The auto industries in Germany and Japan are facing ongoing challenges from a global chip shortage. According to Germany's "Augsburger Zeitung", Reinart Warchenauer, head of purchasing at Audi in Germany, said that although chipmakers plan to build factories in Germany, the bottleneck caused by the shortage of semiconductors to the German auto industry will continue for several years. Year. This problem also plagues Japanese automakers.
A global chip shortage has caused production delays, hitting carmakers and electronics producers in Germany and Japan hard. Faced with this situation, executives and policymakers are rethinking supply chains and trying to reduce dependence on a handful of Asian and U.S. chip suppliers.
Berlin, Germany has been spending billions of euros in subsidies to lure the world's largest chipmaker to build factories in Germany. However, Wachenauer pointed out that it will take years and billions of dollars of investment to build a chip manufacturing plant. To alleviate the bottleneck, automakers can respond by reducing the types of chips used, of which there are currently more than 8,000 in cars. In addition, he also mentioned the importance of stabilizing semiconductor supply and increasing inventories.
According to the German Association of the Automobile Manufacturers, Germany will produce about 400,000 fewer cars in 2021. Volkswagen, Audi, BMW, Mercedes-Benz, Porsche and other German car companies have successively reduced or stopped production. The shortage of chips has caused the German auto industry to suspend production across the board, exposing the problem of structural shortages in the supply chain.
Similar to Germany, Japan is also affected by the shortage of chips. Japan's East Japan Railway Company has suspended the sale of Suica and PASMO cards since June 8 and is not expected to resume until next spring. Many Japanese car companies also temporarily shut down factories due to insufficient chips. The person in charge of Japan's Denso Corporation said that it is expected that the problem of chip supply in the Japanese auto industry will not be resolved until after this summer.
Suzuki's two main factories have temporarily suspended work for 3 days starting from June 5. This is the second time Suzuki has shut down due to insufficient chips this year. The president of the company said that due to the shortage of chips, it is expected that Suzuki's domestic production in Japan will be less than 90% of the original plan in the second quarter of this year. Daihatsu Motor, a member of the Toyota Group, has also shut down two factories due to insufficient chips since May, one of which has been shut down for as long as 13 days.
The global chip shortage is a serious challenge for the auto industries in Germany and Japan. This has prompted companies to take a fresh look at their supply chains and look for ways to reduce their reliance on a handful of suppliers. Although some steps have been taken, it will take time and effort to solve this problem. Only by stabilizing supply chains, increasing inventories and cooperating with chipmakers can the auto industry gradually overcome this challenge and ensure that production continues.
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