Tesla defies chip shortages

Detroit / Austin (dpa) – While the automotive industry is groaning under global chip bottlenecks, Tesla has set a delivery record. The US electric car maker brought good 241 300 vehicles to the worldwide in the third quarter Customers, good 53 percent more than a year earlier.

At the same time, Tesla also referred to challenges due to the shortage of chips. The Elon Musk-led group also had delivery delays and production breaks.

Toyota is driving GM away

The US auto sales figures presented over the weekend show how difficult some others are Manufacturers were hit by the chip shortage. At the largest US car company General Motors, sales in the home market fell by almost a third to just under 447. 000 vehicles, as the group announced on Friday. Toyota, on the other hand, was even able to grow slightly and after the first nine months of the year is well ahead of long-term market leader GM. . vehicles too. After three quarters, Toyota now has just under 1, 858 million cars – and GM is at 1, 777 million.

Chip – Bottlenecks slow down US car sales

Due to the shortage of chips, various manufacturers had to suspend production in recent months or were unable to complete vehicles. GM referred specifically to bottlenecks in semiconductor production in Malaysia, but the situation is getting better at. “We are assuming that ten to eleven million vehicles cannot be built this year,” said Albert Waas, partner at the management consultancy Boston Consulting, of “Welt am Sonntag”.

That too According to a “Spiegel” report, consulting firm PwC expects that 2021 up to eleven million fewer cars will be produced and sold than in the previous year. “The problems got worse in the third quarter and will last well into next year,” said the head of the automotive division at PwC, Felix Kuhnert, the magazine.

Only recently, the consulting firm Alix Partners estimated that due to a lack of chips in the auto industry, this year revenue of well 210 billion dollars (179 billion euros).

The automotive industry is particularly hard hit by semiconductor bottlenecks. One reason is that doing business with it is less lucrative for chip companies than selling to large electronics companies because of the relatively low number of units. At the beginning of the pandemic, many car manufacturers also had their own slump in demand – as a result, they canceled quantities that had already been promised by semiconductor companies. Now that the auto business is doing better again, these chips are missing.

One of the reasons for the shortage of semiconductors was the increased demand for notebooks and other electronic products during the Corona crisis. But in general, every industry needs more and more chips. To make matters worse, chip manufacturers had reduced their capacities for some types of semiconductors in the past few years in view of initially weak demand and are now unable to quickly increase them again.

Volkswagen, Porsche, BMW

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US sales by German automakers developed differently in the past quarter. At Volkswagen, the number of vehicles sold fell by 8 percent to 79. 321. The sports car subsidiary Porsche sold with 15. 289 Cars 1.7 percent less.

BMW, on the other hand, raised 8.7 percent in the USA 75. 619 vehicles too. Since the beginning of the year, the group has even sold 243 613 cars 35, 4 percent more than in the first nine months 2020. At Volkswagen, there has been an increase of 15, 9 percent to 51. 615 Cars in the books.

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