The shortage of vehicle chips has recently become the focus issue. Both the United States and Germany have hoped that the supply chain can increase the production of vehicle chip output. Actually, in the case of limited capacity, unless it is difficult to refuse, it is almost impossible to urgently fight for chip production capacity. Even the market has expected that the long -term shortage of vehicle chips will become the norm. Recently, some car manufacturers have been said to have stopped working.

     However, whether this will affect other car components is also worthy of attention. For example, the PCB of the car has recently recovered sharply. In addition to the warming of the car market, customers' fear of the shortage of various components and increased the inventory, which is also a key influencing factor. The problem now is that if the car factory cannot produce the vehicle due to insufficient chips, will the extent that the work must be stopped and reduces production, will the component large manufacturers still be so actively pulling goods for PCB and establishing a sufficient inventory water level?

     The visibility of an order with a length of more than one season for the PCB of the car is based on the premise that the car manufacturer will fully rush the production during the future. However, if the car factory is stuck in the chip and cannot produce Will this be repaired again? From the perspective of 3C products, the current situation is similar to the shortage of NB processors or specific components, so that other normal supply products are also forced to adjust in the shipping rhythm.

     It can be seen that the impact of the short -sized knife of the chip is indeed a double -sided knife. Although it is prompted that customers are more willing to increase the inventory water level of each component, as long as the shortage of the stock reaches a critical point, it may cause the entire supply chain to stop the stipping chain. If the terminal car factory is really forced to stop working, it will undoubtedly be a major warning.

     The car PCB industry admits that from years of experience in cooperation, car PCB has been regarded as a relatively stable application of demand fluctuations, but if there is an emergency, the customer's pull rhythm changes very much. It is not impossible to change the situation in time.

     Even though the market conditions were hot before, the PCB industry was still prudent. After all, there were too many market variables, and subsequent development was elusive. At present, the PCB industry has carefully observed the follow -up actions of the terminal car manufacturers and major customers, and prepares accordingly before the market conditions change.