This chip _老虎社区_美港股上老虎

2021-11-26

This chip shortage is real. Not effecting only the tech. The whole economy will slow down.

Carmakers get inventive as global chip crisis bites<blockquote>随着全球芯片危机的蔓延，汽车制造商变得富有创造力</blockquote>

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The whole economy will slow down.","highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/877618259","repostId":1194467120,"repostType":4,"repost":{"id":"1194467120","kind":"news","pubTimestamp":1637922526,"share":"https://www.laohu8.com/m/news/1194467120?lang=zh_CN&edition=full","pubTime":"2021-11-26 18:28","market":"us","language":"en","title":"Carmakers get inventive as global chip crisis bites<blockquote>随着全球芯片危机的蔓延，汽车制造商变得富有创造力</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1194467120","media":"Reuters","summary":"(Reuters) - Whether buying computer chips directly from manufacturers, reconfiguring cars, or produc","content":"(Reuters) - Whether buying computer chips directly from manufacturers, reconfiguring cars, or producing them with parts missing, automakers are having to get creative to cope with the global shortage of semiconductors.<blockquote>（路透社）-无论是直接从制造商那里购买计算机芯片，重新配置汽车，还是在零件缺失的情况下生产汽车，汽车制造商都必须发挥创造力来应对全球半导体短缺。</blockquote> The shortage, due to supply problems and a surge in demand for consumer electricals during the pandemic, has hit the auto industry hard, with millions of vehicles worldwide not being produced because important parts are missing.<blockquote>由于供应问题和疫情期间消费电器需求激增，短缺对汽车行业造成了沉重打击，全球数百万辆汽车因重要零部件缺失而无法生产。</blockquote> With the problem lasting longer than initially expected, manufacturers including Daimler and Volkswagen have had to rethink production strategies.<blockquote>由于问题持续的时间比最初预期的要长，包括戴姆勒和大众在内的制造商不得不重新考虑生产策略。</blockquote> Car manufacturers usually buy parts from major suppliers such as Bosch and Continental, which in turn buy from suppliers further down the chain.<blockquote>汽车制造商通常从博世和大陆集团等主要供应商那里购买零部件，而这些供应商又从供应链下游的供应商那里购买零部件。</blockquote> In some cases that has led to a lack of transparency, said Ondrej Burkacky, a senior partner at McKinsey.<blockquote>麦肯锡高级合伙人Ondrej Burkacky表示，在某些情况下，这导致了缺乏透明度。</blockquote> \"There was the fallacy of thinking that you had a choice between two suppliers, but the truth is that they both had the chips made in the same foundry,\" he said.<blockquote>“人们错误地认为你可以在两家供应商之间进行选择，但事实是他们都在同一家代工厂生产芯片，”他说。</blockquote> That is now changing, according to Daimler Purchasing Manager Markus Schäfer.<blockquote>戴姆勒采购经理Markus Schäfer表示，这种情况现在正在发生变化。</blockquote> The German maker of Mercedes-Benz cars has set up a direct line of communication with all chip suppliers, including wafer producers in Taiwan, he said at the IAA auto show in September.<blockquote>他在9月份的IAA车展上表示，这家德国梅赛德斯-奔驰汽车制造商已与所有芯片供应商建立了直接沟通渠道，包括台湾的晶圆生产商。</blockquote> Volkswagen boss Herbert Diess speaks of \"strategic partnerships\" his company has entered into with manufacturers in Asia.<blockquote>大众汽车老板赫伯特·迪斯谈到了他的公司与亚洲制造商建立的“战略合作伙伴关系”。</blockquote> Chip suppliers need to be treated differently given their strategic importance to the industry, said Stefan Bratzel from the Center for Automotive Management.<blockquote>汽车管理中心的Stefan Bratzel表示，鉴于芯片供应商对行业的战略重要性，他们需要受到不同的对待。</blockquote> \"You have seen the problems that arise when you treat the chip companies like other suppliers and stop the calls,\" he said.<blockquote>“你已经看到了当你像对待其他供应商一样对待芯片公司并阻止评级时所出现的问题，”他说。</blockquote> McKinsey's Burkacky said carmakers should consider direct investments in production, or longer contracts with terms of more than 18 months.<blockquote>麦肯锡的Burkacky表示，汽车制造商应该考虑对生产进行直接投资，或者签订期限超过18个月的更长合同。</blockquote> \"Not much of that has been implemented yet,\" he added.<blockquote>“其中大部分尚未实施，”他补充道。</blockquote> 'MORE RESILIENT'<blockquote>“更有弹性”</blockquote> In the meantime, vehicle developers are doing their part to help manufacturers manage the supply crunch.<blockquote>与此同时，汽车开发商正在尽自己的一份力量帮助制造商应对供应紧缩。</blockquote> Annette Danielski, chief financial officer of Volkswagen's trucking unit Traton, said the company was trying to clear some space on the motherboards of control systems.<blockquote>大众汽车卡车运输部门Traton的首席财务官Annette Danielski表示，该公司正试图清理控制系统主板上的一些空间。</blockquote> \"If we change the software, we can use fewer semiconductors and achieve the same functionality,\" she said. \"That sometimes takes a long lead time because the regulatory authorities intervene, but there are areas where you can change something quickly.\"<blockquote>“如果我们改变软件，我们可以使用更少的半导体并实现相同的功能，”她说。“由于监管机构的干预，这有时需要很长的准备时间，但在某些领域你可以快速改变一些事情。”</blockquote> Daimler relies on new designs for control units. Rather than using one specific chip, these are designed to work with an alternative that can be used in the event of delivery problems, the company's head of purchasing Schäfer said.<blockquote>戴姆勒依赖于控制单元的新设计。该公司采购主管Schäfer表示，这些芯片不是使用一种特定芯片，而是设计为在出现交付问题时可以使用的替代芯片。</blockquote> Tesla is considered the model for this.<blockquote>特斯拉被认为是这方面的典范。</blockquote> The company reprogrammed software within three months so that other less scarce chips could be used, enabling the U.S. electric carmaker to weather the crisis better than many others.<blockquote>该公司在三个月内对软件进行了重新编程，以便可以使用其他不太稀缺的芯片，使这家美国电动汽车制造商能够比许多其他公司更好地度过危机。</blockquote> General Motors has said it will work with chip manufacturers like Qualcomm, STM and Infineon to develop microcontrollers that combine several functions previously controlled by individual chips.<blockquote>通用汽车表示，将与高通、STM和英飞凌等芯片制造商合作开发微控制器，将以前由单个芯片控制的多种功能结合起来。</blockquote> \"We are trying to create an ecosystem that is more resilient, more expandable and always available,\" a company spokesperson said.<blockquote>公司发言人表示：“我们正在努力创建一个更具弹性、更具可扩展性且始终可用的生态系统。”</blockquote> PRIORITISING<blockquote>优先排序</blockquote> Some carmakers are stockpiling - or what BMW calls \"hole shoring.\"<blockquote>一些汽车制造商正在囤积——或者宝马评级公司的“洞支撑”。</blockquote> The whole car is built except for a missing part, and can then be completed relatively easily when it shows up.<blockquote>除了一个缺失的部分之外，整辆车都被制造出来了，然后当它出现时可以相对容易地完成。</blockquote> Other automakers are also using this strategy. Sometimes vehicles are delivered without certain functions controlled by chips.<blockquote>其他汽车制造商也在使用这种策略。有时交付的车辆没有由芯片控制的某些功能。</blockquote> Semiconductors are also conserved for high-quality vehicles, like electric cars, while customers face even longer wait times for low-priced combustion engines.<blockquote>半导体也被保留用于电动汽车等高质量车辆，而客户在低价内燃机上面临更长的等待时间。</blockquote> That strategy is slowly reaching its limits. Volkswagen recently had to temporarily stop the production of electric cars in its Zwickau plant in Germany.<blockquote>这种策略正在慢慢达到极限。大众汽车最近不得不暂时停止德国茨维考工厂的电动汽车生产。</blockquote> How well these coping strategies work is not yet clear.<blockquote>这些应对策略的效果如何尚不清楚。</blockquote> \"The bill will be presented in mid or late 2022, when you can see who came out of the crisis well and who did not make it so well,\" said McKinsey's Burkacky.<blockquote>麦肯锡的Burkacky表示：“该法案将于2022年中期或后期提交，届时你可以看到谁很好地摆脱了危机，谁做得不太好。”</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Carmakers get inventive as global chip crisis bites<blockquote>随着全球芯片危机的蔓延，汽车制造商变得富有创造力</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCarmakers get inventive as global chip crisis bites<blockquote>随着全球芯片危机的蔓延，汽车制造商变得富有创造力</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nReuters2021-11-26 18:28\n\n</h4>\n</header>\n<article>\n(Reuters) - Whether buying computer chips directly from manufacturers, reconfiguring cars, or producing them with parts missing, automakers are having to get creative to cope with the global shortage of semiconductors.<blockquote>（路透社）-无论是直接从制造商那里购买计算机芯片，重新配置汽车，还是在零件缺失的情况下生产汽车，汽车制造商都必须发挥创造力来应对全球半导体短缺。</blockquote> The shortage, due to supply problems and a surge in demand for consumer electricals during the pandemic, has hit the auto industry hard, with millions of vehicles worldwide not being produced because important parts are missing.<blockquote>由于供应问题和疫情期间消费电器需求激增，短缺对汽车行业造成了沉重打击，全球数百万辆汽车因重要零部件缺失而无法生产。</blockquote> With the problem lasting longer than initially expected, manufacturers including Daimler and Volkswagen have had to rethink production strategies.<blockquote>由于问题持续的时间比最初预期的要长，包括戴姆勒和大众在内的制造商不得不重新考虑生产策略。</blockquote> Car manufacturers usually buy parts from major suppliers such as Bosch and Continental, which in turn buy from suppliers further down the chain.<blockquote>汽车制造商通常从博世和大陆集团等主要供应商那里购买零部件，而这些供应商又从供应链下游的供应商那里购买零部件。</blockquote> In some cases that has led to a lack of transparency, said Ondrej Burkacky, a senior partner at McKinsey.<blockquote>麦肯锡高级合伙人Ondrej Burkacky表示，在某些情况下，这导致了缺乏透明度。</blockquote> \"There was the fallacy of thinking that you had a choice between two suppliers, but the truth is that they both had the chips made in the same foundry,\" he said.<blockquote>“人们错误地认为你可以在两家供应商之间进行选择，但事实是他们都在同一家代工厂生产芯片，”他说。</blockquote> That is now changing, according to Daimler Purchasing Manager Markus Schäfer.<blockquote>戴姆勒采购经理Markus Schäfer表示，这种情况现在正在发生变化。</blockquote> The German maker of Mercedes-Benz cars has set up a direct line of communication with all chip suppliers, including wafer producers in Taiwan, he said at the IAA auto show in September.<blockquote>他在9月份的IAA车展上表示，这家德国梅赛德斯-奔驰汽车制造商已与所有芯片供应商建立了直接沟通渠道，包括台湾的晶圆生产商。</blockquote> Volkswagen boss Herbert Diess speaks of \"strategic partnerships\" his company has entered into with manufacturers in Asia.<blockquote>大众汽车老板赫伯特·迪斯谈到了他的公司与亚洲制造商建立的“战略合作伙伴关系”。</blockquote> Chip suppliers need to be treated differently given their strategic importance to the industry, said Stefan Bratzel from the Center for Automotive Management.<blockquote>汽车管理中心的Stefan Bratzel表示，鉴于芯片供应商对行业的战略重要性，他们需要受到不同的对待。</blockquote> \"You have seen the problems that arise when you treat the chip companies like other suppliers and stop the calls,\" he said.<blockquote>“你已经看到了当你像对待其他供应商一样对待芯片公司并阻止评级时所出现的问题，”他说。</blockquote> McKinsey's Burkacky said carmakers should consider direct investments in production, or longer contracts with terms of more than 18 months.<blockquote>麦肯锡的Burkacky表示，汽车制造商应该考虑对生产进行直接投资，或者签订期限超过18个月的更长合同。</blockquote> \"Not much of that has been implemented yet,\" he added.<blockquote>“其中大部分尚未实施，”他补充道。</blockquote> 'MORE RESILIENT'<blockquote>“更有弹性”</blockquote> In the meantime, vehicle developers are doing their part to help manufacturers manage the supply crunch.<blockquote>与此同时，汽车开发商正在尽自己的一份力量帮助制造商应对供应紧缩。</blockquote> Annette Danielski, chief financial officer of Volkswagen's trucking unit Traton, said the company was trying to clear some space on the motherboards of control systems.<blockquote>大众汽车卡车运输部门Traton的首席财务官Annette Danielski表示，该公司正试图清理控制系统主板上的一些空间。</blockquote> \"If we change the software, we can use fewer semiconductors and achieve the same functionality,\" she said. \"That sometimes takes a long lead time because the regulatory authorities intervene, but there are areas where you can change something quickly.\"<blockquote>“如果我们改变软件，我们可以使用更少的半导体并实现相同的功能，”她说。“由于监管机构的干预，这有时需要很长的准备时间，但在某些领域你可以快速改变一些事情。”</blockquote> Daimler relies on new designs for control units. Rather than using one specific chip, these are designed to work with an alternative that can be used in the event of delivery problems, the company's head of purchasing Schäfer said.<blockquote>戴姆勒依赖于控制单元的新设计。该公司采购主管Schäfer表示，这些芯片不是使用一种特定芯片，而是设计为在出现交付问题时可以使用的替代芯片。</blockquote> Tesla is considered the model for this.<blockquote>特斯拉被认为是这方面的典范。</blockquote> The company reprogrammed software within three months so that other less scarce chips could be used, enabling the U.S. electric carmaker to weather the crisis better than many others.<blockquote>该公司在三个月内对软件进行了重新编程，以便可以使用其他不太稀缺的芯片，使这家美国电动汽车制造商能够比许多其他公司更好地度过危机。</blockquote> General Motors has said it will work with chip manufacturers like Qualcomm, STM and Infineon to develop microcontrollers that combine several functions previously controlled by individual chips.<blockquote>通用汽车表示，将与高通、STM和英飞凌等芯片制造商合作开发微控制器，将以前由单个芯片控制的多种功能结合起来。</blockquote> \"We are trying to create an ecosystem that is more resilient, more expandable and always available,\" a company spokesperson said.<blockquote>公司发言人表示：“我们正在努力创建一个更具弹性、更具可扩展性且始终可用的生态系统。”</blockquote> PRIORITISING<blockquote>优先排序</blockquote> Some carmakers are stockpiling - or what BMW calls \"hole shoring.\"<blockquote>一些汽车制造商正在囤积——或者宝马评级公司的“洞支撑”。</blockquote> The whole car is built except for a missing part, and can then be completed relatively easily when it shows up.<blockquote>除了一个缺失的部分之外，整辆车都被制造出来了，然后当它出现时可以相对容易地完成。</blockquote> Other automakers are also using this strategy. Sometimes vehicles are delivered without certain functions controlled by chips.<blockquote>其他汽车制造商也在使用这种策略。有时交付的车辆没有由芯片控制的某些功能。</blockquote> Semiconductors are also conserved for high-quality vehicles, like electric cars, while customers face even longer wait times for low-priced combustion engines.<blockquote>半导体也被保留用于电动汽车等高质量车辆，而客户在低价内燃机上面临更长的等待时间。</blockquote> That strategy is slowly reaching its limits. Volkswagen recently had to temporarily stop the production of electric cars in its Zwickau plant in Germany.<blockquote>这种策略正在慢慢达到极限。大众汽车最近不得不暂时停止德国茨维考工厂的电动汽车生产。</blockquote> How well these coping strategies work is not yet clear.<blockquote>这些应对策略的效果如何尚不清楚。</blockquote> \"The bill will be presented in mid or late 2022, when you can see who came out of the crisis well and who did not make it so well,\" said McKinsey's Burkacky.<blockquote>麦肯锡的Burkacky表示：“该法案将于2022年中期或后期提交，届时你可以看到谁很好地摆脱了危机，谁做得不太好。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://finance.yahoo.com/news/carmakers-inventive-global-chip-crisis-070000521.html\">Reuters</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VLKAF":"Volkswagen AG","TSLA":"特斯拉","QCOM":"高通","GM":"通用汽车"},"source_url":"https://finance.yahoo.com/news/carmakers-inventive-global-chip-crisis-070000521.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194467120","content_text":"(Reuters) - Whether buying computer chips directly from manufacturers, reconfiguring cars, or producing them with parts missing, automakers are having to get creative to cope with the global shortage of semiconductors.\nThe shortage, due to supply problems and a surge in demand for consumer electricals during the pandemic, has hit the auto industry hard, with millions of vehicles worldwide not being produced because important parts are missing.\nWith the problem lasting longer than initially expected, manufacturers including Daimler and Volkswagen have had to rethink production strategies.\nCar manufacturers usually buy parts from major suppliers such as Bosch and Continental, which in turn buy from suppliers further down the chain.\nIn some cases that has led to a lack of transparency, said Ondrej Burkacky, a senior partner at McKinsey.\n\"There was the fallacy of thinking that you had a choice between two suppliers, but the truth is that they both had the chips made in the same foundry,\" he said.\nThat is now changing, according to Daimler Purchasing Manager Markus Schäfer.\nThe German maker of Mercedes-Benz cars has set up a direct line of communication with all chip suppliers, including wafer producers in Taiwan, he said at the IAA auto show in September.\nVolkswagen boss Herbert Diess speaks of \"strategic partnerships\" his company has entered into with manufacturers in Asia.\nChip suppliers need to be treated differently given their strategic importance to the industry, said Stefan Bratzel from the Center for Automotive Management.\n\"You have seen the problems that arise when you treat the chip companies like other suppliers and stop the calls,\" he said.\nMcKinsey's Burkacky said carmakers should consider direct investments in production, or longer contracts with terms of more than 18 months.\n\"Not much of that has been implemented yet,\" he added.\n'MORE RESILIENT'\nIn the meantime, vehicle developers are doing their part to help manufacturers manage the supply crunch.\nAnnette Danielski, chief financial officer of Volkswagen's trucking unit Traton, said the company was trying to clear some space on the motherboards of control systems.\n\"If we change the software, we can use fewer semiconductors and achieve the same functionality,\" she said. \"That sometimes takes a long lead time because the regulatory authorities intervene, but there are areas where you can change something quickly.\"\nDaimler relies on new designs for control units. Rather than using one specific chip, these are designed to work with an alternative that can be used in the event of delivery problems, the company's head of purchasing Schäfer said.\nTesla is considered the model for this.\nThe company reprogrammed software within three months so that other less scarce chips could be used, enabling the U.S. electric carmaker to weather the crisis better than many others.\nGeneral Motors has said it will work with chip manufacturers like Qualcomm, STM and Infineon to develop microcontrollers that combine several functions previously controlled by individual chips.\n\"We are trying to create an ecosystem that is more resilient, more expandable and always available,\" a company spokesperson said.\nPRIORITISING\nSome carmakers are stockpiling - or what BMW calls \"hole shoring.\"\nThe whole car is built except for a missing part, and can then be completed relatively easily when it shows up.\nOther automakers are also using this strategy. Sometimes vehicles are delivered without certain functions controlled by chips.\nSemiconductors are also conserved for high-quality vehicles, like electric cars, while customers face even longer wait times for low-priced combustion engines.\nThat strategy is slowly reaching its limits. Volkswagen recently had to temporarily stop the production of electric cars in its Zwickau plant in Germany.\nHow well these coping strategies work is not yet clear.\n\"The bill will be presented in mid or late 2022, when you can see who came out of the crisis well and who did not make it so well,\" said McKinsey's Burkacky.","news_type":1,"symbols_score_info":{"GM":0.9,"TSLA":0.9,"VLKAF":0.9,"QCOM":0.9}},"isVote":1,"tweetType":1,"viewCount":2314,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":75,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/877618259"}