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The COVID-19 pandemic impacted automobile sales in H1 2020. But as the demand started recovering in H2 2020, the semiconductor shortage crisis hit the automobile industry too. The chipset production capacity is already stretched by the rise in demand from smartphones and laptops due to work-from-home and learn-from-home. As a result, the semiconductor shortage faced by the automobile industry is unlikely to ease before late 2021. Some automakers have already been forced to slow down their car sales due to production delays.
The limited capacity expansion of 8-inch semiconductor production is also one of the reasons leading to this shortage, apart from geopolitical uncertainties.
There is strong demand for 5G iPhones. And with Apple moving from Intel-based chipsets to its own M1 chipsets for Macs, how will it affect chipset makers when TSMC prioritizes Apple?
In the latest episode of ‘The Counterpoint Podcast’, host Peter Richardson is joined by Research Director Dale Gai to discuss the semiconductor chip shortage faced by the automotive sector. Dale weighs in on points like how the capex boost will not solve the shortage problem. He also shares his views on the foundry industry’s revenue growth, and challenges and opportunities for Chinese semiconductor manufacturers like SMIC.
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