Yog tias chip ntau lawm rov qab los, vim li cas automakers tseem ua tsheb tsawg dua?

Peb tuaj ntawm no li cas, thiab yuav kav ntev npaum li cas?

Tsis tas li ntawd saib: GM's hloov tau yooj yim hluav taws xob tsheb platform tab tom nrhiav kev cog lus rau cov neeg coob coob

Qhov loj ntawm qhov teeb meem

Hauv xyoo 2019, ua ntej thawj qhov pom ntawm COVID-19, Asmeskas tau yuav ntau dua 17 lab lub tsheb. Nws yog tsib xyoos sib law liag peb tau ua li ntawd.

Txog thaum 2022 xaus, Kelley Blue Book niam lub tuam txhab Cox Automotive tej yaam num uas cov neeg Amelikas yuav tau yuav tsawg li 13.3 lab.

Qhov poob tuaj txawm tias qhov kev thov hnyav rau cov tsheb tshiab, nrog cov nqi nce mus txog cov ntaub ntawv siab rau lub caij ntuj sov no. Qhov nruab nrab lub tsheb tshiab nyob rau lub Yim Hli muag rau $ 48,301-10.8% siab dua ib xyoos dhau los.

Qhov teeb meem? Lub ntiaj teb tsis txaus ntawm microchips.

Tsis tas li ntawd saib: Xav tau tsheb qiv? Lawv tab tom nyuaj kom tau

Peb tuaj ntawm no li cas

Ib tiam dhau los, tsuas yog lub tsheb kim tshaj plaws muaj microchips. Niaj hnub no, txawm tias tus nqi pheej yig, lub tsheb qis qis zoo li Mitsubishi Mirage - nrog tus nqi pib ntawm $ 14,645 - muaj ntau ntau lub microprocessors. Lawv tswj txhua yam ntawm traction tswj systems mus rau cabin kub.

Lub tsheb khoom kim heev, zoo li Mercedes-Benz EQS, nrog nws cov tshuaj tsw qab programmable thiab tes-dawb txoj kev tsav tsheb, tuaj yeem muaj ntau pua.

Lub cua daj cua dub zoo kawg nkaus ntawm cov xwm txheej tau tawm hauv kev lag luam tsheb nrog cov khoom siv tsawg ntawm cov chips tseem ceeb.

Thaum ntxov ntawm COVID-19 kev kis thoob ntiaj teb, raws li tsoomfwv thoob ntiaj teb tau txwv kev mus ncig los txwv kev kis tus kabmob, kev thov rau tsheb tshiab tau poob qis. Automakers txwv lawv cov xaj rau microchips, cia siab tias lub hlis ntawm kev tsim tsheb qeeb.

Tab sis chip factories tsis qeeb zoo li lub tuam txhab tsheb ua. Cov neeg siv khoom tau xaj khoom siv hluav taws xob tshiab los pab txhawb kev ua haujlwm thiab mus kawm ntawv hauv tsev.

Thaum cov tshuaj tiv thaiv tau tso cai rau tib neeg rov mus ncig dua, qhov kev thov rau tsheb tshiab tau nce ntxiv. Automakers sim spool li lawv cov xaj rau cov chips tshiab. Tab sis chip factories twb ua hauj lwm ntawm lub peev xwm. Lawv tseem tsis tau ntes tau.

Ua kom muaj teeb meem nyuaj, Asmeskas kev nqhis dej rau cov khoom siv hluav taws xob tshiab hauv lawv lub tsheb tsuas yog loj hlob. Thaum Lub Yim Hli, 17.5% ntawm cov tsheb tshiab muag yog cov tsheb zoo nkauj - cov ntaub ntawv nyob ze.

Chip ntau lawm recovering

Ntiaj teb no microchip ntau lawm yog pib rov qab.

Susquehanna Financial Group tshaj tawm tias, thaum Lub Yim Hli, cov neeg tsim khoom chip tau ua tiav qhov kev txiav txim nruab nrab ntawm ib hnub sai dua thaum Lub Xya Hli.

Lwm qhov kev lag luam uas siv cov chips pom lawv qhov muag qeeb. Susquehanna tus kws tshuaj ntsuam Chris Rolland tau tshaj tawm tias qhov kev thov rau cov xov tooj ntawm tes tshiab tau qeeb, ua rau muaj kev ntxhov siab ntawm cov khoom siv nti.

Dell Technologies
DELL,
-2.09%
Tus Thawj Saib Xyuas Nyiaj Txiag Tom Sweet tau hais rau Bloomberg tsis ntev los no tias cov khoom siv rau cov khoos phis tawj ntawm tus kheej yog "ua haujlwm ntau dua li cov qauv keeb kwm" hauv lub Cuaj Hli.

Cov neeg ua lag luam zoo li ntseeg tias lub lag luam chip yog softening. Thaum lub sijhawm xovxwm rau tsab xov xwm no, Philadelphia Stock Market Semiconductor Index
SOX,
-1.45%
tau poob ntau dua 36% xyoo dhau los.

Tab sis nws yog hom chips tsis ncaj ncees lawm

Yog tias chip ntau lawm rov qab los, vim li cas automakers tseem txiav lawv cov lej ntau lawm?

Vim tias cov chips high-end siv hauv computers thiab xov tooj ntawm tes tsis yog cov chips uas cov neeg tsim khoom xav tau.

Kev lag luam automotive txoj kev tsim qauv - lub qhov rais fais fab hloov nyob rau hauv lub automaker lub tsheb kim tshaj plaws yog feem ntau zoo ib yam li cov uas pom nyob rau hauv nws qhov tsawg tshaj plaws kim - txhais tau hais tias niaj hnub no lub tsheb yog littered nrog cov laus, tsis tshua muaj zog microchips ua hauj lwm yooj yim.

Saib: Qhov zoo tshaj plaws automotive technologies nrhiav thaum yuav ib lub tsheb tshiab

Automakers dhau los ntawm cov txheej txheem tsim nyog nruj kom lees paub cov chips rau kev siv. Lawv tsis tuaj yeem sib pauv tau yooj yim hauv cov nti ntau dua rau cov laus uas twb tau dhau los ntawm kev ntsuas kev nyab xeeb.

Sandeep Deshpande, Tus Thawj Coj ntawm European Technology Research rau JP Morgan tau hais tias "Peb yuav tau txais ntau lub peev xwm semiconductor nyob rau ib nrab xyoo 2022 - peb tab tom ze rau qhov kawg ntawm cov khoom noj khoom haus."
JPM,
-1.86%.
"Txawm li cas los xij, lub peev xwm tseem yuav tsum tsim nyog rau kev siv hauv kev lag luam tsheb. ... Yog tias tsis muaj qhov teeb meem no, kuv xav tias tej yam yuav zoo li qub thaum kawg ntawm lub xyoo."

Spooling li chip ntau lawm yog txheej txheem qeeb

Chip tuam txhab yuav tsuas hloov cov foundries los ntawm kev tsim high-end computer-bound chips los tsim cov khoom siv pheej yig dua siv hauv tsheb thaum qhov kev txiav txim siab tshaj plaws. Yog li ntawd qhov kev hloov maj mam tuaj.

Thaum nws tuaj, nws yuav siv sijhawm los ua kom tiav cov lus txib. Mohit Sharma, tus kws tshaj lij kev xa khoom thiab xa khoom xa tawm raws li hauv Is Nrias teb uas qhia Fortune 500 tuam txhab lag luam, hais rau Kev Tswj Nyiaj Txiag Magazine, "Cov kab ntau lawm semiconductor tuaj yeem koom nrog 700 cov kauj ruam tsim khoom thoob plaws 14 lub lis piam. "

Chip manufacturers tab tom ua haujlwm kom muaj peev xwm ntau lawm. Tab sis kev pib ua cov chaw tsim khoom tshiab yog cov txheej txheem ntev.

Intel
INTC,
-1.96%
tshaj tawm npaj rau ob lub chaw tsim khoom microprocessor tshiab hauv Ohio Lub ib hlis ntuj kawg. Lawv yuav tsim lawv thawj zaug siv tau chips qee zaum hauv 2026.

Kev tsim khoom hauv tsev tuaj yeem yog ib feem ntawm cov lus teb. Raws li tsab ntawv ceeb toom lub Cuaj Hlis 2020 los ntawm Lub Koom Haum Kev Lag Luam Semiconductor, Tebchaws Asmeskas tau tsim 37% ntawm lub ntiaj teb cov khoom siv hauv xyoo 1990. Niaj hnub no, tsuas yog 12% ntawm cov khoom siv thoob ntiaj teb tau tsim hauv tsev.

Kuj ntawm MarketWatch: Cov no yog feem ntau - thiab tsawg kawg - kev lag luam vaj tsev tsis muaj zog yog tias Asmeskas tau mus rau hauv kev lag luam poob qis

Ntau chips tsis tas txhais tau tias ntau lub tsheb

Tau ntau xyoo lawm, kev coj ua kev lag luam pib txhais tau tias khaws cia cov tsheb tshiab muaj muag. Cov tswv lag luam niaj hnub khaws ntau cov khoom muag ntawm tes uas lawv txo nqi tsheb feem ntau los muag lawv.

Txawm tias ib zaug chip ntau lawm rov qab los, qhov kev xyaum yuav tsis rov qab los.

"Peb yuav tsis rov qab mus rau qib ntawm cov khoom lag luam uas peb tau muaj kev sib kis ua ntej vim peb tau kawm tias peb tuaj yeem ua tau zoo dua," GM
gm,
-5.08%
CEO Mary Barra hais rau cov neeg sau xov xwm xyoo tas los.

BMW
bmw,
+ 0.10%
Tus Thawj Saib Xyuas Nyiaj Txiag Nicolas Peter tau hais rau Lub Sijhawm Nyiaj Txiag Lub Caij Nplooj Ntoos Hlav kawg tias lub tuam txhab tsim tsheb npaj yuav "ua kom pom tseeb nrog ... txoj hauv kev uas peb tswj cov khoom siv kom peb cov nqi zog ntawm qib tam sim no."

Mercedes-Benz niam txiv Daimler AG muaj tib lub tswv yim. "Peb yuav paub txog qib kev xav tau qis," Daimler's CFO Harald Wilhelm hais rau FT.

Ford
F,
-3.60%
CEO Jim Farley tau hais tias lub tuam txhab yuav txav los ze dua rau cov qauv kev lag luam tsim, txawm hais tias nws tsis ntev los no tau cog lus rau cov tswv lag luam Ford yuav tsis muag tsheb ncaj qha rau cov neeg siv khoom, xws li Tesla.
TSLA,
-4.59%
puas.

Cov pab pawg neeg muag khoom, ib yam nkaus, hais tias cov khoom lag luam loj thiab cov luv nqi loj yuav tsis rov qab los.

Nyeem ntxiv: Asmeskas kev lag luam poob ntau lab daus las hauv ib xyoos vim qhov poob qis hauv kev nkag mus rau cov neeg tawg rog, tus kws tshawb fawb hais tias

Automakers tau nyiaj txiag txaus siab los ua ntau lub tsheb raws li Asmeskas yuav yuav. Tab sis qhov tsis txaus chip tej zaum yuav qhia lawv tsis txhob ua ntau tshaj qhov ntawd.

Zaj dab neeg no thaum chiv keeb khiav mus lawm KBB.com.