Forum on Automotive Electronic Architecture and Intelligent Driving
Release time:
2023-05-11 17:44
Source:
"Now that chips account for the cost of the whole vehicle, coupled with the previous lack of cores, car manufacturers will try to dominate the procurement power." In the past, the process was simple: hand over the goods from the original factory to the agent; The agent handed over to Tier 1; Tier 1 finished products were handed over to the car factory. ”
"But now automakers are setting up so-called strategic sourcing centers. They will dictate what is bought with whom and how it is made. "New automakers will be more active in this regard." New automakers are actually more dependent on agents – especially if they don't have experience in this area; To some extent, this trend may be a new opportunity for distribution agents. Shen Weizhong said this is "a new challenge" for agents.
"How can we provide our customers with a transparent and accurate supply chain situation, we have to have a platform. That's what we've built. Shen Weizhong explained, "We hope to connect directly with car manufacturers through this platform. If there is a stable, transparent and clear data docking, it can ensure the communication channel between our agents and them, and play a role in regulating when the supply is unstable. "As for how to extend this platform to more added value, and even let us help car manufacturers do one-stop service, I think there are many details that need to be explored, which is also an important work for WPG's continuous improvement."
The "fundamental problem" of the imbalance between supply and demand lies in the fact that "information exchange and transmission are not transparent, which makes everyone's prediction results will be very different"; At the same time, "the speed of correction of the predictive model is too slow", "semiconductor production must be 3 months, find that the problem is wrong, and then correct it, it has been three months". "Domestic car manufacturers should overtake on curves and connect with semiconductor originals or fabs from the source, and the most important thing in the middle is to build a foundation of trust." In our view, this may be one of the original intentions of WPG to organize such roadshow activities.
"WPG is investing a lot of things like AI, talent, resources, equipment, and it's doing just that. AI enables our predictive models to be accurate. When we find abnormalities, we can communicate and coordinate with customers or the original factory on how to correct them. "So WPG is not only about the construction of logistics, but also the investment in AI, talent, and resources is also the largest in the industry." In the future, we must make production and marketing more efficient, which is a very important link. "The role of agents is no longer just buying and selling as before, but needs to strengthen supply chain management." Agencies need a robust platform. ”
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