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本田分散采购半导体,降低对中国的依赖
日经中文网· 2026-01-12 03:15
Core Viewpoint - Honda is diversifying its semiconductor supply chain to reduce reliance on Chinese suppliers, particularly after Nexperia, a semiconductor manufacturer, halted shipments, impacting production in North America and China [2][4]. Group 1: Supply Chain Strategy - Honda has confirmed plans to procure semiconductors from multiple manufacturers, including Rohm, both domestically in Japan and internationally, starting from mid-January [2][4]. - The company aims to lower its dependence on Chinese suppliers by restructuring its supply chain, with Rohm providing a complete service from design to manufacturing [4]. - The semiconductor shortage has led to production cuts, with Honda projecting a reduction of 150 billion yen in operating profit for the fiscal year ending March 2026 due to these supply chain issues [4]. Group 2: Industry Context - Other Japanese automakers, such as Nissan, are also taking measures to reduce reliance on China, including sourcing alternative components [5]. - The automotive industry faces significant supply chain risks due to the wide range of components involved, as evidenced by Suzuki's production halts caused by rare earth material restrictions [5].