By Norihiko Shirouzu and Yilei Sun
作者:Norihiko Shirouzu, Yilei Sun
SHANGHAI, April 19 (Reuters) - A global shortage of semiconductors is hitting autos production in China, jeopardising hopes the world's biggest car market might spearhead a recovery in the sector, industry executives warn.
路透上海4月19日电- - -汽车业高管警告称,全球半导体供应短缺正打击中国汽车生产,危及中国这个全球最大汽车市场可能引领汽车业复苏的希望。
Automakers around the world have had to adjust assembly lines due to the shortages, caused by manufacturing delays that some semiconductor makers blame on a faster-than expected recovery from the coronavirus pandemic.
由于短缺,世界各地的汽车制造商不得不调整装配线。一些半导体制造商将生产延误归咎于冠状病毒大流行的复苏速度快于预期。
Volkswagen AG VOWG_p.DE, China's biggest foreign automaker which hopes to sell over four million vehicles in the country, said the situation had not improved in the second quarter.
大众汽车(Volkswagen AG) VOWG_p。DE是中国最大的外国汽车制造商,希望在中国销售超过400万辆汽车,称第二季度情况没有改善。
The German group's China chief, Stephan Woellenstein, told reporters on Sunday it was hard to gauge how much production Volkswagen might lose week to week, or even month to month because of the chip shortage.
这家德国集团的中国负责人斯蒂芬·沃伦斯坦(Stephan Woellenstein)周日对记者表示,由于芯片短缺,很难估计大众汽车每周、甚至每月可能会损失多少产量。
"It's really like fire-fighting ... In some cases, we have switched to another chip so we changed suppliers," he said, ahead of the Shanghai auto show which opens on Monday.
“这真的很像救火……在某些情况下,我们换了另一种芯片,所以我们换了供应商,”他在周一开幕的上海车展之前表示。
"It is like a perfect storm," BMW's China chief Jochen Goller said at Shanghai show, adding the shortage had put pressure on BMW's purchasing. However, he said BMW had not lost production due to the issue, as it made early orders of chips.
“这就像一场完美风暴,”宝马中国区总裁约亨•高乐(Jochen Goller)在上海车展上表示,并补充称,短缺给宝马的采购带来了压力。然而,他表示,宝马并未因这一问题而减产,因为该公司已完成芯片的早期订单。
William Li, chief executive of Nio Inc NIO.N, told Reuters on Monday he expected a "relatively big impact" from the chip shortage on its electric vehicle production in the second quarter.
蔚来汽车首席执行官李斌他周一对路透表示,预计芯片短缺将对其第二季电动汽车生产造成"相对较大的影响"。
China, where over 25 million vehicles were sold last year, has been a ray of hope for automakers, including Volkswagen and General Motors GM.N, after the global industry was hit hard by the pandemic.
去年中国汽车销量超过2500万辆,在全球汽车行业受到疫情严重打击后,中国给大众(Volkswagen)和通用汽车(General Motors GM.N)等汽车制造商带来了一线希望。
But China is also where news of the chip shortage first emerged last year. The problem was worsened by a fire in Renesas Electronics' 6723.T chip factory in Japan in March.
但中国也是去年首次出现芯片短缺消息的地方。瑞萨电子6723的一场火灾加剧了这一问题。在日本的T芯片工厂。
In 2019, automotive groups accounted for roughly a tenth of the $429 billion semiconductor market, according to McKinsey, with NXP Semiconductor NXPI.O, Germany's Infineon IFXGn.DE and Renesas among key suppliers to the sector.
根据麦肯锡的数据,2019年,汽车集团与NXP semiconductor NXPI一起,占据了4290亿美元半导体市场的约十分之一。O,德国英飞凌IFXGn。DE和Renesas是该行业的主要供应商。
Automakers, including Nissan Motor 7201.T, Ford Motor F.N and Nio have said they have cut production due to the chip shortage.
汽车制造商,包括日产汽车7201。福特汽车(Ford Motor F.N)和蔚来汽车(Nio)均表示,由于芯片短缺,他们已经减产。
Li Shaohua, a senior official at the China Association of Automobile Manufacturers, said the chip supply shortage hit Chinese auto production by 5% to 8% in the first two months of this year. It expects the impact to ease from the third quarter.
中国汽车工业协会(China Association of Automobile Manufacturers)高级官员李绍华说,今年前两个月,芯片供应短缺对中国汽车生产造成了5%至8%的影响。该公司预计,从第三季度开始,这种影响将有所缓解。
As a result, the China Automobile Dealers Association said it expects car inventories to continue to drop in China, and that supplies of some models might not be able to meet demand.
因此,中国汽车流通协会(China Automobile Dealers Association)表示,预计中国的汽车库存将继续下降,一些车型的供应可能无法满足需求。
(Reporting by Norihiko Shirouzu and Yilei Sun Editing by Alexandra Hudson and Mark Potter)
(Norihiko Shirouzu和Yilei Sun报道,Alexandra Hudson和Mark Potter编辑)





