MILANO – The recovery of the automotive market is fragile and exposed to the winds of the Covid outbreaks and the shortage of components. A rapid escalation of events in the last few hours clearly demonstrates this.
The one who pays most of all is there Toyota, the Japanese four-wheeler giant, which for the month of September had to take into account a 40% cut in production compared to forecasts, due to the lack of chips. The estimated 900,000 pieces produced has been drastically reduced to 540,000, with 27 production lines at the Japanese plants affected, but North America, China and Europe will also contribute to the reduction in vehicles. Coronavirus outbreaks at suppliers in Vietnam and Malaysia are at the root of the problems, which have exploded on a situation that has been tense for months.
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But the dysfunctions of the supply chains, which have their roots in Southeast Asia, together with the inconveniences for the Delta variant of Covid are generating chain delays, which are spreading at a rapid pace. The American Ford anticipated that one of his plants will stop for a week having no place to assemble his F-150 pickup, while the General Motors will slow North American production in paritcolare for the Cadillac XT5, GMC Acadia and Chevrolet Blazer models. L’Audi will widen the cut in working hours for its ten thousand employees in the German factories.
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And the group too Stellantis (of which Exor is a shareholder, which controls the publisher de The Republic) had to go to the French plants of Rennes la Janais and Sochaux, where the employees were informed that the production activity is suspended due to the shortage of microchips. A French trade unionist himself explained the chain of unease well: “A semiconductor manufacturer in Malaysia is affected by an outbreak of coronavirus and our Polish supplier of Bsi (intelligent engine control units, ed) is no longer able to deliver the pieces to us. “A mix that hits a sector that has already paid a very high price for the closures for lockdowns.
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