All articles tagged with #automotive supply chain
Nexperia warned Japanese automakers that it may no longer guarantee supply due to geopolitical conflicts following Dutch government seizure and US-China tensions, raising concerns about disruptions in the global automotive supply chain, especially for electronic control units.
Automakers in Europe are preparing for potential disruptions in chip supplies due to China's retaliatory export controls on Dutch supplier Nexperia, which could lead to production halts. The industry is seeking alternative sources as current stockpiles are limited, amid escalating US-China trade tensions and China's export restrictions on key materials. Major companies like Volkswagen and Bosch are monitoring the situation and working to mitigate risks, but the disruption could impact global automotive production if not resolved quickly.
China's rare earth exports are gradually resuming after restrictions caused a 75% drop, but ongoing licensing delays and uncertainties continue to threaten global automotive supply chains, despite recent agreements aimed at expediting shipments.
The upcoming car production crisis may be triggered by a shortage of magnets, crucial for manufacturing, due to export restrictions from China on rare-earth minerals. Automakers and suppliers warn that unresolved trade issues could lead to significant disruptions, including reduced production or shutdowns, as most of these materials are sourced from China, with limited alternatives available. The situation remains unresolved, raising concerns about future automotive supply chain stability.