Recently, a news that "Europe and the United States will completely stop supplying Chinese car chips" has sparked heated discussions.
According to the news, due to global semiconductor capacity restrictions and superimposed pressure from the US government, the European and American governments are drafting a plan report that the US will jointly stop the supply of chips to Chinese automakers by European semiconductor manufacturers.
According to Gasgoo Automotive’s report, the European Union Chamber of Commerce in China responded that the new crown epidemic has restricted the production capacity of the semiconductor industry, the recovery of the Chinese automobile market, the surge in demand, and the time required to expand production capacity are the main reasons for the short-term shortage of automotive chip supply capacity. It has nothing to do with the export control imposed by other governments on China.
At the same time, Samsung also told the relevant media that it has not heard of a complete cut-off of supply to China, and the company has not made a similar notice. Out of stock is a global event, and many European and American car companies have negotiated with Samsung to increase the supply of chips.
According to IHS Markit, the global automotive chip market will grow by 18% year-on-year in 2021. If the supply to China is cut off, this data is completely impossible to achieve.
In fact, it may not be easy to completely cut off the supply of Chinese car chips, because this will cause the joint ventures of multinational car manufacturers in China to be forced to adjust, either completely withdraw from the Chinese market, or continue to dual-system Global business split.
In addition, China, as the world's largest single market, will have a huge impact on the global auto market if its supply to the Chinese auto market is cut off.
Previously, the China Automobile Association also stated that the lack of chip supply reported by the media is real, but it is not as serious as rumors, and the market need not panic too much. Due to insufficient chip supply, the production of some companies was affected to a certain extent in the first quarter of this year, but the impact of the shortage of chips throughout the year will not be too great. However, chip price increases may be inevitable.
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