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Chinese sales double
make up flakes Semiconductors An important part of the automotive sector, especially with the high demand for electric cars "Standard & Poor’s Global Platts" that sales electric cars In China, it will reach 6.71 million units in 2022, more than doubling from 3.12 million units in 2021.
Chip makers who are major suppliers to the industry are expected to the carssuch as Infineon Technologies, has gradually eased the chip shortage crisis, while risks of further disruptions in the supply chain remain.
Fears of economic slowdown and energy shortage
For the year 2023, the company expects "Infineon" Supply and demand stabilized as shortages eased further, but she warned of a general economic slowdown and potential energy shortages.
According to a research note by"Standard & Poor’s"I have car makers Mixed forecasts, with General Motors expecting the shortage to continue into 2023 while Volkswagen expects a decline, and although many car producers have indicated they are back to full production, many are still facing shortages.
Betting on electric cars
announced Toyota Honda, Nissan and other major Japanese automakers have announced timetables for electric vehicles, but are still betting on electric cars that work. hydrogen fuel cellsalong with their South Korean counterparts.
Toyota plans to invest about 730 billion yen in Japan and the United States on electric car battery production, with automakers investing heavily in energy cars new.
Chip shortage until 2023
According to the note, it may inflation Higher costs will hamper sales, and a shortage of chips will prevent automakers from meeting pent-up demand for the rest of 2022 and into 2023, and demand for chips could increase as automakers accelerate plans to produce more driver assistance systems and produce electric vehicles.
Regardless of the chips, the memo says that automakers are working to form partnerships with secondary battery producers to ensure they continue to supply their electric vehicles to markets, while car sales are still in the red. United State Restricted by stock shortages caused by semiconductor shortages and scheduled summer plant shutdowns, US automakers faced the peak of chip shortages in the second half of 2021 due to the coronavirus pandemic.
2022 is comparatively better than 2021
The note notes that although geopolitical issues With current inflation, US automakers could score better for the rest of 2022 than the corresponding period of 2021, with sales likely to exceed those achieved in 2021.
On the other hand, new passenger car registrations rebounded in European Union In August, the first increase since June 2021, according to data from the European Union of car manufacturers, though, the data showed that total sales for the first eight months of 2022 amounted to 6 million units, down 11.9 percent year on year.
Europe pays the war bill
Like most global car marketsThe European Union market has been hit by supply chain problems, while inflationary factors pose new challenges, the Ukraine war and the lockdown corona In China, to reduce the supply of auto components to the European Union, according to the memo, and it is expected that the long delivery times and high operating costs will continue until the end of 2022 until 2023.
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Chinese sales double
make up flakes Semiconductors An important part of the automotive sector, especially with the high demand for electric cars, and “Standard & Poor’s Global Platts” estimates that sales of electric cars In China, it will reach 6.71 million units in 2022, more than doubling from 3.12 million units in 2021.
Chip makers who are major suppliers to the industry are expected to the carssuch as Infineon Technologies, has gradually eased the chip shortage crisis, while risks of further disruptions in the supply chain remain.
Fears of economic slowdown and energy shortage
For 2023, Infineon expects the supply-and-demand situation to stabilize with shortages easing further, but has warned of a general economic slowdown and potential energy shortages.
According to a research note by Standard & Poor’s, car makers Mixed forecasts, with General Motors expecting the shortage to continue into 2023 while Volkswagen expects a decline, and although many car producers have indicated they are back to full production, many are still facing shortages.
Betting on electric cars
announced Toyota Honda, Nissan and other major Japanese automakers have announced timetables for electric vehicles, but are still betting on electric cars that work. hydrogen fuel cellsalong with their South Korean counterparts.
Toyota plans to invest about 730 billion yen in Japan and the United States on electric car battery production, with automakers investing heavily in energy cars new.
Chip shortage until 2023
According to the note, it may inflation Higher costs will hamper sales, and a shortage of chips will prevent automakers from meeting pent-up demand for the rest of 2022 and into 2023, and demand for chips could increase as automakers accelerate plans to produce more driver assistance systems and produce electric vehicles.
Regardless of the chips, the memo says that automakers are working to form partnerships with secondary battery producers to ensure they continue to supply their electric vehicles to markets, while car sales are still in the red. United State Restricted by stock shortages caused by semiconductor shortages and scheduled summer plant shutdowns, US automakers faced the peak of chip shortages in the second half of 2021 due to the coronavirus pandemic.
2022 is comparatively better than 2021
The note notes that although geopolitical issues With current inflation, US automakers could score better for the rest of 2022 than the corresponding period of 2021, with sales likely to exceed those achieved in 2021.
On the other hand, new passenger car registrations rebounded in European Union In August, the first increase since June 2021, according to data from the European Union of car manufacturers, though, the data showed that total sales for the first eight months of 2022 amounted to 6 million units, down 11.9 percent year on year.
Europe pays the war bill
Like most global car marketsThe European Union market has been hit by supply chain problems, while inflationary factors pose new challenges, the Ukraine war and the lockdown corona In China, to reduce the supply of auto components to the European Union, according to the memo, and it is expected that the long delivery times and high operating costs will continue until the end of 2022 until 2023.