If the iPhone, PlayStation 5 or your new car that you requested in the past two years is late, blame the global shortage of chips, as the problem started with the beginning of the Kofid -19 pandemOther factors such as the trade war between the United States and China, causing tool makers and car companies floundering the necessary chips for production.
This led to delayed charges and reducing new features from Apple, BMW, Sony, Nissan and other companies.
The shortfall continued in 2021 and has not yet ended in this story. We will look at what companies, industry experts and analysts say about this issue in 2022..
This was a bad year for smart tool makers. Apple lost more than $ 6 billion in the end of the end in September, and 3 billion dollars in the previous quarter of that..Xiaomi witnessed fixed revenues in the quarter of September due to the lack of chips.
In the third quarter of 2021, smartphone shipments decreased by 6 % on an annual basis, according to a report issued by Canalys..
In October, during the results of the first quarter, CEO of Intel Pat Gilsenger said that the problem of shortfalls can extend until 2023, this does not seem good at all..
Some other chips makers do not agree with this earlier this month, the financial manager of NVIDIA, Colette Chris, said that the company expects to improve the supply of the graphics processing unit in the second half of 2022.
At the present time, the shortage of the graphics processing unit is very bad, as some retailers display the personal computer towers in their stores to prevent the stealing of the ingredients, we definitely do not want this trend to continue.
The CEO of Qualcomm Cristiano Amon is also participating in a similar viewpoint and believes that the problem will be solved at some point next year.
Foxconn, an iPhone company, said that the problem of shortfalls may last until mid -2022, so your iPhone 13 requests may be delayed.
The IDC Research Director at IDC for analyzing the devices market, said that while the smart phone market will recover by the middle of next year, the computers market may face some problems:
Modern chips based on 4 nm technology, 5 nm and 7 nm that do not face production problems.But it is difficult to manufacture old chips that use 10 nm or 14 nm technology.This is why the personal computer sector may witness a slowdown in growth.
The annual growth of the global personal computers market decreased by 5% in the third quarter of 2021 compared to the two -number growth growth in the previous five quarters..This can be attributed to the strong demand for home stations while the epidemic is slowing down.
Singh said that although individuals may not search for new computers or laptop computers as much, the institutions sector will compensate for this when employees return to the office.
And one of the sectors of the devices that were severely affected by the lack of chips is the games, Matt Pescatilla, Executive Director and Video Game Consultant in the NPD group said that the sales of American devices decreased by 10 % in November compared to last year.
According to a report issued by The Verge, Nintendo, Sony, Microsoft and VALVE are witnessing a decrease in sales, and at the same time is unable to keep pace with the demand due to the lack of chips.We hope that the players will not have to face this type of frustration next year.
Auto industry companies are one of the largest dance deficiency victims, many analysts and industry leaders indicated that the auto industry will face problems in the offer until 2023.
Volvo, who submitted the first quarterly report after the public subscription, said that while there was some improvement in the situation, revenues decreased by 7% on an annual basis..
Nissan Makoto Oshida president warned that shortfall can seriously hinder the company's future plans.In November, BMW said that this problem forced the company to reduce features such as touch screen functions and car parking aid..
In September, the technical billionaire, Elon Musk, highlighted the supply chain problems with Tesla models.
Tom Coughlin, from IEEE LIFE, said that the design of the oldest slides is one of the main reasons why the auto industry faces a shortage of semiconductors:
The lack of chips will restrict the manufacture of light cars until 2023, due to the increase in the use of chips in modern cars, and the growth of electric cars that create an additional demand for cars electronics, and in particular, due to the long design courses for cars that result in many qualified segmentsUsing the semiconductor operations that are not supported in the largest manufacturing facilities created on a more modern treatment contract.
One of the reasons why the auto industry faces this deficiency is that companies reduced requests in 2020 due to the epidemic, but they rearranged some supplies later with the high demand.
Willy Shih, a professor of administration in business administration at Harvard Business College, said this demand pattern causes problems for both car manufacturers and chips manufacturers:
The problem now is that the deficiency is exacerbated by the dual demand.Chips makers hate adding a capacity to the old nodes used extensive.So there may have been a lack of investment and self -control in increasing the capacity until recently.
Some of the drilling companies announced new investment plans and their commitment to building new facilities, but that will not solve the problem in the short term.
In October, TSMC said it would open a factory in Japan using old technology to meet the demand.However, the factory will start producing semiconductors only in 2024.Earlier in the year, the Taiwanese company has committed to investing $ 100 billion over the next three years to increase its production capacity.
Earlier this week, Intel committed to the opening of a new facility in Malaysia with investments of up to $ 7 billion.In March, the company announced a fund worth $ 20 billion to establish factories in the United States.
Companies are also experimenting with new materials and technologies, including gallium nitride (GAN) for semi -conductors and lighting materials for processing inside the chips..But we may have to wait for a while to see these things, and reduce our dependence on old technology.
Wayne Lam, chief research manager at CCS Insight, said that although the situation has improved, there are some upcoming manufacturing challenges:
There were significant investments in the new silicon manufacturing industry, which would start increasing the capacity in late 2022 or early 2023.The industry may also return to its full capacity to manufacture silicone, but not in packaging, which is the least famous in the total supply chain.
