The epidemic in Malaysia was out of control, and factories such as Bosch and Nissan stopped production.

On August 17, people familiar with the matter revealed that due to the increasingly serious epidemic situation in Malaysia, a semiconductor chip supplier's Muar factory in Malaysia stopped working a few weeks ago and was once again asked by the local government to close some production lines until August 2 1 7, which will directly affect Bosch ESP/IPB, VCU, TCU and other chips, and it is expected that the supply will be basically cut off in August.

Earlier, it was reported that Nissan Motor Company temporarily shut down the production line of its large assembly plant in Smyrna, Tennessee, until the end of the month due to the outbreak of COVID-19 in the factory of a Malaysian chip supplier. Nissan North America did not disclose the name of the specific supplier, but said that the factory will stop production in the week of August 16 and August 23, and it is currently planned to restart the production line on August 30.

At present, due to repeated overseas epidemics, the delivery date of the chip is still being extended. According to the latest research of Heiner International Group, the delivery cycle of chips (the time difference from ordering semiconductors to delivery) in July increased by more than 8 days compared with that in June, and now it has reached 20.2 weeks, which is the longest waiting time since the company started tracking related data on 20 17.

Because of the shortage of chips, the automobile industry has suffered huge capacity loss. According to the data of AutoForecast Solutions, as of August 9th, the global automobile production loss caused by chip shortage has reached 5.853 million, of which North America and Europe suffered the largest losses, with 6.5438+0.87 million and 6.5438+0.74 million respectively, followed by China with 6.5438+0./kloc-0.22 million. AutoForecast Solutions predicts that the final loss of global annual automobile production may further rise to 7 million vehicles.

This means that the lack of core will continue to affect the normal operation of the automobile industry for some time to come, and the high probability will last until next year. Earlier, Infineon and NXP, the world's two largest automobile chip manufacturers, said that the supply and demand of chips would not be balanced until the middle of next year. Recently, Sun, who provides packaging and testing services for chip manufacturers, also believes that the shortage of chips will continue in 2022, and the tight supply of chips will still be a challenge for many industries.