current position:Home>Malaysian chips were shut down due to the epidemic, and some Bosch chips were cut off after August

Malaysian chips were shut down due to the epidemic, and some Bosch chips were cut off after August

2021-08-25 23:31:32 Netease automotive industry

Malaysia, known as the important production town of semiconductor packaging and testing , The novel coronavirus pneumonia epidemic is intensifying. .

8 month 18 Japan , The Ministry of health of Malaysia informed that , By noon of that day 12 when , The country's past 24 New confirmed cases of novel coronavirus pneumonia 22242 example , It reached a new high since the outbreak of the epidemic . in the past 7 In the day , The cumulative number of newly confirmed cases in Malaysia is more than 14.5 Ten thousand cases , The average number of new cases per day exceeds 2 Ten thousand cases .

Under the influence of the epidemic , Some chip bases in Malaysia are “ paralysis ” state , This may further aggravate the global crisis “ Core missing ” The crisis .

“ Malaysia of a semiconductor chip supplier Muar The factory is suffering from a new epidemic , Following the closing of the factory a few weeks ago , Last night, the local government asked to close some production lines to 8 month 21 Japan . Bosch ESP/IPB、VCU、TCU When the chip is directly affected , expect 8 The power supply was basically cut off in the later part of the month .”8 month 17 Japan , Bosch ( China ) Executive vice president of Investment Co., Ltd President Xu Daquan released a circle of friends saying . Regarding this ,《 The daily economic news 》 The reporter asked Bosch for confirmation , The other party said there were no more details to share .

The epidemic forced the closure and testing of the supply chain

The epidemic is the reason why Malaysia's chip manufacturing industry has been greatly impacted .

According to Xu Daquan , Semiconductor chip supplier Malaysia Muar Factory 3000 Among many employees , Sacrifice due to disease 20 A number of , Hundreds of people are infected , Facing the test of life and death .

As early as 8 month 11 Japan , nissan The car also announced , Due to the outbreak of an epidemic at a chip factory in Malaysia , Resulting in a shortage of chip supply , Make the factory in Smyrna, Tennessee, USA since 8 month 9 Two weeks from the date of suspension , forecast 8 month 30 Day back to work .

Disclosure of information , Malaysia has always played an important role in the global semiconductor packaging and testing market , It is the seventh largest exporter of semiconductor products in the world . at present , There are more than 50 A semiconductor factory has set up a factory locally , Most are multinational corporations , Like Intel 、 Ying Feiling 、 Italian French semiconductor 、 NXP 、 Sun and moonlight, etc . Southeast Asia's market share in the global sealed test is 27%, among , Malaysia's sealing and testing business accounts for nearly 100% of the world 13% Market share .

picture source : Photo net

Chip packaging is a part of the chip production process , Specifically, it refers to cutting qualified wafers 、 Welding wire 、 Plastic encapsulation , Then through the installation “ Shell ” Provide physical protection for the chip and make the chip circuit electrically connected with external devices .

“ The chip production process is very complex , Basically, all enterprises work in cooperation , There are enterprises to carry out design links , SMIC and other enterprises are manufacturing links , Sun moonlight and other enterprises do sealing and testing links . among , Chip packaging is not a very technical job .” A chip practitioner told reporters , In his opinion , The high market share of packaging business in Malaysia is due to its low local labor cost .

According to public information ,2019 Malaysia exported a total of 3727 RM100 million ( Reduced contract 5695 Billion element RMB ) Electronic products and related parts , It accounted for nearly half of the country's foreign trade exports in that year 38% Share .

In order to control COVID-19 , Malaysia has long been 6 month 1 The date of “ a feudal state ” Two weeks . But according to CCTV news previously reported , Originally scheduled for 6 month 28 At the end of the day “ Complete blockade ” The measures will be extended again . Malaysian Prime Minister mukhedin did not explain “ Complete blockade ” When will the measure be extended . Affected by the epidemic , At present, the Malaysian government requires that the factory production line can only maintain 10%~20% Low level human operation . Industry insiders say , This is equivalent to maintaining the status of the production line without shutdown , Almost impossible to produce . Some analysts think , The load reduction of Malaysian chip packaging production line may further aggravate the global crisis “ Core missing ” The status quo of .

“ Core missing ” Has affected car sales

according to the understanding of , Malaysia Muar The factory is mainly Bosch's ESP、VCU、TCU And other products .“8 Late month , These products are basically out of supply .” Xu Daquan estimated that .

As the world's largest auto parts supplier , Bosch's customers mainly include brilliance BMW 、 faw - The public 、 FAW liberation 、 Chang'an Automobile, etc , The supply failure of Bosch chips will also affect the level of automobile manufacturing .

in fact , He Xiaopeng, founder of Xiaopeng automobile, has said :“ It's more bitter to pull out the core and cut off the supply , Raise your glass to drown your sorrows .” Li Bin, chairman of Weilai automobile, also said in the second quarter financial report teleconference recently , The new outbreak in Malaysia has brought uncertainty to the chip supply , It even has an impact on the global automobile supply chain .“ Weilai has made some countermeasures , At present, the impact on Weilai is still under control .” Li bin said .

picture source : Photo net

“ The chip problem was really unexpected , But SAIC has worked hard in the automotive industry for many years , Partners from all sides give us strong support and care at critical times , The group will also do a good job in production and marketing coordination , Fully protect the chip .” SAIC executives told reporters .

For all that , The lack of core has long been reflected in the automobile production end . The latest data of China Automobile Association shows ,7 month , China's automobile output is about 186.3 Thousands of cars , Year-on-year decline in 15.5%.“ Chip shortage from 6 The impact on the domestic auto market began to intensify in June , Therefore, the production and sales of domestic passenger cars have declined year-on-year for three consecutive months .” Chen Shihua, Deputy Secretary General of China Automobile Industry Association, said .

At the end market level , Car sales are also beginning to emerge affected by the shortage of chips .“ Because of the chip problem , Automobile production has indeed been affected . In the context of chip shortage , The production schedule of some vehicles will be postponed or no longer produced . With CS75 PLUS For example , The manufacturer will produce later 2022 models , Other models are no longer produced . at present , There are few stock cars .” A salesperson of Chang'an Automobile told reporters .

Cui Dongshu, secretary-general of the national passenger vehicle market information Federation, thinks , From the perspective of domestic market , Joint venture cars and luxury cars will be more affected .“ But don't be too nervous in the face of chip shortage , I believe the market supply will improve significantly in the fourth quarter .” Cui Dong tree said .

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