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December 9, 2021
December 9th, the delivery time of the IC chip has been extended again, and the shortage of integrated circuits has once again dashed hopes in many industries.
According to the latest research results of the Susquehanna Financial Group, the delivery time (from order to delivery) of the Integrated circuits IC chip in November increased by 4 days from 21.9 weeks in October, reaching about 22.3 weeks, creating the longest waiting time in the history of the data.
For electronic components’s industries and companies, this result is obviously difficult to accept. However, the increase in delivery time began to slow down, which may be considered as good news among the bad news, which slightly improved the sentiment of some companies.
Previously, from Apple to Ford, all complained that chips could not meet the needs of their own products, and they also made their costs rise. Susquehanna analyst Chris Rolland said in a research report: "Although the expansion is smaller than most recent months, we once hoped for a significant reversal."
He said that almost all IC chip types (delivery time) are growing, especially power management chips (PMIC Chip) and microcontrollers IC(MCU). This shows that "supply pressure will continue until 2022".
Rolland also stated that he is changing his methods of investigation and adding more data sources. However, the adjustment result of this group is more pessimistic, and the delivery time exceeds 25 weeks.
The shortage of semiconductors has hindered the recovery of the global economy from the new crown pandemic, especially for automakers. Global consulting firm AlixPartners estimates that the global automotive industry will lose more than $200 billion in sales this year.