Not only the automotive industry, such as serial servers, industrial routers, and DTUs used in the Internet of Things, and networking equipment used in industrial manufacturing such as photovoltaics, medical care, and smart factories, do not have chips; the most outrageous thing is that there are chip manufacturers themselves. Expanding the new production line, but when purchasing equipment, I learned that the chip manufacturing equipment was bluetooth low voltage transmitter module out of stock because there were no chips, and the delivery period was extended to two or three years. Therefore, the completion time of the new production line had to be postponed. Looking at it this way, the route of infinite matryoshka began to play out.
There is another problem, which is also the lack of cores. Why have consumer electronics products been alleviated or even cut orders, but automobiles and some industrial fields are still so outrageously short? Let me summarize three main factors:
The first is that parts are difficult to replace. These fields have strict requirements on the stability and failure rate of product operation. If the phone is stuck, restarting is the universal formula. Even if a certain chip is missing, it can be iterated. At most, the sound quality is poor. Most users are non-professionals, and they usually can’t hear it.
But the structure of the car is not like this. The supply of some parts is customized for a long time and is relatively stable. If you try to change the core, the safety standard is lowered a little. If the car stalls halfway and has an accident, it will be a major event, and it will inevitably face many follow-up stories such as door-to-door rights protection.
The second is that the supply is monopolized. Many automotive chips and industrial chips are held in the hands of several giants with patents.
The third is that there is no way to expand production. Many of the dedicated chips in the hands of monopoly giants are old 8-inch production lines. bluetooth dual mode module Now the mainstream new factories are all 12-inch. Even the equipment of the 8-inch production line has stopped production. How can there be increased production? Ah? Chip iteration? Then we can only wait slowly.