It returned to normal in the first half of 2022. Due to the sudden outbreak of the epidemic, the recovery of the core shortage was delayed. Generally speaking, it is predicted that the chip production capacity will recover in the fourth quarter of 20021year, basically return to normal in the first quarter of 2022, and fully return to normal in the second quarter of 2022.

At present, OEMs and chip manufacturers are actively responding. On the one hand, semiconductor companies are increasing production capacity; On the other hand, car companies can alleviate the demand pressure by purchasing chips from agents, adjusting the production pace and deploying chips from slow-moving models to hot-selling models. At the same time, many car companies ensure chip supply by investing in chip companies.

It is reported that the Ministry of Industry and Information Technology has set up a working group on the promotion and application of automotive semiconductors, and organized several coordination meetings to give full play to the strength of local governments, vehicle companies and chip companies, strengthen the docking of supply and demand and work coordination, and formulate targeted measures to promote the improvement of automotive chip supply capacity, which is achieving certain results.

Yang guang's reporter. Com learned from Guangzhou Automobile Group that as early as September 2020, Guangzhou Automobile Capital invested in Horizon, a brand of marginal artificial intelligence chips, through its foresight fund. Guangzhou Automobile Research Institute and Guangzhou Automobile Capital respectively signed a strategic cooperation agreement with Horizon to jointly release the Guangzhou Automobile version of Zhengtu 3 chip, which is planned to be mass-produced in future models. In addition, Guangzhou Automobile Group said that in the future, it will unite with the government and related enterprises to promote the localization of chips and strive to realize the localization of automotive chips.

There are many reasons for the "lack of core" in industry:

By stages, affected by the epidemic, in 2020, chip manufacturers predict that the recovery of the automobile industry will not be very good, while the recovery of the consumer electronics industry is faster than that of the automobile industry, and its volume is larger than that of passenger cars, so the production capacity of chip factories is mainly consumer electronics. Since June 2020 165438+ 10, the main engine factory (automobile factory) has been out of stock, but it still has inventory and the supply is normal.