Post by rodge on Jan 19, 2021 21:10:38 GMT
I’m on a weekly call with people in the semiconductor industry and a big part of the discussion over the past few months is traditional car makers.
Honda, VW, Ford and Nissan have all had to cut back on their production, not because of lack of customers, but because of lack of components.
Apparently the chip manufacturers aren’t focusing on the car industry because the margins are much smaller and the tech is older, so they’ve less incentive to build for them.
The car companies have been single sourcing a lot of their components which has made things more difficult for them too.
The other things is the higher end manufacturers are reducing the amount of processors in their newer builds, going from hundreds of processors to dozens and apparently the aim is to have a single controller unit that makes all the decisions for the car in the future.
They expect the regular companies to be about 5 years behind companies like Mercedes here.
Interesting that this is what’s happening in the industry.
The EV market isn’t affected as much as it uses newer tech that’s more readily available.
Honda, VW, Ford and Nissan have all had to cut back on their production, not because of lack of customers, but because of lack of components.
Apparently the chip manufacturers aren’t focusing on the car industry because the margins are much smaller and the tech is older, so they’ve less incentive to build for them.
The car companies have been single sourcing a lot of their components which has made things more difficult for them too.
The other things is the higher end manufacturers are reducing the amount of processors in their newer builds, going from hundreds of processors to dozens and apparently the aim is to have a single controller unit that makes all the decisions for the car in the future.
They expect the regular companies to be about 5 years behind companies like Mercedes here.
Interesting that this is what’s happening in the industry.
The EV market isn’t affected as much as it uses newer tech that’s more readily available.
