Monday, April 12

As tough as COVID, chip shortage expected to last longer than expected

Semiconductors are scarce … and it will last. According to Taiwanese Innolux, a famous supplier of screens, the shortage of chips that has been raging for a few months could last until 2022. Bad news that concerns the entire electronics sector.

The semiconductor shortage could last until next year ...

The semiconductor shortage could last until next year …

Despite US pressure on suppliers, the chip shortage currently plaguing the entire electronics industry could last until 2022. That’s what we’re telling us this week Bloomberg, which quotes James Yang, chairman of Innolux Corp, in a conference with analysts on March 3.

Supplier of panels for Sony, Samsung, Panasonic, Lenovo, HP, Dell or even Tesla (for the 17-inch screens of its vehicles), the Taiwanese giant predicts a lean year 2021 on the semiconductor market, with a supply reduced until the first half of 2022.

« The supply of foundries is done in very tight flow. The capacity (…) for conditioning and testing the chips is also limited“, Explains James Yang, before asserting that” Chip supply bottleneck could still go unresolved in the first half of 2022“. The interested party specifies that some chips now take almost 11 months before being shipped.

A very troublesome shortage for the world of electric cars

While this shortage of course affects the IT world – and in particular AMD and Nvidia, which are already struggling to supply their latest models of graphics cards in sufficient quantities – it also has a very strong impact on manufacturers of electric vehicles and manufacturers of 5G smartphones. .

The latter indeed require chips dedicated to energy management, etched on 8-inch wafers (silicon wafers). Wafers that their manufacturers are not able to produce in greater numbers, which further limits the production of chips.

Manufacturers of electric vehicles, such as Tesla, may be among the most affected by the shortage of chips ...

Manufacturers of electric vehicles, such as Tesla, may be among the most affected by the shortage of chips …

According toBloomberg, this shortage risks cutting $ 61 billion from the turnover of electric vehicle manufacturers alone. According to the American media, car manufacturers have already been forced to delay the production of a million vehicles in the first quarter of 2021. A direct and palpable consequence of the lack of chips.

This shortage is also expected to continue to affect a large portion of electronic devices, ranging from smartphones, to game consoles, to computers. The slabs market should also suffer from this situation: the sector could indeed be impacted by 3 to 5%.

With production slowing down and increasing demand, driven in part by telecommuting and home entertainment, prices are expected to rise… and stockouts become even more common.

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