Group 1 - Honda China has announced a two-week delay in resuming operations at its factory due to semiconductor shortages, adjusting production schedules for January 2026 [2][4] - The impact of this short-term production adjustment is considered manageable, with expectations to recover lost output for the year without affecting product delivery to customers [4] - The semiconductor supply issues stem from the Dutch government's operational freeze on Nexperia, which has led to a structural shortage of automotive-grade chips globally, affecting multiple automakers [4] Group 2 - Nexperia holds approximately 40% of the global market share in discrete semiconductors for automotive applications, which are critical components for systems like electric power steering and power control units [4]
缺芯!汽车工厂推迟复工!