The car already sees symptoms of a structural crisis due to the lack of chips


The fear that the semiconductor crisis will become a structural problem for the automotive sector is increasing as the months go by. The shortage of these components has wiped out a third of vehicle production in September. In the accumulated until then, manufacturing sinks by 25.1% if compared to 2019, the year before the outbreak of the pandemic … In relation to last year it barely increased by 3.6%, according to the calculations that manages the employers’ association of manufacturers, Anfac.

The sector employs close to two million workers, a figure that includes direct jobs in the 17 plants operating in Spain and the entire auxiliary industry, with more than a thousand component companies… It is estimated that it contributes about 10% to GDP and that it accounts for about 18% of exports, according to data from the ICEX.

We live surrounded by semiconductors and digitization is going to dedicate a good part of the ‘Next Generation’ funds of the European Union. Without chips, there is no digitization. In the specific case of the automobile, we are heading towards an increasingly dependent sector. If in 2019 semiconductors barely accounted for 4% of the total components of a vehicle, in 2030 they will represent around 20% with the introduction of the electric and automatic car. The forecast has been made known by Intel, one of the giants of the sector worldwide.

Chip demand can only increase and understand how Asia has come to dominate production after the relocations of the 80s and especially the 90s in the European industry it helps very well to see why it has come this far: the Taiwanese TSCM and Korea’s Samsung Electronics now control more than 70% of chip production on a global scale. Above all the above we spoke with Rafa warrior he is secretary general of Workers Commissions at SEAT and with Jordi Carmona, is the sector secretary of the Automobile Industry of UGT STAYS.


Source: LA INFORMACIÓN – Lo último by www.lainformacion.com.

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