U.S. cars continue to cut production due to lack of cores, and BYD’s self-developed chips are winners

According to information disclosed by the US media, car sales in the United States will decline significantly due to the lack of cores affecting production. In the third quarter of this year, sales fell by 13%-14%. In the third quarter of last year, marketing due to the epidemic declined. This means that The third quarter of this year fell sharply from the third quarter of 2019.

U.S. cars continue to cut production due to lack of cores, and BYD’s self-developed chips are winners

The United States is the country with the strongest chip technology strength among the countries in the world. It occupies half of the global chip market. However, as strong as it is, it also makes the American auto companies unable to avoid the problem of chip shortages.

Due to the measures taken by the United States against Huawei, the global manufacturing industry is worried about the supply of chips and has aggressively purchased and hoarded chips. In the end, there was a shortage of chip supply in Q4 of 2020. At that time, the automotive industry took the initiative to increase chip supply to TSMC by 20%. price, trying to alleviate the chip shortage.

However, from the perspective of the global market, the shortage of chips is still continuing, which has led to the continuous reduction of production by American auto companies. GM and Ford have reported the news of closing production lines or reducing production capacity. Now the sales data of automobiles in the US market in the third quarter show that the shortage of chips continues. Affect American businesses.

The impact of U.S. auto companies on the lack of cores is also reflected in the Chinese market. In August this year, the sales of Cadillac CT6, a subsidiary of GM, in the Chinese market plummeted by more than 50% year-on-year. However, the company has ensured the supply of chips through self-developed chips, and sales have been rising.

China’s self-developed chip has been successful in BYD. BYD has achieved independent research and development in IGBT chips. Its self-produced IGBT chips are not only sufficient to meet its own needs but also sell to the outside world, becoming the first Chinese auto company to achieve self-sufficiency in auto chips. ‘s enterprise.

Relying on self-sufficiency in chips, BYD’s car production has continued to rise this year. Its new energy vehicle sales in August increased by 302 to 61,409 units year-on-year, surpassing Tesla again and regaining the first place in the global new energy vehicle market.

In September, the production capacity of many auto companies declined due to the shortage of chips, but BYD maintained a steady growth momentum. At present, BYD has not released the data for September, but according to industry sources, BYD has already sold the sales in the first three weeks of September. 30,000 pure electric vehicles were sold, and the sales of electric vehicles in the first three weeks of September were comparable to those in August, which means that September will once again increase by more than 20% month-on-month.

BYD’s achievements show that Chinese manufacturing is gradually making breakthroughs in chip self-research. They are working hard to promote independent research and development under heavy pressure. Now they have finally reaped the fruits. BYD’s achievements have encouraged other companies to promote chip self-research and strengthen core Competitiveness.

Looking back on the past two years, we can see that the US practice has caused the problem of chip supply shortage, but it cannot solve this dilemma. Today, the experience of American auto companies can be described as shooting themselves in the foot, while Chinese companies are determined. With the determination to develop its own chips, it can be expected that China will make breakthroughs in more chip industries in the next few years and break the leading edge of the United States in the chip industry.

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