Foreign media: Chinese smart car manufacturers are facing dual pressures from global component shortages and soaring raw material prices, a dilemma exacerbated by the surge in demand for artificial intelligence.
According to industry insiders and analysts, it will take at least one year for the global supply chain to ramp up production capacity for two critical components—printed circuit boards (PCBs) and multilayer ceramic capacitors (MLCCs)—to meet demand.
Despite a decline in electric vehicle market demand, leading automakers still rely on intelligent features to attract consumers, making component supply a persistent challenge.
Industry officials indicate that the global automotive sector is currently experiencing a 20% to 30% shortage of components, with prices more than tripling over the past year. A representative from Geely Auto pointed out that the primary cost pressure on automakers comes from memory chips, but shortages of PCBs and MLCCs can disrupt production and hinder smooth operation of assembly lines. The root cause of this crisis lies in the explosive growth of artificial intelligence and the rapid construction of global AI data centers.
Original source: toutiao.com/article/1874235142754316/
Disclaimer: This article represents the personal views of the author.