Reuters quotes a company executive saying: “We have communicated our demand early on. We have passed on our forecasts which have confirmed that demand. If suppliers do not trust our numbers and consult their own forecasts, we should have been informed straight away. This has not happened.”
The exec said that, in April last year, VW told its module suppliers that it expected a strong recovery in H2 2020.
In November, VW says its module suppliers notified them that there was a shortage of automotive chips – too late to avoid interruptions in car manufacturing.