Strategy Note /
China

Global 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

Niko Yang
Niko Yang

Senior Analyst

EqualOcean
6 August 2021
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