节点：下游（终端消费/应用）位置：下游情绪：利空参考度：7/10
据外媒消息，知情人士透露，因芯片供应商安世半导体纠纷致使芯片短缺，零部件供应商采埃孚削减其德国施韦因富特电驱系统工厂班次，关键零部件供应紧张是主因。采埃孚为奔驰、宝马、Stellantis集团、福特等多数主流车企供应零部件。
然而，采埃孚发言人否认减产与芯片短缺相关。其解释，客户订单因供应链问题减少，或自身供应中断，都可能致生产停滞。发言人还称：“公司有预案，能灵活调整产能。”发言人证实施韦因富特工厂调整了班次，但强调与芯片短缺无关，是客户需求波动所致。
施韦因富特工厂约有8000名员工，是采埃孚全球重要工厂之一。作为主力工厂，其ĸ..油车与电动车底盘及传动系统，是采埃孚推进电动化的核心基地。
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采埃孚发言人坚称与芯片短缺无关，可安世半导体芯片供应问题摆在眼前，真的毫无关联？