The supply gap of semiconductor chips starts with automotive chips, and the shortage of automotive chips is no different from Achilles’ heel for car companies.

For example, we can see that due to the shortage of chips, many car companies on the market, including Audi, Volkswagen, and BMW, have been out of stock.

What’s even more funny is that some car owners broke the news that some Audi models currently only provide a remote control key and a mechanical key tooth, which makes people laugh and cry, and there is even a “miracle” that there is no car for sale in the whole store overseas.

BMW is even more simple and rude, directly reducing the wireless charging, WiFi hotspot, digital key and audio and other Electronic equipment of its many models, and customers do not want to pay for additional installations.

But recently, something even more worrying has happened, that is, two factories of the world’s largest automotive chip manufacturer have stopped production, that is, Infineon. Infineon will surpass NXP in 2020 and become the world’s first in the field of automotive chips.

Infineon’s factory in Texas was suspended due to the storm before, and has not fully resumed production. Recently, due to the epidemic, another factory (Malaysian factory) has been shut down.

This has led to a significant reduction in Infineon’s chip production, affecting its ability to deliver chips to core manufacturers. In Infineon’s words, the current chip inventory is at a historically low level.

And Infineon’s chip supply can’t keep up. Naturally, the first impact is on German cars, then American cars, and then Japanese cars, Korean cars, Chinese brand cars, etc. After all, Infineon’s market is too large and chips There are too many types, and most car manufacturers are inseparable from its chips.

However, relatively speaking, German and American cars have the greatest impact. It is said that in at least these two quarters, about 2.5 million cars will not be able to be produced. Some media even claim that these are German cars and American cars in the past 30 years. The worst supply shortage.

Next, we will see when Infineon’s chip production can resume. If the recovery is not timely, it may not be the worst in 30 years, but it may become 40 years, or 50 years, or even 100 years. What do you think?