Sezvatinoziva tese, "goridhe zvipfumbamwe nesirivha gumi" ndiyo nguva yepamusoro yekutengesa motokari, asi chiitiko che "kushomeka kwepakati" kunokonzerwa nekupararira kwedenda remhiri kwemakungwa kuri kuramba kuchiipa.Hofori zhinji dzemotokari pasirese dzinomanikidzwa kudzikisa kugadzirwa kana kumisa kugadzirwa kwenguva pfupi kubva Nyamavhuvhu kusvika Gunyana.Simba idzva "Rookies" rakagadzirisawo zvinotarisirwa zvekutengesa kwekota yechitatu, izvo zvinoita kuti kutengesa kwekutengesa kwezvitoro zve4S uye vatengesi vemotokari vaderedze panguva ye "golden nine" nguva uye "hapana motokari inogona kutengeswa" Inoratidzika seyo itsva yakajairika. yevamwe vatengesi nevatengesi vemotokari.
Kumusoro: Machipisi otomatiki akasimuka zvakanyanya
Kutaura zvazviri, motokari, magetsi emagetsi, kurapwa, LEDS uye kunyange matoyi ikozvino mitsara ye360, uye pane kushayikwa kwemachipisi.Chikonzero nei "kushaikwa kwemotokari yepakati" kutanga ndechekuti machipisi emota akakwira zvakanyanya.
Tichitarisa kubva pamutsetse wenguva, nesimba reCCIDID-19, muchikamu chekutanga cha2020, mazana emafekitori emotokari akamiswa nekuda kwekutonga kwakavharwa, kushomeka kwezvikamu uye kushomeka kwemabasa.Muchikamu chechipiri chegore, musika wepasi rose wemotokari wakadzoka zvisingatarisirwi, uye kutengeswa kwemhando dzakasiyana kwakawedzera, asi hukuru hwekugadzira huwandu hwevanogadzira chip chip hwakaiswa mune mamwe maindasitiri.Kusvika pari zvino, iyo musoro we "motokari yakatarwa chip kushomeka" yakaparadza indasitiri yese kekutanga.
Panyaya yemhando dzakanangana, kubva 2020 kusvika 2021q1, machipisi apera mustock ari MCU yakaiswa muESP (body electronic stability system) uye ECU (electronic control unit) masisitimu.Pakati pavo, vatengesi vakuru veESP ndiBosch, ZF, Continental, Autoliv, Hitachi, Nisin, Wandu, Aisin, nezvimwe.
Nekudaro, kubva 2021q2, denda reCovid-19 muMalaysia, zvidyarwa zvekurongedza uye kuyedza zvemakambani makuru epasi rose epasi rose munyika akamanikidzwa kuvhara nekuda kwedenda, uye kushomeka kwepasirese kwemotokari chip kugovera kuri kuramba kuchiwedzera.Mazuva ano, kushomeka kwemachipisi emota kwapararira kubva kuMCU muESP / ECU kuenda kumamilimita wave radar, masensa uye mamwe machipisi akakosha.
Kubva pamusika wenzvimbo, iyo data yakaburitswa neState Administration yekutarisa musika uye manejimendi inoratidza kuti pasi pemamiriro ekuenzanisa uye kudiwa, kuwedzera kwemutengo wevatengesi vemotokari chip kazhinji 7% - 10%.Nekudaro, nekuda kwekushomeka kwese kwemachipisi, mazhinji emota machipi ari kutenderera muHuaqiang North musika akawedzera nekanopfuura kagumi pagore.
Panyaya iyi, nyika yakazotora mhirizhonga yemusika wezvematongerwo enyika!Zvakataurwa mukutanga kwaGunyana kuti makambani matatu ekugovera machipisi emotokari akabhadhariswa mari inosvika 2.5 miriyoni yuan neHurumende Administration yekutarisa nekutonga kwemusika nekuda kwekukwidza mutengo wemachipisi emotokari.Zvinonzi mabhizinesi ekugovera ari pamusoro achatengesa machipisi nemutengo wekutenga usingasviki 10 yuan nemutengo wakakwira unodarika 400 yuan, nekuwedzera kwemutengo we40 times.
Saka kushomeka kweiyo mota yakatarwa chip kunogona kudzikiswa riini?Kubvumirana kweindasitiri ndeyekuti zvakaoma kuzvigadzirisa zvachose munguva pfupi.
Sangano reChina Automobile Industry Association rakataura muna Nyamavhuvhu kuti kushomeka kwepasi rose kuri kukonzerwa nevagadziri vemotokari kuti vaderedze kugadzirwa kwemotokari hazvigoneke kupedzwa munguva pfupi iri kutevera nekuti denda iri riri kuramba richitekeshera munzvimbo zhinji dzepasi.
Zvinoenderana nekufanotaura kweIhsmarkit, kukanganisa kwekushomeka kwechip pakugadzirwa kwemotokari kuchaenderera mberi kusvika kota yekutanga ya2022, uye kuwanikwa kunogona kugadzikana muchikamu chechipiri cha2022, uye kutanga kupora muhafu yechipiri ya2022.
Mukuru weInfineon Reinhard Ploss akati nekuda kwekudhura kwakanyanya kwevagadziri vesemiconductor uye vachiri kudiwa zvakanyanya, mitengo yechip inotarisirwa kukwira zvakanyanya.Kubva 2023 kusvika 2024, iyo semiconductor musika inogona kukwira, uye dambudziko rekuwandisa richabudawo.
Mukuru webhizinesi reVolkswagen's Americas anotenda kuti kugadzirwa kweauto kweUS hakuzodzoke kune zvakajairika kusvika hafu yechipiri ya2022.
Midstream: "ruwoko rwemurume akasimba rwakatyoka" kubata nekukanganisa kwepakati
Pasi pesimba rekushaikwa kunoramba kuripo kweiyo chip supply, makambani mazhinji emotokari anofanirwa "kutyora maoko avo" kuti vararame - sarudzo yakanakisa ndeyekuisa pamberi pekupihwa kwemhando dzakakosha, kunyanya mota nyowani dzakangobva kunyorwa uye kupisa-kutengesa simba idzva. motokari.Kana ikasabatsira, inoderedza kugadzirwa uye kumisa kugadzira.Mushure mezvose, "kurarama kunokosha kupfuura chero chinhu".
(1) Mabhizinesi emotokari echinyakare, kugadzirwa kwakajairwa kwave "kuchimbidza zvizere".Zvinoenderana nehuwandu husina kukwana, kubva Nyamavhuvhu kusvika Gunyana, mabhizinesi emotokari akazivisa kuderedzwa kwekugadzirwa kwenguva pfupi uye kuvharika kunosanganisira:
Honda yakazivisa munaGunyana 17 kuti zvinotarisirwa kuti mota inobuda mumafekitori ayo muJapan kubva Nyamavhuvhu kusvika Gunyana ichave yakaderera ne60% pane chirongwa chepakutanga, uye kuburitswa kuchaderedzwa ne30% mukutanga kwaGumiguru.
Toyota yakazivisa muna Nyamavhuvhu kuti mafekitori ayo gumi nemana muJapan achamisa kugadzirwa mumadhigirii akasiyana nekuda kwekushomeka kwechip muna Nyamavhuvhu naGunyana, paine nguva yekuvharika yakawanda yemazuva gumi nerimwe.Zvinotarisirwa kuti kugadzirwa kwemotokari dzepasi rose kweToyota kuchadzikira ne330000 muna Gumiguru, zvichitora makumi mana muzana ehurongwa hwekutanga hwekugadzira.
Subaru yakazivisawo kuti nguva yekuvharwa kwefekitori iyi neYadao fekitori yeGunma production Institute (Taitian Guta, Gunma County) ichawedzerwa kusvika Gunyana 22.
Uye zvakare, Suzuki ichamisa kugadzirwa paHamamatsu fekitori (Hamamatsu Guta) munaGunyana 20.
Pamusoro peJapan, mabhizinesi emotokari muUnited States, Germany nedzimwe nyika akamisawo kugadzira kana kuderedza kugadzirwa.
Musi waGunyana 2 nguva yemuno, General Motors yakazivisa kuti zvisere zvegumi neshanu zvekuNorth America zvidyarwa zvichamisa kugadzirwa mumavhiki maviri anotevera nekuda kwekushomeka kwemachipisi, AP yakashuma.
Mukuwedzera, Ford Motor Company yakazivisawo kuti yaizomisa kugadzirwa kwerori panzvimbo yegungano muKansas City mumavhiki maviri anotevera, uye mafekitari maviri erori muMichigan neKentucky aizogura mashifiti awo.
Skoda nechigaro, vatsigiri veVolkswagen, vese vakaburitsa zvirevo vachiti mafekitori avo achamisa kugadzirwa nekuda kwekushomeka kwemachipisi.Pakati pavo, Skoda Czech fekitori ichamisa kugadzirwa kwevhiki imwe pakupera kwaGunyana;Iyo yekudzima nguva yeSIAT'S Spanish chirimwa ichawedzerwa kusvika 2022.
(2) Motokari itsva dzine simba, "kushaya kwepakati" dutu rarova.
Kunyangwe dambudziko re "kushomeka kwepakati pemotokari" rakanyanya, kutengeswa kwemotokari dzesimba idzva kuchiri kupisa mumakore achangopfuura uye kunowanzo kufarirwa nemari.
Zvinoenderana nedatha yemwedzi nemwedzi yeChina Automobile Industry Association, mota dzeChina dzakatengeswa muna Nyamavhuvhu dzaive 1.799 miriyoni, pasi 3.5% mwedzi pamwedzi uye 17.8% gore-pagore.Nekudaro, musika mutsva wemotokari yemagetsi weChina uchiri kudarika musika, uye kugadzirwa uye kutengesa kwakaramba kuchikura mwedzi nemwedzi uye gore negore.Kugadzirwa uye kutengesa vhoriyamu yakapfuura 300000 kekutanga, ichisvika rekodhi nyowani.
Zvinoshamisa kuti "kurova kwechiso" kwakauya nekukurumidza.
Musi waGunyana 20, mota yakanaka yakazivisa kuti nekuda kwekufarirwa kwecovid-19 muMalaysia, kugadzirwa kwemachipisi akakosha evanopa millimeter wave radar vekambani kwakakanganiswa zvakanyanya.Nekuda kwekuti huwandu hwekudzoreredza hwekupihwa chip hwakaderera pane zvaitarisirwa, kambani ikozvino inotarisira kuti mota dzinosvika mazana maviri nemazana mashanu dzichaunzwa muchikamu chechitatu cha2021, zvichienzaniswa ne25000 kusvika 26000 mota dzakafanotaurwa.
Muchokwadi, Weilai mota, imwe kambani inotungamira pakati pevagadziri vemotokari nyowani, yakataurawo mukutanga kwaGunyana kuti nekuda kwekusagadzikana uye kusagadzikana kweiyo semiconductor kupa, iko zvino yave kudzikisa fungidziro yayo yekutakura kwekota yechitatu yegore rino.Zvinoenderana nekufanotaura kwayo, kuendeswa kwemotokari muchikamu chechitatu chegore rino kuchasvika pa225000 kusvika 235000, yakaderera pane tarisiro yapfuura ye230000 kusvika 250000.
Zvinonzi mota yakanaka, Weilai mota uye Xiaopeng mota nhatu dzinotungamira mota dzemagetsi kutanga kuChina, dzichikwikwidzana naTesla, mugadziri wemotokari dzemagetsi wekuAmerica, uye makambani emuno akadai seGeely neGreat Wall Motors.
Ikozvino mota yakanaka uye Weilai mota vese vakadzikisa tarisiro yavo yekuendesa Q3, zvichiratidza kuti mamiriro emotokari dzemagetsi matsva haasi nani pane evezera ravo.Kune huwandu hwekugadzira mota, denda richiri njodzi huru.
Zvinocherechedzwa kuti hurumende zhinji dzeEurope neAmerica dzakauya kuzotaurirana neMalaysia, vachitarisira kuti Malaysia inogona kuisa pamberi pakupihwa kwemachipisi emotokari kumabhizinesi ayo emotokari.Vakuru vemakambani emotokari eChinese vakadaidzira pachena kuti nyika irongedze nyaya iyi.
Kudzika pasi: garaji "harina chinhu" uye mutengesi "haana mota dzekutengesa"
"Kushomeka kwepakati" kwakonzera kudzikiswa kwekugadzirwa uye kutumira kwevagadziri vepakati, zvichikonzera kushomeka kwakanyanya kwemabhizinesi ekushambadzira epasi, uye zvakonzera mamwe macheni mumusika wepasi rose wemotokari.
Yokutanga ndiyo kuderera kwekutengesa.Zvinoenderana nedatha yeChina Automobile Circulation Association, yakakanganiswa nekushomeka kwemachipisi emotokari, kutengeswa kwemusika wemotokari dzevatyairi kuChina kwakasvika 1453000 muna Nyamavhuvhu 2021, kuderera kwegore negore ne14.7% uye mwedzi pamwedzi kuderera kwe3. % muna Nyamavhuvhu.
Zvinoenderana nedata rakaburitswa neEuropean Association yevagadziri vemotokari munaGunyana 16, kunyoreswa kwemotokari nyowani muEurope kwakadzikira ne24% uye 18% gore-pagore zvichiteerana muna Chikunguru naNyamavhuvhu gore rino, inova mwedzi miviri ine kuderera kukuru kubva pakupera kweiyo euro zone economic dambudziko muna 2013.
Chechipiri, garaji remutengesi "harina chinhu".Sekureva kwenhau dzenhau dzepamusha, vamwe vatengesi vakashuma kuti kubva pakupera kwaChikunguru, kwave nekushomeka kwehuwandu hwemhando dzakakurumbira mudhizaini DMS system, uye kubva pachikamu chechitatu, maodha mazhinji emotokari anga achiri kuwanikwa kwedzimwe mota, uye dzimwe mota hadzina mota dziripo.
Uye zvakare, iyo inventory uye nguva yekutengesa yevamwe vatengesi yakaderedzwa kusvika anenge 20 mazuva, ayo akadzika zvakanyanya kupfuura kukosha kwehutano kunozivikanwa muindasitiri kwemazuva makumi mana nemashanu.Izvi zvinoreva kuti kana mamiriro ezvinhu akaenderera mberi, anotyisidzira zvakanyanya kushanda kwezuva nezuva kwevatengesi.
Mushure meizvozvo, pakanga paine chiitiko chekuwedzera kwemutengo mumusika wemotokari.Maneja mukuru wechitoro che4S muBeijing akati nekuda kwekushomeka kwemachipisi, huwandu hwekugadzira hwave diki izvozvi, uye dzimwe mota dzinodawo maodha.Iko hakuna yakawanda stock mustock, ine avhareji yekuwedzera ye20000 yuan.
Zvinoitika kuti pane nyaya yakafanana.Mumusika wemotokari weUS, nekuda kwekusakwana kwemotokari, mutengo wekutengesa wemotokari dzeUS wakapfuura $41000 muna Nyamavhuvhu, rekodhi yakakwirira.
Chekupedzisira, pane chiitiko chekuti vatengesi vemhando yemota dzemhando yepamusoro vanotenga mota dzakamboshandiswa pamutengo weinvoice.Zvinonzi pari zvino, zvimwe zvitoro zve4S zvemabhizinesi emotokari dzemhando yepamusoro muJiangsu, Fujian, Shandong, Tianjin, Sichuan nedzimwe matunhu zvakatangisa basa rekudzoreredza mota dzakamboshandiswa pamitengo yematikiti.
Zvinonzwisiswa kuti mutengo wepamusoro kudzokororwa kwemotokari dzakamboshandiswa hunhu hwevamwe vatengesi vemotokari dzemhando yepamusoro.Vamwe vatengesi vemotokari dzemhando yepamusoro vane zviwanikwa zvemotokari zvakaringana uye mitengo yemotokari mitsva yakasarudzika havana kutora chikamu.Mutengesi wemhando yepamusoro akataura kuti kusati kwave kushomeka kwechip, mhando zhinji dzemhando dzemhando yepamusoro dzaive nedzikisiro pamitengo yekupedzisira.“Mutengo wekutengesa motokari mumakore maviri apfuura waidarika mapoinzi gumi nemashanu.Takaitora zvinoenderana nemutengo weinvoice tikaitengesa nemutengo wekutungamira wemota nyowani, nepurofiti inodarika 10000. "
Vatengesi vari pamusoro apa vakati vatengesi vanotarisana nenjodzi dzakati mukudzokorodza mota dzakamboshandiswa nemitengo yakakwira.Kana pane nhamba huru yemotokari uye kubudiswa kwemotokari itsva kunowedzera munguva pfupi, kutengeswa kwemotokari dzakashandiswa kuchakanganiswa.Kana isingakwanisi kutengeswa, motokari dzakashandiswa dzakadzorerwa nemutengo wepamusoro dzichatengeswa nemutengo wakaderera.
Nguva yekutumira: Sep-23-2021