Strategy Note /
ChinaGlobal auto chip shortage: Challenges, opportunities and implications for OEMs
The aggregate value of chips is projected to be USD 2,720 per vehicle in 2025, EV is expected to have more than that
With its multi-tier system, auto chip supply chain is more fragmented & longer VS the general semiconductor supply chain
Estimate the chip shortage to affect the sale of 2.4-4.8 Mn cars in 2021, or 2.8%-5.6% of the total global vehicle sales
