Cao Yang quickly read the article handed over by Yu Yu and said something that surprised Yu Yu.

"Ah? Mr. Cao, has Infineon really cut off chip supply to our group? Why?"

Yu Yu obviously couldn't understand Infineon's approach at all.

If you don’t make any money, what do you want to do?

"This involves competition with some products from Bosch and Siemens, and Infineon is just an accomplice."

"You have already received the manuscript. I guess people from Bosch have also submitted it to other websites."

"Just send it out normally later."

News has to be reported anyway, so there is no need for Autohome to completely avoid it.

Otherwise, people will think that Autohome's reports are selective and unfair.

This is very detrimental to the development of a website.

"this……"

"Then I really posted it?"

Yu Yu was very surprised by this instruction.

Shouldn't I arrange for someone to suppress these manuscripts?

"Send it!"

"The best thing is to ask Bosch to collect some soft copy fees. I guess the other party may actually provide it."

Cao Yang made a joke and regarded it as joy in suffering.

…

BYD's F6 has been selling very well during this period.

Although sales exceeded 10,000 units in December last year, they only exceeded 10,000 units again in January this year, and then fell back to the level of about 8,000 units, but this is still a very good result.

At least everyone at BYD is very satisfied with the performance of f6.

According to their vision, if they launch two more cars, BYD will become a large company with an annual output of 300,000 cars.

So when the automotive channels of various portals posted that Infineon was cutting off the supply of chips to Nanshan, which might cause problems in the supply of Nanshan's ECU, TCU, ESP and other parts, Zhong Qiang immediately became nervous.

"Minister Zeng, are those rumors on the Internet true?"

"If the ECU and TCU cannot be produced, will the engine and gearbox also be unable to come off the assembly line?"

Zhong Qiang called Zeng Tingting as soon as he saw the news.

Only after he understands the situation can he report it internally.

"Zhong Bu, I have seen the news you mentioned. There is a conspiracy behind this matter."

"But don't worry, we have launched several plans at the same time, which will definitely not affect the supply of parts."

Zhong Qiang was not the first to call Zeng Tingting to inquire, and he certainly would not be the last.

Zeng Tingting has now developed a complete vocabulary.

Of course, she also knew that just a few simple words would not be able to dispel the customer's concerns.

So before Zhong Qiang continued to ask, she continued: "The chip we are using is not an advanced chip for Infineon. It can even be said to be a product from five years ago."

"Chips on auto parts pursue stability and do not have very high performance requirements."

"So these chips actually exist in large numbers on the market and are used in many places. Unless Infineon completely discontinues production of this chip, it will not be available in the market."

"In addition, our ECU and TCU parts are all designed and developed by the company's own R&D team, and have complete verification capabilities to replace chips."

"According to the current progress, in up to three months, we can complete the full set of spec verification of the replacement plan to ensure that all performance does not suffer any decline from before."

When Zeng Tingting said this, Zhong Qiang breathed a sigh of relief.

At least the F6 engine and gearbox will be supplied in a short period of time, so there won't be any problems.

What happens next depends on the development of the situation.

"Zeng Bu, in this case, if you purchase chips from the market, the price will definitely be much higher than before, right?"

Zhong Qiang's question was obviously not without purpose.

It has been reported online that the prices of those chips have skyrocketed 10 times.

How could he, the head of the purchasing department, ignore this news?

Will Nanshan bear the increase in the price of these chips himself, or will he ask BYD to bear it?

"Yes, the price of chips has increased a lot, and it has basically eaten up all our profit margins. If it continues to rise, we will have no profit at all."

"But you can rest assured that the rise and fall of chip prices is within the scope of Nanshan's responsibility for its own profits and losses. We will not ask BYD to raise prices."

What Zeng Tingting said is true and false.

If you simply look at ECU or TCU, once the price of chips increases, there is really no profit margin.

Even if there is, there is only a little hard work left.

But when it comes to the entire engine or gearbox, the situation is completely different.

Besides, they have now started using alternative chip solutions for testing, and the results will be available soon.

As soon as this news is released to the market, the price of the corresponding Infineon chip will immediately fall, or even fall directly to a lower price than the original price.

"Zeng Bu, BYD now only has one F6 model. Unlike other car companies that have several models, I still need your support in terms of parts supply."

Although he was no longer so worried, Zhong Qiang still mentioned the issue of priority guarantee to Zeng Tingting at this time.

Zeng Tingting was not surprised by this.

This is what purchasing does!

"Zhongbu, don't worry!"

"BYD and Nanshan are strategic partners, and we will definitely not let the F6 model have supply issues."

"As many cars as you can sell, we will definitely be able to supply the corresponding parts!"

Zeng Tingting patted her chest and made a promise.

However, as soon as she hung up the phone, she immediately went to Cao Yang to continue discussing the chip crisis.

"Mr. Cao, as a short-term solution, purchasing chips from the market in other ways can solve part of the problem."

"As a mid-term strategy, using chips from other chip manufacturers such as NXP and Renesas can also solve most of the problems."

"But I think it is possible to cooperate with domestic chip manufacturers so that our chips can be domestically produced?"

In the past few days, Zeng Tingting has been under great pressure.

The purchasing department heads or purchasing managers of various OEMs called her, concerned about whether chip supply issues would lead to parts supply issues.

Although Zeng Tingting made great efforts to explain, she also knew very well that these explanations could not completely solve the customers' concerns.

In the future, when many OEMs consider supplier selection for some parts, they will inevitably try to have several suppliers for one type of parts.

This can avoid supply issues to the greatest extent.

Even if a certain supplier is unable to supply goods, the entire company will not stop production.

"As a long-term solution, there is definitely no problem with what you mentioned."

"I have arranged for people to investigate the domestic chip industry, and I have also found headhunters to find ways to recruit people from TSMC, Samsung and other companies."

"Let our Nanshan Research Institute Semiconductor Division start work as soon as possible."

"But these will take time and will not solve our problems in the short term."

Cao Yang knows the importance of chips better than anyone else.

The chip crisis that began to erupt in 2020 has had a huge impact on the automotive industry.

Some chips have even experienced extreme price increases from five yuan a piece to 2,000 yuan a piece.

Even in 2023, the chip supply problem has not been completely resolved.

This is completely beyond everyone's understanding.

Even if it is to rebuild a chip factory, three years is enough, right?

Besides, by 2023, the demand for chips in various consumer electronics has dropped significantly. It stands to reason that some chip manufacturers should have surplus production capacity.

but……

Judging from the results, the price of automotive-grade chips used in cars has always been at a high level!

There is no intention of declining at all.

Cao Yang must be prepared for a rainy day.

However, this matter obviously cannot be rushed.

This problem can be initially solved within ten years and completely solved within twenty years.
To be continued...