The crisis of global chip shortage will intensify in 2021. Deloitte recently released a report saying that it is estimated that the chip shortage will continue in 2022, and the chip delivery time will be delayed by about 10 to 20 weeks, and the situation will be alleviated by early 2023.
In 2021, the new crown pneumonia epidemic will severely impact the production capacity of the United States, Southeast Asia, South Korea and Japan, where the chip manufacturing industry is concentrated. The cold wave in Texas in the United States and the fire at the chip factory in Ibaraki, Japan, have made the chip industry even worse.
In 2019, the normal turnaround time for chip delivery was 6 to 9 weeks. According to a study released by market analyst Haina International Group, the average delivery time for chip orders in July 2021 has been extended to 19 weeks, and in October, the average delivery time has increased to 22 weeks. And the delivery time of chips in December 2021 increased by six days from November to about 25.8 weeks, the longest time the company has been tracking data since it began tracking data in 2017.
Haina has recently changed its approach to calculating delivery times, adding more data sources and revising its previous valuation based on the new system. Hainer analyst Chris Rowland said in a research report on the 4th. "Nearly all product categories have record lead times, with power management and microcontrollers (MCUs) being the most prominent."
The electronics industry is severely affected by the lack of cores. For example, Apple's 2021 iPhone 13 Pro series phones and Macbook Pro notebooks have extended their shipping cycles by 2 to 4 weeks compared to before. The automotive industry has also suffered a shock, with the forecast released by the American consulting firm Alixpro showing that the chip shortage will lead to a loss of $210 billion in revenue for the global automotive industry in 2021, and the total global net production of automobiles in 2021 is predicted to be 7.7 million units.