ntel CEO predicts that the chip shortage will continue until 2024
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Update time : 2022-05-06 17:50:42
From the perspective of automobile distribution stores, the shortage of chips leads to the shortage of existing cars in the store, and there is a problem of insufficient supply of existing cars in many well-known brands. In addition to batteries, for the chip field, it is not difficult to find that the current constraints on the production capacity of vehicle enterprises are mainly concentrated in the fields of vehicle specification MCU, conventional battery management, motor drive and sensor chips.
If we only look at consumer electronics, it does reflect the sluggish demand, but don't forget that MCU and many anal0g chips used in automotive, industrial control and other fields are still out of stock and rising prices. At present, "long and short materials" is still the main tone of the supply chain, but the "long and short" of various materials has changed. For example, DDI, which was out of stock and increased in price last year, is no longer out of stock as the demand for consumer electronics weakens. However, MCUs of brands such as ST and NXP, PMICs of brands such as TI, and anal0g chips of brands such as ADI are still out of stock. Out of stock, firmly in the "short material" pole. In general, the supply of various types of chips is changing all the time, and whether there is a shortage or not depends on the increase or decrease in demand, but for the demand itself, the views of foundries and the capital market are inherently different. This led to opposite judgments on the prospects of the chip industry on both sides.
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