In 2021, the shortage of semiconductors has affected all sectors, whether it is smartphones, PCs, video game consoles, or even automobiles. This has caused financial losses for companies, who have not been able to meet the demand, while many consumers are frustrated at not being able to buy the newest gadgets.
As the year draws to a close, there are questions about whether this shortage will continue into 2022. Many companies have already issued their predictions and furthermore, the evolution of the crisis is expected to be different for each sector.
For Intel, no balance before 2023, but Qualcomm and Foxconn are more optimistic
For example, Pat Gelsinger, in October, had said, “We are in the worst now, each quarter of next year, we will gradually improve, but there will not be a supply-demand balance until 2023.”
But other players are more optimistic. For example, Nvidia CFO Colette Kress said that graphics card supply should improve in the second half of 2022. And the boss of Qualcomm, a leading supplier of chips for smartphones, also thinks the crisis could be resolved next year. This opinion also seems to be shared by Foxconn, the company that assembles the iPhone for Apple.
Remember that in November, the head of Arm, whose architectures are used to design chips for smartphones and some PCs, had indicated that this crisis would not be resolved before Christmas 2022.
For its part, the IDC firm believes that the situation could improve for smartphones, but not for computers. ” Modern chips built on 4nm, 5nm and 7nm technology do not have production problems,” said an IDC research manager, according to The Next Web. However, older technologies, such as 10nm and 14nm chips, are under pressure. And as a result, the PC market could see a slowdown.
An improvement in the automotive sector in 2023?
As for the automotive industry, according to an article by CNET, which relays a prediction by IHS Markit, the industry should still have supply difficulties in 2022, and only reach equilibrium in 2023.
This view is shared by Daimler President Ola Källenius. “The chip producers are saying that it will bleed until 2022 from a structural point of view, and then gradually improve,” he said in September.
In essence, in the first half of 2022, we should continue to see shortages everywhere. For smartphones, the situation could improve in the second half of the year. For PCs and automobiles, however, we should wait until 2023.
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