Lack of chips continues to slow down auto industry
大众汽车集团 - 座椅，斯柯达和大众汽车的批量品牌特别困难。在这里，与上一年同期相比，在单位滞后26％的生产;在经营方面，本集团在审查的季度陷入了红色。因为车辆的电子系统芯片无法交付，所以公司必须暂时存放许多未完成的车辆。这同样适用于电池单元和其他原料和辅助材料，但无法安装。他们的临时存储造成了相当大的成本，使大众汽车在报告期间在经营的红色中陷入红色。“由于大规模的生产损失，”半导体短缺“不再在Q3中得到补偿，”大众品牌的CFO亚历山大Seitz说。
Apparently there were massive shifts of semiconductor components within the group from the volume to the premium brands Audi and Porsche. These two brands suffered significantly less from the supply shortage and remained profitable or even increased their profitability; their earnings more than compensated for the losses at the volume brands overall. But the chip shortage remains a massive problem for the train manufacturer. “The semiconductor bottleneck in the third quarter clearly showed us that we are not yet resilient enough,” the business newspaper Handelsblatt quotes group CFO Arno Antlitz.
The chip crisis also left its mark on the quarterly figures published at the same time by Stellantis, the parent company of (among others) Fiat, Jeep, Opel/Vauxhall and PSA. The group’s deliveries fell by 27 per cent overall compared to Q3 2020. Around 600,000 vehicles could not be built because not enough semiconductors were delivered. Turnover fell by 14% to 32.6 billion euros. Here, too, the few chips delivered were preferably installed in the higher-margin models; revenue therefore fell less sharply than sales.
In August, Stellanti’s chief financial officer, Richard Palmer, had estimated the production loss at 1.4 million vehicles for the whole year; now he revised this estimate. The overall production shortfall this year will be higher than estimated in August, he said. Stellantis wants to maintain his targeted return on sales of around 10% for the full year – but only if the bottlenecks in semiconductor supplies do not worsen.
Volkswagen does not expect any improvement, at least in the short term. In a press release, the carmaker announced that it expects capacity bottlenecks for semiconductors to continue beyond 2021. The spectre of job cuts is already circulating – there is talk of 30,000 jobs at stake at Volkswagen.
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