As China and the Netherlands are at an impasse, Germany suddenly came up with a bad idea: asking car manufacturers around the world to report their chip inventories!
The Dutch government's order to take over has not only changed the fate of NXP Semiconductor, but also triggered a supply chain tsunami in the global automotive industry.
This company produces more than 50 billion chips per year. Although its name is not well known to the public, it holds the lifeline of the global automotive industry - its products account for 15% of the global automotive MOSFET chip market share, and more than 80% of the automotive-grade power chips in the world are supplied by it.
When China announced on October 4th that it would ban the export of chips from NXP's Chinese factory, global automobile manufacturers realized they were sitting on a volcano about to erupt.
Facing the deteriorating situation, the German Association of the Automotive Industry (VDA) said on Thursday that it plans to build a temporary information platform through a neutral third party to help automobile manufacturers and suppliers avoid the adverse effects that may result from potential chip shortages.
The German Association of the Automotive Industry pointed out that the platform will encourage each automobile factory to anonymously report their respective chip inventories. The platform has already received approval from the German antitrust authority. This means that those who have excess chips can prioritize supplying them to those factories in urgent need.
On the surface, this proposal seems reasonable. But in the context where global automobile manufacturers are fighting over the remaining few chip inventories, asking companies to honestly share inventory information is like asking people to share their remaining food reserves during a famine.
Original: www.toutiao.com/article/1847562784634883/
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