According to the report on the electronic enthusiast website (Wen / lianghaobin), it has been reported recently that insiders of ansenmey, a major automotive chip manufacturer, pointed out that its orders for automotive IGBT are full and no longer receive orders, but it does not rule out that there is a certain proportion of overbooking in the orders.

Not long ago, ansenmey experienced a logistics crisis. In April, Anson Meifa announced that its global distribution center in Shanghai was forced to close due to the impact of the epidemic. The distribution center is responsible for the logistics distribution of Anson Meifa’s three factories in Shenzhen, Suzhou and Leshan, Sichuan. According to the data of TSR, a market research company, ansenmey has a global market share of more than 60% in the automotive imaging market and more than 80% in the automotive perception field. Its logistics obstruction undoubtedly affects the production of the automotive industry. Fortunately, on April 25, ansenmey said that the application for resumption of work of Shanghai global distribution center had been approved and logistics was gradually restored.

Source: Fuchang Electronics

However, according to the statistics of Fuchang electronics, taking ansenmey as an example, in 2022q2, the delivery time of IBGT is 39-52 weeks, and the delivery time and price continue to rise.

Source: Fuchang Electronics

At the same time, the delivery time of the automotive analog and power supply products of NXP, another major automotive chip manufacturer, has also reached 45-52 weeks. The longest delivery time of the sensor products of ansenmey and NXP has reached 52 weeks, and the price also has an upward trend.

So now it seems that after the logistics problem is solved, the supply of automotive chips is still in short supply. In the fourth quarter of last year, there was once a sign of improvement in the problem of automobile core shortage. However, in 2022, the problem of core shortage has once again become a big mountain in front of domestic and foreign automobile enterprises.

From the terminal point of view, in 2022, an obvious phenomenon is that the penetration rate of new energy vehicles in the overall automobile market continues to increase. In November, 2021, in the domestic passenger car market sales data released by the passenger Federation, the penetration rate of new energy vehicles exceeded 20% for the first time, and this figure continued to increase steadily in 2022. The domestic retail penetration rate of new energy vehicles reached 21.8% in February and 28.2% in March, setting a new record.

From the perspective of supply, the penetration rate of new energy vehicles has further increased, which means that the demand for electronic control and other products will increase exponentially. In the long run, it is difficult for the supply and demand to keep up with the demand growth. At present, the number of ECU (electronic control unit) used in electric vehicles is four to five times that of ordinary fuel vehicles, so even if the growth of the entire passenger vehicle market slows down, the increase of new energy penetration will still bring huge demand growth to upstream MCU, power device and other suppliers.

In terms of chip supply, the current production increase at the manufacturing end is still limited, including the recent suspension of orders for ansenmey automotive IGBT, which can also reflect the dilemma of the supply end. It is not only the international brands that have difficulties in supply. Recently, Xiaobian learned from a domestic vehicle specification chip manufacturer that the current vehicle MCU market is also very scarce. The company’s products are in the status of distribution, and the delivery period has been lengthened by about 50-55 weeks.

The market share of automotive MCU is dominated by overseas IDM manufacturers, and TSMC accounts for 70% of the OEM share of automotive MCU. Although domestic replacement has obtained a good development opportunity in the storm of lack of core in automobile chips, and many domestic automobile MCU manufacturers have relied on this opportunity to obtain some market share, after all, domestic chip manufacturers are mainly fabless mode, which is more dependent on the capacity of TSMC. Whether TSMC can provide more production capacity for automotive chips, on the one hand, is to alleviate the shortage of automotive chips, on the other hand, is the key to whether domestic automotive MCU can obtain greater development space.

Of course, wafer foundries in mainland China, such as SMIC international and Huahong semiconductor, are continuing to expand their production. Meanwhile, SMIC is already OEM for domestic automotive chip manufacturers. In 2021, SMIC will increase its monthly production capacity by 100000 chips, equivalent to 8 inches. The planned capacity increase in 2022 will be more than that in 2021; Last year, Huahong semiconductor began mass production of vehicle specification IGBT. According to the data of last June, Huahong semiconductor has produced more than 10000 wafers of 12 inch IGBT.

However, the production expansion progress of traditional automobile chip IDM giants can not keep up with the market demand for the time being. The production expansion plans of Infineon, st and ansenmey may not climb to the planned capacity until 2023. It can be predicted that the supply gap of automotive chips may still not be objective this year.

Leave a Reply

Your email address will not be published.