汽车应对晶片短缺的风险缓解策略
市场调查报告书
商品编码
1332653

汽车应对晶片短缺的风险缓解策略

OEM Risk Mitigation Strategies for the Chip Shortage

出版日期: | 出版商: Frost & Sullivan | 英文 75 Pages | 商品交期: 最快1-2个工作天内

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简介目录

晶片短缺危机将对汽车产业产生永久性影响,使其对供应竞争保持警惕。

汽车产业的各种关键功能严重依赖半导体晶片,包括引擎管理、资讯娱乐系统和高级驾驶员辅助系统 (ADAS)。然而,2020年发生并将持续到2022年的全球半导体晶片短缺正在对全球汽车目标商标产品製造商(OEM)产生严重影响。为了应对这项挑战并度过危机,汽车OEM实施了多项缓解措施,从其财务状况来看,大多数已恢復到大流行前的成长率。

然而,汽车产业的半导体危机还远远没有结束。为克服危机而采取的大部分措施(例如,一些晶片供应商为实现产能和供应扩张计划而提起的政府诉讼)尚未取得成果。半导体製造是一个高度复杂的过程,交货时间长,无法在短期内增加或减少供应,这首先导致了危机。晶片製造设备的推出需要相当长的时间,大约需要3到4年的时间。儘管如此,大多数汽车行业已经走出困境并向前发展。此外,OEM根据其所在地区和各种其他要素具有不同的业务影响。

Frost & Sullivan 的这项研究对危机期间OEM 的表现以及为解决危机而采取的各种措施进行了深入的策略分析。

主要问题

  • 半导体晶片在汽车中的重要性是什么?
  • 参与企业?它的市场占有率是多少?
  • 导致危机的事件顺序是怎么样的?
  • 汽车产业对这场危机有何贡献?您能否简要介绍一下危机爆发以来汽车产业采取的各种措施?
  • 所有OEM都受到相同的影响吗?是什么造成了不同的影响?是否存在地域偏见?为什么?
  • 哪些OEMOEM影响最小,哪些受影响最大?他们使用什么策略?
  • 相关人员之间有哪些有趣的伙伴关係?

目录

战略问题

  • 为什么成长如此困难?
  • The Strategic Imperative 8(TM)
  • 晶片短缺危机下三大战略问题对汽车产业的影响
  • 支援Growth Pipeline Engine(TM) 的成长机会

成长环境

  • 缓解晶片短缺危机的关键策略
  • 主要汽车晶片供应商
  • 针对晶片短缺对OEM策略进行基准测试
  • 福特业绩总结
  • 有趣的汽车半导体晶片製造合作关係

成长机会分析

  • 分析范围
  • 成长促进因素
  • 成长抑制因素

半导体短缺对汽车产业的影响

  • 导致半导体短缺的事件
  • 配合措施半导体短缺问题
  • 减产导致进一步的生产损失
  • 缓解晶片短缺危机的关键策略
  • 其他对策
  • 主要发现:迄今为止的危机

全球汽车半导体产业概况

  • 汽车半导体晶片:概述
  • 了解半导体产业
  • 半导体製造产能分布
  • 主要汽车晶片供应商
  • 晶片製造价值链
  • 根深蒂固的半导体危机
  • 主要研究成果汽车产业半导体

OEM策略克服危机

  • OEM影响分析
  • 克服晶片短缺危机的策略概述
  • 福特业绩总结
  • 福特的战略
  • 总经理:绩效概览
  • 总经理:我们正在製定的策略
  • 狼速案例研究
  • 大众汽车性能概览
  • 大众汽车 大众汽车策略
  • CARIAD:案例研究
  • 本田:性能概述
  • 本田:采取的策略
  • 丰田业绩总结
  • 丰田正在製定的战略
  • 特斯拉业绩总结
  • 特斯拉的战略
  • 现代/起亚业绩总结
  • 现代和起亚正在采取的策略
  • 针对晶片短缺对OEM策略进行基准测试
  • 有趣的汽车半导体晶片製造合作关係
  • 地区亮点:美国

广泛采用的策略:批判性分析

  • 按战略区域划分
  • 策略主要陷阱
  • 主要发现 广泛采用的策略

成长机会宇宙

  • 成长机会1:人工智慧主导的设计,以减少和最佳化汽车晶片的使用
  • 成长机会二:汽车厂商晶片策略实现差异化成长
  • 成长机会3:利用车上用软体摆脱对半导体晶片的依赖

下一步

  • 下一步
  • 为什么是霜冻,为什么是现在?
  • 附件清单
  • 免责声明
简介目录
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?

Table of Contents

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

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