Recently, NIO stated that starting from March 29, 2021, NIO will suspend production at the Hefei factory in cooperation with JAC Automobile for 5 working days. The main reason why Weilai chose to suspend production at the Hefei factory is the shortage of semiconductors. The relevant person in charge of Weilai said: "We are currently paying close attention to the industry supply situation and actively coordinating supply chain resources. It is expected that production can be resumed after 5 working days of suspension, but long-term supply The situation remains to be seen.”
Weilai said that the overall supply constraints of chips have affected the company’s production in March this year. The company expects delivery volume to drop to 19,500 vehicles in the first quarter of this year, compared with the previous forecast of 20,000 to 20,500 vehicles released by NIO.
The relevant person in charge of NIO did not disclose what kind of chips it was short of. Semiconductor investment manager Chen Qi said: "There is a high probability of a shortage of IGBTs and MCU chips. Now there is indeed a shortage of car-grade MCU chips. (Nio) has stopped production. On the one hand, the supply of the above-mentioned chips is insufficient; on the other hand, if new energy vehicles ( The demand for chips far exceeds the production capacity of (chip manufacturers), so new energy vehicle manufacturers will also have to stop production."
Extended information:
As early as early December last year, car companies were "short of chips. "It has begun to appear
In addition to Weilai, automobile companies such as Volkswagen, Toyota, Honda, Nissan, Ford, General Motors, and Volvo have all temporarily suspended production due to chip shortages. Tesla has successively transferred Model Y and Model Y to the Chinese market. The price of the Model 3 in the U.S. market has been raised. This move is considered by the industry to be an increase in production costs caused by the shortage of chips.
As for the reason for the price increase, Tesla stated that it was mainly affected by the increase in the company's production and manufacturing costs. Tesla said it has no plans to increase prices for other models on sale in China, including the Model 3. However, as we all know, the parts commonality rate between Model Y and Model 3 is as high as 75%. With the announcement of a price increase for the domestic Model Y, the price of the domestic Model 3 may most likely face an increase in the future.
Ifeng.com - NIO halts production for 5 days, chip supply cutoff stirs up controversy again