Oct 30 (Reuters) -

Auto parts makers Aptiv ( APTV ) and BorgWarner ( BWA ) on

Thursday warned of production snarls from a supply crunch

related to Dutch firm Nexperia and a fire at a critical aluminum

supplier.

The news comes after Beijing

banned exports

of Nexperia's Chinese products after the Dutch government

seized control of the chipmaker, citing security concerns over

its Chinese parent, Wingtech.

BorgWarner ( BWA ) said it expected some shutdowns related to

the incident, especially in Europe and China.

"It is a political issue between the Dutch government

and China," Aptiv CFO Varun Laroyia said on a post-earnings

call.

The disruptions come after the industry had just found

its footing following years of semiconductor shortages caused

during the COVID-19 pandemic.

Additionally, companies are also navigating headwinds

related to Trump's broad range of tariffs and sluggish electric

vehicle demand.

A

September fire

at Novelis' Oswego, plant, a key aluminum supplier to

multiple automakers, has impacted some North American companies

like

Ford

and

Stellantis ( STLA ).

Aptiv ( APTV ), which counts Ford and Stellantis ( STLA ) as customers,

said it saw some volume impact associated with the facility.

BorgWarner ( BWA ) said it expects an impact of between $50 million and

$100 million in the fourth quarter related to the fire.

Shares of Aptiv ( APTV ) fell about 2%, while BorgWarner ( BWA ) rose nearly

4% after it topped analysts' estimates for third-quarter profit.

Aptiv ( APTV ), however, raised its annual adjusted net income

per share forecast to be between $7.55 and $7.85, from $7.30 to

$7.60, banking on sustained demand for electrical and software

systems.

Its quarterly net sales rose 7.4% to $5.21 billion, topping

estimates of $5.09 billion.

On an adjusted basis, it earned $2.17 per share for the

quarter through September, compared with $1.83 a year earlier.

(Reporting by Nathan Gomes in Bengaluru; Editing by Anil

D'Silva and Maju Samuel)