These three types of chips will support most of the semiconductor market in the second half of the year!

  • Source:lynteam
  • Release on:2023-02-06

These three chips will support most of the semiconductor market in the second half of the year!

In the first half of 2022, the consumer electronics market was affected by the weakened economic effects of the house, the epidemic situation, the tight international situation, and the expansion of Qualcomm.Coupled with the traditional off -season, the needs of related applications such as PC, laptop, television, and smartphones have significantly cool down.Customers have successively lowered this year's shipments.However, some dealers have stated that the current level of inventory of automobiles, industrial control, and communication applications is still low, and it still maintains good market demand.

Car chip

Under the market atmosphere with most demand, IC design manufacturers pointed out that vehicle chips are still very popular and so far have not reduced the wafer production of wafer factories.This process is suitable for the production of automotive products, and we will continue to strive for the capacity support of the wafer factories.

More and more car companies have to stop production or short -term workers due to lack of cores, and extended delivery has become the norm.On June 25, at the 2022 China Nansha International Integrated Circuit Industry Forum, Zeng Qinghong, chairman of GAC Group, said that in the first half of 2022, due to the shortage of chip and the affected situation, GAC will reduce the production of 160,000 vehicles, and the loss output value is about 20 billion yuan.He revealed that GAC faced 33,000 chip gaps in the second quarter.

According to the latest report of Autoforecast Solutions (AFS), the automotive industry data forecasting company, as of July 3, the global automotive market has lost about 2.5 million cars due to chip shortage this year.

AFS said that due to the shortage of chip, global auto manufacturers reduced the production of 167,000 cars last week.Among them, European production is reduced by about 68,000 units, and North America reduces about 36,000 units.Due to the lack of chips, it is expected that the global automakers will reduce production by 3.31 million vehicles by the end of this year.

AFS estimates that Europe is still due to the lack of chips, which leads to the most reduced production of automobile production, and reduces production by 888,000 units.North America is second only to Europe, about 845,000.Asia outside China reduced production, from 487,000 to 515,000, and the reduction of production from mainland China decreased from 107,000 to 122,000.

Ola Kaellenius, CEO of Mercedes-Benz, also said last week that the global semiconductor shortage is expected to cover the entire 2022 and last until 2023.He said that the semiconductor situation is very severe, and this year and next year are a challenge for the entire industry.

On June 29, Mercedes -Benz CEO even said that the shortage of global semiconductor car chips will last for a whole year until 2023.The situation of the semiconductor industry is very severe, and the industry will still face challenges this year and even next year.


At present, the global Netcom chip is still out of stock, and the quotation of the chip of leading manufacturers in the United States has skyrocketed.Even if customers accept prices, they cannot get chips as scheduled.Although the hustle and bustle of the smartphones and consumer electronics markets in the near future, the shortage of chip shortage has been slightly alleviated, but the world is actively investing in broadband construction and upgrading. The demand for telecommunications equipment is still quite strong.Walk.

According to industry insiders, in the past, telecommunications companies designated chips using American leading manufacturers, Netcom manufacturers designed and manufactured XDSL, optical fiber clients, IAD comprehensive access equipment, IP set -top boxes and other products.The chip leader's increase in chip prices cannot be delivered. It requires Netcom manufacturers to change the design and purchase chips from Taiwanese manufacturers such as MediaTek and Ruyu.

Industry insiders pointed out that the international Netcom has a long -lasting time, and it focuses on higher -end enterprise -level products, allowing Taiwanese manufacturers to organically take advantage of it and successively have cases in Netcom retail and telecommunications trademarks.Since this year, it has been said that some manufacturers have begun to transfer chip solutions because they do not want to wait for international manufacturers to ship.It is expected to wait until the second half of this year.

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Industrial control chip

Perhaps because there is no star company like Tesla, maybe because it is too far from the public, the "core disease" in the industrial control field does not seem to attract people's attention.But in fact, the core shortage of industrial control products has been reflected in multiple levels, including the shortage of products such as PLC, DCS, inverter and other products.Among them, the delivery period of the inverter was extended from 4-6 weeks to 16-24 weeks.

Since the second half of 2021, Siemens, Schneider, ABB, Honeywell, Omron, Tida, Emerson, Mitsubishi and other global industrial control brands have issued a notice of price increases.Among them, Schneider said that due to the insufficient supply of Ethernet chips, related products will suspend sales globally without accepting orders.It can be seen that the lack of core affects the leading enterprises in the field of industrial control.If this problem is not solved, the impact of the core on the industry will be more serious.

According to industry insiders, starting from July 1 this year, industrial control manufacturers such as Sick, Festo, Pilz, Mean Well, Yokogawa and other industrial control manufacturers will set off a new round of price increases, up to 20%!The reason for the price increase continues to increase prices due to the shortage of core industrial control chips, as well as the continuous rise in prices such as goods, labor, and transportation.Among them, the price increase and shortage of chips are particularly prominent.

From the perspective of the industrial control MCU market, the period of time under normal circumstances is basically about 14-20 weeks.According to statistics, the supply cycle has gradually been stretched from 2020Q2, which is still controllable compared to car products.The market is still within the scope of acceptance.But from 2021Q4, the shipments of TI, Ruisa, NXP, ST, and Yingfei Ling in leading manufacturers have further extended.By 2022Q1, the maximum delivery period of some industrial control products exceeded 52 weeks, resulting in a sharp rise in the price of spot markets.Then, then, then

In terms of industrial control simulation devices, it is also one of the "protagonists" of recent shortages.Generally speaking, the delivery period is basically concentrated in 12-20 weeks.Among them, the increase in DIODES, Infineon, Microchip, ST, and on Semiconductor is particularly serious.The longest delivery time of some products is 52 weeks.