Hyundai Motor Company and Kia inspect inventory on a weekly basis… Production plan adjustment
(Seoul = Yonhap News) Reporter Jang Hana = As the global automobile industry was hit directly by a disruption in the supply and demand of semiconductors for vehicles, the warning lights in the domestic automobile industry eventually increased.
According to the industry on the 23rd, Hyundai Motor Company[005380]And Kia are currently checking vehicle semiconductor inventory on a weekly basis.
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In addition, it is known that production plans are being adjusted by operating production lines centered on vehicle models in stock in accordance with the semiconductor supply and demand situation.
Bosch and Continental, Hyundai Mobis[012330] Hyundai Motor Company and Kia, which are supplied with automotive semiconductor-applied parts from their partner companies, have been attempting to negotiate with semiconductor makers directly from the beginning of this year to secure vehicle semiconductors.
As the global supply and demand for automotive semiconductors prolonged, it can be interpreted that they did not entrust their own stocks to their primary suppliers.
A Hyundai Motor Company official said, “It is not enough to disrupt production right away, but it is true that some semiconductor parts are not supplying smoothly.”
Previously, GM Korea started to cut production at the Bupyeong 2 plant that produces Chevrolet Malibu and Trax from the 8th.
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Automotive semiconductors are applied to various parts in vehicles such as clusters, AVN (audio, video, navigation), and head-up display (HUD), and typically hundreds of automotive semiconductors are mounted on one vehicle.
Vehicle semiconductors are less profitable than other system semiconductors, require high reliability and safety, and are burdened by defects, safety accidents, and recalls, making it difficult to expand supply in a short period of time as it is not easy to enter new companies.
In particular, considering that the lead time (the time required from ordering to delivery) of the microcontroller unit (MCU) for vehicle power control, which is the core of the supply disruption, is 26 to 38 weeks, the global supply disruption is expected to continue until 3Q.
The global automotive semiconductor supply and demand situation is expected to worsen as major automotive semiconductor companies such as NXP and Infineon stop operating their lines due to the record blackout in the US.
Major global automakers such as Volkswagen, Ford, Subaru, Toyota, Nissan, and Stellaantis have already decided to cut production and have been disrupting vehicle production from the beginning of the year.
In data released on the 16th, market information company IHS Markit predicted that automobile production could be delayed by nearly 1 million units in the first quarter of this year due to a disruption in the automobile semiconductor supply chain.
The Korea Automobile Industry Association also presented an opinion that in order to minimize the aftermath of the domestic automobile industry, the government should request cooperation with Taiwan, a major producer, to increase production of semiconductors for vehicles.
“In the long term, the Korean automobile industry, fabless (semiconductor design company), and foundry (semiconductor consignment production) industry must establish a cooperative network to expand domestic vehicle semiconductor development and production capabilities,” said Chung Man-ki, president of the association.
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2021/02/23 13:37 sent