still rely on imports. Old semiconductor companies such as Intel, Qualcomm, NVIDIA, Infineon are all suppliers of automotive chips.
Although there is no such highly integrated automobile chip as Qualcomm 8155 in China, there are still automobile enterprises that can make MCU chips by themselves.
Like BYD, which started earlier and has a complete automobile production line, recently announced the launch of a new 8-bit MCU chip bs9000amxx series at the vehicle specification level.
For example, enterprises like apt microelectronics are also committed to producing MCU products based on risc-v architecture core, but the price may fall back to the market.
In the face of the lack of chips, the new power auto companies really don't have any good solutions. The current impasse of lack of cores is a big test for them.
Whether Yu Chengdong or hexiaopeng, they must first solve the problem of automobile chip supply before they are qualified to stay on the card table.
The owner of the mine car among his colleagues said he wanted to change it. ▼
In general, the price rise of cars caused by the shortage of chips will still be paid by consumers in the future.
Online transmission of sales status of a 4S store ▼
Unless there is a way to eradicate these profiteers who hoard chips, the price of auto chips will remain high, so that the price of finished cars will continue to remain high.
But the good news recently is that used cars have begun to support relocation...
It is also a new idea for friends who are struggling to buy a new car or who cannot wait to order a car.
Author: jijihao editor: Mianxian editor: Huan Yan
Picture and data source:
Microblog: @xp- hexiaopeng
Microblog: @ Auto Home
Porsche official website
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