TheCOVID-19pandemic impacted automobile sales in H1 2020. But as the demand started recovering in H2 2020, thesemiconductor shortage crisishit the automobile industry too. The chipset production capacity is already stretched by the rise in demand from smartphones and laptops due to work-from-home and learn-from-home. As a result, the semiconductor shortage faced by the automobile industry is unlikely to ease before late 2021. Some automakers have already been forced to slow down theircar salesdue to production delays.
The limited capacity expansion of 8-inch semiconductor production is also one of the reasons leading to this shortage, apart from geopolitical uncertainties.
There isstrong demand for 5G iPhones. And with Apple moving from Intel-based chipsets to its ownM1 chipsets for Macs, how will it affect chipset makers whenTSMCprioritizesApple?
In the latest episode of ‘The Counterpoint Podcast’, hostPeter Richardsonis joined by Research DirectorDale Gaito discuss the semiconductor chip shortage faced by the automotive sector. Dale weighs in on points like how thecapex boost will not solvethe shortage problem. He also shares his views on thefoundry industry’s revenue growth, and challenges and opportunities for Chinese semiconductor manufacturers like SMIC.