Global Semiconductor Shortage Impact Assessment Update on Vehicle Production

Global Semiconductor Shortage Impact Assessment Update on Vehicle Production

Source: LMC Automotive

  • Semiconductor shortages continue to undermine H1 2021 LV output in all regions and the disruption is now expected to extend in H2 2021.
  • While the impact in Q1 (1.2mn units) is a little less than we had originally expected in March, the hit to LV production in Q2 has tripled to over 1.7mn units.
  • Earlier signs in March had pointed to an easing in the scale of disruption. However, OEM production suspensions, shift pattern reductions, build-rate cuts and even producing sellable vehicles without chip-heavy options or content, have intensified in Q2.

Click here for the full report from LMC Automotive.

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