General > General Technical Chat
Car companies stop production due to semi shortage
coppice:
--- Quote from: coppercone2 on January 18, 2021, 09:04:14 pm ---maybe smaller fabs and more decentralization now?
--- End quote ---
Things are already very decentralised, but fabs aren't going to get any smaller without a breakthrough in their design and construction.
tszaboo:
https://www.bloomberg.com/news/articles/2021-01-11/missing-chips-snarl-car-production-at-factories-worldwide
More info.
I think I get it. About 40% of a car's price is electronics nowadays, and they are sold with hair thin margins. They cannot afford to pay extra for that electronics. Meanwhile they make a new phone for 1200 EUR, and people will stand in line in front of the stores to get it.
fcb:
--- Quote from: NANDBlog on January 18, 2021, 11:00:58 pm ---https://www.bloomberg.com/news/articles/2021-01-11/missing-chips-snarl-car-production-at-factories-worldwide
More info.
I think I get it. About 40% of a car's price is electronics nowadays, and they are sold with hair thin margins. They cannot afford to pay extra for that electronics. Meanwhile they make a new phone for 1200 EUR, and people will stand in line in front of the stores to get it.
--- End quote ---
If semiconductors are now 40% of a car's price (skeptical - perhaps 40% of the BOM, but a huge part of the price of the car is the R&D, tooling, labour and investment in the factories).
Ford was basically a steel producer, most car companies these days would be happiest just renting out their badges. If the semiconductor value in a car keeps on rising, you will basically be buying a TSMC with an AUDI logo.
SilverSolder:
--- Quote from: fcb on January 19, 2021, 09:09:06 am ---[...] If the semiconductor value in a car keeps on rising, you will basically be buying a TSMC with an AUDI logo.
--- End quote ---
Semiconductor and software value can only keep going up, as cars become technological masterpieces with self driving AI, advanced sensors, and the like.
The 'basics' of four wheels, a chassis, and some furniture will also get more advanced, but this is on a slower curve.
langwadt:
--- Quote from: asmi on January 18, 2021, 07:56:56 pm ---
--- Quote from: olkipukki on January 17, 2021, 11:28:38 pm ---Really? Thought nobody is buying cars today, so nowhere to park and store, and somehow they need to slow down the production
--- End quote ---
It's actually the exact opposite. Cars are selling like hot cakes at the moment, at least in US and Canada, so manufacturers can't build them fast enough. I've ordered a new car back in October, and it still hasn't arrived. I also happen to work with plants of one of major car manufacturers, and they are also fully booked and sometimes have to work extra shifts to catch up with production plans.
--- End quote ---
yes, people don't want or can't use public transport so they buy a car instead
Navigation
[0] Message Index
[#] Next page
[*] Previous page
Go to full version