Tian Yulong pointed out that the automotive chip is now a social concern, since the second half of last year, the global integrated circuit (INTEGRATED circuit) manufacturing capacity continues to be tight, all walks of life have appeared "core shortage" problem, caused a certain impact on the development of the global industry, analysis of the main reasons are two, First, the global outbreak of COVID-19 has made manufacturers generally slow down their capacity expansion plans, resulting in the mismatch between capacity supply and demand. Second, the continuous recurrence of the epidemic caused some countries and regions to shut down chip production lines, resulting in reduced output, resulting in the supply of some chips.
Yu-long tian, integrated circuit industry is highly globalization, China is the world's biggest IC market, the ministry of industry and relevant countries cooperation, keep the stability of the industrial chain, the supply chain, based on the current problems of the tense contradiction between supply and demand, the ministry of industry and relevant departments to form a "car semiconductor application working group, with special coordination mechanism to solve the current problems, Give full play to local governments, the motor vehicle and chip manufacturing enterprises, strengthen the docking, make further precision on supply and demand, to reduce or minimize its influence on the development of the auto industry, improve the supply ability, "especially in view of the current specific chip production supply shortages, ministry of industry organization industry associations and enterprises to strengthen contact, We will encourage some domestic and foreign enterprises to resume production and ensure the supply of certain chips as much as possible."
Yu-long tian also said that, at the same time, the ministry also take some measures to promote alternative, by simplifying approval procedures, simplify the process to speed up the approval, to replace the chip application as soon as possible, "though it got some relief, on the whole, chip supply chain tense problem will exist for a period of time, the current problems are more serious."
Tian Yulong stressed that in the next step, the Ministry of Industry and Information Technology will strengthen coordination, strengthen the precise docking of the supply chain, so as to comprehensively improve the supply capacity of automotive chips, and ensure the stable and healthy development of the automotive industry. There are three main measures:
First, ensuring stable operation. Strengthen the development of automobile industry and chip manufacturing supply ability of monitoring, analysis, targeted to solve the problem of the current shortage of auto enterprise existence, actively support chip manufacturing enterprises to speed up promote supply ability, speed up the alternative operational use, optimization of the whole industry chain layout, make the chip supply capacity from the long period to form stable supply, fundamentally solve the problem.
Second, we will accelerate transformation and upgrading. We will adhere to the development direction of electrification, Internet connectivity and intelligence, especially accelerate the development of new energy vehicles, and promote the sustained and healthy development of the automobile industry.
Third, continue to deepen opening-up and cooperation. Chip is a global industrial chain. In order to maintain a smooth supply chain, it is necessary to strengthen international cooperation, stabilize domestic and foreign supply channels and smooth channels. In particular, it will strengthen the open cooperation with foreign countries in technological innovation, international trade, standards and regulations, so that the chip industry chain and supply chain can further develop stably according to the requirements of double circulation, and promote the development of the automobile industry with high quality by establishing a long-term mechanism.
Experts: The shortage of car chips in Malaysia is expected to improve after the epidemic has turned a corner
The global chip shortage has led many auto makers to suspend production. Malaysia, a key testing hub for printed circuit boards (PCBS), is expected to ease the shortage of automotive chips as the epidemic has eased recently.
The South China Morning Post reported Thursday that Malaysia's outbreak has peaked and officials are easing travel restrictions. Klang Valley is the country's most populous region and an industrial powerhouse; Klang Valley entered the second phase of its four-stage national recovery plan from Friday.
Samuel Tan, an Investment analyst at Kenanga Investment Bank, said a better outbreak in Malaysia would mean better semiconductor supplies. He believes that many semiconductor factories in the region have taken precautions to prevent them from shutting down even if a diagnosis is confirmed.
Still, some businesses continue to be hit by the pandemic. Malaysian semiconductor company Unisem Berhad was forced to close its plant until September 15 after three employees fell ill last week.
Wong Siew Hai, president of the Malaysia Semiconductor Industry Association, said the country's Semiconductor Industry now has about half of its factories operating at 80% capacity, with plenty of room to grow in the coming months. Malaysia supply bottleneck easing, will give carmakers some breathing space. But industry executives expect production delays to continue.
Thomas Schafer, chief executive of European carmaker Skoda, said the company had been "hit hard" by the closure of the Malaysian plant, which he hoped would happen in the next four to five weeks once the epidemic in The country had abated, and shortages could still continue until 2022.
As previously reported by the straits times, TheEdgeMarkets, Reuters and others, European chip giants STMicroelectronics and Infineon have set up factories in Malaysia. Malaysia also supplies chips to Toyota Motor, Ford Motor and others. Malaysia accounts for 13% of the global closed test industry; Seven percent of the world's semiconductor trade must pass through Malaysia, adding value at local factories or assembling shipments.
The Malaysian government has imposed a maximum closure of a factory for 14 days if there are three confirmed cases at the same time.
The country has pushed hard for vaccines, with vaccination rates topping 60%. The government's Vaccine panel, the Special Committee for Ensuring Access to COVID-19 Vaccine Supply, tweeted that 60.2% of adults in the country have completed their vaccinations and 80.9% have received at least one dose of Vaccine.
Semiconductor Industry Association of Malaysia's Wong said the chip crunch could ease from the end of this year as more Malaysians get vaccinated and return to factories and the government eases quarantine bans in key industries.