In 2004, although many people realized the importance of chips, more people felt that chips were the same as other things, as long as they could be bought.

A few years after China joined the WTO, the concept of international division of labor and cooperation has been deeply rooted in the hearts of the people.

In the eyes of many people, chips belong to the international division of labor and cooperation, not to the category of China.

Now Infineon has come to Nanshan to limit the purchase of this move, in Cao Yang's view, for the development of Huaxia's chip industry, it is actually a good thing.

At least Cao Yang realized the chip-related research earlier, and he couldn't wait.

Even if we don't engage in large-scale R&D now, some early technical reserves and preparations need to be carried out.

Otherwise, it will be too late.

To this end, taking advantage of the chip supply crisis, Cao Yang set up a semiconductor division in the Nanshan Research Institute, and transferred a group of researchers from ECU, TCU and other related parts to this division.

At the same time, he also started collaborative research in this area with Lingnan University of Science and Technology through his relationship with Xiang Changle.

Of course, as a person who has come over, Cao Yang knows very well that the threshold for chips is very high.

Now Nanshan has no way to go all out to engage in this thing.

"Mr. Cao, the situation is basically clear, this matter is a ghost made up by Bosch and Siemens."

"In the past six months, we have begun to compete with Bosch in many parts, and during the Chinese New Year, Bosch people even used the development of ECUs to verify our generators and starters."

"Since then, the contradictions between the two sides have continued to expand, which has made Bosch aware of our threat."

"As for Siemens, the CNC system of machine tools has been formed before, but Siemens' family is big, and the CNC system of the machine tool industry has not hurt their foundation, so no special measures were taken against us at that time."

"This time, Bosch took the initiative to contact them, and naturally put the old and new hatreds together."

"So they resorted to a chip purchase restriction plan to convince Infineon to attack us."

"Nowadays, the price of the main control chip used in several of our parts has skyrocketed fivefold, and the price is one day a day, and it is likely to double again in a few days, which is very crazy."

"Some other traders also saw the business opportunities and began to raise the price of these models of chips."

"Even some products that are obviously more advanced than our chips are now less than half of our price."

Zeng Tingting came to Cao Yang's office with Su Xingxing to report to him the latest chip investigation.

In just a few days, it feels like the world has changed.

The chip that has never had a problem has now become Nanshan's weakness.

"Mr. Cao, our current chip reserves should be able to support us for three months."

"But if the situation is allowed to continue to develop, I am afraid that sooner or later there will be a situation where you will not be able to buy chips, or you will not be able to buy chips."

"At that time, if the price of a chip that was originally 10 yuan goes directly to a few hundred yuan, then there is no point in us buying it back."

"It is impossible for OEMs to accept our price increases, but if they don't increase prices, we will be making parts for nothing."

Su Xingxing's mentality is a bit pessimistic.

He couldn't find a way to break the game, and the only thing he could do was to stock up on as many chips as he could.

To this end, he even arranged for personnel to go abroad to the Dongying and American markets to find traders to purchase a batch of Infineon's chips in stock.

But with Infineon's tighter management, this approach will soon become unworkable.

When there are no chips, Nanshan's engine and gearbox, as well as other parts with chips, will not need to be produced?

Nanshan's wings are about to break?

"Can we find evidence that Bosch and Siemens persuaded Infineon to give us a confession?"

"The colleagues in the legal department are relatively idle during this time, so it is just right for them to go to Germany to promote the antitrust investigation of Bosch and Siemens."

"At the same time, the research institute will immediately start the plan to replace the chips, and verify the main control chips of NXP, STMicroelectronics, and Renesas, so as to avoid no chips that can be used in the future."

Although Cao Yang felt a little aggrieved, as a short-term countermeasure, he could only do it first.

He didn't believe that Bosch had the ability to make all chip manufacturers cut off supply to Nanshan.

That's simply not realistic.

Even other manufacturers would be happy to see Infineon cut off supplies to Nanshan, giving them more opportunities.

"Mr. Cao, there is no anti-monopoly law in our country, and on the German side, it may be difficult for us to promote the anti-monopoly investigation of Infineon or Siemens and Bosch by the judicial authorities."

"Besides, although their behavior is despicable, it can't simply be related to anti-monopoly, right?"

Zeng Tingting felt that Cao Yang's plan had a lot of loopholes, so she quickly reminded her.

"You're right, this information alone is naturally impossible to succeed."

"But we want to make them fearful, and don't do whatever they want."

"It also makes them feel some pressure from public opinion."

Cao Yang is definitely not a person who can't fight back after being beaten.

Although the strength to fight back is limited, the attitude must be presented.

"If that's the purpose, it shouldn't be a big problem."

"It's better to get Infineon to remove this restriction and not get involved in the competition between us and Bosch and Siemens."

After Zeng Tingting finished speaking, she immediately went to start arranging.

……

NetEase Auto Channel.

Lin Jiayan pushed open the glass door of Fang Dawen's office with a spring breeze on her face.

"Editor-in-chief, the Bosch people just now gave us a very interesting news clue, and I think we can promote it as a headline in recent times."

"Bosch? They would take the initiative to give us news leads? ”

Fang Dawen looked at Lin Jiayan very curiously.

As the editor-in-chief of the automotive channel, he naturally knows the existence of such an auto parts giant as Bosch.

However, according to his past understanding of Bosch and Denso, they are not very interested in the automotive channels of various portals.

Not to mention advertising, even if you invest in some advertorials, you are not willing to do so.

Now the other party is willing to take the initiative to provide news clues, which makes Fang Dawen feel surprised.

"Yes, and this news clue is still related to the Nanshan Group."

As soon as he heard the words "Nanshan Group", Fang Dawen immediately had his spirits.

It's no secret that Autohome is the property of Nanshan Group.

Now that this news has something to do with Nanshan Group, Fang Dawen is naturally very concerned.

"Could it be that Bosch caught what handle of Nanshan?"

As a graduate of the Chinese Department of Imperial Capital University, Fang Dawen's brain is still very useful, and he immediately thought of the relationship between Bosch and Nanshan, so as to speculate on the content of the news.

"If you want to understand it that way, it seems that there is no problem." Lin Jiayan rolled her eyes and continued: "Infineon, the international chip giant, has issued a notice to all dealers, requiring that chips not be sold to Nanshan Group in the future. ”

"The ECUs and TCUs used in Nanshan's engines and transmissions are said to use Infineon chips."

"If there is a shortage of chips, their engine and transmission supply will soon be problematic."

"There are even more parts supply problems, which can directly put Nanshan into a business crisis."

Lin Jiayan is very clear about the grievances between her channel and Autohome, and she can also understand Fang Dawen's attitude towards Nanshan.

Sure enough, after this content was finished, Fang Dawen's face was full of joy, and he said, "Does Infineon really want to cut off the supply of chips to Nanshan?" When the time comes, won't the development of Nanshan fall into stagnation? ”

The more unlucky Nanshan was, the happier Fang Dawen became.

Originally, he was still anxious because of the decline in the traffic of the car channel and the rise in the traffic of the car channel of several other portals, but now his mood has immediately improved.

"It will definitely have a big impact on Nanshan."

"But it depends on how amazing Infineon is!"

"I want to form a series of reports around this theme, so that Nanshan will appear in the headlines of our car channel in the next week!"

As soon as Lin Jiayan said this, Fang Dawen naturally had no opinion.

"You should write these articles well, and it is best to write them professionally, but you must also take into account the needs of easy to understand."

"We must make Nanshan Group depressed!"

Fang Dawen thought of Yu Yu jumping ship to go to Autohome, and he was criticized by the people in the game section, and he was a little more resentful.

……

"Mr. Cao, Bosch people took the initiative to contribute to our website, and the content on it was all malicious slander against Nanshan Group."

When NetEase Auto Channel received some news clues from Bosch, Autohome naturally received it too.

Yu Yu naturally found Cao Yang as soon as possible and reported to him.

Yu Yu, who has a strong sense of risk, has already felt the conspiracy behind this matter.

"These articles are not badly written, they are basically in line with the facts, not malicious slander."

Cao Yang quickly looked at the article handed over by Yu Yu and said something that surprised Yu Yu.

"Huh? Mr. Cao, is Infineon really cutting off the supply of chips to our group? Why? ”

Yu Yu obviously couldn't understand Infineon's approach at all.

If you don't earn money, what do you want to do?

"This involves competition with some products from Bosch and Siemens, and Infineon is just an accomplice."

"You've already received your manuscripts, and it's estimated that people from Bosch have also submitted to other websites."

"Just send it out normally later."

Anyway, the news is meant to be reported, and since this is the case, there is no need for Autohome to avoid it completely.

Otherwise, it will make people feel that Autohome's report is selective and unfair.

This is very detrimental to the development of a website.

"This ......"

"Then I really sent it?"

Yu Yu was very surprised by this instruction.

Shouldn't you let yourself arrange for someone to suppress these manuscripts?

"Let's send it!"

"It's best to find Bosch to collect some soft text fees, and it is estimated that the other party is really likely to provide it."

Cao Yang made a joke, and it was all fun in the bitterness.

……

BYD's F6 is still selling very well during this time.

Although after the sales exceeded 10,000 in December last year, only in January this year it exceeded 10,000 again, and then fell back to the level of about 8,000 units, but this is also a very good result.

At least BYD is very satisfied with the performance of F6.

According to their vision, if two more cars are launched, BYD will become a large enterprise with an annual output of 300,000 vehicles.

Therefore, when the car channels of various portals posted that Infineon had cut off the supply of chips to Nanshan, which might lead to problems in the supply of ECU, TCU, ESP and other parts in Nanshan, Zhong Qiang was immediately nervous.

"Minister Zeng, are those rumors on the Internet true?"

"If there is no way to produce these ECUs and TCUs, will there be no way for the engine and gearbox to roll off the assembly line?"

Zhong Qiang called Zeng Tingting as soon as he saw the news.

Only when he understands the situation can he report internally.

"Zhongbu, I've seen the news you said, and there's a conspiracy behind this matter."

"But don't worry, we've already launched several programs at the same time, and it will definitely not affect the supply of parts."

Zhong Qiang was not the first to call Zeng Tingting to inquire, and he was certainly not the last.

Zeng Tingting has now formed a complete speech technique.

Of course, she also knows that a few simple words will definitely not be able to dispel customers' concerns.

So without waiting for Zhong Qiang to continue asking, she herself continued: "The chip we use is not an advanced chip for Infineon, and it can even be said to be a product from five years ago." ”

"The chips on auto parts pursue stability, and the requirements for performance are not very high."

"So these chips actually exist in large quantities in the market, and they are used in many places, and unless Infineon completely discontinues this chip, it will not be unavailable in the market."

"In addition, our ECU and TCU and other parts are designed and developed by the company's own R&D team, and we have complete verification capabilities to replace chips."

"At the current pace, we will be able to complete the full SPEC validation of the replacement solution in a maximum of three months, ensuring that all performance is not degraded from before."

When Zeng Tingting said this, Zhong Qiang breathed a sigh of relief.

At least for a short time, the F6 engine and gearbox will be supplied without problems.

The rest of the situation depends on the development of events.

"Zeng Bu, in this case, if you purchase chips from the market, the price must be much higher than the previous one, right?"

Zhong Qiang's question is obviously not untargeted.

It has been reported on the Internet that the price of those chips has skyrocketed by 10 times.

He, the head of the purchasing department, how could he ignore the news?

Will Nanshan bear the rise in the price of these chips, or will BYD bear it?

"Yes, the price of chips has risen a lot, and it has basically eaten up all our profit margins, and even if it continues to rise, we will have no profit at all."

"But don't worry, the price rise and fall of chips belongs to Nanshan's self-financing, and we won't look for BYD to raise prices."

Zeng Tingting's words are true and false.

If you simply look at ECU or TCU, as soon as the price of chips rises, there is really no profit margin at all.

Even if there is, there is a little bit of hard work left.

But when it comes to the entire engine or gearbox, it's a completely different story.

Besides, they have now started testing with alternative chip solutions, and the results will be available soon.

At that time, as long as this news is put on the market, the price of the corresponding Infineon chip will immediately fall, and even fall directly to a lower price than the initial price.

"Zengbu, BYD now has an F6 model, unlike other car companies that have several models, the supply of parts, I still need to ask for your support."

Although he was no longer so worried in his heart, Zhong Qiang still mentioned to Zeng Tingting at this time the issue of priority supply.

In this regard, Zeng Tingting was not surprised.

That's what procurement does!

"Bell be, don't worry!"

"BYD and Nanshan are strategic partners, and we will definitely not let the supply of F6 models have problems."

"As many cars as you can sell, we will definitely be able to supply the corresponding parts!"

Zeng Tingting patted her chest and gave a promise.

However, as soon as she hung up the phone, she immediately went to Cao Yang to continue to discuss the chip crisis.

"Mr. Cao, as a short-term solution, purchasing chips from the market in other ways can solve part of the problem."

"As a medium-term strategy, using chips from NXP, Renesas and other chip manufacturers can also solve most of the problems."

"But I think it is possible to cooperate with domestic chip manufacturers to make our chips can also be localized?"

In the past few days, Zeng Tingting's pressure is also very high.

The purchasing department or purchasing manager of each OEM called her, concerned about whether the chip supply problem would lead to parts supply problems.

Although Zeng Tingting has made great efforts to explain, she is also well aware that these explanations cannot fully solve the customer's concerns.

In the future, when many OEMs consider the selection of suppliers for some parts, they will inevitably try to achieve one type of parts and have several suppliers to correspond.

In this way, supply problems can be avoided to the greatest extent.

Even if one supplier is out of stock, it won't stop the entire company.

"As a long-term solution, there is definitely no problem with this."

"I have arranged for people to investigate the situation of the domestic chip industry, and I have also found headhunters to find ways to go to TSMC, Samsung and other companies to find ways to poach some people."

"Let the semiconductor division of our Nanshan Research Institute start work as soon as possible."

"But these things will take time, and they won't solve our problems in the short term."

Cao Yang knows the importance of chips better than anyone else.

The chip crisis that began to break out in 2020 has had a very huge impact on the automotive industry.

Some chips even have an extreme situation where the price has risen directly from five yuan a piece to 2,000 yuan a piece.

Even in 2023, the chip supply problem has not been completely solved.

This is completely beyond everyone's comprehension.

Even if it is to rebuild a chip factory, 3 years is enough, right?

Besides, by 2023, the demand for chips in various consumer electronics will drop significantly, and it stands to reason that some chip manufacturers should have a surplus in production capacity.

But......

As a result, the price of automotive-grade chips used in cars has been at a high level!

There is no intention of falling at all.

Cao Yang must take precautions.

However, this matter obviously cannot be rushed.

This problem can be preliminarily solved within 10 years and completely resolved within 20 years.

Even if it's very good!

"Bosch's move is really ruthless, much more powerful than other opponents' moves!"

"Obviously, others have also come up with a joint trick to deal with Nanshan, but compared with Bosch's trick, the effect is much worse."

"People can sit firmly in the first position in the auto parts industry, obviously there are their own reasons."

Zeng Tingting has also dealt with many parts giants, but by now, Bosch should be the most difficult to deal with.

People have already attacked Nanshan's soft underbelly directly, but the counterattack she can do is very limited.

At this time, if you continue to go to various OEMs to promote new control parts, there is basically no possibility of success.

"Don't worry, there's no big problem!"

"Infineon also has a lot of business in China, and when it really comes to Nanshan can't hold on, we don't have a certain way."

"Bosch was able to convince Infineon with some connections, and so can we."

"It's just not like that, and I don't want to do that."

In the past few days, Cao Yang has also been worried about the chip crisis.

However, a phone call from Liu Tianwu yesterday made him realize that he was actually too worried.

With the influence of Nanshan Group now in Yangcheng, Lingnan Province, and even in Huaxia, Cao Yang really has no need to worry about stopping production because he can't buy chips.

At that time, there will be a lot of people who care more about this matter than Cao Yang.

The enterprise has developed to a certain extent, and many things are no longer the business of the boss alone.

Not to mention that Nanshan has mastered many international leading equipment, materials and parts technology, but simply looking at the scale of Nanshan, it is not an existence that can be allowed to stop production at will.

"Mr. Cao, ...... say that?"

Zeng Tingting is also very smart.

She had always been stuck in a mindset before, but now when she heard Cao Yang say that, she immediately reacted.

It's not that Infineon can't produce the chips that Nanshan wants, but people just don't want to sell them to Nanshan.

In fact, this problem is not that serious at all!

Not so serious, at least in the short term.

If you want to solve it, in addition to thinking of several options before, there are shortcuts to take.

It's just that Zeng Tingting is used to doing things according to business rules, and she doesn't think about taking shortcuts.

"That's it!"

"Don't think too much about this matter, you are the head of the sales department, just find a way to maintain customer relations and win more orders for the company."

"Now the so-called chip crisis, looking at it in more than ten years, maybe in the development process of Nanshan, it is just an insignificant problem!"

(End of chapter)