At the end of last February: " According to analysts, the shortage of chips will last well into the year 2022 ", and to complete the information, it is now Taiwan's own supplier industry that is already indicating that the current shortage chip could be extended beyond this year.
Who made this warning was the president of Innolux Corp., a well-known manufacturer of LCD panels that in turn is a subsidiary of a large-scale company such as Foxconn, responsible for assembling the iPhone, iPads, PlayStation 5/4 consoles. .. and a long list of products.
"The supply at foundries is very tight. Chip packaging and testing capacity are also tight," James Yang, president of Foxconn's subsidiary, told analysts at a financial results conference on Wednesday. "The chip supply bottleneck could remain unresolved in the first half of 2022."
Now some chip packaging equipment takes 11 months to ship, the Innolux president said. Chipmakers are not expanding the production capacity of their 8-inch wafers needed for power management chips and display controller ICs, he revealed. Both car and 5G smartphone makers need power management chips, so the global supply is shrinking even further.
The chip shortage is expected to decrease by $ 61 billion in sales to automakers and delay the production of a million vehicles in the March quarter, but the fallout now threatens to affect the electronics industry, which is a lot more espacious. Possibly a broad spectrum of high-chip products, from cars to phones to video game consoles, all of which will experience anything from a severe inventory shortage to price increases.
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