The global chip supply shortage is expected to continue into the second quarter of 2022 From Gartner
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Gartner, an information technology research and consulting firm, predicts that global semiconductor supply shortages will continue throughout 2021 and return to normal levels in the second quarter of 2022. Kanishka chauhan, chief research analyst at Gartner, said: “the semiconductor supply shortage will seriously disrupt the supply chain and restrict the production of a variety of electronic devices in 2021. Chip manufacturers are raising the price of chips, and chip companies are raising the price of equipment. “
At the beginning, the equipment with chip supply shortage mainly includes power management, display devices and microcontrollers. These devices are manufactured on the traditional nodes of 8-inch chip foundry, and their supply is limited. Now, the problem of supply shortage has extended to other equipment, and the supply chain links other than substrate, solder wire, passive components, materials and testing have the problem of capacity limitation and supply shortage. These industries have been highly commercialized, so they hardly have the flexibility / ability to actively invest in a short period of time.
The shortage of equipment supply in most categories is expected to continue into the second quarter of 2022 (see Figure 1), while the substrate capacity limit may be extended into the fourth quarter of 2022.
Figure 1. Gartner inventory index semiconductor supply chain tracking — forecast of global semiconductor inventory index change from 2021 to 2022
Note: the first quarter of 2021 is the model forecast, and the specific data may change according to the actual financial situation reported by manufacturers in the second quarter of 2021. From the second quarter of 2021 to the fourth quarter of 2022, index bars only represent directional forecasts.
More reading from techweb: the global chip shortage is expected to last until 2022. Gartner: the sales volume of chromebook is expected to reach 14.2 million in 2017. Gartner: the global PC shipment will reach 69.9 million in Q1 in 2021, with a year-on-year growth of 32%. Gartner: the number of devices in use is expected to reach 6.2 billion in 2021. Gartner: the top ten semiconductor manufacturers in the world in 2020. Gartner: the global semiconductor revenue will total 419.1 billion US dollars in 2019 Year on year decrease 12% Gartner: in 2019, Apple’s semiconductor spending will reach US $36.13 billion, ranking the first in the world. Gartner: it spending is expected to reach US $3.79 trillion in 2019, with a year-on-year increase of 1.1% Gartner: in 2016, Apple’s IT business revenue will reach us $218.1 billion, surpassing the total revenue of Google and Microsoft. Gartner: in 2016, the global semiconductor revenue will reach US $343.5 billion, with a year-on-year increase of 2.6% Gartner: in 2017, Q1 global PC shipment will reach 622 billion Gartner: in 2016, Apple was still the second largest semiconductor chip buyer in the world. Gartner: in 2016, global semiconductor sales reached $339.7 billion, up 1.5% year on year. Gartner: it is estimated that global IT spending in 2017 will reach $3464 trillion, up 2.7% year on year. Gartner: in 2015, Apple’s semiconductor chip spending will reach $29 billion, up 7.1% year on year
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