Anfavea says it sees substantial improvement in semiconductor supply

The availability of semiconductors, whose scarcity has been causing stoppages in car factories for more than a year, has improved substantially, informed this Friday (5th) the direction of Anfavea, an entity that represents the automakers.

“We have noticed a substantial improvement in semiconductors”, said Márcio de Lima Leite, president of Anfavea, during the presentation of the automotive industry’s balance sheet for July, when production showed the highest volume in the last 20 months.

When reiterating the perspective of improvement in the activity of automakers in the second half, the president of Anfavea said that the summer holidays in Europe and the United States, thus seasonally reducing consumption in these markets, may contribute to a shift in the flow of parts. to the southern hemisphere.

At the same time, volumes dammed up by the closure of the port of Shanghai, in China, are picking up faster than expected, Leite noted.

“The sector has seen a significant increase in the supply of semiconductors and the trend is that this will continue to grow. The impression we have is that the worst is behind us”, said the president of Anfavea.

With the improvement in production, vehicle inventories reached the highest volume in 25 months, but without raising any statements of concern on the part of Anfavea.

The market started August with 150,000 units available to consumers, enough for 25 days of sale, and 26,100 units more than the total in stock in factory yards and dealerships two months ago.

Despite the improvement in supply, Leite considered it “a great challenge” to reach the forecast, revised last month, which points to sales of 2.14 million vehicles this year.

The pace of the market, which had the best result of the year last month (8,700 units per day) needs to rise by 13% for the sector to reach this result.