{"id":147095,"date":"2024-08-29T06:23:13","date_gmt":"2024-08-29T05:23:13","guid":{"rendered":"http:\/\/www.spglobal.com\/mobility\/en\/research-analysis\/briefcase-another-semiconductor-shortage-may-be-coming.html"},"modified":"2024-08-29T06:23:13","modified_gmt":"2024-08-29T05:23:13","slug":"briefcase-another-semiconductor-shortage-may-be-coming","status":"publish","type":"post","link":"https:\/\/gamefootballmobileanimeiphone.com\/index.php\/2024\/08\/29\/briefcase-another-semiconductor-shortage-may-be-coming\/","title":{"rendered":"BriefCASE: Another Semiconductor Shortage May Be Coming"},"content":{"rendered":"\n\n\n
\n

Key companies in the automotive and semiconductor industries
\nhave expressed concerns about a potential semiconductor shortage in
\nthe second half of 2025 or 2026. According to S&P Global
\nMobility, a shortage is likely, but only in mature nodes of 40
\nnanometers and above.<\/p>\n

One reason is that a significant number of investments are being
\nfunneled into the development and expansion of fabrication
\nfacilities capable of producing advanced nodes, such as 5 nm or 3
\nnm, and even smaller process technologies. This shift is driven by
\nthe demand for higher performance and energy-efficient chips,
\nparticularly in sectors such as consumer electronics, datacenters
\nand high-performance computing.<\/p>\n

This has led to a relative underinvestment in mature process
\nnodes, which are still crucial for industries including automotive,
\nindustrial and some consumer electronics. These mature nodes are
\nessential for producing chips that do not require the high
\nperformance of advanced nodes but are critical for their
\nreliability and cost-effectiveness.<\/p>\n

Risk of chip shortage in 2025<\/strong><\/h3>\n

S&amp;P Global Mobility's electric\/electronics and semiconductor
\nteam has warned of the persistent structural deficit in chip
\nfabrication capacity for mature nodes. In 2023, the semiconductor
\nindustry faced a potential overcapacity, largely due to reduced
\ndemand from sectors such as mobile phones and consumer electronics.
\nHowever, there is a significant likelihood that supply constraints
\ncould resurface if global chip demand in these sectors rebounds.
\nThis scenario underscores the ongoing vulnerability in the supply
\nchain for mature process nodes.<\/p>\n

The global semiconductor industry continues to grapple with a
\ndeficit in chip fabrication capacity, particularly for mature
\nprocess nodes ranging from 90 nm to 180 nm. This shortage was
\nsomewhat obscured during 2022 and 2023 due to a slowdown in demand.
\nHowever, the risk of constraints on automotive chip supply is
\nexpected to resurface by 2025. Several factors contribute to this
\nlooming challenge.<\/p>\n

Firstly, automotive chip inventory levels are projected to be
\nlow by the end of 2024. This coincides with a surge in new
\nbattery-electric vehicle launches in Europe in 2025, driven by
\nstringent new emission legislation. Additionally, demand from other
\nindustries is rebounding, as evidenced by recent market data. This
\nresurgence in demand could exacerbate the supply constraints for
\nautomotive chips<\/p>\n

Analog chips could become one of the bottlenecks for
\nlight-vehicle production. Analog chips typically use mature chip
\nprocesses of 90 nm to 300 nm. There are technical and commercial
\nreasons why these will continue to be produced at mature process
\nnodes and not at leading-edge process nodes. The demand for analog
\nchips is increasing for mobile phones and, considering the growth
\nin vehicle segments and propulsion mix, the average number of
\nanalog chips per car is expected to increase 23% in 2026 compared
\nwith 2022.<\/p>\n

Moreover, some car chip manufacturers and tier 1 suppliers are
\nexerting significant pressure on chip vendors to reduce prices,
\nwith some even advocating for a return to pre-COVID-19 pricing
\nlevels. This price pressure could further complicate the supply
\nlandscape. If other industries, which often offer better margins,
\nramp up their orders, automotive clients may once again find
\nthemselves at the back of the queue, reminiscent of the situation
\nin 2020.<\/p>\n

Mainland China's strategic gamble on mature process
\nnodes<\/strong><\/h3>\n

While much of the industry's attention has been on advanced
\nnodes used for cutting-edge applications, mainland China has
\nstrategically focused on expanding its capacity and capabilities in
\nmature process nodes. These mature nodes, typically 40 nm and
\nabove, remain essential for a wide array of automotive
\napplications, including microcontrollers, power management and
\nconnectivity chips.<\/p>\n

In the event of a significant semiconductor shortage,
\nparticularly in the automotive sector, mainland China's investments
\ncould serve as an economic and geopolitical tool. By controlling a
\nsubstantial portion of the supply for mature nodes, mainland China
\ncould influence global supply chains, compelling automakers and
\nother industries to seek partnerships or concessions. This leverage
\ncould extend beyond mere economic advantage, allowing mainland
\nChina to negotiate favorable terms in trade deals or exert pressure
\non geopolitical rivals.<\/p>\n

In summary, while the industry has gained valuable insights from
\npandemic-induced shortages and implemented more robust forecasting
\nand process improvements, some level of disruption is anticipated.
\nThe projected shortage in late 2025 may not reach the severity or
\nduration of the previous crisis, but a supply-demand mismatch is
\nlikely, especially if there are global demand fluctuations.<\/p>\n

Authored by: Hrishikesh S, Research Analyst, Supply
\nChain &amp; Technology, S&amp;P Global Mobility<\/strong><\/p>\n

By subscribing to AutoTechInsight, you can quickly gain
\nintel on market developments and technology trends, dive into
\ngranular forecasts, and seamlessly drive analytics to support
\nchallenging decision-making.<\/em><\/p>\n

Learn more and
\nsubscribe<\/em>.<\/em><\/a><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n\n

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Key companies in the automotive and semiconductor industries
\nhave expressed concerns about a potential semiconductor shortage in
\nthe second half of 2025 or 2026. According to S&amp;P Global
\nMobility, a shortage is likely, but only in mature nodes o…<\/p>\n","protected":false},"author":479,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"site-container-style":"default","site-container-layout":"default","site-sidebar-layout":"default","disable-article-header":"default","disable-site-header":"default","disable-site-footer":"default","disable-content-area-spacing":"default","footnotes":""},"categories":[3267],"tags":[61,122,127,129,124,128,125,132,131,133,126,130,123,66,94,88,97,56,64,65,60,3344,3351,3357,3360,3335,3340,3362,112,3353,40,75,95,3350,3352,3356,3343,3359,3339,3345,3334,3341,104,3354,33,120,3358,3349,3337,3348,105,101,98,115,30,29,41,86,3342,3361,70,69,68,72,71,26,118,108,87,3355,46,55,48,52,54,51,50,83,3338,62,58,57,3336,109,35,3346,59,63,85,79,82,96,80,27,81,114,44,42,43,45,38,39,110,117,100,111,116,3300,73,89,90,92,91,93,84,78,37,102,34,36,77,67,74,99,113,3347,119,28,121,32,47,49,53,103,31,76],"class_list":["post-147095","post","type-post","status-publish","format-standard","hentry","category-car-or-automobile","tag-airpods","tag-anime","tag-anime-characters","tag-anime-cosplay","tag-anime-edits","tag-anime-merchandise","tag-anime-movies","tag-anime-news","tag-anime-recommendations","tag-anime-reviews","tag-anime-series","tag-anime-streaming","tag-animes","tag-app-store","tag-app-store-samsung","tag-appgallery","tag-appgallery-oneplus","tag-apple","tag-apple-music","tag-apple-tv","tag-apple-watch","tag-auto-financing-guide","tag-automobile-industry-news","tag-automobile-laws-and-regulations","tag-automobile-shows-and-expos","tag-automobile-specifications","tag-automobile-technology","tag-autonomous-vehicles","tag-bbc-sport","tag-best-cars-for-long-drives","tag-best-mobile-games","tag-bixby","tag-bixby-xiaomi","tag-car-accessories","tag-car-comparison","tag-car-customization-ideas","tag-car-insurance-advice","tag-car-interior-design-ideas","tag-car-maintenance-tips","tag-car-resale-value","tag-car-reviews","tag-car-safety-features","tag-champions-league","tag-city-cars","tag-cyberpunk","tag-cyberpunk-2077","tag-driving-tips-and-tricks","tag-eco-friendly-cars","tag-electric-vehicles","tag-family-cars","tag-fantasy-football","tag-fifa","tag-football","tag-formula-1","tag-fortnite","tag-free-fire","tag-free-mobile-games","tag-freebuds-pro","tag-fuel-efficiency-tips","tag-future-of-automobiles","tag-galaxy-a52","tag-galaxy-note-20","tag-galaxy-s21","tag-galaxy-watch-4","tag-galaxy-z-fold-3","tag-game","tag-games","tag-golf","tag-harmonyos","tag-highway-cars","tag-how-to-backup-iphone","tag-how-to-factory-reset-iphone","tag-how-to-reset-iphone","tag-how-to-restore-iphone","tag-how-to-unlock-iphone","tag-how-to-unlock-iphone-5","tag-how-to-unlock-iphone-6","tag-huawei","tag-hybrid-cars","tag-ios","tag-ipad","tag-iphone","tag-latest-car-models","tag-live-soccer","tag-lol","tag-luxury-cars","tag-macbook","tag-macos","tag-mate-40-pro","tag-mi-11-lite","tag-mi-home-security-camera-basic-1080p","tag-mi-home-security-camera-basic-1080p-huawei","tag-mi-smart-band-6","tag-minecraft","tag-miui","tag-mlb-scores","tag-mobile-game-design","tag-mobile-game-development","tag-mobile-game-marketing","tag-mobile-game-monetization","tag-mobile-games","tag-mobile-gaming","tag-nba-scores","tag-nba-standings","tag-nfl","tag-nfl-scores","tag-nhl-scores","tag-off-road-vehicles","tag-one-ui","tag-oneplus","tag-oneplus-9-pro","tag-oneplus-buds-pro","tag-oneplus-nord-ce-5g","tag-oxygenos","tag-p40-pro-plus","tag-poco-x3-pro","tag-pokemon","tag-premier-league","tag-pubg","tag-pubg-mobile","tag-redmi-note-10-pro","tag-samsung","tag-samsung-pay","tag-soccer","tag-sports","tag-sports-cars","tag-steam","tag-steeam","tag-top-10-anime","tag-valorant","tag-when-do-the-iphone-7-come-out","tag-when-does-the-iphone-7-come-out","tag-when-is-the-iphone-7-coming-out","tag-world-cup","tag-xbox-series-x","tag-xiaomi"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/gamefootballmobileanimeiphone.com\/index.php\/wp-json\/wp\/v2\/posts\/147095","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/gamefootballmobileanimeiphone.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/gamefootballmobileanimeiphone.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/gamefootballmobileanimeiphone.com\/index.php\/wp-json\/wp\/v2\/users\/479"}],"replies":[{"embeddable":true,"href":"https:\/\/gamefootballmobileanimeiphone.com\/index.php\/wp-json\/wp\/v2\/comments?post=147095"}],"version-history":[{"count":0,"href":"https:\/\/gamefootballmobileanimeiphone.com\/index.php\/wp-json\/wp\/v2\/posts\/147095\/revisions"}],"wp:attachment":[{"href":"https:\/\/gamefootballmobileanimeiphone.com\/index.php\/wp-json\/wp\/v2\/media?parent=147095"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"h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