Electronic enthusiast.com reported (Wen / wuzipeng) recently, Bosch, the world’s leading technology and service provider, held the “Bosch China 2022 press conference”. At the meeting, Dr. chenyudong, President of Bosch China, once again talked about the recent lack of cores in the automotive industry.

He said: “in March and April, everyone was able to sympathize with us and did not urge the chip. In May, the pressure increased again and a new round of chip competition began. May was very difficult and was already in a jam.”

Bosch is the largest parts supplier in the world. According to the statistical data of several research institutions, Bosch ranks first in the global automotive electronics market share, accounting for 16.6%. The second to fifth places are the mainland, accounting for 10.8%, the electronics assembly, Delphi, and Visteon, respectively.

According to the financial report data, the sales volume of Bosch in Germany in 2021 was 78.8 billion euros (about 572.8 billion yuan), an increase of 10% year-on-year; The EBIT was 3.2 billion euros (about 23.3 billion yuan), a year-on-year increase of 68%. Among the four business divisions of Bosch Automotive, industrial, energy and building and consumer products, automotive is still the largest. In 2021, the revenue of this business division reached 45.4 billion euros (about 330billion yuan), an increase of 7.5% year-on-year.

Therefore, it can be said that Bosch has the most profound understanding of the automotive industry, whether it is the prosperous market prospect or the supply chain dilemma caused by the lack of cores. Although the current chip supply at the consumer end has been loosened, and the chip inventory of many companies has begun to rise, this positive signal has not yet reached the automotive industry. Earlier, in the survey of Shanghai’s resumption of work and production, an automotive industry official said: “due to the surge in demand for chips from new energy vehicles, the shortage of chips has affected all aspects of vehicles, including window lifters, central control, etc., and the lack of one will affect the delivery progress.”

Automotive chips can be roughly divided into three categories: computing power and processing chips, power conversion chips and sensors. It is estimated that the number of chips in traditional vehicles is about 500~600, and the number of new energy vehicles has doubled, about 1000~1200. Chips are required for everything from the tire pressure monitoring system (tmps) and camera to the vehicle controller and automatic driving domain controller, while more chips are used for intelligent new energy vehicles. According to hexiaopeng, founder of Xiaopeng automobile, The chip consumption of Xiaopeng’s single car is about 1700.

In terms of value, the average chip value of a single car is $350, while the chip value of a pure electric car can reach $770, while that of a high-end electric car can exceed $1500, nearly 10000 yuan, and that of a car with advanced automatic driving function will be even higher.

At present, there are still car companies stopping production due to the lack of core. According to foreign media reports, many Japanese car manufacturers have further extended their shutdown time due to insufficient chip supply after suspending factory operations from April 29 to May 8. For example, for Toyota Motor, the shutdown time of some assembly lines of the group’s Aichi Takaoka plant will be extended to May 9, and the shutdown time of some production lines of its subsidiary Toyota auto body Aichi plant will be extended to May 16.

Car companies lack cores. The first thing they ask is the upstream parts suppliers.

At present, domestic auto enterprises are also suffering from the problem of core shortage. Due to the lack of core, in May 2021, China’s overall auto sales ended the high growth trend and showed negative growth. According to the data released by the China Association of automobile manufacturers, in May 2021, China’s automobile output was 2.04 million, and the sales volume was 2.218 million, with a growth rate of -3.1%. This is the beginning.

At present, the impact of core shortage is still spreading. Statistics show that by march9,2022, the production of 1.122 million vehicles in the Chinese market has been reduced. Previously, it was reported that some owners of Xiaopeng cars who bought the best-selling cars were told that “the supply shortage of millimeter wave radar affects the production and delivery time of the models you purchased. Therefore, if the owner is willing to choose the delivery scheme of replenishing the radar after picking up the car, Xiaopeng will give free xpilot3.0/3.5 software (worth about 20000 yuan) for the intelligent assistant driving system, and the date of replenishing the radar is expected to be March 31, 2022.”

Domestic car companies and joint-venture car factories with factories in China are facing a lack of cores, so Bosch China is under great pressure. On August 17, 2021, xudaquan, vice president of Bosch China, once released a circle of friends, saying that they were also under great pressure because of “lack of core”, and even joked that they wanted to jump with their leaders.

At the “Bosch China 2022 press conference”, Dr. chenyudong also said: “with the gradual easing of the epidemic, the government and industry associations have attached importance to and supported the resumption of work and production, and we have seen a positive trend of improvement. However, the supply chain of automotive and other industries is very long and linked. The overall recovery of production capacity requires the opening up of every production, supply, logistics and transportation link, which still needs time and joint efforts.”

Bosch attaches great importance to the business development in China. Bosch Suzhou is one of the largest R & D and manufacturing centers of Bosch Group in the world. It has seven business divisions: automotive electronics, chassis control system, intelligent driving and control, intelligent manufacturing solutions, Bosch Internet industry, two wheeled vehicles and sports vehicles, and cross business cooperation platform. Its products cover automotive electronic control unit, brake anti lock system ABS, electronic stability program ESP, etc.

It can be predicted that 2022 will still be a year of lack of cores in the automotive industry. At present, Shanghai is stepping up the recovery of the automotive industry, and the chip has become the “bayonet” of the industrial hourglass. As the largest parts supplier, Bosch not only needs to supply chips, but also needs to buy chips. It really needs to deal with more details, so it is not too much to describe it as “struggling”.

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