The two global auto giants announced at the same time?Is the chip still not enough?

Last year, due to the influence of chip shortage, major car manufacturers in the world have been reducing production in large scale. Since this year, this situation has improved a lot. Is this chip or not enough?

1. The two global car giants announced at the same time?

According to the report of Shangguan News, the two major car companies in Honda and Toyota announced at the same time.

On September 22, the official website of Toyota announced the October production plan. The plan shows that due to the influence of semiconductor shortage, Toyota has reduced the global plan output in October to about 800,000 units, a lower than 100,000 units compared with the original plan. In addition, Toyota emphasized that "fiscal 2023 still takes 9.7 million for the annual target output."

According to Reuters, Honda also announced on the same day (September 22) that it will reduce the production of two Japanese factories in early October, a decrease of 40%, because "there are continuous problems in supply chain and logistics."

Some car companies are also facing difficulties. According to US media reports, Jim Farley, president and CEO of Ford Motors, said, "We are facing various problems such as labor shortage"; a document of GM July shows that due to the shortage of chips, it has created 95,000 "lack of" lack Cars with certain components ". However, some car companies are optimistic about the future. For example, Tesla claims that it will achieve "a record of settlement" in the second half of the year.

According to media reports, Jim Farley, president and CEO of Ford Automobile, said, "We are facing various problems such as labor shortage ... there are great pressure on the supply chain."

A document of GM July shows that due to the shortage of chips, it created 95,000 cars with "lack of certain specific components". Part of these "semi -finished products" cars will not be assembled until the end of the year.

Second, the chip is not enough? What should a car company do?

We saw that the famous Japanese cars giants announced large -scale production reduction, which surprised many people. What is going on? Why do these two car giants have reduced production? Where is the logic?

First of all, on the automotive industry chain, the supply chain crisis itself has not been resolved. We have discussed the current automotive industry chain in fact to face huge market pressure. It is necessary to face the fierce market competition from the industrial chain, especially the pressure of cost. We have seen many domestic car brands before. On different occasions, the money we make. Such upstream companies are working. The same logic exists above other automotive companies. This is the continuous expansion of the cost of upstream, which has led to the pressure of the entire market at a fierce price increase pressure. They have no way to completely transmit the price to consumers.

Secondly, in recent days, major enterprises have actually faced tremendous pressure. This pressure comes from raw materials on the one hand. For example, the shortage of chips has continued to exist, but it has not been effectively resolved. From the current point of view The problem of the chip may still be in the process of continuing. On the other hand, we also observed the current increase in large number of labor costs, especially due to inflation, which brings great increase in labor costs. Letting enterprises must meet the needs of the market through the way of increased prices or production.

Third, from the perspective of long -term market development, we are now continuously observing the development of the entire market. In the severe fluctuations, the participants of the market are actually gritting their teeth and holding their teeth. What is your own competitors, and the current performance of Honda and Toyota can actually explain the problem. The two major car giants choose to reduce production to pass a signal to the market. This is the pressure of the entire market. This has begun to reduce production, and other companies are completely likely to follow up. Therefore, from the perspective of future market development, the problems faced by the entire automotive industry are relatively large.

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