Chip shortage may spread from cars to smartphones

Samsung Electronics warned that while the global semiconductor shortage has an impact on automakers, it is also disrupting the manufacturing of smart phone chips, which will affect the delivery of smart phones and tablets.

Samsung said that chip manufacturers are currently eager to meet the needs of automakers, and many chip foundries are operating at full capacity, which limits the ability of foundries to accept new orders, affects the manufacturing of DRAM and NAND chips by foundries, and in turn impacts intelligence Delivery of the machine and tablet.

Han Jinman, executive vice president of Samsung’s memory business, said that the shortage of chip foundry is already a global problem, and the company is paying close attention to the impact.

TSMC, the world’s largest chip foundry, said on Thursday that the company is accelerating the production of related chips for automobiles to meet the needs of automakers. The company has converted part of its production capacity in response to the sudden recovery in demand for automotive chips at the end of last year.

Samsung is also considering urgently expanding the production capacity of automotive chips. The company said on Thursday that, driven by strong demand for 5G mobile technology and high-performance computing chips, the company’s foundry revenue set a record in the fourth quarter of last year. As chip prices continue to rise, the company’s semiconductor business is expected to continue to rise in 2021.

Regarding the overall trend of the chip industry this year, Macquarie predicts that this year’s chip price may not rise as fast as 2017-2018, but will rise steadily and last longer.