Ómicron has once again activated the warnings in the automotive industry in the world, as there is a risk that China chooses again to close its manufacturing plants to cope with the pandemic, which will lead to a continuing shortage of not only semiconductors, but also other parts and components from the East, which will cause a 20% decrease in vehicle production .
Guido Vildozo, director of light vehicle sales in North America of the international consulting firm IHS Markit, confirmed that the wave of infections and the power that the variant has taken Omicron of Covid-19 in the world “we can still hit”, which will lead to a slowdown in production projections and sales of light vehicles.
He estimated that Mexico could reach a production of between 3.3 and 3.4 million light vehicles by 2022, a growth of 10 and 14%, compared to what was recorded in 2021. “There is a lot of installed capacity. What is not there is raw material to achieve that goal, “so the specialist hoped that by the middle of the year there will be greater availability of semiconductors for the automotive industry of combustion units.
“The issue of raw materials will only be released at the end of this year and the impact of Omicron must be foreseen, because we see China’s policy of closing the economy. More what’s happening to Toyota in Japan with a severe decline in production due to Covid-19 infections in Asia. (That) It can be reflected in volumes that are 20% lower than what is visualized “, warned Guido Vildozo.
He added, if we believe that the worst is over, and that the lowest volumes were recorded in the second and third semesters of 2021, well, “the omikron can still hit us and it will slow down the projections for this year.”
According to the IHS Markit consulting firm, the scenario production of 82 million units in the world is estimated, reflecting an increase of 6 million units and the greater availability of semiconductors. However, the pandemic remains the major challenge. Ómicron turns on the alerts Automotive of lower production due to a shortage of chips.
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Reference-www.eleconomista.com.mx