Wired
Chip shortage is one of the causes of global parts shortage, but it may have finally begun to calm down.
The growth rate of semiconductor manufacturing equipment is declining, and next year’s silicon shipment growth is projected to be less than half that of this year.
Semiconductor industry that has begun to cool down from overheating
The chip shortage is affecting various industries including the smartphone industry, Apple cuts the production of iPad and prioritizes the iPhone 13 series, and the impact of about 6 billion dollars (about 681.5 billion yen) comes out in the business results I have announced that.
However, it seems that overheated demand is finally beginning to settle down.
For example, the year-on-year growth rate of semiconductor manufacturing equipment peaked at an annual rate of 59.2% in June, but has decreased for the third consecutive month since then, and has increased by 35.5% annually in September (forecast). Value).
In addition, the growth rate of silicon shipments in 2022 is expected to be 6.4%, which is less than half of this year’s growth rate.
Is the supply and demand finally balanced?
These facts indicate that the supply and demand balance has been achieved by increasing the production capacity of chip makers to meet the demand in each field.
However, in the smartphone industry as well, various manufacturers are planning to design their own chips, and the demand for chip design technology and its human resources continues to grow.
In addition, it is said that there is an excessive inventory and orders of manufacturers behind the chip shortage, and there is a forecast that the parts shortage will continue until 2024, and there is also a forecast that there will be a chip surplus in 2023, so in the future The outlook is uncertain.
Source: EE Times
(Hauser)
Source: iPhone Mania