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04-30-2021, 09:08 PM | #23 | |
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Which BMW supplier factory isn't getting components? The factory is owned by a company. What is the name of the company, and what city is the factory located in? Who is their supplier of raw materials? Which of their factories (city name, please) isn't able to receive raw materials? What happened to the installed "chip" capacity in the world that existed on December 31, 2019? Did it disappear? |
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04-30-2021, 11:55 PM | #24 |
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TSMC high end stuff mostly made in Taiwan, lower end elsewhere, the capacity didn't disappear, everyone made more, chip demand are just even higher. When COVID hits all car maker (out of caution) cut the order, so they lost some of that allocation too. As to which chips goes to whom exactly, no idea. You would have to keep track a lot middle steps (chip go on IC board, things got packaged elsewhere etc)
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05-01-2021, 02:05 AM | #25 | |
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https://asia.nikkei.com/Business/Tec...s-chip-factory Last edited by chris719; 05-01-2021 at 02:12 AM.. |
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05-01-2021, 03:16 AM | #26 | |
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Last edited by Flamingi; 05-01-2021 at 03:40 AM.. |
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05-01-2021, 03:35 AM | #27 | |||
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So what does that have to do with the shortage? It's rather simple: the demand for sermiconductors spiked in the last months and the supply just can't keep up. That means there is less product on the market than needed and hence you might get less than you ordered. Additionally, as someone else mentioned, car manufacturers cut their orders due to covid, but the demand unexpectedtly didn't really slow down. So now they are getting just what they ordered (or even less), which is not enough to keep up with production. And they can't get more chips as the capacity of suppliers is booked out for probably the next couple years. Basically all factories that are doing anything with semiconductors. Quote:
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The capacity is still the same, the demand just exploded. Modern production uses just in time parts availability. It is simply too expensive to stockpile the parts needed for production. This is the reason why the whole production has to stop if one part is missing. Without any new supply they can continue just a couple days, or maybe weeks at most. Last edited by Flamingi; 05-01-2021 at 03:47 AM.. |
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05-01-2021, 05:14 AM | #28 | |
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05-01-2021, 07:01 AM | #29 | |
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Also, as someone that works in a field (not car related) that is heavily chip/semiconductor based, we have seen lead times on some of the chips we use go from 4 months to ~13 months. Needless to say, the issues with fabrication are truly affecting all industries. |
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05-01-2021, 08:51 AM | #31 |
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05-01-2021, 09:57 AM | #32 | |
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https://www.wsj.com/articles/renesas...on-11616414181 This is in addition to this semiconductor factory fire: https://www.prosoundnetwork.com/busi...audio-industry
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05-01-2021, 11:53 AM | #33 | |
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OK, a fire in Renesas Tokyo and a fire in AKM Nobeoka City. Two factories are crippling the global auto industry? C'mon. You all believe this? How many of you have experience in supply chains in your professional careers? Last edited by chassis; 05-01-2021 at 01:18 PM.. |
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05-01-2021, 02:18 PM | #34 | |
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What makes the situation even more complicated is that each car has 10s of different ECUs/devices that auto manufacturers get from various OEMs. And now depending on how those OEMs are managing their supply chains, in 1 car you might be short on 1 ECU, in another 2-3 ECUs, in another maybe more. For some common parts (e.g. memories) we do multi sourcing but for high tech ones (micro/SoC/Ethernet/WiFi/BT) that need specific SW/HW design you can't just simply switch to another chip! This makes it super complicated for car manufacturers to decide on cutting options/features vs. delaying the whole production schedule. Another fun fact: depending on the contract terms, car manufacturers are now fining OEMs for not delivering ECUs, which then OEMs fine their suppliers, and then those suppliers fine their suppliers and so on… which of course is not going to help with ramping up production capacities. Some companies have realized this and stopped charging fines and are "eating up" the fines by the guy above which will obviously hurt them financially in the short term but they are betting on better suppliers relationships and faster recovery this way. The whole thing is super fun and amusing to watch |
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05-01-2021, 02:37 PM | #35 | |
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05-01-2021, 04:07 PM | #36 | ||
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05-01-2021, 04:15 PM | #37 |
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I tried to order a X5 40i build today and was told Harman/Kardon audio is not available due to the chip shortage. No ETA on when it will be an option again.
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05-01-2021, 04:34 PM | #38 | |
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05-01-2021, 05:11 PM | #39 | |
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I work in medical, and even we can see domino effects from the AKM fire. I have a design that used an AKM competitor's parts (Cirrus), and soon after the fire, a bunch of large AKM customers and speculators bought up the entire supply of the substitute part in the channel. We ended up having to switch to a TI part which required more extensive board and software changes. Did you forget when flooding in Thailand crippled the worldwide supply of hard drives in 2011? Or when shortages of multilayer ceramic capacitors from Murata, TDK, etc. were causing delays a couple years ago? The electronics industry is built for production at massive scale because nothing else is profitable. There is little stockpiling of inventory and demand must be projected far in advance due to how time consuming and costly it is to add capacity. Last edited by chris719; 05-01-2021 at 05:25 PM.. |
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05-02-2021, 07:58 PM | #40 |
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I have first hand information that Detroit automakers are partially shutting down, more accurately - slowing down, due to lack of electronics-related products. I also have first hand information that the substantial majority of automotive electronics-related products are manufactured in Taiwan and South Korea.
Fires in two factories in Japan does not seem to be a sufficiently compelling explanation for the "events" as they presently seem to be. |
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05-02-2021, 08:16 PM | #41 | |
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I know who the top 5 automotive suppliers are and where their products are fabricated for the most part. You should try research instead of "first hand" information. Last edited by chris719; 05-02-2021 at 08:24 PM.. |
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05-02-2021, 08:28 PM | #42 | |
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05-02-2021, 08:51 PM | #43 |
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Demand > supply. Supply was already short, orders got reduced at start of pandemic then reversed course. Wafers allocated elsewhere. Texas 3rd world power infrastructure.
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05-02-2021, 09:21 PM | #44 | |
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Even though NXP is Dutch and Samsung is Korean, their US fabs in Austin suffered big setbacks with that power fiasco. It's not as simple as restarting as soon as power comes back. Most fabs in US and Europe, other than Intel's, are not leading-edge and that makes them more likely to produce automotive products. Automotive chips are mostly produced on 28nm or larger processes. |
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