2021/10/16  
Auto industry giant announces price rises, as silicon chips remain in short supply (2021/10/05)
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  • 英文 English 
    Auto industry giant announces price rises, as silicon chips remain in short supply (2021/10/05)

    With the price of silicon chips still rising, a major car manufacturer has announced its new cars will go up in price at the end of this year. Although the extent of the price rise is yet unclear, economists say the move could trigger a wave of price rises across the auto industry.

    One of the biggest hitters in the auto industry has just launched its first 100% electric car. And an equally shocking announcement has come out hot on its heels: all its new cars will get pricier at the end of this year.

    Liu Sung-shan
    Auto industry
    Because materials are rising in price – copper, various precious metals and microchips, and even some plasticized equipment, among other things. We use all these materials in assemblage in the auto industry, and they’ve all announced price rises. But because the materials used by each different model are different, the margin of increase for each model hasn’t been decided yet. We may make an announcement before the end of the year.

    The decision may spur other brands to take action too. Observers expect a wave of price rises to follow. The auto industry is dealing with continually rising costs in materials, logistics and labor. Microchips from major chip makers like TSMC, UMC, VIS and Powerchip are getting more expensive, and semiconductors for chips and detection devices represent 35% of the manufacturing costs of a car. With demand outstripping supply, experts say price hikes were inevitable.

    Darson Chiu
    TIER researcher
    We can compare the main countries’ producer price index to the consumer price index, and see that right now the PPI is vastly higher than the CPI across the board. That means producers will have to continue to tolerate profits being squeezed, or even losses, until they can’t bear the losses any more, and then they’ll have no choice but to pass those price rises onto consumers.

    Vehicles’ microchips are in short supply and new cars can’t keep up with demand. For the most popular models, there’s a waiting list of two or more months. The auto industry could be in for a bumpy ride.
    中文 Chinese  
    全球晶片荒! 汽車大廠宣布年底調漲車價

    受疫情影響,晶圓代工大廠陸續宣布晶片漲價,加上車用晶片荒、原物料、物流、人事成本大增,有汽車大廠就宣布,從今年底新車要漲價,調漲幅度目前還在研議中,預估將帶動一波汽車漲價潮。

    汽車龍頭大廠發表首款純電車,卻也帶來震撼消息,宣布從今年底起,新車要漲價了。

    [[車廠業者劉松山]]
    “因為原物料上漲的關係,不管是銅、一些貴金屬、一些IC晶片,甚至一些塑化用品等等,這個汽車業在組裝的時候,都會用到這些原物料,都有漲價的訊息。但是因為每款車型,所需要用到的料不太一定,所以每一款車型,它漲價幅度目前也還沒決定,不排除在年底以前,會做一個公布。”

    汽車龍頭大廠開第一槍、帶頭喊漲,其他品牌也蠢蠢欲動,預估將會掀起漲價潮。事實上,在原物料、物流和人事成本不斷攀高下,車廠早就撐不住,尤其晶圓代工大廠台積電、聯電、世界先進、力積電調漲晶片價格,尤其車用半導體像是晶片、感測器等,占整車成本約35%,已經讓汽車製造成本大增,加上新車供應不足,漲價是早晚問題。

    [[台經院景氣預測中心研究員邱達生]]
    “可以從主要國家PPI(生產者物價指數),相較CPI(消費者物價指數)來看,那現在PPI都是非常顯著高過於CPI,就是說廠商還要繼續去承受,這種利潤受到壓縮,甚至虧損的情況,等到虧損已經不堪負荷,只好把這個相關的這個價格,轉嫁給消費者。”

    車用晶片缺、新車供應不足,想訂熱門車款至少得等2個月以上。儘管業者對於調漲幅度強調還在研議中,但勢必將帶動其他品牌全面調漲浪潮。
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