汽車應對晶片短缺的風險緩解策略

OEM Risk Mitigation Strategies for the Chip Shortage

出版日期: 2023年08月02日 | 出版商:

Frost & Sullivan | 英文 75 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

晶片短缺危機將對汽車產業產生永久性影響，使其對供應競爭保持警惕。

汽車產業的各種關鍵功能嚴重依賴半導體晶片，包括引擎管理、資訊娛樂系統和高級駕駛員輔助系統 (ADAS)。然而，2020年發生並將持續到2022年的全球半導體晶片短缺正在對全球汽車目標商標產品製造商（OEM）產生嚴重影響。為了應對這項挑戰並度過危機，汽車OEM實施了多項緩解措施，從其財務狀況來看，大多數已恢復到大流行前的成長率。

然而，汽車產業的半導體危機還遠遠沒有結束。為克服危機而採取的大部分措施（例如，一些晶片供應商為實現產能和供應擴張計劃而提起的政府訴訟）尚未取得成果。半導體製造是一個高度複雜的過程，交貨時間長，無法在短期內增加或減少供應，這首先導致了危機。晶片製造設備的推出需要相當長的時間，大約需要3到4年的時間。儘管如此，大多數汽車行業已經走出困境並向前發展。此外，OEM根據其所在地區和各種其他要素具有不同的業務影響。

Frost & Sullivan 的這項研究對危機期間OEM 的表現以及為解決危機而採取的各種措施進行了深入的策略分析。

主要問題

半導體晶片在汽車中的重要性是什麼？
參與企業？它的市場佔有率是多少？
導致危機的事件順序是怎麼樣的？
汽車產業對這場危機有何貢獻？您能否簡要介紹一下危機爆發以來汽車產業採取的各種措施？
所有OEM都受到相同的影響嗎？是什麼造成了不同的影響？是否存在地域偏見？為什麼？
哪些OEMOEM影響最小，哪些受影響最大？他們使用什麼策略？
相關人員之間有哪些有趣的夥伴關係？

OEM影響分析
克服晶片短缺危機的策略概述
福特業績總結
福特的戰略
總經理：績效概覽
總經理：我們正在製定的策略
狼速案例研究
大眾汽車性能概覽
大眾汽車大眾汽車策略
CARIAD：案例研究
本田：性能概述
本田：採取的策略
豐田業績總結
豐田正在製定的戰略
特斯拉業績總結
特斯拉的戰略
現代/起亞業績總結
現代和起亞正在採取的策略
針對晶片短缺對OEM策略進行基準測試
有趣的汽車半導體晶片製造合作關係
地區亮點：美國

廣泛採用的策略：批判性分析

按戰略區域分類
策略主要陷阱
主要發現廣泛採用的策略

成長機會宇宙

成長機會一：人工智慧主導的設計，以減少和最佳化汽車晶片的使用
成長機會二：汽車廠商晶片策略實現差異化成長
成長機會三：利用車上用軟體擺脫對半導體晶片的依賴

下一步

下一步
為什麼會霜凍，為什麼是現在？
附件清單
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簡介目錄

Product Code: PDBF-44

The Chip Shortage Crisis has Permanently Impacted the Automotive Industry, Rendering it Wary of Supply Competition, and it is Rebalancing Global Automotive Chip Supply Chains

The automotive industry is heavily reliant on semiconductor chips for various critical functions, including engine management, infotainment systems, and advanced driver-assistance systems (ADAS). However, the global shortage of semiconductor chips, which emerged in 2020 and continued into 2022, has severely impacted automotive original equipment manufacturers (OEMs) worldwide. To counter this challenge and navigate the crisis, automotive OEMs have implemented several mitigation strategies, and their financials indicate that most have returned to pre-pandemic growth rates.

Nevertheless, the semiconductor crisis is far from over for the automotive industry. Most of the measures taken to tide over the crisis (for example, government litigation to enable capacity addition and increase supply and expansion plans, which several chip suppliers undertook) are yet to bear fruit. Semiconductor manufacturing is an extremely complex process with long lead times, making it impossible to increase or decrease supply within a brief period, which resulted in the crisis in the first place. Setting up chip manufacturing facilities takes a considerable period of about 3-4 years. Despite this, most of the automotive industry has emerged from the crisis and is moving ahead. Moreover, different OEMs have had varying impacts on their operations, depending on their geographic location and a gamut of other factors.

This Frost & Sullivan study offers an in-depth strategic analysis on OEM performance during the crisis and the various measures being taken to tackle it.

Key Issues Addressed

How important is the semiconductor chip in the automobile?
Who are the key market participants? What are their market shares?
What is the sequence of events leading to the crisis?
How has the automotive industry contributed to the crisis? What is a brief timeline of the various measures it has adopted since the crisis commenced?
Have all the OEMs been impacted uniformly? What has caused the differential impact? Is there a geographical bias, and why?
Who are the least-impacted and most-impacted OEMs? What strategy do they employ?
What are some interesting partnerships among stakeholders?

Strategic Imperatives

Why Is It Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Automotive Industry During the Chip Shortage Crisis
Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Environment

Key Strategies to Mitigate the Chip Shortage Crisis
Major Automotive Chip Suppliers
Benchmarking OEM Strategies for the Chip Shortage
Ford: Performance Overview
Interesting Automotive Semiconductor Chip Manufacturing Partnerships

Growth Opportunity Analysis

Scope of Analysis
Growth Drivers
Growth Restraints

Impact of the Semiconductor Shortage on the Automotive Industry

Events Leading to the Semiconductor Shortage
Tackling the Semiconductor Shortage
Production Cuts Lead to More Production Losses.
Key Strategies to Mitigate the Chip Shortage Crisis
Other Suggested Measures
Key Findings: The Crisis So Far

Overview of the Global Automotive Semiconductor Industry

Semiconductor Chips in Vehicles: An Overview
Understanding the Semiconductor Industry
Semiconductor Manufacturing Capacity Distribution
Major Automotive Chip Suppliers
Chip Manufacturing Value Chain
The Persistent Semiconductor Crisis
Key Findings: Semiconductors for the Automotive Industry

OEM Strategies to Overcome the Crisis

OEM Impact Analysis
Overcoming the Chip Shortage Crisis: Strategy Overview
Ford: Performance Overview
Ford: Strategies Undertaken
GM: Performance Overview
GM: Strategies Undertaken
Wolfspeed: Case Study
Volkswagen: Performance Overview
Volkswagen: Strategies Undertaken
CARIAD: Case Study
Honda: Performance Overview
Honda: Strategies Undertaken
Toyota: Performance Overview
Toyota: Strategies Undertaken
Tesla: Performance Overview
Tesla: Strategies Undertaken
Hyundai-Kia: Performance Overview
Hyundai-Kia: Strategies Undertaken
Benchmarking OEM Strategies for the Chip Shortage
Interesting Automotive Semiconductor Chip Manufacturing Partnerships
Regional Highlights: the United States

Widely Adopted Strategies: A Critical Analysis

Strategies: By Region
Strategies: Major Pitfalls
Key Findings: Widely Adopted Strategies

Growth Opportunity Universe

Growth Opportunity 1: AI-driven Design to Reduce and Optimize Chip Usage in Automobiles
Growth Opportunity 2: Automakers to Differentiate Themselves and Grow through their Chip Strategies
Growth Opportunity 3: Use of In-vehicle Software to Eliminate Dependence on Semiconductor Chips