They expect a lack of chips to affect the sector in 2022
MEXICO CITY (El Universal) .— Automotive companies point out that the lack of semiconductors and the cost of materials such as steel and aluminum will limit the growth of electric cars during 2022.
Carlos Meymar, Portfolio Planning manager at Stellantis, said that the lack of semiconductors and the materials associated with their production will prevent much of the global behavior of the automotive industry and the growth in particular in terms of electrification during the next year.
In the case of Mexico, Stellantis does not see a substantial change in the coming years in terms of the commercialization of electric vehicles, since, for the moment, the increase in sales is concentrated in the luxury segment, where these cars participate, due to the technology they have.
“We do believe that there will be an increase in the supply of plug-in hybrid and fully electric vehicles, which will generate a little additional growth. But, for 2022 to be a relevant year, we need to solve the issue of supply chains, “said Meymar, during his participation in the Sustainable Mobility forum.
Stellantis considers that the greatest opportunity for the commercialization of electric vehicles in the country is in some segments such as light vans for the delivery of last-mile goods, due to the growth of electronic commerce and home delivery.
For his part, Lucio Hernández, national manager of Fleet Sales at Toyota, considers that the main challenge for 2022 is to recover the pace of vehicle production worldwide.
This year, the Japanese brand calculates to close with an increase of 30% in the sale of hybrid vehicles, since in private companies they have managed to place several hybrid fleets in the food, pharmaceutical and insurance sectors.
“The switch to alternate energies is the right change. And towards 2022, we see a market recovery, albeit gradually, “said the manager.
According to Hernández, producers and suppliers of parts for the automotive industry are doing their job and will soon have an answer on the availability of semiconductors and materials, so that assemblers can begin to accelerate production lines.
Francisco Aguirre, BMW’s Electric Mobility Operations Manager for Mexico and Latin America, commented that all automakers are facing a shortage of semiconductors.
In the case of the German manufacturer, they made robust agreements with some suppliers, which has allowed them to continue with the production of vehicles with little impact.
In the case of aluminum, Aguirre mentioned that they made an agreement with the United Arab Emirates to obtain 100% sustainable aluminum made with solar energy from the desert.