How short of automotive chips? Even the price of raw material copper has risen
According to a report from the Korea Automobile Manufacturers Association (KAMA) on the 25th, global car sales from January to April this year increased by 32.4% compared to the same period last year.
Among them, China has the fastest growth, with car sales from January to April up 52.3% over the same period last year. Since April last year, the Chinese market has turned to the growth of car sales and seized semiconductor inventory ahead of time. Therefore, last year\'s semiconductor imports increased by 15% over the previous year.
In the U.S. market (increased by 29.1%), however, in the U.S. market, due to the re-spread of the epidemic, consumption has shrunk, and car sales dropped at the beginning of this year. Now it has returned to the market level before the epidemic. As of last month, US auto inventories were at their lowest level in 30 years, accounting for only half (34 days) of the appropriate inventory level (70-75 days).
As far as Europe is concerned (increased by 23.1%), due to differences in the pace of economic recovery in various countries, sales recovery is relatively lagging. However, sales of electric vehicles (hybrid vehicles, electric vehicles, plug-in hybrid vehicles), which reached a record high last year, are rapidly resuming growth, rising sharply to 1.046 million units in the first quarter. This year is an increase of 93.3% over the same period last year.
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