The queue to buy a 0 km car takes up to 7 months in Brazil; see the most affected models

The shortage of components, especially semiconductors, is no longer as problematic as it was at the start of the year, but it continues to cause a mismatch between production and demand in the Brazilian automotive industry. So even in a market affected by inflation, high interest rates and bank funding restrictions, there are queues of up to 9 months for some car models.

This wait for 0km cars reached 6 months in November 2021, and some consumers gave up due to the delay. The situation remains bad this year, even with the sharp increase in prices over the past 2 years.

Average car prices rose 17 percentage points above inflation in 2021 and another 4 points this year, according to consultant Cássio Pagliarini, of Bright Consulting. But the president of Anfavea (association of automobile manufacturers), Márcio de Lima Leite, says that even high interest rates have not had an impact on the market, due to pent-up demand.

The shortage affects several types of cars and light commercial vehicles, but mainly the “entry” versions (the cheapest), according to traders. Since there are no chips to produce all models, car manufacturers have favored the most sophisticated, which offer the best performance..


Only 2 factories suspended production due to a lack of parts in September, but Leite says this remains the biggest constraint for vehicle production in Brazil. It also says there is a 6-month queue for some top-selling models, “but there are cases of up to 9-month waits.” “There is pent-up demand.”

The president of Anfavea claims that a car today uses 1,500 to 2,000 semiconductors, a volume that has increased with the offer of more connectivity and new technologies in vehicles.

overtime in volkswagen

With the availability of certain components, the volkswagen called on part of the employees to work overtime on Saturdays or Sundays since mid-September, to finish the cars waiting for parts in the courtyard of the São Bernardo do Campo plant, in the ABC region of São Paulo .

One of the models made at this factory, the Polo, saw its 2023 version go on sale on the 6th, and 7,000 units were sold in just two hours.. Before its launch, the VW had only sold 2,400 Polo units between January and September.

The new Polo costs between R$83,000 and R$110,000, and Volkswagen says delivery will be staggered over the next 30 to 60 days. The other vehicles of the brand have up to 2 months of waiting depending on the version.


Wait up to 6 months at Fiat

Already Stellar (group that brings together the brands Decree, Peugeot, Citroen e Jeep), there is a 6-month waiting list for the most sought-after versions of the Fiat Strada pickup, the sales leader in Brazil.

The group is working with the same delivery time for versions of the Fiat Pulse sport utility vehicle (SUV) and for the Jeep Commander, whose 2023 range was launched in September. Pricing for Strada starts at BRL 96,300, compared to BRL 95,600 for Pulse and BRL 237,000 for Commander.

GM produces an SUV in Argentina

In order to keep up with Brazilian demand and exports (and to try to avoid delivery delays), the General Motors began manufacturing the Tracker SUV also at its plant in Argentina, complementing production in São Caetano do Sul.

The model starts at R$118,500 and the first units of the Argentinian Tracker started arriving in Brazil this month. GM does not say if there is a queue for the brand’s carsbut says the global supply chain has always shown unpredictability in component supply, with occasional impacts on the global automotive industry.

According to GM, “this has caused a temporary shortage of certain specific models or configurations in the market.” The company says it is still actively working with its suppliers to mitigate potential production stoppages and to seek alternatives to optimize product delivery time to customers.

Honda for production (again)

Dealers say Hondawhich once again stopped the production line at the Itirapina plant (SP) due to a lack of semiconductors, is struggling to meet the demand for the new HR-V. Released in July the model costs from R$ 142,500 and has a queue of more than 3 months. The interruptions lasted a week in September and between October 3 and October 14.

At Toyota, the longest wait is 7 months, for the SW4 in the Diamond (R$424.3 thousand) and GR-S (R$433.6 thousand) versions in pearl white, while the Hilux pickup in the same color has a waiting period of 2 months. Both vehicles are produced in Argentina, and for the other colors the delivery is fast or the wait is only 15 days (the same time as the Yaris and Corolla sedans and the Corolla Cross SUV, made in Brazil).

In the case of Hyundai, there is a 2-3 month wait for high-end models, such as the HB20 Platinum Plus sedan (R$125,300) and the Creta N Line SUV (R$159,500), but both models have a lower production volume. Already Nissan, Caoa Chery, BMW e land rover say they are on time with deliveries or with occasional delays.

enough inventory

Consultant Cássio Pagliarini, of Bright Consulting, says the automotive sector kicked off in October with 176,300 vehicles in stock at factories and dealerships, a number he considers sufficient to meet most of the demand.


“Some specific releases may be missing, but I think the industry is no longer limited by supply, but by demand, due to high prices and high interest rates,” says Pagliarini. “But retail sales are still doing well.”

1.5 million vehicles were sold between January and September, including 105,000 trucks and buses (the rest being cars and light commercial vehicles). Anfavea forecasts 2.14 million sales this year, and to reach the target it will be necessary to sell 637 thousand vehicles between October and December, including direct sales (to rental companies, fleet owners, etc.) and retail..

If the number is reached, it will be only 1% higher than the volume of 2021 and 23% lower than that of 2019, the last year before the pandemic (when 2.78 million vehicles were sold).

(With Estadão content)

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