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安世芯片风波,又一车企将减产!

Core Viewpoint - Nissan is planning to reduce the production of its popular Rogue SUV in Japan due to a shortage of chips from Nexperia, indicating ongoing supply chain challenges in the automotive industry [3][4]. Group 1: Nissan's Production Adjustments - Nissan will cut the production of approximately 900 Rogue SUVs starting the week of November 10, 2023, at its Kyushu plant due to semiconductor supply delays [3]. - The company is also assessing whether to adjust production plans for the week of November 17, 2023, as the situation remains fluid [3][4]. - Nissan's Rogue model, known as "X-Trail" in Japan and the UK, was one of its best-selling vehicles in the U.S., with nearly 246,000 units sold last year [3]. Group 2: Industry-Wide Impact - Other automakers have also responded to the chip shortage, with Mercedes-Benz stating that short-term supply is secured but reliable forecasts are difficult due to the complex supply chain [5]. - General Motors reported no impact on production, while Volkswagen acknowledged potential future impacts despite current stability [5]. - Honda has begun reducing or pausing production at some North American plants due to chip shortages, with its Celaya plant in Mexico already halted [5]. Group 3: Global Supply Chain Dynamics - The German government is actively lobbying China to protect the interests of German customers of Nexperia, highlighting the international dimensions of the semiconductor supply crisis [7]. - Companies like ZF Group are collaborating with Chinese authorities to ensure chip deliveries, indicating a proactive approach to mitigate supply chain disruptions [7]. - Recent regulatory changes in China have allowed for some flexibility in semiconductor exports, but special permits are still required [7].