INVESTIGATION – The switch to electric is boosting demand for minerals, chips and batteries.
The fear of missing out has won over all car manufacturers on the planet. They have been suffering from an unprecedented shortage of microprocessors for two years now, which continues to amputate part of their production.. Registrations in Europe are expected to be 26% below their 2019 level this year, largely due to a lack of new vehicles.
The leaders of the major automotive groups have understood that their powerful industry was no longer considered a priority by certain suppliers. “The Covid crisis has highlighted the weaknesses of their supply chain. According to our forecast, the bottleneck in semiconductors will last until 2024“recalls Alexandre Marian, consultant at AlixPartners.
Un argument commercial
The electrification of the park will not help to ease these tensions, quite the contrary. An electric vehicle requires three times more semiconductors than a conventional vehicle: 1500 instead of 500 on average…
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