Just this afternoon, Shen Hui, CEO of WM Motor, posted a Weibo saying that there has been another round of price hikes for automotive chips recently, and according to the price after the price increase,Smart EV chips already cost more than battery packs.
In the past, smart electric vehicles, or the biggest cost of electric vehicles, came from power batteries. Dozens of degrees or even Baidu’s batteries add up to a cost of tens of thousands of yuan or even more than 100,000 yuan, which is the most expensive part of an electric vehicle.
However, with the increasing intelligence of the car, the specifications of the chips that need to be used in the car are getting higher and higher, and the quantity is also increasing. In addition, the lack of cores has caused many price increases, and eventually the cost of chips has appeared. The phenomenon of exceeding the cost of power batteries.
Of course, in the long run, with the continuous improvement of the intelligence of the car, even if the chip price does not increase significantly, its cost will still exceed the power battery in the end.
This transition also marks that the core of the smart electric vehicle industry will shift from electric drive systems to intelligent systems. As Shen Hui said: “This also means that the industry track of electric vehicles has shifted from batteries to chips.”
Affected by multiple factors, suppliers such as Bosch raise prices again
A few days ago, the auto industry has been affected by various factors such as the Russian-Ukrainian war, the epidemic, and logistics, and the cost has been rising. Several auto parts suppliers, including Bosch, have reported the price increase, which has attracted close attention from the outside world.
Just this afternoon, WM Motor CEO Shen Hui responded to the rumor with a Weibo post.He said Bosch’s price increase was not a rumorThis round of price increases involves a number of Tier 1 companies, and the price increases are all essential chip components.
▲ WM Motor CEO Shen Hui on Weibo
He also emphasized that the increase in chip prices may increase the cost of smart cars, so a single LiDAR with more than 10,000 chips may be left out because car companies need to control costs. This also means that the cost of electric vehicles will not only be affected by the increase in the price of battery raw materials, but also by the increase in the price of chips. therefore,Car companies need to plan carefully and control the cost price of vehicles.
▲ Automotive circuit board
In fact, Bosch Group executives have previously explained the problem of rising costs. Bosch Group Chief Financial Officer Markus Forschner recently told foreign media that due to the sharp increase in energy, raw material and logistics costs,The company’s operating costs are now rising significantly.
On the 10th of this month, Chen Yudong, President of Bosch China, also said that this year is a year of great price increases in the auto industry. Although the price increase is mainly caused by power batteries, other components have also been affected. The implication is that other components have also seen price increases.
Car companies are embarrassed, forced to increase prices and sales still fall
The saddest thing at the moment may be the car companies, who have to endure the constant price hikes by suppliers due to the epidemic, while also facing the falling demand from consumers due to the epidemic.
Since the outbreak of the epidemic, car companies have been forced to raise prices for various reasons. However, the biggest difficulty faced by car companies is not the increase in the price of battery raw materials and the shortage of chips.The most difficult thing is the weakening of the demand side.
The current auto market is in a paradoxical dilemma. On the one hand, raw materials and components are transmitted to car companies, and prices are going to increase. On the other hand, the epidemic and the general economic environment have led to a weakening of the people’s demand for buying cars. .
And April of this year may be the bleakest moment for the domestic auto market in recent years. According to data from the China Passenger Transport Association, the domestic auto market sales in April were 1.043 million units, a year-on-year decrease of 35.5% and a month-on-month decrease of 34.0%.
▲ Auto market situation in April 2022
In this environment of “win if you don’t fall”, although new energy vehicles turned around against the trend, a total of 282,000 units were sold, a year-on-year increase of 78.5%, but a month-on-month decrease of 36.5%.
▲ New energy vehicle market situation in April 2022
It is worth noting that the output of new energy vehicles in April was only 293,000 units, a decrease of 33.1% from the 437,000 units in March.
Overall, the auto market in April saw a drop in sales and production compared to March; the biggest factor was the epidemic in April. The epidemic in Shanghai caused the auto industry near the Yangtze River Delta to stop production, which affected the production and sales data for the entire April. .
Conclusion: The rise of chips may cause the price of smart electric vehicles to rise again
In recent years, affected by the epidemic, the price of automobile raw materials has risen many times after the shortage of raw materials, which has also led to an increase in the cost of automobiles. The increase in the price of raw materials for power batteries has caused the price of smart electric vehicles to increase many times, and this time Bosch’s increase in chip prices will undoubtedly prompt the price of smart electric vehicles equipped with more chips to increase again.
Car companies have been suffering from chip shortages for a long time, and this chip price increase has poured a bucket of cold water on many car companies. If car companies want to control vehicle costs, they may find cheap and high-quality local suppliers to replace, but it also takes time.
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