Significant changes have taken place in the cost structure of electric vehicles. The total cost of chips exceeds that of power batteries! Just this afternoon, Shenhui, CEO of Weima automobile, sent a microblog, saying that there has been another round of price increase in automobile chips recently, and the chip cost of intelligent electric vehicles has exceeded the battery pack according to the price after the price increase.
In the past, the biggest cost of intelligent electric vehicles, or electric vehicles, came from power batteries. Tens of degrees or even the most expensive components of an electric vehicle can cost tens of thousands of yuan or even more than 100000 yuan.
However, as the car becomes more and more intelligent, the specifications and quantities of chips that need to be used in the car become higher and higher. In addition, the lack of cores has led to many price increases. Finally, the cost of chips exceeds the cost of power batteries.
Of course, in the long run, with the continuous improvement of automotive intelligence, even if there is no significant increase in the price of chips, the final cost will still exceed that of power batteries.
This change also marks that the core of the intelligent electric vehicle industry will shift from the electric drive system to the intelligent system. As Shen Hui said, "it also means that the electric vehicle industry track has shifted from the battery to the chip."
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01.
Affected by many factors, Bosch and other suppliers increased their prices again
A few days ago, the cost of the automobile industry has been rising due to the impact of the Russian Ukrainian war, epidemic, logistics and other factors. Many auto parts suppliers, including Bosch, reported that their prices were about to rise, which attracted close attention from the outside world.
Just this afternoon, Shen Hui, CEO of Weima automobile, responded to this rumor by posting a microblog. He said that Bosch's price increase was not hearsay. This round of price increase involved a number of Tier1 enterprises, and the price increases were all essential chip components.
Weibo of Shenhui, CEO of Weima automobile
He also stressed that the rise in chip prices may increase the cost of smart cars, so a single laser radar with a cost of more than 10000 yuan may be left out in the cold due to the need of car companies to control costs. This also means that the cost of electric vehicles will not only be affected by the price rise of battery raw materials, but also by the price rise of chips. Therefore, car enterprises need to make careful calculations to control the cost price of vehicles.
Automobile circuit board
In fact, Bosch Group executives have previously explained the problem of rising costs. Markus forschner, chief financial officer of Bosch group, recently said to foreign media that the company's operating costs are now rising significantly due to the sharp increase in energy, raw materials and logistics costs.
On the 10th of this month, chenyudong, President of Bosch China, also said that this year was a year of sharp price increases in the automotive industry. Although the price increases were mainly caused by power batteries, other parts were also affected. The implication is that prices of other parts have also risen.
02 .
Car companies are embarrassed to be forced to raise prices and sell less
At present, the most difficult thing may be the car companies. On the one hand, they have to endure the continuous price increases of suppliers due to the epidemic, and on the other hand, they have to face the falling demand of consumers due to the epidemic.
Since the outbreak, car companies have been forced to raise prices for various reasons. However, the biggest difficulty faced by car companies is not the price rise of battery raw materials and chip shortage, but the weakening of the demand side.
At present, the automobile market is in a dilemma of contradiction. On the one hand, raw materials and parts are transmitted to automobile enterprises to raise prices, and on the other hand, the epidemic and the economic environment lead to the weakening of people's demand for cars. It is meaningless for no one to buy any more prices.
April this year may be the worst time for the domestic auto market in recent years. According to the data of the passenger car Association, the sales volume of the domestic car market in April was 1043000, a year-on-year decrease of 35.5% and a month on month decrease of 34.0%.
Automobile market in April, 2022
In this "win even if you don't fall" environment, although the new energy vehicles reversed the trend, a total of 282000 vehicles were sold, a year-on-year increase of 78.5%, but also a month on month decrease of 36.5%.
New energy vehicle market in April 2022
It is worth noting that the output of new energy vehicles in April was only 293000 units, down 33.1% from 437000 units in March.
On the whole, the car market in April fell in sales and output compared with that in March; The biggest influencing factor was the outbreak in April. The outbreak in Shanghai led to the shutdown of the automobile industry near the Yangtze River Delta, which affected the production and sales data of the whole April.
03.
Conclusion: the rise of chips may lead to a further rise in the price of intelligent electric vehicles
In recent years, affected by the epidemic, the prices of automobile raw materials have been raised for many times after the shortage, which has also led to the rise of automobile costs. The price rise of power battery raw materials has raised the price of intelligent electric vehicles for many times. This time, Bosch will raise the price of chips, which will undoubtedly promote the price rise of intelligent electric vehicles equipped with more chips again.
Car companies have been suffering from the shortage of chips for a long time, and the price rise of chips has poured a bucket of cold water on many car companies. If car companies want to control vehicle costs, or they can find cheap and high-quality local suppliers to replace them, but it also takes time.