The shortage of automotive chips that began in late 2020 does not seem to be slowing down until 2023. Recently, according to the latest data from AutoForecast Solutions, an automotive industry data forecasting company, as of January 15, due to the shortage of chips, the global auto market has reduced production by about 219,100 vehicles this year, of which 170,100 vehicles have been reduced in other parts of Asia, about 100,000 vehicles. Accounted for 78% of the global production reduction.

At present, automobiles have entered the era of electrification + intelligent network connection. Trends in fields such as new energy, intelligence, and autonomous driving have brought huge demand for semiconductors. At the same time, automotive intelligence + electrification has driven the upgrading of the overall industrial chain structure, and the content and importance of automotive chips have doubled. It is estimated that automotive semiconductors will account for 50% of the total cost of automobiles in 2030, and will become new profits for automobiles. growth point.

In fact, in addition to the sharp increase in demand, the increase in chip production capacity that has not fully matched the increase in automotive demand is also an important reason for the shortage of automotive chips.