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The shortage of chips appears, in this third quarter of 2022, in a milder form, however with certain delays in supply
The appliance sector Electronic has gradually experienced less difficulty in supplying chips. However, the sector's recovery is proving to be quite slow, with a persistent irregularity in the supply of chips, still jeopardizing the production of most factories in the electronics sector.
According to an analysis carried out by members of Abinee, an entity that represents the electronics industry, factories with difficulty finding chips on the market dropped last month to 62% of the total whose products depend on this item. As much as the number is considered very high, it is still the lowest in a year.
The global shortage of chips has become the biggest bottleneck in the electronics sector and, with the lockdowns in China, including the closure of the port of Shanghai for about two months, the difficulty of acquiring chips even occurred, in May, in three out of four companies in the electronics sector.
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During the month of July, around 48% of the electronics factories had delays or, to a lesser extent, a stoppage of part of production due to the shortage of electronic components. After reaching a peak of 57% in May, the share had already retreated to 50% in June.
With the logistical bottlenecks since the beginning of the pandemic, driven even more by the combination of the war in Ukraine and the slowness in the clearance of goods due to the standard operation of Federal Revenue inspectors, Abinee indicators suggest that the shortage of chips continues far from normal.
More than half of the factories of products such as cell phones, notebooks and TVs are only waiting for next year for the normalization of the supply of electronic components. There is a division between the companies if the flow regularization will happen in the first or in the second semester.
Every five product factories electronics, one remains with lower-than-normal stocks of components and raw materials. In imports of parts, 65% still complain, according to Abinee's survey, of delays in receiving cargo.
Chip shortage may remain until the year 2024
The sector of Intel that deals with chips for PCs noted that sales of laptops and desktops fell 13% in the first quarter of the year, about US$ 9,3 billion, according to a balance sheet released by the company. Gelsinger, Intel's CEO, says that the slowdown in sales was driven mainly by the decline in consumer demand for low-cost PCs, in contrast, corporate demand for computers remained strong.
Intel's CEO also said that the scarcity The global chip market, which he was previously forecast to last until 2023, is likely to last even longer as chip makers struggle to buy enough equipment to ramp up production to meet demand.
Pat says the shortage will last until 2024 as equipment shortages are impacting the industry's ability to increase supply at a steady pace. Intel's CEO also says that such challenges will not hinder the expansion of the industry he leads, Intel, which includes new factories in the US and Europe in the coming years.
Several sectors of the chip industry are being directly affected by the shortage of chips in the market, a scenario that has lasted since 2020 and has gained even more strength throughout the new Covid-19 pandemic.
Despite the tireless efforts of several industry giants such as Intel, plans for new chip factories as well as the expansion of existing chip industries are not going to change the situation in the short term, according to experts. However, a comfortable solution to alleviate the problem is to improve yields in the chip manufacturing process, something that can be achieved thanks to a refined new printing technique.
