Analyst: Electrified vehicles as a winner of the semiconductor crisis

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Analyst: Electrified vehicles as a winner of the semiconductor crisis-electrified

At the end of the year, automotive analyst Matthias Schmidt draws a conclusion and to understand that by the end of 2021 each fortieth vehicle is electrified on Germany’s street electrified. Thus, plug-in hybrids and e-cars are the winners of the semiconductor crisis. Because during the entire car market in Europe did not come out of “first gear” – with an estimated total sales of 10.85 million. Vehicles – the sales of PHEV and Stromber has increased relatively.

High purchase and control incentives for electrified vehicles and paradoxically the concentration of OEMs on profitable models with higher emissions, which must be compensated by these models, let the paragraph grow. While burners are declining in paragraph or at least severely braked. It is best to show this using the example of Tesla, which understood it as a manufacturer to build a vertically integrated company that is not too heavily dependent on other suppliers. This contributed to the fact that the proportion of Tesla has contributed two percent of the Western European car market to the entire Western European passenger car market. Thus, the American manufacturer moves in terms of its market share between JLR and Volvo Cars.

In January, Matthias Schmidt predicted a booth of 1.05 million for the year 2021, which were discontinued in Europe. However, considering the change in e-auto penetration, the difference is clear. For a proclaimed proportion of only 8.5 percent in January and a total market of 12.3 million, there is now an actual market share of 11 percent in Europe at the end of 2021. The crucial factor is the persistent down-pressure of the semiconductors on the car production, which leads to a shortage on the supply side and forces the OEMs to use their limited chips in models with smaller quantities and higher profits. This must be compensated with E-cars to comply with the CO2 legislation.

If one would apply the current sales figures to a “normal year”, the market share loses to the eight percent. This suggests on the other side that when we move out of the semiconductor crisis, the sales growth of electrified vehicles progressed slower than it should be the case. This leads to car manufacturers probably gain more money in more efficient, environmentally friendly combustion models to invest. To achieve the CO2 goals in 2025. The waiting times on new E cars is likely to extend in the same breath; At least for the models of European manufacturers. The paragraph Reiner e-cars from China should grow.

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1 thought on “Analyst: Electrified vehicles as a winner of the semiconductor crisis”

  1. Remarkable:

    “Would you apply the current sales figures to a” normal year “, the market share loses to the eight percent. This suggests on the other side that when we move out of the semiconductor crisis, the sales growth of electrified vehicles progressed slower than it should be the case. This leads to car manufacturers probably gain more money in more efficient, environmentally friendly combustion models to invest. To achieve the CO2 goals in 2025. The waiting times on new E cars is likely to extend in the same breath; At least for the models of European manufacturers. The paragraph Reiner e-cars from China should grow.”

    thank you!

    Also so one loses a key industry in the EU and Ganau was warned.
    It was completely pending.

    Reply

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