①Due to the ongoing impact of the Nexperia Semiconductor incident, the global automotive chip supply chain has once again become strained; Nissan Motor stated that its chip inventory will only last until early November, while MERCEDES-BENZ GROUP AG UNSP ADR EACH REP 0.25 ORD SHS also admitted the situation is unpredictable and is seeking alternative sources globally; ②The European Automobile Manufacturers Association warned that multiple automakers anticipate assembly lines will soon be forced to shut down; ③The latest information shows that Honda Motor's Mexico plant has already halted production on Tuesday.
Cailian Press, October 29 (Editor Zhenzhi Shi) Due to the ongoing impact of Nexperia's semiconductor event, Nissan Motor and $MERCEDES-BENZ GROUP AG UNSP ADR EACH REP 0.25 ORD SHS (MBGYY.US)$both issued warnings on Wednesday regarding the worsening crisis in the supply of automotive semiconductors.
According to earlier reports by Cailian Press, automobile associations from Europe, the United States, and Japan have already issued warnings about the chip supply crisis. Additionally, Brazilian officials stated that if the chip shortage persists, some automakers may suspend operations in the country.
At the 2025 Japan Mobility Show (formerly the Tokyo Motor Show), which officially opened on Wednesday, executives from Nissan and MERCEDES-BENZ GROUP AG UNSP ADR EACH REP 0.25 ORD SHS provided updates on the issue of automotive chip supplies.
Guillaume Cartier, Chief Performance Officer of Nissan and Chairman of the AMIEO Region (Africa, Middle East, India, Europe, and Oceania) Management Committee, publicly stated: “This is not a minor issue; it is a significant one, and we are currently unable to fully assess the situation.”
Cartier noted that in terms of chip supply, Nissan can hold out until “the first week of November.” He also mentioned that although the company can monitor its largest suppliers, known as “Tier 1 suppliers,” the situation becomes increasingly difficult to manage further down the supply chain.
Ola Källenius, CEO of German automaker MERCEDES-BENZ GROUP AG UNSP ADR EACH REP 0.25 ORD SHS, also stated on Wednesday that it is hard to predict how the situation will evolve, and the company is actively seeking alternative supply sources worldwide.
On Wednesday, the European Automobile Manufacturers Association also issued a statement, noting that a survey conducted this week among its members showed that some anticipate assembly lines will soon halt operations. The statement highlighted that while there are many alternative suppliers, building the additional capacity needed to fill the supply gap will take months. The automotive industry does not have sufficient time to endure the most severe impacts of this shortage.
The latest information before publishing also indicates that, due to a shortage of chips from suppliers,$Honda Motor (HMC.US)$car production in Mexico has been suspended starting from Tuesday, and adjustments to output at plants in the United States and Canada have already begun. It remains unclear when operations will resume.
The now-shuttered Celaya, Mexico, plant has an annual production capacity of approximately 200,000 vehicles, manufacturing the HR-V sport utility vehicle, and serves as a crucial export hub for Honda targeting the U.S. market.
Honda Motor responded on Wednesday that certain components supplied by business partners contained affected semiconductors. The company stated it is 'making every effort to minimize the impact' and added that motorcycle production at another plant in Mexico remains unaffected.
Editor/Joryn
