Wired
The shortage of semiconductors has long been affecting various industries, but it seems that the situation has finally improved for PCs, with some exceptions.
However, semiconductors for smartphones are still in a difficult situation.
Semiconductors for PCs whose situation has been improved except for some
According to research firm TrendForce, the supply of semiconductors for PCs has improved since November 2021.
Currently, the supply is tight only for PCIe 3.0 controllers for SSDs and Intel’s Alder Lake, and USB Type-C, Wi-Fi, and power management ICs (PMICs), which had been short of parts so far. Is being relaxed.
For this reason, PC shipments in the first quarter of 2022 (January to March) are expected to decrease by only 5.1% from the previous quarter.
Still tough for smartphones
On the other hand, semiconductors for smartphones are still in a difficult situation.
Especially for system-on-chip (SoC) for 4G communication, display controller IC for OLED, and touch sensor IC, the delivery time is very long, 20 to 40 weeks.
In addition, taking into account the turmoil caused by the re-expansion of the new coronavirus epidemic by Omicron strains, TrendForce expects smartphone production in the first quarter of 2022 to decrease by about 13% from the previous quarter. is.
Source: TrendForce via Notebookcheck
(Hauser)
Source: iPhone Mania