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chip shortage problem has been going on for more than a year, and more than 100 industries around the world have been affected to varying degrees. Among them, the automobile industry is greatly affected. Due to the complex automobile supply chain, many important chips are concentrated in the hands of large manufacturers, and large manufacturers mainly supply high-profit products such as smartphones.
electronic consumer market is not spared. TSMC President Wei Zhejia stated that the remaining time of this year and next year's capacity supply will remain very tight. In this regard, what will TSMC's largest customer, , Apple , be affected? How to solve the problem of core shortage?
Wei Zhejia spoke out, it is related to chip supply
Starting from 2020, a chip shortage crisis has spread quietly to the global industry. It seems that it is just a shortage of chips, just need to speed up production. If problems arise in a single supply chain, the problems are indeed easy to solve. But if it involves the global industrial chain, the situation is not that simple.
Almost every supply chain link is deeply involved in it. Under the links, it is eventually involved in the consumer market . The price increase of equipment, materials, and wafers, will definitely lead to cost increases, and increasing chip production capacity in a short period of time will also add burden to chip manufacturers. Price increase has become a common phenomenon in the industry.
, the world's largest chip foundry, has announced price increases many times, with the highest price increase of up to 20%. It’s okay to raise the price, at least if you have money, you can get a certain amount of goods. But things are far from as simple as imagined, and buying more may not provide enough production capacity.
Because, according to TSMC President Wei Zhejia, said in a conference call, the remaining time in 2021 and the capacity supply in 2022 are expected to remain very tight.
TSMC is at the upstream supply side and can clearly understand the market supply situation. Since TSMC stated that it will face tight capacity supply this year to next year, it means that this chip shortage problem that has swept the world will not be solved in a short period of time.
And TSMC has not clearly stated when this chip shortage crisis will end, perhaps in the next two years, three years, or even longer.
TSMC Wei Zhejia spoke out, which is related to chip supply. In the face of the unknown, what TSMC can do is limited. In addition to increasing production capacity, increasing the procurement of equipment and materials, and expanding production lines, TSMC is also willing but not capable of the market's chip shortage.
What will Apple be affected? The impact of chip shortage on chip manufacturers is actually limited. Even if production capacity is increased and equipment and materials purchase volume can be increased, the cost can be offset by price increases. Let the downstream supply side deal with the price increase problem. When it comes to the manufacturer's part, if you do not want to bear the additional expenses of price increase, you will also raise the price and let consumers bear it.
However, since Apple released iPhone13, it has not increased significantly. Compared with iPhone12, the prices of some products have even been lowered. Either Apple bears the cost of price increase by itself, or abandons part of its profits, takes the route of small profits but fast turnover, maintains a stable price and increases sales without causing losses to Apple.
However, Apple cannot ignore the chip capacity supply problem, as it is related to product supply. If the delivery time is too long, consumers may not be able to wait patiently and purchase products from other mobile phone manufacturers.
So what will Apple be affected in this chip shortage crisis? In Apple's latest quarterly financial report meeting, Apple said it faces more severe supply restrictions due to chip shortage.
It is obvious that Apple cannot avoid the impact of chip shortage. The most intuitive manifestation is that the iPhone 13 production capacity is reduced and the delivery time is extended. According to statistics, as of October, the average delivery time of the chip industry has been extended to 22 weeks. It will take almost 5 months to deliver a chip.
Depending on the type of chip, some general-purpose chips are often purchased by several manufacturers, and the supply capacity is even more limited. Although Apple has a special industrial chain, suppliers will also place Apple orders first, but the chip shortage crisis involved in the entire industrial chain cannot be solved by one or two suppliers stepping up supply.
It is estimated that Apple CEO Cook did not expect this result, so there is no need to worry about product popularity, but how to meet the needs of market users has become the issue that Apple needs to consider at the moment. How to solve the problem of core shortage in
?
chip industry needs to rely on the background of globalization to flourish, but due to some external rule factors, globalization is hindered. At this time, the chip shortage problem has intensified again, production capacity cannot keep up, materials and equipment are restricted, and in the entire global chip market industry, some people took this opportunity to stockpile a large number of chips and sell them at high prices.
So how to solve this problem of core shortage may start from two aspects.
First: Increase chip production capacity and speed up the production pace to meet market demand.
Second: Prevent the supply chain from hoarding chips. These two aspects of
may be two feasible ways out at the moment, and to meet the needs of the market by increasing production capacity. Of course, production capacity must be controlled in time at the critical point of saturation, otherwise oversupply will also disrupt market order. The phenomenon of preventing the supply chain from hoarding chips is mainly to release the chip production capacity stored by some dealers, otherwise no matter how much chip production capacity is, it will not be circulated in the market.
summary
TSMC is already stepping up the production of chips and plans to spend 100 billion US dollars to solve the chip shortage problem within the next three years. But this cannot be handled properly by one company, and it also requires the efforts of the entire industrial chain. Only by working together to leave the excess chips to those in need and fully apply production capacity to the required market, I believe that the chip shortage crisis will be resolved sooner or later. What do you think of
on core shortage?
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