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Car companies stop production due to semi shortage
coppice:
--- Quote from: NANDBlog on January 19, 2021, 11:19:23 pm ---
--- Quote from: fcb on January 19, 2021, 09:09:06 am ---
--- 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.
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It's not semiconductors, it's electronics.
https://www2.deloitte.com/content/dam/Deloitte/cn/Documents/technology-media-telecommunications/deloitte-cn-tmt-semiconductors-the-next-wave-en-190422.pdf
It includes everything, probably even software. According to this study, the semiconductor cost is only around 400 USD per car? That doesnt sound too much. So they couldn't pay a little extra on that?
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"Electronics" means even more than that. Most of the electronics comes from people like Denso and Bosch as modules, which the car maker just plugs into the car during assembly. 40% of the total means the car maker is paying that much for all the modules, with their development, manufacture, marketing, profit margin, etc.
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