In the past year or so, there have been reports from time to time about the shortage of various chips, which eventually spread to all links of the supply chain. For consumers, the most obvious thing is that the equipment they want to buy has risen in price or is out of stock, especially the shortage of GPU supply. With the overall upturn of the cryptocurrency market, the actual transaction price of graphics cards was once several times higher than the original official retail price. Since supply shortages may be a long-term problem, many companies have increased their investment in the supply chain to expand production capacity.
There have been few recent related reports, and the supply seems to be relatively stable, and the price is not as crazy as before. Many people feel that the shortage of supply has eased. However, according to Bloomberg, the current supply shortage in the semiconductor industry continues to deteriorate, chips makers like AMD or Nvidia have an average delivery time of 20.2 weeks, while micro-control chips have an average delivery time of 26.5 weeks, setting a record in the semiconductor industry.
As the demand increases in the second half of the year and reaches the peak of the year, the supply of CPUs or GPUs may not keep up with the demand, eventually leading to price increases. There is still some time before the peak demand this year. How big the impact will depend on the cooperation of various companies in the supply chain during this period of time. Since the shortage of supply has been a common phenomenon in the past year or so, many companies have been mentally prepared for it and will not panic about it. Many companies have previously expressed their views on supply shortages, and it is generally believed that they will last until around 2022 or 2023, which means that there will be one to two years before the balance of supply and demand can be restored. However, the situation of different market segments will be different, and the recovery will also be in order.