April of this year, China's auto production and sales market since the financial crisis emerged since the first negative growth. Automobile Association released from the April car sales data situation, in addition to the larger decline in own brands, the Japanese are also very significant decline in passenger vehicles. Automobile Association in the statistics, in April of Japanese cars in the proportion of passenger car sales fell 3.25 percentage points from last month, up 3.07 percentage points also fell.

    In fact, the main Japanese brands have been producing cars in China, Japan earthquake caused the temporary overseas component supply chain disruption, leading to some under-vehicle factory on the market a number of Japanese brand cars out serious. Industry analysts believe that Japan earthquake emergencies, exposed the Japanese car prices closed procurement system a serious problem, the level of localization of Japanese cars get attention.

    Japanese brands fell after the earthquake

    Automobile Association released from the April car sales data showed that Toyota, Honda, Nissan joint venture in China fell 4 per month on average by 30%; including Guangzhou Honda produced the sharpest decline, 43.3%. In addition, Honda's wholly-owned Chinese vehicle manufacturers in April to 45.26% production decline rate.

    The impact of the earthquake, April, sales in China reduced supply Japanese brand cars. The reporter learned from Toyota, Honda, Nissan brand in the country related to the three dealers understand that the majority of stock car dealership almost no sales. As car prices cut source of tension leading car, Japanese car prices have also changed: the Beijing area, including Japanese brands, including dealers, as early as the earthquake began to increase shortly after the sale of cars, some dealers and even other places also do not accept clients order situation.

    Emergency parts supply chain disruption

    Earthquake led to the Japanese car prices in the delay in production of domestic joint ventures; and the main cause of the problem is that spare parts supply disruption.

    Well-known international investment institutions Goldman Sachs released a report that the second quarter, third quarter, the major Japanese brands in China car sales forecast by 8%, mainly due to the earthquake is taken into account semiconductor production facilities on the car damage (such as micro-controller .) Microcontroller market share of the world for 40% to 45% of Renesas, said that the earthquake on its KE (Naka) plants (micro-controller of its car production capacity of 20%) cause serious damage, in July 2011 only may resume production. In addition, given the need microcontroller month production cycle time, so the company is expected to run out once the current inventory, second and third quarters of the supply will run short. The impact of which will be affected by the shortage of electronic components, the largest Chinese auto companies - Dongfeng Motor, Guangzhou Automobile Group, FAW Car and Chang'an Motors.

    This shows the urgent need that some parts of the country entirely in Japanese joint ventures, such as rice on the state of production and sales to fall is inevitable, but a reflection of Japanese joint-venture brands rely on the seriousness of the Japanese parts system.

    It is reported that Japanese enterprises have three joint ventures with Chinese companies have done a lot of localization work before, but in areas of high value-added components, joint ventures, procurement of spare parts are still parts enterprises, local products in Japan, which lead after the earthquake, there is no alternative partner suppliers, vehicle manufacturers must blocked.

    Difficult to enter Japanese foreign enterprises procurement network OEMs

    It is understood that the three Japanese car firms have their own separate set of procurement system: Toyota's parts procurement vertical system, Toyota shares in the form of its suppliers to use; Honda, Nissan vehicle is put into operation during the introduction of the main cooperative suppliers.

    Toyota to enter China before the first part of the layout of their equity participation to the domestic market parts companies to form the full supply. Honda and Nissan cars in production began to enter China, despite the introduction of the partner suppliers, but most of these suppliers are the two companies "within the system," the partner. As with all full-time suppliers, foreign companies is difficult to enter into the Japanese procurement system OEMs. This also shows that, although the two sides adopted a joint venture is a reciprocal relationship, but in parts procurement, as Chinese enterprises have little or no voice to speak of, the procurement of spare parts at the right side is completely controlled.