模塊CS200/N 目前，汽車芯片短缺導(dǎo)致全球汽車受阻，也間接影響到了為車企提供車用連接器的企業(yè)。
近段時間，全球芯片掀起一波缺貨漲價潮，其中以汽車芯片缺貨最為嚴(yán)重。自2020年12月下旬起，因汽車芯片短缺，大眾、福特、菲亞特克萊斯勒、豐田等六大車企開啟全球減產(chǎn)計(jì)劃，部分工廠暫時停產(chǎn)，近期也幾乎每天都有車企停產(chǎn)的新聞。
汽車芯片的嚴(yán)重短缺帶來的車企減產(chǎn)也會影響到連接器廠商來自車企的訂單。《國際線纜與連接》記者也采訪到了為車用連接器供應(yīng)企業(yè)——常州柯特瓦電子有限公司的總經(jīng)理李延洪，他表示目前一些汽車整機(jī)客戶已經(jīng)進(jìn)入了半停產(chǎn)的狀態(tài)，也對公司這部分的業(yè)務(wù)有一定的影響。目前和車廠溝通的結(jié)果是，估計(jì)大概三月份會有所緩解。
不過，市場也不必對此次芯片缺貨潮過于悲觀，汽車行業(yè)缺芯片只是暫時產(chǎn)能跟不上，并不存在技術(shù)攻關(guān)問題，芯片缺貨在過往也屢見不鮮。
值得一提的是，上汽通用五菱、比亞迪、長城、吉利、蔚來等車企開始考慮自研芯片，其中有車企已經(jīng)可以自給自足甚至向其他車企供貨。因此，汽車芯片缺貨并非對所有車企都來影響。
雖然此次車企停產(chǎn)也給汽車做供應(yīng)的連接器廠商帶來了一定的影響，因部分車企停產(chǎn)而受影響的連接器廠商并不是完全被動的，連接器企業(yè)也應(yīng)及時想出應(yīng)對之策，及時改變策略。例如可暫時將重點(diǎn)從汽車板塊轉(zhuǎn)移，側(cè)重于公司其他布局的板塊。李延洪也對此表示，目前柯特瓦電子先將重點(diǎn)轉(zhuǎn)向其他板塊的業(yè)務(wù)，汽車板塊還在觀望當(dāng)中。
但是，芯片短缺不會對終端消費(fèi)市場帶來大的影響。需求決定供給，預(yù)計(jì)2021年中國汽車市場產(chǎn)銷量會實(shí)現(xiàn)正增長。汽車芯片短缺只是一時的，2021年的汽車市場銷量仍是樂觀的，且讓我們靜待春暖花開時。
模塊CS200/N
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