Information technology research and consulting company Gartner predicted that the global semiconductor supply shortage will continue throughout 2021 and return to normal levels in the second quarter of 2022.
Kanishka Chauhan, the chief research analyst at Gartner, said: “Semiconductor supply shortages will severely disrupt the supply chain and will restrict the production of a variety of electronic devices in 2021. Chip foundries are increasing the prices of chips, and chip companies are also increasing the prices of equipment. ”
The equipment that initially experienced the shortage of chip supply mainly included power management, display equipment, and microcontrollers. These devices were manufactured on traditional nodes in 8-inch chip foundries, and their supply was limited.
Now, the problem of supply shortage has expanded to other equipment, and the supply chain links outside the chip foundry such as substrates, bonding wires, passive components, materials, and testing are all experiencing capacity constraints and supply shortages. These industries have been highly commoditized, so there is almost no flexibility/capacity for active investment in a short period of time.
The supply shortage of most types of equipment is expected to continue until the second quarter of 2022 (see Figure 1), while the substrate capacity limit may be extended to the fourth quarter of 2022.
Note: The first quarter of 2021 is a model estimate. The specific data may change based on the actual financial status reported by the manufacturer in the second quarter of 2021. The index bars from the second quarter of 2021 to the fourth quarter of 2022 only represent directional estimates.