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Smart vehicle makers scramble for key parts PCBs and MLCCs as AI demand soaks up supply, leaving margins under siege
3-MIN READ3-MIN Chinese smart vehicle makershave been hit by another setback as a global components shortage collides with surging prices of raw materials, driven by the artificial intelligence boom.
It would take at least a year for the global supply chain to ramp up production of printed circuit boards (PCBs) and
multilayer ceramic capacitors(MLCCs) – two key parts that make vehicles intelligent – to meet rising demand, according to industry officials and analysts.“The components, though small, play a key role in the automotive industry’s effort to make millions of cars more autonomous and smarter,” Chen Jinzhu, CEO of the consultancy Shanghai Mingliang Auto Service, told the South China Morning Post on Wednesday.
“Market demand for
electric vehicles[EVs] is falling, but component supply remains a thorny issue for leading players since they focus on intelligence to make their cars attractive to consumers.”Industry officials said the global auto sector was facing a 20 to 30 per cent shortage of components, with prices more than tripling over the past year.
The crunch stems from explosive AI growth and the
rapid buildout of AI data centresworldwide.Advertisement
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