Due to the intensification of the epidemic, many semiconductor factories in Malaysia, which are the focus of the global chip industry chain, were forced to temporarily close.
As the seventh largest exporter of semiconductor products in the world, Malaysia's packaging and testing capacity accounts for about 13% of the world. Affected by this, just in the last week, almost all automobile manufacturers in the world began to release information on production suspension and production reduction:
19 In August, Toyota Motor Corporation said that due to the shortage of chips, it planned to reduce global production by 360,000 vehicles in September. Its 14 factory and 27 production lines in Japan will be adjusted from August 24th to September.
On August 23rd, Volkswagen started only one production shift at the world's largest factory in Wolfsburg. Previously, the Audi factory in Germany has also extended the summer break for one week;
On August 23, Volvo Cars also issued a statement saying that its factory in Gothenburg, Sweden will be shut down for one week from August 30, which is the second time that this factory has been shut down since August;
From August 23rd, the Ford Motor Company's factory in Kansas, USA, began to shut down for a week. At the same time, its factory in Cologne, Germany, began to cut production for 5 days due to the lack of door control modules;
From mid-August, Nissan's factory in Tennessee, USA, will also be shut down until the end of the month due to chip shortage.
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In the China market, last Monday, a news that some models of FAW-Volkswagen Audi stopped production due to lack of cores was instantly refreshed.
According to the notice, due to the shortage of chips, Audi A4L and Q5L have announced that they will stop production, and Audi A6L will also stop production for some time. The date of resumption of production is expected to be in the first quarter of 2022, and cash models will no longer be produced after resumption of production.
Although the relevant person in charge of FAW-Volkswagen Audi clarified on the same day that this information was untrue and the pictures uploaded on the Internet were untrue, the output of the above-mentioned models will only decline due to the influence of chips. However, it is worth noting that in the terminal market, many Audi models lack existing cars but actually exist.
More importantly, this situation is not limited to Audi.
1, the whole country is out of stock, so it takes at least two months to pick up the car.
Judging from the sales data released by the Federation, the tightness of Audi's current car has been a harbinger before. Take the Audi A4L as an example. In July, its sales volume decreased by 765,438+0% year-on-year to only 3,562 vehicles. Audi Q5L also decreased by 20.7% year-on-year.
Auto sankei visited many Audi 4S stores in Beijing and found that A4L, A6L and Q5L had almost no existing cars. Especially A4L, a salesperson said that there are no existing cars in Beijing at present. If you want to pick up the car, it takes about 2 months.
At the same time, due to the shortage of main sales models, some 4S stores even started to use Q2L as a support for impulse in order to maintain sales.
And this phenomenon is not limited to Beijing. Even Audi dealers in third-and fourth-tier cities, which had not sold much before, told SAFE that their inventory was very small this year, and small cars and imported cars were not affected much, but the three main sales models, A4L, A6L and Q5L, were almost absent.
Because there are no existing cars, it is reported that many Audi consumers have turned to BMW and Mercedes-Benz. But in fact, BMW and Mercedes are not much better than Audi.
Take the BMW 3 Series as an example. Many 4S stores told SAFE that they didn't have existing cars. Although some models are about to usher in the annual reform, the problem of insufficient chips has been repeatedly mentioned. Even due to the shortage of chips, it is reported that the M Sports Obsolete Night Kit of the new model will reduce the configuration of reversing images.
As for Mercedes-Benz, according to the staff of Beijing Mercedes-Benz production line, many models have to go offline and lock the warehouse because of the lack of some chips, and then replenish them when the chips arrive. Moreover, due to the lack of spare parts, many employees complain that they are resting most of the time every month and their income has dropped significantly.
Since there are almost no existing cars at the terminal of the main sales model, the relevant person in charge of Audi 4S shop said that this also had a certain impact on the number of orders they signed every month.
"Although both small cars and imported cars have existing cars, the monthly turnover of these cars is very small." As for the main sales model, "customers definitely don't want to buy futures."
However, due to the strong brand influence, the person in charge also said, "There are still many customers who really like Audi waiting for the bus. Now all the long-term orders are signed, and it takes two months to pick up the car. "
In fact, even so, compared with Volkswagen brand and Jetta brand, Audi's situation is still relatively good. Due to Audi's high profit margin, FAW-Volkswagen began to supply chips to Audi production lines several months ago.
It is also for this reason that Audi brand has surpassed Volkswagen in the wholesale sales of FAW-Volkswagen for several months.
Consumers of FAW-Volkswagen even said that the vehicles ordered in May were not mentioned until the end of August due to insufficient chips. Some Volkswagen 4S stores began to give some salespeople a holiday; Workers in the Volkswagen production line said that their shift schedule was also changed from the previous 10+ 10 to 8+8, and later it was directly changed to 9 days and 5 days off.
2, the promotion of gold, nine silvers and ten silvers is no longer, and the reduction of concessions is the norm.
Previously, the results of the "Automobile Dealer Inventory" survey released by china automobile dealers association in July 2002 showed that the comprehensive inventory coefficient of automobile dealers in July was 1.45, down 24. 1% year-on-year and 2.0% month-on-month, and the inventory coefficient fell below the warning line. This is also the fifth consecutive month of decline in the inventory coefficient this year.
Due to the shortage of terminal cars, the reduction of dealer discounts and the growing popularity of the used car market are becoming two major phenomena.
In previous years, Jin Jiu Silver Ten was originally the peak season for dealers to promote sales, but according to the market feedback, the discounts of many hot-selling models are decreasing.
Take A4L as an example, some salespeople told SAFE that they would still maintain the previous preferential policies, with the maximum preferential margin of 70,000. But this is definitely the biggest discount in the near future. They are going to reduce the discount because of the shortage of styles.
The sales staff of BMW said that the current preferential margin of BMW 3 Series is around 40,000 to 50,000. Take the 320Li model as an example. At present, the price of bare car is around 270,000. However, this offer is only valid for three days, and then the price will definitely increase due to the shortage of chips.
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