Crazy price rise of auto chips: the dealer's quotation is directly multiplied by 10 times, and the dollar transaction is difficult to trace

长达一年的汽车芯片短缺仍然没有缓解的迹象。汽车需求回升，但汽车芯片供应不足，使得越来越多的汽车企业被动减产停产，影响了汽车行业的正常运行。

The year-long shortage of auto chips still shows no signs of easing. Automobile demand recovers, but the insufficient supply of automobile chips makes more and more automobile enterprises passively reduce production and stop production, which has affected the normal operation of the automobile industry.

近年来，随着2019冠状病毒疾病在马来西亚的兴起，芯片密封装置的关闭加剧了汽车芯片的供应，导致许多汽车厂由于缺少备件供应而关闭。芯片代工台积电、联电和三星已经开始了新一轮的涨价，这将给已经处于高价的汽车芯片带来压力。

Recently, with the rise of COVID-19 in Malaysia, the closure of the chip sealing plant has intensified the supply of automobile chips, resulting in the closure of many auto factories due to the lack of spare parts supply. Chip foundries TSMC, liandian and Samsung have opened a new round of price increases, which will put pressure on automotive chips that are already at a high price.

自去年年底以来，汽车芯片的价格已经上涨了几十倍甚至几百倍。8月3日，针对汽车芯片市场炒作、价格高企等突出问题，国家市场监督管理局表示，将根据价格监测和报告线索，对涉嫌抬高价格的汽车芯片分销企业立案调查。

Since the end of last year, the price of automobile chips has risen dozens of times or even hundreds of times. On August 3, in view of the prominent problems such as the hype and high prices in the auto chip market, the State Administration of market supervision said that it would file a case for investigation of auto chip distribution enterprises suspected of driving up prices according to price monitoring and reporting clues.

据激增的新闻记者称，自今年6月以来，汽车芯片价格一直居高不下，不会上涨。尽管部分车型的价格有所下降，但总体需求依然紧张，很难说拐点即将到来。

According to surging news reporters, since June this year, the price of automobile chips has remained high and will not rise. Although the prices of some models have fallen, the overall demand is still tight, and it is difficult to say that the inflection point is coming.

对于许多芯片经销商来说，今年是千载难逢的一年。芯片价格的上涨似乎让他们赚了大钱，甚至实现了财务自由，完成了他们从未预料到的生活亮点。

For many chip dealers, this year is a once-in-a-lifetime opportunity. It seems that the rising chip price has made them make huge profits, even realized financial freedom, and completed the highlight of life that they had never expected.

涨价：AKM的"火焰"

Price increase: AKM's "flame"

2020年10月20日，日本朝日卡西微电子股份有限公司（AKM）芯片厂起火，很多人认为这只是一场普通的工厂火灾，但对于经销商来说，这是汽车芯片价格可能上涨的重要信号。

On October 20, 2020, the chip factory of Asahi Kasei Microelectronics Co., Ltd. (AKM) in Japan caught fire, which seems to many people that it is just an ordinary factory fire, but for dealers, it is an important signal that the price of automobile chips may rise.

芯片超人是一个新的芯片分销平台。一方面为上游芯片设计企业提供营销平台，另一方面为下游长尾终端场景提供智能应用技术，"芯片超人"创始人兼首席执行官华姐姐也非常关注此次火灾对汽车芯片价格的影响。事实上，这场大火点燃了"汽车芯片"一年的炒作。

Chip Superman is a new chip distribution platform. On the one hand, it provides a marketing platform for upstream chip design enterprises, and on the other hand, it provides intelligent application technology for downstream long tail terminal scenarios" Sister Hua, founder and CEO of "chip Superman", is also very concerned about the impact of this fire on the price of automobile chips. In fact, this fire ignited the hype of "automobile chip" for a year.

"AKM在市场上没有很多商品。大火过后，他的商品价格开始上涨。更大胆的人（经销商）向客户报了好几倍的价格，发现客户可以接受。然后我们将继续报告价格，并发现价格是可以接受的。这篇报道太疯狂了。"华姐谈了经销商当时的心态。

"AKM didn't have many goods on the market. After the fire, the price of his goods began to rise. The bolder (dealers) quoted several times the price to their customers and found that the customers could accept it. Then we will continue to report the price and find that it is acceptable. This report is crazy. " Sister Hua talked about the dealer's mentality at that time.

对于芯片经销商来说，借助紧急情况进行价格投机是一种常规做法，并非人人都不熟悉。2009年全球金融危机爆发后，芯片市场需求在短时间内大幅增长，德州仪器的芯片被炒光，许多经销商发了财。

For chip dealers, price speculation with the help of emergencies is a conventional routine, which is not unfamiliar to everyone. After the global financial crisis came out in 2009, the demand of the chip market increased greatly in a short time, the chips of Texas Instruments were fried, and many dealers made a fortune.

当AKM芯片在中国市场缺货时，这些中国经销商的下一个决定是"在海外市场购物"。

When AKM chips are out of stock in the Chinese market, the next decision of these Chinese dealers is to "shop in overseas markets".

"虽然投机活动在国内已经开始，但在国外几乎没有消息，因此以相对较低的价格涌入所有外国商品，并造成时差。销售时，添加"0"（即10次）进行销售，然后您发现您可以销售它。最初是价格的2-3倍，但现在是价格的20-30倍，这立即炒作了AKM产品。"华姐认为，经销商对AKM芯片的探索成功点燃了汽车芯片投机之火，随后更多的汽车芯片开始被炒作。

"Although speculation has begun at home, there is little news abroad, so sweep in all foreign goods with relatively low prices and make a time difference. When selling, add a '0' (i.e. 10 times) to sell, and then you find that you can sell it. Originally, it was 2-3 times the price, but now it is 20-30 times the price, which immediately hyped AKM products. " Sister Hua believes that dealers' exploration of AKM chips successfully ignited the fire of auto chip speculation, and then more auto chips began to be hyped.

意法半导体是另一家重量级汽车芯片供应商。根据AKM的经验，意大利-法国芯片的价格很快从三、四块上涨到十几块。

STMicroelectronics is another heavyweight automotive chip supplier. With AKM's experience, the price of Italian French chips quickly rose from three or four to more than a dozen.

"做这种工作就像一个赌徒。你炒得越多，你就越凶猛，并不断尝试测试客户的底线。它不可能一口气拔起来。一开始是三到四倍，然后再上升一点。结果发现，需求仍然存在，价格可以接受。尤其是当原厂的货不多的时候，它越来越勇敢了。春节过后，有一段时间是横着走的。每个人都在看春节，但春节过后，他们发现自己更疯狂了，于是掀起了一波浪潮。"华姐姐说，春节过后，一个几十元的芯片涨到了一、两百元，然后涨到了三四百元，现在涨到了8100元。

"Doing this kind of work is like a gambler. The more you fry, the more fierce you are, and constantly try to test the bottom line of customers. It can't be pulled up in one breath. At first, it is three or four times, and then it rises a little. It is found that the demand is still there, and the price is acceptable. Especially when there are not many goods from the original factory, it is more and more courageous. After a spring festival, it was sideways for a while. Everyone was watching the Spring Festival, but after the Spring Festival, they found that they were more crazy and pulled up a wave. " Sister Hua said that after the Spring Festival, a chip with tens of yuan rose to one or two hundred, then to three or four hundred, and now it has risen to 8100 yuan.

该流行病影响了供应链的整合，芯片生产能力不足，短期内无法改变。另一方面，汽车需求方的复苏超出预期，来自汽车制造业新力量的芯片需求增加导致越来越多的汽车芯片短缺。芯片销售范围从AKM和意大利到大多数汽车芯片，德州仪器、NXP Broadcom和其他产品都以高价受欢迎。

The epidemic affected the integration of the supply chain, and the chip production capacity was insufficient and could not be changed in the short term. On the other hand, the recovery of the automobile demand side exceeded expectations and the increased chip demand from the new forces of automobile manufacturing led to the shortage of more and more automobile chips. The chips sold ranged from AKM and Italy to most automobile chips, Texas Instruments, NXP Broadcom and other products have become popular at high prices.

寻找商品：假冒伪劣商品混杂

Looking for goods: fake goods mixed

在芯片生产能力不足的情况下，这些投机经销商从哪里获得这么多芯片？

In the case of insufficient chip production capacity, where do these speculation dealers get so many chips?

华姐说,主要有三种供货方式:一是其他人库存不振。制造商准备的商品现在不能使用。如果你想清仓，这个产品的价格不会特别高。二是属于灰色地带。代理商原本准备将货物交付给客户a，但如果他诚实地将货物交付给客户a，就不会有超额利润，因此他将这些货物倒出并出售给市场，价格可能会高出数倍。第三，有翻新的产品，甚至一些假货被用来弥补这个数字。

Sister Hua said that there are three main ways to supply goods: the first is the sluggish inventory of others. The goods prepared by the manufacturer can't be used now. If you want to clear the inventory, the price of this product will not be particularly high. Second, it belongs to the gray area. The agent was originally prepared to deliver the goods to customer a, but if he honestly delivered the goods to customer a, there would be no excess profit, so he poured out these goods and sold them to the market, and the price could be several times higher. Third, there are refurbished products, and even some fakes are used to make up the number.

众所周知，当遇到好的市场时，制造商的过剩库存将被清除。但是，如果出现供应链"内部合作和外部合作"的芯片投机行为，将对行业造成极大危害，扰乱正常的市场秩序。

It is well understood that manufacturers' excess inventory will be removed and cleared when encountering a good market. However, if there is a supply chain "internal cooperation and external cooperation" to speculate on chips, it will do great harm to the industry and disrupt the normal market order.

他说:"现时仍有不少冒牌货或旧晶片被用作翻新用途。当然，如果你发现它们是假的，卖家会立即把钱还给你。华姐说，因为她的公司是一个芯片交易平台，一项服务就是帮助客户测试芯片的真伪，因为市场上确实出现了很多假冒产品。

"There are still a lot of fake goods or old chips used for renovation. Of course, if you identify them as fake, the seller will return the money to you immediately. If you can't identify them, you'll be fooled." Sister Hua said that because her company is a chip trading platform, one service is to help customers test the authenticity of chips, because many counterfeit products really appear in the market.

深圳是公开市场芯片交易的主要场所。许多芯片经销商聚集在这里。为了储存货物，一些商人甚至抵押了他们的房地产。

Shenzhen is the main place for open market chip trading. Many chip dealers gathered here. In order to store goods, some dealers even mortgaged their real estate.

"深圳的许多经销商赚了很多钱，很多人身价超过1亿，实现了财务自由。"华姐姐说。

"Many dealers in Shenzhen have made a lot of money, and many people are worth more than 100 million, realizing financial freedom." Sister Hua said.

在这一波筹码投机浪潮中，有很多关于某人财务自由的故事，但这些故事无法证明自己。

There are many stories about someone's financial freedom in this wave of speculation on chips, but these stories will not prove themselves.

王子（化名）负责一家国际芯片分销商的市场营销。他还听过很多关于通过投机筹码发财的故事，"我听了很多，但谁会亲自向你证明呢？！"？！但一定有很多人在这股浪潮中致富。"

Wang Zi (a pseudonym) is responsible for marketing in an international chip distributor. He has also heard many stories about making a fortune by speculating on chips" I heard a lot, but who will personally prove it to you?! But there must be a lot of people getting rich in this wave. "

缺点：芯片分发环节过多

Disadvantages: too many chip distribution links

多年来，芯片行业采用了多层分销网络渠道。原芯片厂为一级代理商供货，一级代理商也有自己的分销渠道。产品与最终用户之间有五到六个链接。

Over the years, the chip industry has adopted multi-layer distribution network channels. The original chip factory provides goods to the primary agents, and the primary agents also have their own distribution channels. There are five or six links for the products to reach the end users.

就汽车芯片而言，一级代理商扮演着非常关键的角色。他们负责收集汽车工厂的需求，与原芯片工厂进行沟通和订购，最终通过一级代理商的分销网络向汽车工厂提供产品。主要代理商主要是博世、中国大陆等知名汽车零部件供应商。

In terms of automotive chips, tier 1 agents play a very key role. They are responsible for collecting the needs of the car factory, communicating and ordering with the original chip factory, and finally providing products to the car factory through the distribution network of tier 1 agents. The primary agents are mainly famous auto parts suppliers such as Bosch and Mainland China.

华姐认为，这种复杂的多环节分销渠道为经销商提供了操作芯片的空间，"您的原厂可以跟踪到货情况并将其交给主代理。甚至主代理也可以自行管理。二级代理也知道货物流在哪里，但您无法进一步跟踪。"

Sister Hua believes that this complex and multi link distribution channel provides space for dealers to operate chips" Your original factory can track the arrival and hand it over to the primary agent. Even the primary agent manages itself. The secondary agent also knows where the goods flow is, but you can't track it further. "

"芯片交易都是美元交易。他们通过海外账户付款，很难追踪在中国需要调查的内容。"华姐姐说。

"Chip transactions are all dollar transactions. They make payments through overseas accounts, and it is difficult to track what needs to be investigated in China." Sister Hua said.

在接受澎湃新闻记者采访时，王梓说，芯片厂的做法不是直接把产品交给终端客户，而是把他们转移到香港，把他们从香港运送到国内客户"香港有公司和物流"。原厂的订单是美元，所以交易也是美元。"

In an interview with surging news reporters, Wang Zi said that the practice of the chip factory is not to directly hand over the products to the end customers, but to transfer them to Hong Kong and ship them from Hong Kong to domestic customers" There are companies and logistics in Hong Kong. The orders placed by the original factory are in US dollars, so the transactions are also in US dollars. "

王子认为，如果芯片领域有一个统一的交易平台，每个人都可以在上面购买，很多灰色操作都可以避免。

Wang Zi believes that if there is a unified trading platform in the chip field and everyone purchases on it, many gray operations can be avoided.

然而，为了管理好渠道，防止串通和投机，原厂也在不断改革自己的渠道。华姐透露，艾瑞电子（德州仪器的一级代理商）在中国的业务后来改为只接受人民币交易，而不接受美元交易，以打击经销商逃离的"人民币交易易于追踪"。此外，税单还可以跟踪货物的实际流动情况。这样，每个人都会谨慎行事，一旦被发现就会受到惩罚。"

However, in order to manage the channels well and prevent collusion and speculation, the original factory is also constantly reforming its own channels. Sister Hua revealed that the business of iResearch Electronics (a first-class agent of Texas Instruments) in China later changed to only accept RMB transactions and not US dollar transactions to crack down on dealers' fleeing" RMB transactions are easy to track. In addition, tax bills can also track the real flow of goods. In this way, everyone will be cautious and be punished if they are found out. "

本轮炒作的汽车芯片主要是国外品牌，本土汽车芯片相对稳定。华姐姐说，当地的汽车芯片企业几乎了解终端客户。他们原来的分销渠道相对较短，经销商的经营空间很小，"本地汽车芯片的价格也在上涨，但上涨的价格被原厂拿走了，经销商的利润仍然与以前持平。"

The auto chips hyped in this round are mainly foreign brands, while local auto chips are relatively stable. Sister Hua said that the local auto chip enterprises know almost the end customers. Their original distribution channels are relatively short and the dealer operation space is very small" The price of local auto chips is also rising, but the rising prices are taken away by the original factory, and the profits of dealers are still about the same as before. "

华姐认为，目前汽车行业的零库存模式存在很大的供应链安全问题。整车厂甚至没有专人管理芯片，严重依赖一级。

Sister Hua believes that there are great supply chain security problems in the current zero inventory model of the automotive industry. The whole vehicle factory does not even have a special person to manage the chip and relies heavily on tier 1.

"汽车行业的零库存实际上是从丰田那里学到的，但丰田缺乏核心竞争力在日本地震时引起了关注。他们发现零库存将惨死。后来，丰田管理自己的芯片，甚至投资瑞萨等芯片企业提供安全保障。因此，这次丰田的形象相对较小，他们做了很多布局。"华姐认为，在这起事件发生后，汽车厂今后一定会重视芯片库存管理。

"The zero inventory of the automotive industry is actually learned from Toyota, but Toyota's lack of core caused attention when the Japanese earthquake. They found that zero inventory would die miserably. Later, Toyota managed its own chips and even invested in chip enterprises such as Renesas to provide security. Therefore, the image of Toyota was relatively small this time, and they made a lot of layout." Sister Hua believes that after this incident, the car factory will certainly pay attention to chip inventory management in the future.

整车厂和一级代理商的因素也加剧了本轮核心的缺乏。

The factors of the whole vehicle factory and the primary agent also exacerbated the lack of core in this round.

一家汽车芯片供应商告诉澎湃记者，在COVID-19爆发后，全球经济迅速走向冲击。汽车制造商和一线代理商对市场需求没有信心，甚至取消了订单。他们误判了市场需求。芯片订单应该至少提前几个月下，但他们当时不愿意下订单。随后，将增加额外订单，并为消费电子等芯片保留大量生产能力。"

A car chip supplier told surging journalists that after the outbreak of COVID-19, the global economy rushed to the impact. The vehicle manufacturers and first tier agents were not confident of market demand, and even there was a cancellation of orders. They had misjudged the market demand. Chip orders should be placed at least a few months in advance, but they were not willing to place orders at that time. Later, additional orders will be added, and a lot of production capacity will be reserved for chips such as consumer electronics. "

目前，根据芯片行业反馈，OEM工厂产能充足，密封测试工厂产能充足，价格持续上涨。研究和咨询公司IHS Markit预计，汽车芯材短缺将持续到2022年年中。预计芯材短缺将继续阻碍该行业未来的正常运营。

At present, according to the feedback of the chip industry, the capacity of the OEM factory is full, the capacity of the sealing and testing factory is full, and the price continues to rise. IHS Markit, a research and consulting firm, expects that the car core shortage will continue until the middle of 2022. It is expected that the core shortage will continue to hinder the normal operation of the industry in the future.

根据汽车第三方数据机构AFS的最新统计，截至目前，全球汽车市场因芯片短缺已减产644.2万辆，预计年减产量将升至765万辆以上。

According to the latest statistics of AFS, an automobile third-party data organization, up to now, the global automobile market has reduced the production of 6.442 million vehicles due to the shortage of chips, and the annual production reduction is expected to rise to more than 7.65 million.

"现在情况是一级摊开双手说我真的找不到货物，迫使整车厂出来找货物，但整车厂找到的货物仍然需要一级下单购买，但如果有些货物不是很漂亮，tier 1自然不愿意下订单。"质量问题谁负责？"华姐说，汽车厂和一级工厂吵架了，汽车厂只能减产停产。

"Now the situation is that tier 1 spread out his hands and said that I really can't find the goods, forcing the whole vehicle factory to come out and find the goods, but the goods found by the whole vehicle factory still need tier 1 to place an order to buy, but if some goods are not very beautiful, tier 1 is naturally unwilling to place an order. Who is responsible in case of quality problems?" Sister Hua said that the car factory and tier 1 quarreled with each other, and the car factory could only reduce production and stop production.

拐点：价格在高位徘徊，未达到拐点

Inflection point: the price hovers at a high level, and the inflection point is not reached

尽管国家市场监督管理总局表示将对涉嫌抬高价格的汽车芯片分销企业进行调查，但汽车芯片价格仍然居高不下。

Although the State Administration of market supervision and Administration said that it would file an investigation into the automobile chip distribution enterprises suspected of driving up prices, the price of automobile chips remains high.

一方面，推高汽车芯片价格的因素是经销商的投机行为，另一方面，汽车制造商担心停产、增加库存，甚至高价购买。

On the one hand, the factors driving up the price of auto chips are speculation by dealers, on the other hand, auto manufacturers are worried about stopping production, increasing stock, and even buying at high prices.

"短缺是大背景，供应已经不足。例如，他有10万件商品，但现在他不会一次把它们全部拿走。第一批是两万。你要吗？不，你与下一批货无关。"华姐说,对许多汽车企业来说,他们只能"上牌"。他们需要准备商品和生产。"从另一个角度看，他们的产品并不缺乏核心，他们可以在出售汽车后赚钱。特别是对于新能源汽车企业来说，他们需要抢购和融资。100-200元以上的筹码是多少？"

"Shortage is the big background, and the supply is already insufficient. For example, he has 100000 goods, but now he won't take them all at once. The first batch will be 20000. Do you want to? No, you'll have nothing to do with the next shipment. " Sister Hua said that for many automobile enterprises, they can only "get on the licensing table". They need to prepare goods and produce. "From another point of view, their products are not short of cores, and they can make money after selling cars. Especially for new energy automobile enterprises, they need to rush sales and financing. What's more than 100-200 yuan on chips?"

"从6月份开始，很明显我们无法购买。例如，德州仪器公司有股票，价格下跌；此外，"牌桌"上的人也不多，能玩得起的人也太少了。总体而言，意大利、法国和NXP产品的价格仍然很高，尚未下降。"华姐说，现在还拿货的是那些不需要钱的客户，有些客户转向国产芯片。

"From June, it was obvious that we couldn't buy it. For example, Texas Instruments had stock, and the price came down; In addition, there are not so many people on the "card table", and there are too few people who can afford to play. On the whole, the prices of Italian, French and NXP goods are still very high and haven't come down yet. " Sister Hua said that the customers who still take the goods are those who don't need money, and some customers turn to domestic chips.

对于芯片经销商来说，他们看到对汽车芯片的需求仍然旺盛，生产能力仍然供不应求，价格没有理由大幅下跌。目前，不可能说拐点即将到来，但很明显，他们现在已经变得谨慎起来。

For chip dealers, they see that the demand for auto chips is still, the production capacity is still in short supply, and there is no reason for the price to fall sharply. At present, it is impossible to say that the inflection point is coming, but it is obvious that they have become cautious now.

但芯片经销商无法主导价格趋势。对于什么时候可以解决"缺乏核心"的问题，也有不同的看法。一种观点认为，汽车"核心"的缺乏将在今年下半年得到缓解；另一个声音认为，汽车"核心"的缺失将在明年或后天结束，这充满了极大的不确定性。

But chip dealers can not dominate the price trend. There are also different opinions on when the "lack of core" can be solved. One view is that the lack of "core" in cars will be alleviated in the second half of this year; Another voice believes that the lack of "core" in cars will end next year or the year after next, which is full of great uncertainty.

8月份，由于COVID-19在马来西亚的加剧，一些密封工厂被关闭。

In August, due to the aggravation of COVID-19 in Malaysia, a number of sealing plants were shut down.

最近，一些汽车制造商就汽车芯片的供应发表了新一轮声明。

Recently, a number of car manufacturers have made a new round of statements on the supply of auto chips.

8月27日，通用汽车表示，由于全球芯片短缺，它计划在本周关闭负责雪佛兰博尔特电动汽车和博尔特EUV生产的工厂。这也是自芯片危机爆发以来，通用汽车首次暂停电动汽车的生产。

On August 27, General Motors said that due to the global chip shortage, it planned to close the factories responsible for the production of Chevrolet bolt EV and bolt EUV this week. This is also the first time GM has suspended the production of electric vehicles since the outbreak of the chip crisis.

8月20日，丰田表示，由于汽车芯片短缺，它计划在9月份将全球产量减少40%，全球产量减少约36万辆。

On August 20, Toyota said that due to the shortage of auto chips, it planned to reduce its global production by 40% in September, with a global production reduction of about 360000 vehicles.

8月12日，特斯拉首席执行官埃隆·马斯克公开将瑞萨电子和博世列为特斯拉供应链中最大的问题。马斯克说，特斯拉是在一些"标准"汽车芯片的极端供应链约束下运营的。

On August 12, Tesla CEO Elon Musk publicly named Renesas electronics and Bosch as the biggest problem in Tesla's supply chain. Musk said Tesla is operating under extreme supply chain constraints of some "standard" Automotive chips.

大众汽车集团的三大品牌在7月30日指出，未来几个月，汽车芯片的持续短缺可能加剧，突显出汽车行业在解决这一问题方面面临的困难。根据大众品牌财务主管亚历山大·塞茨（Alexander Seitz）的分析，从供应方面的现实来看，该品牌的车型在今年第三季度将面临巨大挑战。

The three brands of Volkswagen group pointed out on July 30 that the continuous shortage of automotive chips may intensify in the coming months, highlighting the difficulties faced by the industry in solving this problem. According to the analysis of Alexander Seitz, the financial executive of Volkswagen brand, from the reality of the supply side, the models of the brand will face great challenges in the third quarter of this year.

今年7月5日，宝马警告称，全球汽车芯片短缺尚未缓解，今年下半年供应将继续紧张，这也将影响汽车制造商的产量。

On July 5 this year, BMW warned that the global shortage of auto chips has not been alleviated, and the supply will continue to be tight in the second half of this year, which will also affect the output of auto manufacturers.

吉利汽车表示，已采取多项措施应对芯片短缺。不过，该公司表示，当芯片短缺状况得以缓解时，仍存在巨大的变数。

Geely Automobile said it had taken multiple measures to deal with the shortage of chips. However, when the chip shortage can be alleviated, the company said there are still huge variables.

8月25日，博世董事会成员哈拉尔德·克罗格（Harald Kroeger）在接受采访时表示，全球对汽车和消费电子等领域芯片的需求激增，但去年由于流行病和自然灾害，供应链已经崩溃。他预计芯片短缺将持续到2022年，并希望需求将保持稳定。

On August 25, Harald Kroeger, a member of Bosch's board of directors, said in an interview that the global demand for chips in fields such as automobiles and consumer electronics has surged, but the supply chain has collapsed in the past year due to epidemic and natural disasters. He expects the chip shortage to continue until 2022 and hopes that demand will remain stable.

Link：https://new.qq.com/omn/20210831/20210831A01MU800.html

update time：2021-08-31 18:10:10