The price of some chips has soared to 5 times!
From "unavailable" to "unaffordable"!
Hundreds of industries around the world have been affected.
This domino is being transmitted in the global industrial chain.
And every fall of a card causes a new chain reaction.
A recent study by Goldman Sachs shows that there are as many as 169 industries in the world that are affected to some extent by the shortage of chips, ranging from automobiles, steel products, concrete production to air-conditioning manufacturing, and even soap production.
"Chip Crisis" continues to be impacted by more than 100 industries worldwide
A car needs hundreds or even thousands of chips, and the lack of one will make the whole car unable to produce.
Recently, the global automobile industry has collectively fallen into a "stop production tide". Ford, Suzuki, Volkswagen Americas, Toyota, Honda and many other well-known auto companies have announced plans to suspend their production lines.
Jose Muñoz, North American CEO of Hyundai Group: The shortage of chips affects everyone, and we are no exception.
"Chip shortage" makes corporate executives more panicked.
Some executives even went directly to the door of the chip manufacturer.
The “chip shortage” is not limited to the automotive industry. Today, the impact of the “chip shortage” has spread to all types of enterprises.
Liu Zongbao, general manager of an international network communications manufacturer: My order next month is estimated to be 80 million U.S. dollars. I now estimate that it is only about 70 million U.S. dollars. The difference of 10 million U.S. dollars may be due to the shortage of some chips.
The company where Liu Zongbao works is a large-scale network communications manufacturer, and his routers and other products are mainly sold in Europe, America, Asia Pacific and other regions.
Nowadays, due to the tight supply of chips, enterprise shipments are severely constrained.
Goldman Sachs' latest research report pointed out that as many as 169 industries around the world have to some extent been hit by the shortage of chips, including steel products, concrete production, air-conditioning manufacturing, beer brewing, soap production and many other industries.
The global "core shortage" has intensified, and price increases are imperative.
"Can't buy" and "can't afford" have become a common dilemma faced by many downstream companies.
Li Weiqun, deputy general manager of an Intelligent Technology Co., Ltd.: There is a chip made in Germany. The price last year was 3.5 yuan. This year it has risen to 16.5 yuan, which is nearly five times the price of the previous chip.
Global "black swan" frequently found chips encountered "difficult delivery"
The global "chip shortage" began at the end of 2020 and is becoming more and more intense. Many industry experts have stated that the global chip supply chain will not be normalized until at least 2022. What is the cause of the "chip shortage"?
In early June, shopping malls and most businesses in Malaysia were closed, and the country began a second almost complete lockdown in response to the deteriorating new crown epidemic.
Some analysts believe that this may exacerbate the already very serious chip shortage problem on a global scale.
Malaysia is the seventh largest semiconductor export center in the world. There are more than 50 semiconductor companies investing in Malaysia worldwide, covering almost all semiconductor giants.
Liu Xingliang, member of the Committee of Experts on Information and Communication Economy of the Ministry of Industry and Information Technology: Southeast Asia has a relatively large proportion of chip packaging and testing, of which Malaysia accounts for 13%. The current epidemic in Malaysia, the extreme cold weather in the United States, and the fires in Japan will affect the world. The entire chip industry chain has a very large impact.
On the other hand, the epidemic has caused many processing plants around the world to fail to start operations as scheduled. In many areas, home office work and online training have become the norm, and the demand for consumer electronic products has soared.
According to data from the second quarter of HP's 2021 fiscal year, HP's sales of consumer personal computers and commercial and consumer printers both increased by more than 70% year-on-year.
In addition, the rapid upgrade of global smart devices has also greatly increased the demand for chips.
Take the Xiaomi mobile phone Note10 Pro as an example, a total of 114 chips are used. As long as one chip is not in place, this phone may not be produced.
Lu Weibing, President of Xiaomi Group China: The number of chips and production capacity required for a 5G mobile phone are about twice that of 4G mobile phones, so the rapid development of 5G mobile phones is a very important reason for the large demand for chips.
This is especially true in the automotive industry.
According to IDC, the international data company, the global automotive semiconductor market revenue in 2020 will be about 31.9 billion U.S. dollars, and will reach about 42.8 billion U.S. dollars by 2024. Among them, the market share of dedicated chips and analog IC chips will continue to expand.
From the point of view of the value content of cars, according to statistics, the average chip content of each car is 350 US dollars; the content of pure electric vehicles can reach 770 US dollars; for high-end electric vehicles, the chip content can exceed 1,500 US dollars, which is the current basic type 5 to 6 times that of a car.
Song Zifeng, researcher, director of the Research Office of the Ministry of Industry, Development Research Center of the State Council: The increase in demand for smart devices and online, and the acceleration of digital and intelligent transformation have led to a drastic pull in demand for chips.