1 thought on “Will the global chip shortage be the spring of the semiconductor industry? Or a big reshuffle”
Bradford
Affected by the continuous diffusion of the new crown epidemic in the world, the boring state brought by isolation has caused more people to increase the demand for electronic products. In addition, the fierce competition in the smartphone industry has made the global chip shortage have become a common topic of talkative topics. Essence
In insufficient economic rebounds brought by the post -epidemic period in the automotive industry, the first brunt in this chip war. Many auto manufacturers, including old car manufacturers such as Ford, GM, and Volkswagen, also I have to stop the manufacturing factories in some areas. Now this situation has spread in more industries around the world, and the home appliance industry is also beginning to experience the loss of chip shortage.
I. as the world's largest chip manufacturer, the two major component suppliers of Samsung Electronics said Samsung Electronics has cut off orders from smartphone parts since April, and production capacity is given priority to high -profit products. Essence Samsung Electronics's deputy president of the TV department Han Zhongxi said that more than half of the world's TV manufacturers are facing the problem of chip shortage, so many companies can no longer make television at all.
In such a tense market, many people are optimistic about the market market in the semiconductor consumer industry, thinking that it will be a spring of the semiconductor consumer industry for a long time. This is not a problem. In a short period of time, the shortage of semiconductors will indeed drive a wave of markets, but this also makes a larger range of consumer goods electronics manufacturers need to endure the operating cost of raw material price increase. They will be added to terminal consumers. And there is no data at present, when the shortage of this chip will end, and many manufacturers are starting to hoard the chip. Once the capacity is restored, excessive hoarding will inevitably have a adverse effect on the market.
This in the long run, whether it is the financial market or the industry, or investors and consumers, the chip shortage will not be a long -term continuous situation.
Affected by the continuous diffusion of the new crown epidemic in the world, the boring state brought by isolation has caused more people to increase the demand for electronic products. In addition, the fierce competition in the smartphone industry has made the global chip shortage have become a common topic of talkative topics. Essence
In insufficient economic rebounds brought by the post -epidemic period in the automotive industry, the first brunt in this chip war. Many auto manufacturers, including old car manufacturers such as Ford, GM, and Volkswagen, also I have to stop the manufacturing factories in some areas. Now this situation has spread in more industries around the world, and the home appliance industry is also beginning to experience the loss of chip shortage.
I. as the world's largest chip manufacturer, the two major component suppliers of Samsung Electronics said Samsung Electronics has cut off orders from smartphone parts since April, and production capacity is given priority to high -profit products. Essence Samsung Electronics's deputy president of the TV department Han Zhongxi said that more than half of the world's TV manufacturers are facing the problem of chip shortage, so many companies can no longer make television at all.
In such a tense market, many people are optimistic about the market market in the semiconductor consumer industry, thinking that it will be a spring of the semiconductor consumer industry for a long time. This is not a problem. In a short period of time, the shortage of semiconductors will indeed drive a wave of markets, but this also makes a larger range of consumer goods electronics manufacturers need to endure the operating cost of raw material price increase. They will be added to terminal consumers. And there is no data at present, when the shortage of this chip will end, and many manufacturers are starting to hoard the chip. Once the capacity is restored, excessive hoarding will inevitably have a adverse effect on the market.
This in the long run, whether it is the financial market or the industry, or investors and consumers, the chip shortage will not be a long -term continuous situation.