福莱周刊汽车报告
竞争情报分析师 Julie Dautermann 的分析
本报告旨在协助汽车供应商制定法律与运营决策，以应对挑战并把握机遇。请联系您的福里律师事务所客户经理，或约翰·R·特伦塔科斯塔（ John R. Trentacosta） 与安·玛丽·乌茨（Ann Marie Uetz）进行后续沟通。
关键进展
- Aptiv estimates the auto industry could experience a third quarter global production loss of two to three million units, up from a previous estimate of 1.5 million units, due to the impact of the chip shortage and COVID-19 outbreaks in Southeast Asia.
- Toyota will cut production by 40% globally for a second consecutive month, and will reduce its full-year production guidance by 3%, due to the chip shortage and parts shortages caused by escalating COVID-19 cases in Southeast Asia.
- GM informed analysts that its second-half 2021 sales and production volumes will be down by 200,000 units, due to worsening supply constraints for semiconductors out of Southeast Asia.
- Ford will extend downtime for F-150 production into a fourth week at its Kansas City Assembly plant, along with adding downtime for the Transit van at this plant, and reduce shifts at its Dearborn Truck and Kentucky Truck plants during the week of September 13.
- Aluminum prices have increased by 48% this year, and supply constraints are expected to continue through 2022, resulting from increased demand, shipping congestion, and reduced production in China.
- President Biden directed the Department of Labor to draft rules requiring employers with more than 100 employees to mandate COVID-19 vaccinations or weekly testing</strong>; an emergency temporary standard is expected in the coming weeks.
- New York will require all new passenger cars sold in the state to produce zero emissions by 2035, and new medium- and heavy-duty vehicles have until 2045 to achieve this goal.
- Continental is creating a new business unit dedicated to its advanced driver-assistance and autonomous technology, and the supplier intends to pursue partnerships to enhance its existing capabilities in the space.
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电动汽车与低排放技术：
- Regulators in China are considering a minimum production capacity utilization rate for the nation’s electric vehicles sector, in an effort to coordinate resources among its production hubs and manage overcapacity. China has an estimated 300 companies involved in making EVs.
- Charging infrastructure is the “single biggest barrier” to EV adoption in the U.S., and the nation will require an expansion of “at least five to 10 times” its current number of public charging stations.
- Regulators in China are considering a minimum production capacity utilization rate for the nation’s electric vehicles sector, in an effort to coordinate resources among its production hubs and manage overcapacity. China has an estimated 300 companies involved in making EVs.
市场趋势与监管
- Retail sales of passenger cars in China declined by 14.7% in August, representing a third consecutive month of sales declines following a drop of 6.2% in July and 5.1% in June, compared with the same period one year ago. The sales decline is attributed to reduced production caused by supply shortages, including the impact of elevated COVID-19 cases on Malaysia’s semiconductor packing and testing facilities.
- Malaysian semiconductor company Unisem will close certain plants for seven days after three of its employees died from COVID-19. The packaging and testing services company plans to limit staff numbers when the facilities reopen. Approximately 12% of Unisem’s revenue is from the auto industry.
- Automakers, including GM, Ford, Volvo, BMW and Audi, have set target dates to reach certain levels of recyclable or sustainable content in their vehicles. In some instances, automakers have switched suppliers that could not meet recycling standards.
- A group of Republican lawmakers on the Energy and Commerce Committee expressed concern over U.S. approval for Huawei to purchase chips for its automotive components business. Huawei is subject to U.S. trade restrictions on the sale of chips and components for use in smartphones and other network devices.
原始设备制造商/供应商
- Production impact of the semiconductor shortage – GM will extend downtime at five North American plants in Michigan, Missouri and Mexico that produce crossovers, sedans and midsize pickups. GM’s full-size pickup and SUV plants in Fort Wayne, Indiana; Silao, Mexico; Flint, Michigan; and Arlington, Texas are scheduled to resume production the week of September 13. Stellantis will extend downtime by two weeks at its Jeep Cherokee plant in Belvidere, Illinois, and its minivan plant in Windsor, Ontario.
- Ford will stop manufacturing cars in India, following a struggle to achieve growth in a market dominated by low-cost vehicles made by competitors such as Suzuki and Hyundai. Ford has experienced over $2 billion in operating losses in India over the last decade, and CEO Jim Farley has indicated that the automaker will avoid investing in markets that provide limited return.
- Qualcomm is reported to have made a bid of over $4 billion to acquire automotive safety technology company Veoneer, surpassing a previous offer by Magna.
- ZF employees in Marysville, Michigan, began a strike on September 9 over a dispute related to union recognition. The volume of workers participating in the strike was not readily available, and the supplier noted that production was not impacted.
- Ford named a former Apple and Tesla executive as its new advanced technology and embedded systems officer. Doug Field will report to President and CEO Jim Farley, and will lead efforts to deliver smart, connected vehicles and related services.
联网/自动驾驶汽车与出行服务
- Intel subsidiary Mobileye will begin testing an autonomous taxi service in Munich next year, operated in partnership with German rental car company Sixt and Israeli mobility data startup Moovit.
- General Motors‘ venture capital arm invested an undisclosed amount in Oculii, a developer of imaging radar software for use in autonomous vehicles.
电动汽车和低排放技术
- Toyota and Honda disagree with a House proposal to provide an additional $4,500 in tax incentives for electric vehicles that are union-made in the U.S., noting that the plan would discriminate against autoworkers based on whether they are unionized.
- The Senate’s $1 trillion bipartisan infrastructure bill could lead to increased funding for electric and low-emissions school buses. The U.S. House of Representatives previously agreed to vote on the bill by September 27; however this pledge is non-binding and the bill is expected to face significant opposition.
- German automakers could potentially view sales in the U.S. as a method to offset the costs of electrification in their domestic market, as signaled by the emphasis on sustainability and zero emissions at the International Motor Show in Munich last week.
