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Semiconductor shortage has reached a critical level — prices will rise
23.03.2021 [02:52],
Nikolay Khizhnyak

Against the backdrop of a global shortage of semiconductor products on the market, there is an increase in prices and a decrease in the supply of finished goods, ranging from televisions and mobile phones to cars and game consoles, writes The Guardian. The shortage of chips, which are key elements in any electronics, began last year. Initially, the problem was associated with delays in the supply of chips against the background of factories closed due to the coronavirus pandemic.

Despite the fact that now production has returned to normal operation, the growth in demand for electronic products, caused by consumer habits that have changed in the wake of the pandemic, is now leading to the fact that the shortage of chips reaches its crisis level. The rise in car electronics, booming sales of TVs and personal computers, the launch of new game consoles, and the mobile industry’s transition to devices supporting the 5G wireless standard have all caused a sharp jump in demand for semiconductors and exacerbated their shortage.

Even the mighty Apple, with a capitalization of $ 2 trillion and the world’s largest buyer of semiconductor products, spending $ 58 billion on them annually, was forced to postpone the launch of a new series of iPhone 12 smartphones by two months last year due to a shortage of chips.

“Everything is built on chips. In the current situation, demand significantly exceeds supply. Now everyone is in a crisis situation and this crisis is getting worse, ”analyst Neil Campling commented to The Guardian.

Ford recently had to cut production on some car models. According to the automaker, due to the shortage of chips, it may miss up to $ 2.5 billion in revenue by the end of the year. Nissan suspends production in Mexico and the United States. General Motors, in turn, predicts a loss of about $ 2 billion in revenue.

Last month, Sony, which along with other game console makers faced chip shortages last year, said it may not meet its PlayStation 5 sales target in 2021. The reason is the shortage in the supply of semiconductor products, on the basis of which set-top boxes are produced. According to Microsoft forecasts, supply problems will persist until at least the second half of this year.

However, the most obvious example of the negative impact of the semiconductor supply crisis, at least in the mobile segment, is the case of Samsung, the second largest chip buyer in the world, behind Apple. Recently, the South Korean manufacturer said that it may delay the release of one of the flagship smartphone models due to a shortage of semiconductors, even though Samsung itself is the second largest chip manufacturer in the world.

“It’s hard to believe that Samsung sells $ 56 billion worth of semiconductors to the industry every year and spends about $ 36 billion on them, but at the same time has to delay the release of one of its products,” said Kempling.

According to one of the CEOs of the company Dong Jin Koh (Dong-jin Koh), now in the IT industry there is a serious imbalance between supply and demand in the semiconductor component market. Despite Samsung’s best efforts, the problem is far from resolved.

Automakers who cut chip orders last year amid declining car sales are now at the back of the line among customers. The global auto industry buys $ 37 billion of semiconductors annually. At the same time, the largest market players, Toyota and Volkswagen, spend $ 4 billion on them. But in the context of current demand, their share in total orders is insignificant in the eyes of semiconductor suppliers.

“Car manufacturers suffered the most, because they realized themselves later than others. If the same Apple spends $ 56 billion annually on semiconductors, then to whom the manufacturers of these semiconductors will be the first to provide their capacities?»- continues Camping.

Analysts believe the chip shortage could drag on for up to two years. This is how much time it may take to restore a complex semiconductor production. Meanwhile, the chip manufacturers themselves are going to significantly increase the price of their products for the second time in less than a year.

“So far there are no signs indicating an improvement in the situation or a decrease in demand. At the same time, prices are already rising throughout the supply chain. Ultimately, all this will affect consumers. Prices for cars, phones will rise. This year, the new iPhones will definitely not cost less than last year, «- summed up Kempling.

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