Original title: Experts suggest deep binding between car companies and suppliers
● Our reporter Jin Yidan
June 27-29, 2022 China Automotive Supply Chain Conference and the first ChinaGuoxin EnergyThe Intelligent and Connected Vehicle Ecological Conference was held in Wuhan Economic and Technological Development Zone, Hubei. The conference focused on the development trend of electrification, intelligence, and networking, and focused on enhancing the resilience of the supply chain and industrial chain, promoting the construction of a new industrial ecology, and promoting the high-quality development of the automotive industry. Experts believe that in order to cope with the current complex development environment, the auto industry needs to build a new ecology, and OEMs should deeply bind with key suppliers and jointly develop products.
Smooth chip production and supply information channels
With the development of automobile intelligence, the importance of chips to the automobile manufacturing industry has become prominent and has become the focus of this conference.
“For example, the early Audi A6 only had dozens of electronic control units, and then it was gradually upgraded to hundreds, and now it has thousands of units. The proportion of electronic technology products in the cost of the whole vehicle has increased rapidly.” Executive Vice President of China Association of Automobile Manufacturers Fu Bingfeng, the secretary-general, said that with the continuous advancement of automobile technology, the degree of electronic technology is getting higher and higher.
Affected by the epidemic and other factors, the superimposed production capacity is limited, and the shortage of chips has become a major obstacle to the development of the automobile industry. Therefore, car companies such as Ford and Toyota have stopped or reduced production. “In the past, OEMs basically only focused on first-tier suppliers and had less knowledge of the upstream supply chain, especially chips, because the systems in the two industrial fields did not cross borders.” Fu Bingfeng said.
In order to solve the chip “stuck neck” problem faced by the development of my country’s automobile industry, Guo Shougang, deputy director of the First Division of Equipment Industry of the Ministry of Industry and Information Technology, said: “The Ministry of Industry and Information Technology will continue to pay attention to the supply and demand of automobile chips, further unblock the information channels for chip production and supply, and improve the upstream and downstream cooperation mechanisms. Support industry enterprises to voluntarily carry out inventory allocation, product lending, etc.”
Guo Shougang said: “The Ministry of Industry and Information Technology will sort out the list of automotive chip products that are urgently needed, guide the collaborative innovation of vehicle, component and chip companies, and support chip companies to speed up the expansion of production capacity and improve supply capacity. The three parties test service capabilities, study the establishment of special insurance for automobile chips, and further create a good development environment.”
Promote the commercialization of battery swap
Building a new ecology of the auto industry has received high attention, and promoting the commercialization of battery swaps is one of the important links.
Wang Yao, Assistant Secretary General of China Association of Automobile Manufacturers and Minister of Technology Department, pointed out, “I hope to represent enterprises in all aspects of the industrial chain such as power battery factories, vehicle OEMs, charging operators, etc., to explore feasible business models for battery capitalization operation, and more Scenario composite application. All parties in the industry chain share the cost of power batteries to reduce the first purchase price of new energy vehicles and the loss rate of new energy used vehicles, and promote the popularization and application of new energy vehicles in the market.”
The joint development of products by OEMs and suppliers will help build a new industrial ecology. Zhao Fuquan, a professor at the School of Vehicles and Transportation of Tsinghua University and dean of the Institute of Automotive Industry and Technology Strategy, believes that the relationship between OEMs and supply chain companies cannot be just a simple buying and selling relationship. To strengthen supply chain management and jointly resist risks, car companies must Deeply bind with key suppliers. “It is useless to sign a contract, we must jointly develop and share data.”
Zhao Fuquan said that simple supply chain order management can no longer cope with the current complex development environment. Car companies need to establish an agile supply chain system, the core of which is the management and control of the supply chain by vehicle companies. “It is necessary to open up the internal resources of auto companies’ production, supply, sales, and research, implement digital transformation, and make full use of internal and external resources on this basis.”
The construction of a new industrial ecology is supported by the policy level. Wu Feng, Director of the Automobile Management Division of the First Division of Equipment Industry of the Ministry of Industry and Information Technology, said: “The Ministry of Industry and Information Technology will focus on key technologies for new energy vehicles and intelligent connected vehicles, such as charging and swapping facilities, new-generation battery technologies and materials, basic operating systems and application software, and encourage Enterprises have stepped up R&D and innovation efforts, organized and carried out pilot projects for access to intelligent networked vehicles in a timely manner, and actively promoted industrial application.”
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Responsible editor: Wang Meng