China Automobile Association Ye Shengji: My car chip self-sufficiency rate is less than 5%, MCU is particularly weak
According to reports, at the 2021 China Automobile Forum held on June 19, Ye Shengji, chief engineer and deputy secretary-general of the China Association of Automobile Manufacturers, said that currently, MCU control chips are the most in short supply among all kinds of chips in my country, and domestic MCU control chip companies are the weakest. . Up to now, China’s semiconductor self-sufficiency rate is 15%, of which auto chip self-sufficiency rate is less than 5%.
Ye Shengji believes that due to the unclear information on the current automotive chip supply gap and recovery cycle, chip distributors are hoarding goods and asking for prices in the market. At the same time, companies also choose to stockpile and scan goods in large quantities to increase chip inventories to resist future risks, further exacerbating the current chip shortage dilemma.
The China Automobile Association predicts that the shortage of automotive chips will reach its peak in the second quarter of this year, and it is optimistic that the shortage of automotive chips will begin to ease in the second half of this year.
Ye Shengji pointed out that the current production capacity of the semiconductor industry has provided great support to the automotive industry. When the automotive industry does not lack chips, other industries will undergo half-yearly cyclical adjustments. It is expected that the supply of the entire semiconductor industry will return to balance by the end of 2022.
At present, the shortage of chips has become a global development problem. In terms of MCU, Jiwei.com has previously reported that in 2020, demand in the fields of automobiles and the Internet of Things will explode rapidly. International major manufacturers such as ST and Renesas will not supply the market demand in time, and their production capacity will also be restricted by various “natural and man-made disasters”. , resulting in rising MCU prices, prolonged delivery, and shortages in the market. With downstream distributors stockpiling and roasting seeds and seeds, the price of some models of MCU products has risen by more than 10 times.
At the end of 2020, the shortage of automotive semiconductors began to enter people’s attention, and then the shortage of automotive semiconductors began to spread on a wider scale. Many well-known automotive companies around the world were affected by the shortage of automotive semiconductors to varying degrees, and some models experienced production delays and production cuts. , and even discontinued production. The shortage of automotive semiconductors has brought about continuous production reduction or even suspension of production by OEMs, which has caused a significant impact on the global automotive industry.
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