Recently, some media reports said that FAW Volkswagen and SAIC Volkswagen (industry abbreviation: North and South Volkswagen) both stopped production today. The reason is that due to the influence of overseas epidemic situation, after the shutdown of overseas chip factories, the high-end chips for vehicles were out of stock, mainly due to the shortage of ESP and ECU chips, resulting in the supply interruption of corresponding parts and components, resulting in production suspension. In this regard,Then VW said that it was not affected by the production of new cars by Volkswagen, but it was not affected by the situation of production suspension of SAIC.
"It's not an emergency. We were prepared for it." Relevant people from SAIC Volkswagen said,"Chip market supply is a global problem, which affects not only the automotive industry, but also the public."
In fact, since novel coronavirus pneumonia outbreaks, the new chip supply shortage due to factory shutdown is becoming a global problem and has caused many industries including automobile and parts manufacturing.
As the world's largest auto market, although China was the first to recover from the epidemic, some important chips (such as ECU and ESP) are heavily dependent on imports. However, most of the countries producing such chips are still trapped in the epidemic.
It is reported that the main suppliers in China are continental continental and Bosch, and the two parts giants are also facing the risk of business shutdown due to the impact of chip supply interruption.
At present, Continental continental Continental's ESP (Electronic Stability Program System) inventory is only about 10000 sets, which has been unable to meet the market demand.According to the current situation, nearly 15% of China's automobile production capacity is affected. In 2019, China's auto production capacity will be 2.683 million. Based on this calculation, once the supply can not be restored, the production capacity of 4 million vehicles will be affected a year.