Anson Mei (onsemi), an international automotive chip manufacturer, sent a letter on April 20 that its global distribution centers were forced to close due to the epidemic in Shanghai, which will continue to affect production and shipments.
Supply chain industry said that the goods can not go, storage is difficult to take goods, especially PCB production, plus other domestic provinces and cities have also been closed control, the chain situation has increased, the shortage of goods may quickly emerge.
Anson beauty pointed out that as the domestic government strengthened the closure, especially in Shanghai, Anson beauty domestic global distribution centers were forced to close and affect the business, also did not receive any notice of lifting the closure.In addition to the closure of Shenzhen, Suzhou and Leshan, smaller cities have also begun to impose closures or strengthen restrictions on access to cities, particularly affecting external manufacturing locations.Anson will closely monitor the impact of supply disruptions of materials, equipment and services at home.
In addition to trying its best to deliver products quickly, it has also started moving to other Anson American subdivisions to ease capacity constraints, such as Singapore and Manila in the Philippines, relocating alternative warehouses and accelerating transportation, but is still unable to transport enough materials to meet all customers.
Supply chain companies point out that Anson Mei's situation may only be the tip of the iceberg in the domestic auto supply chain.Seal control seriously affects the smooth flow of transportation logistics, at present, the goods can not enter, even if there is storage is difficult to get the goods, not only vehicle chips, PCB are also stopped production, some car parts are also stuck in the middle of transportation.
In 2021, the automobile market is short because the chip capacity is not below the demand growth rate. At present, even if the materials are blocked, the supply situation is worse.Even if the Shanghai municipal government announces a white list of production available, a number of automakers and international OEM (Tier 1), including Tesla and Volkswagen (VW).
However, the supply chain operators reiterated that the key is still in the domestic transportation agents and Shanghai customs, otherwise these named whitelist companies will still be in the dilemma of cooking without rice.Many companies are even worried about the risk of the outbreak at the factory and are reluctant to start work.
With domestic closures starting in late March, the market is expected that the auto industry will be significantly hit in the second quarter.Of course, supply chain companies are more worried about whether even if automakers are currently full of orders, consumers' purchasing power or willingness to buy cars will be hit by containment, inflation and international wars.
