多家国际车企释放减产信号！安世半导体“风波”发酵，汽车产业遭遇新一轮“芯荒”

Core Viewpoint - The semiconductor supply disruption caused by Nexperia is evolving into a new round of chip shortages in the global automotive industry, prompting various automakers to adjust production plans and seek solutions to mitigate the impact [1][4][8]. Group 1: Impact on Automotive Companies - Stellantis is actively monitoring the situation with Nexperia and is developing strategies to minimize potential disruptions to its business [1]. - Nissan's Chief Performance Officer indicated that the company can maintain chip supply until the first week of November but acknowledged that the chip supply shortage is a significant issue [4]. - Honda has begun adjusting production plans in North America and Mexico due to the supply interruption, with its plant in Celaya, Mexico, having ceased operations since October 28 [7]. - Toyota stated that while the impact of Nexperia's export restrictions is currently limited, it remains a risk [7]. - General Motors' CEO acknowledged that chip supply limitations could potentially affect production [7]. Group 2: Broader Industry Reactions - The Japanese Automobile Manufacturers Association warned that suppliers in Japan have been notified of potential delivery issues from Nexperia, which could severely impact global automotive production [7]. - In October, 16 European automakers issued a joint warning about imminent shutdowns due to the Nexperia situation, highlighting reliance on dwindling inventory to keep operations running [8]. - Major automotive parts suppliers like Bosch and ZF are also seeking solutions, with Bosch preparing for temporary layoffs and ZF considering short-time work arrangements [8].