Shanghai lockdown creates new supply chain concerns for OEMs

AutotechInsight Analysis Monthly

An extended lockdown in the city is not only disrupting operations at OEM facilities in mainland China but is also causing a major drop in revenue for electric vehicle and interior component suppliers in the region.

A dramatic surge in new COVID-19 infections and the breakout of a new sub-strain of the Omicron variant forced the mainland Chinese government to impose a full-scale lockdown in the country’s financial hub, Shanghai, from early April. Shanghai is a major automotive component manufacturing hub as well, and a prolonged lockdown in the city would cause significant disruptions to vehicle production in the region, and logistical barriers hindering export of parts from the country.

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