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安世断供?汽车业停摆的底层逻辑
3 6 Ke· 2025-12-03 10:50
Core Points - Ansem Semiconductor is facing supply chain disruptions that significantly impact global automotive manufacturers, leading to production halts at companies like Honda, Nissan, Volkswagen, and Bosch [1][3][7] - The company produces a large volume of discrete semiconductors, primarily used in automotive applications, which are critical for various vehicle systems [1][6] - Ansem Semiconductor's global market share in automotive semiconductors is around 2%-3%, but it holds a significant 40% share in discrete semiconductor usage within hybrid and electric vehicles [3][7] Group 1: Company Overview - Ansem Semiconductor has front-end factories in Hamburg, Germany, and Manchester, UK, producing discrete, power, analog, and logic semiconductors [1][2] - The back-end factories located in Dongguan, China, Seremban, Malaysia, and Cabuyao, Philippines, are responsible for packaging and testing, with Dongguan alone shipping over 50 billion semiconductors annually [2][3] Group 2: Impact on Automotive Industry - The disruption in semiconductor supply has forced major automotive manufacturers to reduce production, with Honda halting operations in North America and Nissan cutting output in Japan [1][3] - The reliance on Ansem's semiconductors is particularly high for hybrid and electric vehicles, which require more discrete components compared to traditional gasoline vehicles [6][7] Group 3: Historical Context - Previous semiconductor shortages, such as those caused by the 2011 Japan earthquake and the 2021 pandemic, have shown that the automotive industry is vulnerable to supply chain disruptions [8][13][18] - The industry's just-in-time production model has been identified as a critical factor in these vulnerabilities, as it minimizes inventory but increases the risk of production halts during supply interruptions [18]