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2021-05-09

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U.S. auto part makers brace for a bumpy ride as chip shortage to intensify<blockquote>随着芯片短缺加剧，美国汽车零部件制造商将面临坎坷</blockquote>

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pls","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/190002096","repostId":1173129939,"repostType":4,"repost":{"id":"1173129939","kind":"news","pubTimestamp":1620452048,"share":"https://www.laohu8.com/m/news/1173129939?lang=zh_CN&edition=full","pubTime":"2021-05-08 13:34","market":"hk","language":"en","title":"U.S. auto part makers brace for a bumpy ride as chip shortage to intensify<blockquote>随着芯片短缺加剧，美国汽车零部件制造商将面临坎坷</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1173129939","media":"Nasdaq","summary":"By Ankit Ajmera\nMay 7 (Reuters)-U.S. auto parts suppliers warned of more production cuts at major au","content":"By Ankit Ajmera<blockquote>作者：安基特·阿杰梅拉</blockquote> May 7 (Reuters)-U.S. auto parts suppliers warned of more production cuts at major automakers as a global semiconductor chip shortage worsens before easing in the second half of the year and aiding in a partial recovery of lost sales.<blockquote>路透5月7日-美国。汽车零部件供应商警告称，随着全球半导体芯片短缺问题恶化，主要汽车制造商将进一步减产，然后在下半年缓解并帮助部分恢复销售损失。</blockquote> The chip shortage came at an inopportune time for automakers as demand rebounded from pandemic lows due to low interest rates and consumers' preference for personal transport amid the health crisis.<blockquote>芯片短缺对汽车制造商来说来得不合时宜，因为由于低利率和消费者在健康危机中偏爱个人交通工具，需求从大流行低点反弹。</blockquote> \"We've embedded a 3% reduction in industry production to factor in what we're anticipating and expecting as further announced downtime that hasn't been publicly announced at this point,\" Lear CorpLEA.NChief Financial Officer Jason Cardew said on Friday.<blockquote>Lear Corple.n首席财务官Jason Cardew周五表示：“我们已将行业产量减少3%，以考虑到我们的预期和预期，即目前尚未公开宣布的进一步宣布的停机时间。”</blockquote> \"We have line of sight on a more meaningful reduction (in production) in the second quarter than IHS Markit and others are projecting,\" Cardew said.<blockquote>卡杜表示：“我们预计第二季度（产量）将比IHS Markit和其他公司预测的更有意义。”</blockquote> Ford Motor CoF.N, a major customer for Lear and peers including BorgWarnerBWA.Nand Magna InternationalMG.TO, has said the chip shortage would halve its vehicle output in the second quarter.<blockquote>福特汽车公司（Ford Motor CoF.N）是李尔以及博格华纳（BorgWarnerBWA.Nand）和麦格纳国际（Magna InternationalMG.TO）等同行的主要客户，该公司表示，芯片短缺将使其第二季度的汽车产量减半。</blockquote> Europe's VolkswagenVOWG_p.DE, another customer for the three suppliers, has said it is in \"crisis mode\" over the lack of badly needed automotive chips, with the shortage intensifying and hitting its profits in the second quarter.<blockquote>这三家供应商的另一个客户欧洲大众汽车VOWG_p.DE表示，由于缺乏急需的汽车芯片，该公司正处于“危机模式”，短缺加剧并影响了第二季度的利润。</blockquote> Lear, which makes automotive seating, cut its global vehicle production forecast to a 9% rise, from up to 12% it had predicted at the beginning of the year, while also expecting second-quarter revenue to fall 9% from the first.<blockquote>汽车座椅制造商李尔将全球汽车产量预期从年初预测的12%下调至9%，同时还预计第二季度收入将较第一季度下降9%。</blockquote> Auto suppliers also cautioned that the pain from the shortage could linger at least until the next year.<blockquote>汽车供应商还警告说，短缺带来的痛苦可能至少会持续到明年。</blockquote> \"We don't expect the supply/demand imbalance to fully recover to normalized levels until 2022,\" said Joseph Massaro, chief financial officer of AptivAPTV.N, a maker of advanced driver assistance systems, vehicle computers and high-voltage cabling.<blockquote>高级驾驶辅助系统、车载电脑和高压电缆制造商AptivAPTV.N首席财务官Joseph Massaro表示：“我们预计供需失衡要到2022年才能完全恢复到正常水平。”</blockquote> Auto suppliers are also grappling with pressure on their margins from rising costs of key inputs such as steel and copper.<blockquote>汽车供应商也在努力应对钢铁和铜等关键投入成本上升给利润率带来的压力。</blockquote> However, many expect to offset some of those costs as automaker customers focus on building higher margin, more profitable pickup trucks and sport utility vehicles.<blockquote>然而，许多人预计，随着汽车制造商客户专注于制造利润率更高、利润更高的皮卡车和运动型多用途车，这些成本将抵消部分成本。</blockquote> \"On the biggest raw material purchases, we have about 60% pass through with our customers,\" BorgWarner Chief Executive Officer Frederic Lissalde said.<blockquote>博格华纳首席执行官Frederic Lissalde表示：“在最大的原材料采购中，我们约60%是通过客户采购的。”</blockquote> Still, most suppliers have raised or reaffirmed their full-year financial outlooks, thanks to the better-than-expected performance in the first quarter.<blockquote>尽管如此，由于第一季度好于预期的表现，大多数供应商都上调或重申了全年财务前景。</blockquote> Analysts highlighted risks associated with the production outlooks from some suppliers as chip demand rises from other sectors such as enterprise, cloud and consumer electronics following speedy COVID-19 vaccinations and economies reopening.<blockquote>分析师强调了与一些供应商的生产前景相关的风险，因为随着COVID-19疫苗的快速接种和经济重新开放，企业、云和消费电子等其他行业的芯片需求上升。</blockquote> \"The question in my mind is can this (production loss) be made up later on in the year. And that's really an unknown,\" Magna Chief Financial Officer Vincent Galifi said.<blockquote>麦格纳首席财务官文森特·加利菲表示：“我心中的问题是，今年晚些时候能否弥补（产量损失）。这确实是一个未知数。”</blockquote>","source":"lsy1603171495471","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>U.S. auto part makers brace for a bumpy ride as chip shortage to intensify<blockquote>随着芯片短缺加剧，美国汽车零部件制造商将面临坎坷</blockquote></title>\n<style 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#7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nU.S. auto part makers brace for a bumpy ride as chip shortage to intensify<blockquote>随着芯片短缺加剧，美国汽车零部件制造商将面临坎坷</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nNasdaq2021-05-08 13:34\n\n</h4>\n</header>\n<article>\nBy Ankit Ajmera<blockquote>作者：安基特·阿杰梅拉</blockquote> May 7 (Reuters)-U.S. auto parts suppliers warned of more production cuts at major automakers as a global semiconductor chip shortage worsens before easing in the second half of the year and aiding in a partial recovery of lost sales.<blockquote>路透5月7日-美国。汽车零部件供应商警告称，随着全球半导体芯片短缺问题恶化，主要汽车制造商将进一步减产，然后在下半年缓解并帮助部分恢复销售损失。</blockquote> The chip shortage came at an inopportune time for automakers as demand rebounded from pandemic lows due to low interest rates and consumers' preference for personal transport amid the health crisis.<blockquote>芯片短缺对汽车制造商来说来得不合时宜，因为由于低利率和消费者在健康危机中偏爱个人交通工具，需求从大流行低点反弹。</blockquote> \"We've embedded a 3% reduction in industry production to factor in what we're anticipating and expecting as further announced downtime that hasn't been publicly announced at this point,\" Lear CorpLEA.NChief Financial Officer Jason Cardew said on Friday.<blockquote>Lear Corple.n首席财务官Jason Cardew周五表示：“我们已将行业产量减少3%，以考虑到我们的预期和预期，即目前尚未公开宣布的进一步宣布的停机时间。”</blockquote> \"We have line of sight on a more meaningful reduction (in production) in the second quarter than IHS Markit and others are projecting,\" Cardew said.<blockquote>卡杜表示：“我们预计第二季度（产量）将比IHS Markit和其他公司预测的更有意义。”</blockquote> Ford Motor CoF.N, a major customer for Lear and peers including BorgWarnerBWA.Nand Magna InternationalMG.TO, has said the chip shortage would halve its vehicle output in the second quarter.<blockquote>福特汽车公司（Ford Motor CoF.N）是李尔以及博格华纳（BorgWarnerBWA.Nand）和麦格纳国际（Magna InternationalMG.TO）等同行的主要客户，该公司表示，芯片短缺将使其第二季度的汽车产量减半。</blockquote> Europe's VolkswagenVOWG_p.DE, another customer for the three suppliers, has said it is in \"crisis mode\" over the lack of badly needed automotive chips, with the shortage intensifying and hitting its profits in the second quarter.<blockquote>这三家供应商的另一个客户欧洲大众汽车VOWG_p.DE表示，由于缺乏急需的汽车芯片，该公司正处于“危机模式”，短缺加剧并影响了第二季度的利润。</blockquote> Lear, which makes automotive seating, cut its global vehicle production forecast to a 9% rise, from up to 12% it had predicted at the beginning of the year, while also expecting second-quarter revenue to fall 9% from the first.<blockquote>汽车座椅制造商李尔将全球汽车产量预期从年初预测的12%下调至9%，同时还预计第二季度收入将较第一季度下降9%。</blockquote> Auto suppliers also cautioned that the pain from the shortage could linger at least until the next year.<blockquote>汽车供应商还警告说，短缺带来的痛苦可能至少会持续到明年。</blockquote> \"We don't expect the supply/demand imbalance to fully recover to normalized levels until 2022,\" said Joseph Massaro, chief financial officer of AptivAPTV.N, a maker of advanced driver assistance systems, vehicle computers and high-voltage cabling.<blockquote>高级驾驶辅助系统、车载电脑和高压电缆制造商AptivAPTV.N首席财务官Joseph Massaro表示：“我们预计供需失衡要到2022年才能完全恢复到正常水平。”</blockquote> Auto suppliers are also grappling with pressure on their margins from rising costs of key inputs such as steel and copper.<blockquote>汽车供应商也在努力应对钢铁和铜等关键投入成本上升给利润率带来的压力。</blockquote> However, many expect to offset some of those costs as automaker customers focus on building higher margin, more profitable pickup trucks and sport utility vehicles.<blockquote>然而，许多人预计，随着汽车制造商客户专注于制造利润率更高、利润更高的皮卡车和运动型多用途车，这些成本将抵消部分成本。</blockquote> \"On the biggest raw material purchases, we have about 60% pass through with our customers,\" BorgWarner Chief Executive Officer Frederic Lissalde said.<blockquote>博格华纳首席执行官Frederic Lissalde表示：“在最大的原材料采购中，我们约60%是通过客户采购的。”</blockquote> Still, most suppliers have raised or reaffirmed their full-year financial outlooks, thanks to the better-than-expected performance in the first quarter.<blockquote>尽管如此，由于第一季度好于预期的表现，大多数供应商都上调或重申了全年财务前景。</blockquote> Analysts highlighted risks associated with the production outlooks from some suppliers as chip demand rises from other sectors such as enterprise, cloud and consumer electronics following speedy COVID-19 vaccinations and economies reopening.<blockquote>分析师强调了与一些供应商的生产前景相关的风险，因为随着COVID-19疫苗的快速接种和经济重新开放，企业、云和消费电子等其他行业的芯片需求上升。</blockquote> \"The question in my mind is can this (production loss) be made up later on in the year. And that's really an unknown,\" Magna Chief Financial Officer Vincent Galifi said.<blockquote>麦格纳首席财务官文森特·加利菲表示：“我心中的问题是，今年晚些时候能否弥补（产量损失）。这确实是一个未知数。”</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.nasdaq.com/articles/u.s.-auto-part-makers-brace-for-a-bumpy-ride-as-chip-shortage-to-intensify-2021-05-07\">Nasdaq</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"F":"福特汽车"},"source_url":"https://www.nasdaq.com/articles/u.s.-auto-part-makers-brace-for-a-bumpy-ride-as-chip-shortage-to-intensify-2021-05-07","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173129939","content_text":"By Ankit Ajmera\nMay 7 (Reuters)-U.S. auto parts suppliers warned of more production cuts at major automakers as a global semiconductor chip shortage worsens before easing in the second half of the year and aiding in a partial recovery of lost sales.\nThe chip shortage came at an inopportune time for automakers as demand rebounded from pandemic lows due to low interest rates and consumers' preference for personal transport amid the health crisis.\n\"We've embedded a 3% reduction in industry production to factor in what we're anticipating and expecting as further announced downtime that hasn't been publicly announced at this point,\" Lear CorpLEA.NChief Financial Officer Jason Cardew said on Friday.\n\"We have line of sight on a more meaningful reduction (in production) in the second quarter than IHS Markit and others are projecting,\" Cardew said.\nFord Motor CoF.N, a major customer for Lear and peers including BorgWarnerBWA.Nand Magna InternationalMG.TO, has said the chip shortage would halve its vehicle output in the second quarter.\nEurope's VolkswagenVOWG_p.DE, another customer for the three suppliers, has said it is in \"crisis mode\" over the lack of badly needed automotive chips, with the shortage intensifying and hitting its profits in the second quarter.\nLear, which makes automotive seating, cut its global vehicle production forecast to a 9% rise, from up to 12% it had predicted at the beginning of the year, while also expecting second-quarter revenue to fall 9% from the first.\nAuto suppliers also cautioned that the pain from the shortage could linger at least until the next year.\n\"We don't expect the supply/demand imbalance to fully recover to normalized levels until 2022,\" said Joseph Massaro, chief financial officer of AptivAPTV.N, a maker of advanced driver assistance systems, vehicle computers and high-voltage cabling.\nAuto suppliers are also grappling with pressure on their margins from rising costs of key inputs such as steel and copper.\nHowever, many expect to offset some of those costs as automaker customers focus on building higher margin, more profitable pickup trucks and sport utility vehicles.\n\"On the biggest raw material purchases, we have about 60% pass through with our customers,\" BorgWarner Chief Executive Officer Frederic Lissalde said.\nStill, most suppliers have raised or reaffirmed their full-year financial outlooks, thanks to the better-than-expected performance in the first quarter.\nAnalysts highlighted risks associated with the production outlooks from some suppliers as chip demand rises from other sectors such as enterprise, cloud and consumer electronics following speedy COVID-19 vaccinations and economies reopening.\n\"The question in my mind is can this (production loss) be made up later on in the year. And that's really an unknown,\" Magna Chief Financial Officer Vincent Galifi said.","news_type":1,"symbols_score_info":{"F":0.9}},"isVote":1,"tweetType":1,"viewCount":1572,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":17,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/190002096"}