Caijing Auto News October 9th, according to a report from China Business News, it was learned from people familiar with the matter that Ideal Auto recently purchased thousands of electronic parking (EPB) chips from the black market. The normal price of EPB chips is about 6 yuan per piece. , The purchase price of Ideal Auto reached about 5,000 yuan/piece, which was 800 times higher than the normal price.
For this reason, Caijing.com Auto contacted the person in charge of Ideal Auto, and the other party stated that the information was not true. Ideal Auto does its best to ensure the supply of chips in the absence of chips. Under the current tight supply of chips, various car companies will choose to purchase spot chips from regular channels to ensure supply. This is a normal industry behavior. . Ideal car will also strive to provide users with adequate preparations and services.
Ideal Motors issued an updated announcement regarding delivery expectations in the third quarter of 2021 in September. Due to the impact of the new crown epidemic in Malaysia, the production of special chips used by millimeter wave radar suppliers has been severely reduced. It is expected that the delivery of vehicles in the third quarter will be approximately 24,500. .
A reporter from China Business News learned from people familiar with the matter that Ideal Auto recently purchased thousands of electronic parking (EPB) chips from the black market. The normal price of EPB chips is about 6 yuan/piece, and the purchase price of Ideal Auto has reached about 5,000 yuan. / Piece, 800 times more than the normal price.
What needs to be explained is that when a reporter from China Business News asked Ideal Auto to verify this frontally today (October 9), the company denied the news.
Not long ago, Ideal Motors released a new product delivery plan. Under normal circumstances, the ideal ONE produced by the ideal car should be equipped with 5 millimeter wave radars. According to the new product delivery plan, the vehicles delivered by the ideal car in October and November will only be equipped with 1 forward forward millimeter wave radar and 2 rear angles. For millimeter wave radars, it is planned to reinstall the remaining two millimeter wave radars for users who carry cars from December this year to the Spring Festival next year. At the same time, the OTA in the later stage of the ideal car assisted driving system (NOA) needs to be carried out after the 5 radar is reinstalled.
Ideal Car said that users can choose to deliver the 3 radar models in advance or wait until December to deliver the 5 radar models, and Ideal Car will arrange the corresponding delivery according to the user’s opinions.
Ideal Automotive confirmed to a reporter from China Business News yesterday that the company’s millimeter wave radar and ultrasonic radar suppliers are all Bosch. On August 17, Xu Daquan, vice president of Bosch China, released a circle of friends. He said that STMicroelectronics’ packaging and testing plant in Muar, Malaysia, was greatly affected by the new crown epidemic, and the local government had to order it to close some production lines until August. 21st. This has a great impact on the supply of chips for Bosch’s VCU, TCU, and ESP/IPB systems. Bosch expects that these chips will basically be out of supply in the follow-up period of August.
A reporter from CBN once exclusively disclosed the news that the black market price of Bosch ESP chips has skyrocketed 300 times. According to sources within Bosch, in order to suppress the skyrocketing price of black market chips, Bosch has recently refused to detect and fill software for black market chips.
The chip shortage has affected the normal delivery rhythm of ideal cars. Since 2021, the delivery volume of ideal cars has been gradually increasing. With only one model, the sales volume of new car-building forces has been the top sales champion for several consecutive months since June this year. The sales performance has exceeded that of NIO and Xiao Peng Motors.
The industry once believed that Ideal Auto will become the first new car manufacturer with a monthly delivery volume of over 10,000. But in the just-concluded September, the ideal car delivery volume fell by 24.8% month-on-month to 7,094 vehicles, while Weilai Automobile and Xiaopeng Automobile both achieved monthly deliveries of over 10,000 vehicles. Among the new car-making forces, Ideal Auto dropped to fourth in September’s sales ranking, lagging behind Weilai, Xiaopeng and Nezha Auto.
In response to the problem of chip shortages, Shen Yanan, co-founder and president of Ideal Auto, said recently: “Due to the continued shortage of chip supply, Ideal Auto’s delivery volume in September has declined. We are taking more measures to ensure the supply of parts and components. Try to shorten the waiting period for users to pick up the car as much as possible.”
At the same time, the shortage of automotive chips that began in the second half of last year has continued for nearly a year, and there is still no clear sign of alleviation. On the evening of October 7, a magnitude 6.1 earthquake occurred in the northwestern part of Chiba Prefecture, Japan. Japan’s Renesas, the world’s third-largest automotive chip maker, announced on its official website that some lithography equipment will automatically stop operating due to the sense of shaking. The controller chip market share accounts for approximately 30% of the global market.
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