Biden kusangana nhasi nevatungamiriri veUS auto indasitiri, iri munjodzi nekuda kwekushomeka kwemachipisi: kuvharika kwekugadzira uye kudzingwa.

Kushomeka kwemachipisi muindasitiri yemotokari kwakatanga kukanganisa muna 2021, kwete nekuda kwekuderera kwepurofiti kubva mukutengeswa kwemotokari, asiwo nekuti zviuru zvevashandi zvakarasikirwa nemabasa.

White House yakabata musangano mukuru weCEO uko Mutungamiriri Joe Biden yakasangana nevakuru vemotokari, tekinoroji, biotech uye zvemagetsi zvevatengi kurukurai kushomeka kwechip. Vatori vechikamu vaisanganisira vatungamiri Mary Barra kubva um, Jim Farley Ford Motor Company uye Pat Gelsinger kubva kuIntel.

Vagadziri vemotokari vatanga kunyevera nezvazvo kushaya machipisi pakupera kwegore rapfuura. Idzi yambiro dzakakurumidza kushanduka kuita kuvharika kwenguva pfupi kweindasitiri yemotokari. vakamanikidza vagadziri vemotokari kumisa makumi ezviuru zvevashandi kwenguva pfupi USA mota. Panguva dzakasiyana kubva pakutanga kwegore. Vashandi vangangosvika zviuru zviviri paGM's Fairfax assembly plant vaive vekutanga kurasikirwa nemabasa apo GM yakavhara chirimwa ichi kutanga kwaFebruary nekuda kwekushomeka kwezvikamu.

“Ndinovimba kuti vari kutungamira, kusanganisira President, vauye nehurongwa hwekuti izvi zvisaitike zvakare,” vakadaro. Clarence E. Brown, mutungamiri wedunhu reKansas chitsauko cheUnited Auto Workers, akasangana naBiden panguva yekushanya kwe2019 kuchirimwa ichi. “Haisi maGeneral Motors, Ford kana mota chete. Zvakakanganisawo dzimwe nzvimbo dzenyika ino. "

Asi nyanzvi nevakuru vekambani vanoti pane zvishoma zvingaitwa neBiden kumanikidza ma chipmaker, mazhinji acho ari muAsia, kunyanya Taiwan, kugovera mari yakawanda kuindasitiri yemotokari yeUS. Biden anogona kuedza kuisa kumanikidza pavari. Akatsigirawo zvikumbiro zvekuzorora mutero kune vagadziri vekuAmerica kuti vagadzire zvikamu zvakakosha muUnited States kudzivirira kushomeka kweramangwana.

"Imwe yetarisiro yedu ndeyekuti isu tinogona kubuda mumusangano nehurongwa uye nzira yekudzokera ku100% kuodha kuzadzikiswa kwemotokari semiconductors uye kuve nekunzwisisa chaiko uye pachena kuti iyo hurongwa ichaita sei," akadaro. Matt Blunt, mutungamiri weAmerican Council on Automotive Policy, iyo inomiririra GM, Ford, uye Stellantis NV.

Blunt, aimbova Gavhuna weMissouri akati kugadzira mamwe semiconductors mudzimba inyaya yeBipartisan nekuda kwe "simba rakakura reindasitiri yemotokari." pahupfumi hweUS uye kukanganisa kwakanyanya kwekushomeka kwesemiconductor uku. "

Kambani yeConsultancy AlixPartners inotarisira kushomeka kudhurira indasitiri yemotokari yepasi rose madhora mazana matanhatu nemakumi matanhatu emadhora muna 60,600.

Maererano neshumo yakaburitswa kutanga kwemwedzi uno, iyo US semiconductor indasitiri yakagamuchira madhora zviuru makumi mashanu emadhora. Musi waKukadzi 50,000, akarayirawo kuongorora kwemazuva zana emaketani eU.S. mabhatiri epamusoro, mishonga yemishonga, minerals inokosha uye semiconductors.

Semiconductors vane masheti akareba ekugadzira uye nguva dzekutumira nekuda kwehuwandu hwezvinhu uye zvikamu zvinoshandiswa. zvemachipisi. Chete 12% yeiyi inogadzirwa muUnited States, sekureva kwevakuru.

Sei semiconductor machipisi akakosha muindasitiri yemotokari?

Semiconductors zvinhu zvakakosha muindasitiri yemotokari, inoshandiswa mune infotainment masisitimu, magetsi ekufambisa uye mabhureki masisitimu, pakati pevamwe.. Sezvo mafekitori akati wandei akavharwa nekuda kweCovid gore rapfuura, vatengesi vakatamisa semiconductors kubva kune automaker kuenda kune mamwe maindasitiri, vachigadzira kushomeka mushure mekudiwa kwevatengi kusimba kupfuura zvaitarisirwa. Zvidimbu zvinogona kunge zvine hukuru hwakasiyana uye marudzi emachipisi.

Iyi foramu yemaawa matatu yakaunza pamwe chete vakuru vetekinoroji pamwe nevatungamiriri kubva kumakambani madiki nemapoka ezvematongerwo enyika, kusanganisira Blunt uye. John Bozzella, CEO weAlliance for Automotive Innovation, iyo inomiririra ruzhinji rwevagadziri vemotokari vanoshanda muUS.

Bozzella akakurudzira manejimendi eBiden kuti atore mitemo inokurudzira vagadziri vekuAmerica kuvaka semiconductors muUnited States, kusanganisira chikwereti chemutero chekudyara chinogona "kubatsira makambani kudzikamisa mutengo wekuvaka mitsara mitsva muzvivakwa" kana kugovera kugadzirwa kwazvino kuzadzisa zvinodiwa.

Mota haisi yekutanga kune vanogadzira chip

Pane zvikonzero zvakawanda nei maautomaker asiri ekutanga ekutanga kune vanogadzira chip. Chekutanga, iyo indasitiri yemotokari inongoverengera 5% chete kana zvishoma yepasi rose chip kushandiswa, maererano nevakuru vakuru. Mazhinji emachipisi anoshandiswa muindastiri ndeakare kana "zvekare" zvigadzirwa izvo makambani mazhinji asingade kuisa mari mazviri. Pane kudaro, ivo vari kutarisa kune epamberi semiconductors yetekinoroji uye zvigadzirwa zvevatengi.

Michael HoganMutevedzeri wemutungamiri weChip maker GlobalFoundries, uyo akarongerwa kuenda kumusangano neBiden manejimendi nemusi weMuvhuro, akati machipisi achiri kukwikwidzana nezvigadzirwa zvevatengi kuti zviwanikwe pa "layered level of the supply chain" kunyangwe akura.

Nyanzvi dzinoti zvichienderana nemotokari uye sarudzo dzayo, panogona kuva nemazana ema semiconductors mairi. More anodhura motokari ane yepamusoro kuchengeteka uye infotainment hurongwa vane zvakawanda kupfuura hwaro womuenzaniso, kusanganisira siyana machipisi..

Vagadziri vemotokari vari kukoshesa kuunganidza mota dzinoita mari yakawanda, dzakadai semarori akazara, nekuderedza kugadzirwa kwemotokari dzinotakura vanhu nemacrossovers. Detroit automakers vari kutovaka marori kuti apedze uye atumire gare gare.

Sekureva kwaSmith & Associates, mugovanisi akazvimiririra weHouston-based electronic components, kushomeka kwakonzera kuwedzera kukuru kwemitengo uye kudiwa muna 2021.

Automatic profit impact

Vakuru vemotokari vakadaidza kushaikwa kwemachipisi kuti imvura. GM, Ford nevamwe vakataura izvozvo kushomeka kunocheka mabhiriyoni kubva mupurofiti yavo muna 2021.

Kambani yekutsvagisa mota LMC Automotive inofanotaura kuti indasitiri yepasi rose yemotokari ichacheka kugadzirwa kwemotokari ne811,000 kusvika 175,000 mota gore rino, kusanganisira 1.4 kuNorth America. Kufanotaura uku kunofunga kuderera kwekugadzirwa kwemotokari dzepasi rose kweanoda kusvika miriyoni mukota yekutanga, iyo inotarisirwa kupora muhafu yechipiri yegore.

GM inotarisira kuti dambudziko richaderedza purofiti yayo kubva pamadhora bhiriyoni gumi nemazana mashanu kusvika pamadhora bhiriyoni maviri nemazana mashanu gore rino, ukuwo Ford ichiti mamiriro ezvinhu anogona kuderedza purofiti yayo nemadhora zviuru zviviri zvemadhora kusvika pamabhiriyoni maviri nemazana mashanu emadhora muna 1.5.

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