Money can't buy chips! The delivery cycle has been extended for more than three months, and the revenue of auto enterprises has shrunk by $60 billion

此外，它还扩展到消费电子、安防等领域。苹果、三星、索尼等公司近日发出警告称，他们的产品要么延长交货期，要么减少发货量。

In addition, it has also spread to consumer electronics, security and other fields. Apple, Samsung, Sony and other companies have recently issued a warning that their products will either extend the delivery time or reduce the shipment volume.

芯片危机会持续多久？

How serious and how long will the chip crisis last?

汽车成为"缺核"灾区的后遗症影响着消费电子和安全

The aftereffect of automobile becoming "core lacking" disaster area affects consumer electronics and security

芯片交货期的延长也直接影响到汽车企业和研究机构（分析师）调低一季度的交货预期。以特斯拉和威莱为例

The extended lead time of chips has also directly affected auto companies and research institutions (analysts) to lower their delivery forecasts in the first quarter. Take Tesla and Weilai for example

全球汽车制造商：预计减产至少100万辆

Global car manufacturers: expected to reduce production by at least 1 million

特斯拉：从178000到172000（分析师预测）

Tesla: from 178000 to 172000 (analyst forecast)

威来：20-20500年至19500年

Weilai: from 20-20500 to 19500

市场预测公司Autoforecast solutions预测，2021年全球汽车市场将减产200多万辆。咨询公司Alixpartners表示，由于芯片短缺，2021年全球汽车业收入将减少606亿美元。

Autoforecast solutions, a market forecasting company, predicts that the global auto market will reduce production by more than 2 million vehicles in 2021. Alixpartners, a consulting firm, said the global auto industry's revenue will drop by $60.6 billion in 2021 due to the shortage of chips.

"缺乏核心"的困境可能会持续到今年第三季度

"Lack of core" dilemma may last until the third quarter of this year

这种严重的"缺核"潮何时才能结束？从整个行业来看，芯片缺货其实是短期的情况，一段时间后会得到明显缓解。中国汽车工业协会副秘书长李少华作出最新预测：汽车芯片供需失衡可能持续到今年三季度。

When will this serious "core missing" tide end? From the perspective of the whole industry, the shortage of chips is actually a short-term situation, which will be significantly alleviated after a period of time. Li Shaohua, Deputy Secretary General of China Automobile Industry Association, made the latest forecast: the imbalance between supply and demand of automobile chips is likely to last until the third quarter of this year.

从长远来看，半导体行业在复杂的供应链方面有着丰富的经验，能够成功应对当前需求环境的挑战。全球晶圆厂的总产能需要继续增加，以满足芯片的长期需求增长，而这种需求增长仅仅靠提高利用率是无法满足的。

In the long run, the semiconductor industry has rich experience in complex supply chain and can successfully cope with the challenges of the current demand environment. The total capacity of global Fabs needs to continue to increase to meet the long-term demand growth of chips that cannot be met only by increasing utilization.

*本文选自《每日经济新闻》、《第一财经》、《财经》杂志、《21世纪经济报道》、《中国证券报》等媒体报道。

*This article is compiled from daily economic news, first finance and economics, Caijing magazine, 21st century economic report, China Securities Journal and other media reports.

Link：https://new.qq.com/omn/20210401/20210401A012Q600.html

update time：2021-04-01 10:48:31