Industrial enterprises resume work
. With the close cooperation between industrial robots and workers, products continue to leave the production line... The world's important notebook computer manufacturer, Manufacturing City, took the lead in resuming work on the 15th on the premise of strictly implementing epidemic prevention policies and closed-loop management, and produced separately Tesla accessories and Apple laptops.
On the evening of April 16, 2022, the Economic and Information Commission announced the guidelines for the prevention and control of the epidemic for industrial enterprises to resume work and production (the first edition). The guidelines propose 21 measures in five major areas to ensure the safety and stability of the industrial chain and supply chain.
Including requiring companies to do a good job of daily health monitoring and registration of all employees, adhere to two tests a day, do antigen testing in the morning, and do nucleic acid testing in the evening.
Ministry of Industry and Information Technology: The establishment of a "white list" of key enterprises to ensure the operation of
Shanghai is an important industrial city, and the impact of the epidemic has also had an impact on the national industrial chain.
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April 15, Huawei Consumer Business CEO, Smart Car BU CEO Yu Chengdong Yu Chengdong posted on WeChat Moments, "If Shanghai cannot resume work and production, after May, all technology/industrial industries involving Shanghai's supply chain will be completely shut down, especially the automotive industry, where the economic loss/cost of the industry will be huge. ."
Xiaopeng Motors CEO He Xiaopeng also expressed a similar opinion on the 14th. He said that if Shanghai and surrounding supply chain companies cannot find a way to dynamically resume work and production, all OEMs in China may stop production in May.
Taking chips as an example, Shanghai can be called China's "core" dirty. Minsheng Electronics data shows that Shanghai's integrated circuit output value accounts for about 23% of the national total, of which the design industry, manufacturing industry, and packaging and testing industry account for 25%, 18%, and 17% respectively. In addition, judging from the distribution of fans of the semiconductor professional public account EETOP, Shanghai accounted for 17%, topping the list. Shanghai's important position in China's chip industry is evident. Therefore, the early resumption of work and production has a significant impact on the development of my country's integrated circuit industry.
According to the news released on the 15th by the "Industry and Information Weibo", after the front working group of the Ministry of Industry and Information Technology rushed to Shanghai, it strengthened the coordination between the ministry and the city, and the front and back linkages, and conducted a survey of key enterprises and foreign-funded projects that were greatly affected by the epidemic. Difficult problems faced by production and operation, and find out the obstacles and obstacles to the resumption of work and production. On April 5, Wang Jiangping, a member of the Ministry's Party Group, Vice Minister, and head of the Shanghai Front Working Group, held a video conference to study the establishment of an emergency coordination mechanism for industrial chain supply chain demands, and to establish a "white list" of key enterprises in the industrial and information fields to ensure operation. Concentrate resources to give priority to ensuring the resumption of work and production of 666 key enterprises in key industries such as integrated circuits, automobile manufacturing, equipment manufacturing, and biomedicine.
Among them, according to a document exposed yesterday, there are 59 integrated circuit companies in the "white list" of key companies, as shown below:
The closure of the city due to the epidemic in Shanghai has caused the loss of electronic components to exceed 100 billion!
Guided by the three leading industries of integrated circuits, biomedicine and artificial intelligence, Shanghai vigorously develops six key industries of electronic information, life and health, automobiles, high-end equipment, advanced materials, and fashion consumer goods, and builds a "3+6" new industrial system. Build high-end industrial clusters with international competitiveness.
Give play to the leading role of the three leading industries
, gather elite forces, implement the three "Shanghai Plans" of integrated circuits, biomedicine, and artificial intelligence, and build world-class industrial clusters. The three leading industries strive to double their scale.
Since the spread of the epidemic, the operation of Shanghai, an important city in China's economy and component industry, has been affecting all aspects of the domestic supply chain. Judging from the current latest situation, the shock wave of the epidemic will not be limited to Shanghai, but will also spread to the whole country and even the world. It is estimated that the loss caused by the supply chain in the past two months has exceeded 100 billion yuan.
The importance of Shanghai in China's components map
From the perspective of development history, Shanghai leads the development process of the domestic component industry. Among them, the integrated circuit industry with Pudong New Area as the core has the most complete integrated circuit industry layout in mainland China.
Shanghai leads the development trend of the domestic integrated circuit industry.
From the perspective of scale, the scale of Shanghai's integrated circuit industry will reach 250 billion yuan by the end of 2021, with an average annual growth rate of more than 20% from 2017 to 2021, accounting for 23.9% of the country's total. It is a veritable domestic integrated circuit. The first important town in the circuit industry.
From the perspective of enterprises, the rapid development of Shanghai's component industry has driven the rapid growth of the number of enterprises. There are more than 700 key integrated circuit enterprises, covering from supporting industries EDA/IP, raw materials and semiconductor equipment, to upstream chip design/IDM, Midstream chip manufacturing and packaging testing, including the complete industrial chain of end consumer electronics and automobiles.
List of key enterprises in the Shanghai component industry chain
In general, Shanghai is an important city in the domestic circuit industry, with an industrial scale accounting for 23.9% of the country, with about 40% of domestic industrial talents, and more than 700 key industry enterprises. It is the domestic integrated circuit industry. It is one of the regions with the most complete chain, the highest concentration of enterprises and the strongest comprehensive competitiveness.
In addition to its size, Shanghai also plays a pioneering role in the transformation and upgrading of domestic advanced manufacturing industries. Integrated circuits and new energy are the core values of future domestic strategic new industries. Today, due to the repeated impact of the new crown pneumonia epidemic, the Shanghai component industry is facing a major test.
| The impact of the Shanghai epidemic on the supply chain of components
On April 11, according to the relevant regulations of the joint prevention and control mechanism of the State Council, combined with the actual situation in Shanghai, the city implemented differentiated prevention and control by division and classification according to the closed control area, management control area, and prevention area. At present, Huangpu District, Jing'an District, Changning District, Putuo District, Xuhui District, Minhang District, Yangpu District, Hongkou District, Baoshan District, Jiading District, Jinshan District, Songjiang District, Qingpu District, Fengxian District, and Chongming District have all entered the "" Three Districts" division list.
To a certain extent, sealing and control mainly cause two major problems in production and logistics.
In terms of production, many semiconductor companies in Shanghai have maintained closed management in accordance with the requirements of epidemic prevention to ensure that production is not affected by the epidemic. From the response of some supply chain manufacturers, this closed management has caused a certain impact on the production of the industrial chain. Many companies have fallen into the predicament of short-term shutdowns.
Distribution of major companies in various districts in Shanghai At a glance
In terms of logistics, Shanghai is one of the largest chip and auto trade distribution centers in China. The closure and control of the epidemic has had some impact on the logistics and transportation of related materials. If the epidemic cannot be brought under control in a short period of time, follow With the consumption of conventional inventory, it will have a greater impact on the resumption of production of upstream and downstream enterprises.
Assessment of the impact of the Shanghai epidemic on the supply chain In
summary, the Shanghai epidemic has a relatively serious impact on domestic integrated circuit manufacturing, packaging and testing, and downstream automotive supply chains.
First of all, in the manufacturing and packaging and testing links, chip manufacturing factories such as SMIC, TSMC Shanghai factory and Hua Hong mainly focus on the production of memory, power devices and some analog devices. Among them, Hua Hong and SMIC are one of the many domestic automotive MOS and IGBT foundries. The epidemic is undoubtedly "worse" for the already severe domestic and global automotive-grade chips.
Shanghai has many large-scale supporting packaging and testing factories such as Amkor, ASE, Ziguang Hongmao, etc. Packaging and testing is a labor-intensive industry in the semiconductor field, and the personnel density has a great impact on the resumption of work arrangements. Amkor Shanghai has many employees Confirmed diagnosis; in addition, due to the scattered customers of the packaging and testing plant, transportation will be difficult.
Secondly, in the auto parts sector, almost all of the top 100 global auto parts companies set up factories in Shanghai and its surrounding areas, and the base represented by Anting is the city's core parts production area. From first-tier suppliers such as Bosch, Aptiv, BorgWarner, Denso, ZF, Yanfeng Visteon, to chip manufacturers Freescale, TI and ST, to seat, instrument, tire, and wiring harness suppliers, And all kinds of plastic, plastic, metal products, glass basic raw material suppliers, there are thousands of large-scale suppliers, and there are more than 20,000 small and micro enterprises.
In addition to traditional parts giants, after the introduction of Tesla, Shanghai's new energy vehicle supply chain has grown rapidly. It has gathered more than 100 companies such as Ningde Times, Joyson Electronics, Horizon, and Yiqing Intelligent, and "three electric" suppliers have gathered , covering chips, body interior and exterior trim, special aluminum alloy processing and other related fields. The supply chain of new car-making forces such as Weilai, Weimar, Xiaopeng and Ideal in China is partially dependent on this.
Due to the restrictions on the flow of people and materials caused by the epidemic, auto parts will face a certain crisis of chain disconnection. Taking NIO as an example, the parts supply chain from Shanghai has been discontinued since March, and NIO has to suspend production for a short time due to the shortage of superimposed chips.
Finally, from the perspective of auto OEMs, SAIC Motor's total output in 2021 will be 2.8332 million units, accounting for about 10.7% of the country's total auto output of 26.528 million units, making it one of the most important auto production bases in China. At present, related joint ventures including Tesla and SAIC have been hit hard by the epidemic.
Taking Tesla as an example, the Shanghai factory is currently its largest production base in the world, and most of the electric vehicles produced by the factory will also be exported to Europe and other parts of Asia. It will lose about 2,000 units of production capacity. Musk also said on April 2: "Due to supply chain disruptions and China's epidemic policy, this is an extremely difficult quarter."
According to incomplete estimates, Shanghai Auto will lose more than 2 billion yuan in output value for each day of shutdown. , the loss in logistics will exceed 800 million yuan, and the loss of related upstream and downstream parts will be about 1.5 billion yuan. From the current low-speed production and subsequent recovery time before Shanghai's closure and control, car companies in relevant regions will lose three weeks of production. It is expected that the losses caused by Shanghai components and downstream supply chains in the past two months will exceed 100 billion.
As the location of the world's largest container port (Shanghai Port), Shanghai is the most important component and automobile trade distribution base in China and even the world. If the subsequent epidemic continues to spread, it may bring more uncertainty to the national logistics and supply chain. Impact.
In the long run, it is necessary to carefully assess the impact of volatility caused by the Shanghai epidemic.
Suspension of production is only the tip of the iceberg under the epidemic in Shanghai. How the domestic component supply chain responds to the chain reaction of upstream and downstream industrial chains such as automobiles and consumer electronics is a more urgent issue that needs to be faced at present.
Reference link
https://mp.weixin.qq.com/s/A1Uet-SWuRBrbNd8lSP1Pg
https://mp.weixin.qq.com/s/y38uDDg8jTSBU3Fyt9fWUg