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  • the world's big carmakers are waking up to an uncomfortable truth.

  • When there is a shortage off silicon chips, as there is right now, they lose out to big tech.

  • Major brands, including Volkswagen, Ford and General Motors have all had to cut output as semiconductors run short, about $800 off silicon goes into a modern electric vehicle.

  • The industry as a whole spends about $40 billion on chips every year.

  • But right now the silicon is being swept up by makers, off smartphones and other consumer electron ICS.

  • They're enjoying a boom in demand from consumers stuck at home, and chip makers prefer Apple, Sony and the like.

  • As customers, they spend mawr and by MAWR Advanced semiconductors.

  • One tech analyst told Reuters that Apple spends more on chips than the entire auto industry.

  • German carmakers persuaded the country's economy minister to press Taiwan for action on chip supplies, but with little apparent result.

  • Chipmakers complain that car firms don't understand their business.

  • One told Reuters and auto firm had suggested it run a night shift to increase output, not realizing that 24 hour production was the norm anyway.

  • Now, in Finney, on the biggest supplier off chips to the car industry will commission a new plant this year.

  • But Asian semiconductor foundries continue to give priority to big tech analysts at HHS market estimate that leaves production off a million vehicles at risk in the first quarter.

the world's big carmakers are waking up to an uncomfortable truth.

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B1 big tech silicon tech industry output told reuters

Carmakers lose out to Big Tech in battle for chips

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    林宜悉 posted on 2021/02/20
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