"Lack of core" of automobile core parts: manufacturers don't want to "over-interpret", and dealers take the opportunity to promote sales.

Affected by the national epidemic, the risk of out-of-stock of foreign chip manufacturers has been spreading, and the risk of production stoppage of vehicle manufacturers was once reported, among which the North and South Volkswagen were the first to bear the brunt. Faced with this topic, although enterprises don't want to be "over-interpreted", they have become "gimmicks" for promotion in dealers.

It is understood that the main deficiency of automobile chips at present is the functional chip MCU (micro-control unit), which makes it impossible to produce ESP (electronic stability program system) and ECU (electronic control unit). To this end, "Yipin Automobile" interviewed FAW-Volkswagen and SAIC Volkswagen for the first time, and both sides replied: over-interpretation, not so exaggerated.

FAW-Volkswagen said: "The company is currently communicating with relevant suppliers, and the actual situation is not as exaggerated as (the media) said." SAIC Volkswagen said: "The chip problem will indeed have an impact on the production of new cars, but it will only affect a few high-end models, and it is not as exaggerated as the total suspension of production rumored by the outside world. Moreover, the problem of chip supply is not an emergency, and we are ready. The supply of chips in the market is a global problem, which affects not only the automobile industry but also the public. "

Yipin Automobile found that in addition to North and South Volkswagen, other car companies also have similar problems. An executive of Chery Automobile said: "This problem does exist. Due to a safety accident at a Japanese chip supplier, it is estimated that it may take some time to resume production. Domestic independent brand enterprises, due to the large amount of orders in advance at the end of the year, the impact will not be great! "

What about Japanese companies? We also interviewed a Japanese joint venture, and the other party responded that it was "not affected for the time being". In addition, the two new car-making forces also replied "unaffected".

Obviously, for enterprises, we don't want to talk about the topic of "lack of core". After all, it is easy to think of the problem of "lack of core technology". In addition, as an enterprise, it is also a "major production accident" if it stops production because of "lack of core".

However, when Yipin Jun visited the market, he felt that the terminal dealers were obviously more willing to make a fuss about "lack of core".

When we visited FAW-Volkswagen and SAIC-Volkswagen 4S stores, we found that the supply of vehicles in the stores was normal, and most models were available for ordering. FAW-Volkswagen has just listed the eighth generation of golf top models that can be booked, while Magotan top models need to be booked in advance because there are few buyers. Most of SAIC Volkswagen stores are medium-sized models, and the reason why the top models need to be booked is because there are fewer buyers.

When we really want to know the price of a car as consumers, we find that the tone of the sales consultant will change immediately: "It doesn't matter now, the car source is sufficient, but the preferential margin may be recovered. After all, the chip will lead to a decrease in supply. " Take SAIC Volkswagen as an example. The official guide price of 280TSI two-wheel drive deluxe edition is 654.38+088.8 thousand yuan, and the current market discount is generally around 35 thousand yuan. "I can't guarantee that there will be this preferential margin after one month. If you want to book a car, I suggest starting early. "

In fact, dealers give priority to solving the inventory problem compared with the capacity problem. According to the latest "Investigation on the Inventory Early Warning Index of Automobile Dealers in China" released by china automobile dealers association, the inventory early warning index of automobile dealers in June 2020 was 60.5%, up 6.4 percentage points from last month and down 2.0 percentage points from the same period last year, and the inventory early warning index was above the threshold.

According to the market research organization strategy? According to the data released by Analytics, in 20 19, the global installed capacity of automobiles exceeded 2.5 billion. The domestic automobile chip market is dominated by foreign manufacturers, and the self-sufficiency rate of domestic automobile chips is less than 10%. Among foreign manufacturers, Bosch and Chinese mainland are the main suppliers of ESP and ECU, and they are almost in a monopoly position. According to mainland information, its current ESP inventory is about 1 10,000 sets, which is far from the market demand. The relevant person in charge of Bosch China also responded that there is indeed a chip shortage in the industry at present, and Bosch is also keeping close communication with suppliers and customers to actively guarantee the supply.

It has become an indisputable fact that chips are out of stock. It has been reported that the shortage of chips is actually a means for chip companies to threaten to raise prices, or it may be that the United States restricts the supply of chips to China enterprises. "It can be expected that car companies will bring fluctuations in production capacity and cost due to chip problems, but it remains to be seen whether this fluctuation will be transmitted to the consumption level." Jia, executive director of china automobile dealers association, thinks.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.