Hints and tips:
...Valued at an industry multiple, Panasonic’s automotive business would be worth about $11bn. But, in the future, the biggest rewards in the auto components sector lie in electric car batteries....
...The impact on Japan’s car manufacturing will be monumental,” said Takaki Nakanishi, a veteran automotive analyst who runs his own research group....
...And then there’s Infineon’s “smart power fab” in Dresden which will make power semiconductors and analogue mixed signal components, used in power supply systems and data centres....
...“The forex rate should have provided more [of a] boost,” said Takaki Nakanishi, a veteran automotive analyst who runs his own research group....
...Sony and Honda plan to use music, movies and the PlayStation 5 to take on Tesla and the rest of the automotive industry by developing an electric car built around a premium entertainment experience....
...Panasonic said no decision had been made on the research component of the Kansas plant....
...Renesas will collaborate with Tata Motors on developing next-generation automotive technology including driver-assistance and 5G wireless systems....
...in Texas has deepened supply chain disruptions at the world’s largest carmakers, as the pandemic-triggered scarcity in chips is compounded by a fresh shortage in raw chemical materials used for some car components...
...The new batteries will have a higher concentration of nickel and eliminate the use of cobalt, the most expensive component in the battery that is also mined in the Democratic Republic of Congo, sometimes...
...Automotive is a tough market to break into, and this looks like Sony betting that actually building a car is a good way to get noticed,” said Gibson....
...“I have a couple of clients in automotive who are financially distressed: in earlier days they would have gone bankrupt but . . . customers are giving them cash injections.”...
...Industries have been hit by a worldwide shortage of semiconductor components, with Shibata warning that normalisation of the situation was “considerably far off”....
...Sentiment surveys are generally split into two broad components: current conditions and future expectations....
...Products from such companies — Texas Instruments, NXP Semiconductors, Nexperia and STMicroelectronics among them — are not only widely used in consumer electronics, but also in industrial, aerospace, automotive...
...Korean companies have been wary of relying too much on one source since Japan imposed export controls on semiconductor components in 2019....
...As the most expensive component of an electric car, moving production and technology in-house could have a significant impact on margins....
...There are lots of critical components on those nodes.”...
...Last year, it acquired industrial internet-of-things specialist Adesto for $500m in an effort to branch out into automotive components and battery management systems....
...Investors are often sceptical of cross-selling claims, though it is the case that semiconductor customers increasingly prefer to buy multiple components from the same vendor....
...However, like carmakers, it is currently being hit by the global shortage of electronics components....
...But the broader surge in demand for electronic components, from the automotive industry to smartphones, over the past year has collided with pandemic-related disruption to semiconductor manufacturing....
...The real disruption Some carmakers and automotive chip specialists may decide to take more manufacturing in-house....
...After all, the coronavirus crisis continues to take a battering ram to the automotive industry....
...Nikola, the report claimed, had overstated its technology, passing off purchased components as its own and, once, even rolled a dummy truck down a hill for a video showing its product “in motion”....
...Ruth Porat, chief financial officer of Alphabet, on Tuesday pointed to “different performance trajectories for the brand and direct response components” during March, for YouTube in particular....
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