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Reuters: The shortage of 8-inch wafers seriously affects future shipments of mobile phones, computers and cars

According to a Reuters report on December 17, affected by insufficient 8-inch wafer production capacity and other factors, the future global shipments of mobile phones, computers and other electronic consumer products and automobiles will fall short of expectations.

Donny Zhang, CEO of a purchasing company in Shenzhen, said: “The shortage of parts has been plagued us for a long time. The key microcontroller unit of the smart headset has been out of stock. We originally planned to complete the production within a month, but now it seems that we need it. Complete in two months."

A Japanese electronic component supplier also indicated that there is a shortage of WiFi and Bluetooth chips, and delivery is expected to be delayed by more than 10 weeks.

Senior officials of a senior industry association also revealed to Reuters that the production volume of China's auto industry in the first quarter of next year will also be affected by the insufficient supply of auto chips.

China is the world's first major country to emerge from the new crown virus crisis. Demand for mobile phones, computers, and automobiles has begun to rebound rapidly, and orders for related products are also increasing.

Omdia senior analyst Kevin Anderson (Kevin Anderson) said: "Because (these products) are competing for the same fab resources, these departments are all facing the same imbalance between supply and demand."

Reuters reported this month that NXP, a major European semiconductor manufacturer, told its customers that due to a "significant increase" in material costs and a "serious shortage" of chips, the prices of all products must be increased. NXP CEO Kurt Sievers said in an interview with German "Handelsblatt" on December 11: "Demand has rebounded much faster than we expected. Many customers The order was too late, and as a result, our capacity in some areas could not keep up with the pace of demand."

China International Capital Corporation analyst Huang Leping (Huang Leping) said in a report on December 11 that other short-term factors causing chip shortages include Huawei's inventory issues in September.

Electronic product manufacturers such as Panasonic and Yamaha have also stated that they are facing chip shortages and are reducing the production of audio equipment and cameras. In addition, there are other negative factors, such as a fire in October that destroyed Asahi Kasei Micro Devices At a chip factory owned by the company (AKM), the strike of STMicroelectronics also slowed the increase in chip production capacity.

STMicroelectronics union leader Eric Potard (Eric Potard) said that the strike caused the company's production volume to decrease by 8% than expected.

A source in the European semiconductor industry said: "The main problem at present is that 8-inch wafer foundries cannot meet market demand. The operating rates of TSMC and GF are already close to their limits."

An official of DB Hitek, a foundry in South Korea, said that the company's 8-inch factory will be fully operational for at least the next six months.