Deliveries of new Renault Duster and Kaptur will be delayed in Russia for two months
The situation with semiconductors in the automotive industry is taking on a threatening turn: the Moscow plant Renault Russia has stopped shipping Renault Duster, Kaptur and Arkana cars to dealers for one and a half to two months, Gazeta.Ru found out. Incomplete machines are released to the site of the plant in anticipation of scarce parts.
Renault’s Moscow plant interrupted the shipment of cars to the dealer network due to a shortage of electronic components, Renault reported to Gazeta.Ru.
“According to our estimates, delays in the delivery of cars to the network can reach 1.5-2 months,” Oksana Vershinina, PR Director of Renault Russia, told Gazeta.Ru.
“Since last week, production at the Moscow plant has been working intermittently with a shortage of electronic components, which ultimately affects the delivery schedule.”
Renault crossovers of the Moscow assembly lack, first of all, the components ABS, ESP (anti-lock braking system and stabilization system), as well as some other components. The crisis of electronic components has affected the whole world in all industries, and Renault Russia was no exception, the interlocutor noted.
The lack of parts, due to which the plant is forced to interrupt shipments of finished cars and accumulate incomplete Renault at the plant, the company explains by the COVID-19 pandemic and the lockdown in Southeast Asia this summer, which led to a deterioration in the supply situation from some suppliers from this region. …
At the Renault plant in Moscow, Duster, Kaptur and Arkana crossovers are assembled, built on a single Global Access platform (improved B0).
It also lies at the heart of Renault Logan and Sandero, as well as Lada XRay, the assembly of which has recently resumed (also after downtime) at AvtoVAZ, which is part of the Renault group. In Togliatti, the conveyor also stopped in August due to a shortage of electronic components.
The president of AvtoVAZ, Nicolas Maure, explained the forced stop of production by problems with the supply of microcircuits from Malaysia, which are used in the production of ABS and ESP components at the Bosch Samara plant.
“Physically, we receive components from the Samara enterprise Bosch, but behind it there is a plant in Germany, whose suppliers are located in Malaysia,” Mor said at the end of August to the Gazeta.Ru correspondent.
Renault dealers have already been informed that the shipment of finished vehicles from the Moscow plant is delayed. At the same time, the plant continues to work, noted in Renault.
The assembled cars are accumulating on the territory of the plant and waiting for missing parts, the Renault dealership confirmed, where the Gazeta.Ru correspondent asked about the possibility of buying a new Renault Duster. While a number of previously released cars are in stock.
The complexity of retrofitting the assembled cars with missing parts will depend on the place of their installation on the car, Sergey Burgazliev, an independent consultant for the auto industry, explains to Gazeta.Ru.
“If the problem is related to the ABS sensors, the amount of work will be small – the car does not have to be driven through the assembly line again. It is very likely that workers will mount these sensors right on the street, ”Burgazliev said.
Problems with “rolling blackouts” of automobile plants around the world due to a shortage of auto components are partly provoked by the purchasing services of the auto companies themselves, believes Vladimir Bespalov, an analyst at VTB Capital for the auto industry.
“The situation is aggravated by the fact that now, having realized the deficit, automakers are striving to provide themselves with components for a longer period than before,” Bespalov explains to Gazeta.Ru. “If earlier they could afford to keep a stock of components in the warehouse for a week, now all purchasing departments are working for the long term.”
This creates additional demand even in conditions of deficit, the expert noted.
If the Moscow Renault plant does not stop the conveyor, it means that they are sure that they will be able to quickly complete the assembled machines as soon as the necessary components appear, the interlocutor adds.
“For semiconductor manufacturers, the most lucrative markets right now are servers, laptops, tablets, and home appliances. Then comes the instrument making industry, and the auto industry takes about the third place, – Sergey Burgazliev concludes. “The situation will stabilize by summer, at best, and will be finally resolved no earlier than at the end of next year.”
The semiconductor crisis has led to massive shutdowns of car factories around the world, including in Russia. In June, Gazeta.Ru wrote about the stoppage of Volkswagen production in Nizhny Novgorod for several days. AvtoVAZ, apart from cars on the B0 platform, for some time did not produce Lada Granta, the best-selling model in Russia.
Renault crossovers assembled in Moscow are also consistently among the 25 most popular cars in Russia, according to statistics from the Association of European Businesses in Russia. From January to August, almost 27 thousand Duster, 13 thousand Kaptur and more than 12 thousand Arkana were sold in our country.
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