Research institutions say the global chip supply and demand gap is narrowing
Global semiconductor shortage have plagued many industries for the past two years, and the entire semiconductor supply chain has struggled to deal with a variety of uncertainties. Last year’s rebound in demand from consumers and businesses combined with tight semiconductor supply, created huge headaches for the entire semiconductor supply chain. However, since the end of 2021, the gap between supply and demand has been narrowing, and supply constraints have eased across the semiconductor ecosystem.
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According to a recent report by the research firm Counterpoint Research, at present, the supply and demand gap for most components is narrowing, and the chip shortage in the global semiconductor industry is likely to continue to ease in the second half of 2022, inventory levels of 5G-related chips including mainstream application processors, power amplifiers, and RF transmitters are increasing, with the exception of 4G-related chips and power management ICs. The supply gap of components such as power management ICs, Wi-Fi chips, and I/O interface ICs for desktops and laptops is also shrinking, and inventories of OEMs and ODMs are increasing as manufacturers prepare for the uncertainty brought about by the COVID-19 pandemic this year.Analysts at Counterpoint Research said shipments in the first half of 2022 will be revised downward, mainly due to increased channel inventory and slowing PC consumption momentum. At present, the semiconductor supply chain is in a critical period, and the risk factors for the next stage depend on the supply chain in mainland China. Counterpoint Research seems confident that the global chip shortage will ease significantly in the second half of the year.
