When Will the Automotive Chip Shortage Be Resolved?
2 Answers
The shortage of automotive chips is expected to reach a balance in 2022. Here are the details: Introduction to Automotive Chips: Automotive-grade chips, components for vehicles. Automotive-grade refers to the specification standards applicable to automotive electronic components. Domestic Situation: China has become the world's largest automotive market, with trends in electrification and intelligence driving a significant increase in the demand for automotive chips. Domestic production of automotive-grade chips has already established a scale foundation. However, current domestic automotive-grade chips still face challenges such as small-scale application in vehicles, long certification cycles, low technological added value, and high dependency on upstream industries.
I've noticed this issue for a long time. A friend working at an automaker revealed that chip supply is slowly recovering, with improvements expected by the end of this year or early next year. Actually, the most affected are those high-end control chips, such as those used in ECUs and sensors. Automakers are particularly anxious now, with many production lines operating at half capacity. From my observation, foundries are prioritizing automotive-grade chip production, and with packaging and testing plants in Malaysia basically back to normal operations, barring any unexpected events, vehicles ordered after next year's Spring Festival may not be significantly affected.