the shortage of components makes resistance

The shortage of components has affected many industrial sectors over the past three years, leading to supply difficulties and production delays.

The situation improved in 2022 thanks to efforts to improve capacities and the emergence of new production sites for electronic components, but some sectors nevertheless remain under pressure.

This is the case of the automobile industry which continues to suffer from a chronic lack of chips even though they are more and more numerous in vehicles and a fortiori in electric cars.

A shortage still marked for the automotive sector

For the bosses of Stellar et Renault Carlos Tavares and Luca di Meo, “the situation will remain very complicated until the end of 2023, then will relax afterwards, in particular because the consumer electronics market plunges a little“, they indicate in a interview at the Parisian.

In addition to the high demand for microchips from all industries, supply chains have been disrupted by the Covid-19 pandemic-related lockdowns, and the latter has also helped to change consumer habits in established markets.

There is also a selection effect leading to favoring the more lucrative consumer electronics chips (CPU, GPU, etc.) and using the finest engravings in the mechanics of resolving the shortage of components.

Long-term improvement

The efforts of relocation to Europe means of producing chips are a good thing, but the full effects will only be felt within three years. Waiting, “today I’m having trouble finding the basic chip that raises and lowers the window. Without it, I can’t produce the car“, underlines the general manager of Stellantis.

The increase in semiconductor production capacity by STMicroelectronics and Globalfoundries in Crolles (Grenoble region) could provide some of these missing resources.

When these means are available, availability will have to switch to the side of overabundance and lead to lower prices. But for the moment, their rarity and the strong demand impose a rise in prices which will be reflected in the final price of the vehicles.

Sales of new cars are still at half mast in France with a decline of more than 10% since the start of the year.

Source: GNT – actualités by

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