Why Semiconductors Are As Scarce As Gold

Think2021-04-09

Summary A shortage of semiconductors is a continuing and major issue. The squeezed market is forcing manufacturers to slow down, weighing on recovery. And ongoing strong demand keeps the pressure on....

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精彩评论

Bustylibra
2021-05-27
Bustylibra
That’s why it’s time for $SMIC(00981)$to shine
Whyeloon
2021-04-11
Whyeloon
Agree...time to make hay when the sun shine...
potatochip
2021-04-10
potatochip
Good read
- Sheryl85:
  yea!
- Baldy:
  Ok
- potatochip:
  [看涨]
- CL777:
  [Miser]
boonk
2021-04-09
boonk
Chip makers making pile.
- Kah:
  Nice
JLYJ
2021-04-09
JLYJ
The demand is high but the production capacity is limited.
- Kah:
  Yes
- Baldy:
  Coolcool
13Wonders
2021-04-09
13Wonders
Taiwan facing drought, production of semiconductors require a lot of water, might face trouble producing

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This demand shock is primarily caused by consumers who can't splash the cash on services such as restaurants and travel and who are now spending more on consumer electronics. The strong demand for home office equipment and f","collect":0,"end_time":0,"defaultTopTitle":"ing.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"688981":"中芯国际",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","TSM":"台积电","AMD":"美国超微公司","QCOM":"高通",".SPX":"S&P 500 Index","00981":"中芯国际","INTC":"英特尔","SSNLF":"三星电子"},"translate_title":"半导体为何像黄金一样稀缺","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"688981":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9,"00981":0.9,"AMD":0.9,"INTC":0.9,"QCOM":0.9,"SSNLF":0.9,"TSM":0.9},"content_text":"Summary\n\nA shortage of semiconductors is a continuing and major issue.\nThe squeezed market is forcing manufacturers to slow down, weighing on recovery.\nAnd ongoing strong demand keeps the pressure on.\nA ramp-up of capital investment to boost production capacity helps, but it's going to take time before demand and supply are structurally in sync again.\n\nDemand and supply shocks squeeze chip markets\nComputer chips are in short supply due to a sudden spike in demand linked to Covid-19. This demand shock is primarily caused by consumers who can't splash the cash on services such as restaurants and travel and who are now spending more on consumer electronics. The strong demand for home office equipment and faster-than-expected recovery from other sectors are also not helping.\nOn top of that, 5G cellular networks are rolling out and there's a subsequent rise in demand for new compatible smartphones. While most semiconductor factories operate at maximum capacity, breakdowns at four Texas facilities due to extreme cold and a fire at a Renesas Naka factory north of Tokyo worsened the situation going into the second quarter.\nSuppliers of game consoles and smartphones are having real trouble meeting the demand for their products due to the semiconductor shortage. You can also see it in the automotive industry, where there've been production cuts and planned interruptions.\nStructural demand for chips is growing rapidly\nAlthough part of this demand shock is temporary, there's a structural dimension to rapidly expanding semiconductor usage. The market is expected to grow by double digits again in 2021, according to IC Insights. Many devices that used to be completely analogue are now digital and supported by integrated circuits. For example, smart thermostats or light bulbs compatible with home systems contain significant computational power to support their functionality as well as digital connectivity.\nCars and trucks also require an increasing number of semiconductors, thanks to the extension of integrated Advanced Driving Assistance Systems (ADAS) and board computers. The rise in the production of electric vehicles and future steps in autonomous driving will push demand up still further.\nSupply issues may spill into 2022\nCurrent lead times for chips can be as long as 26 weeks and up to a year for some specific variants. Recent incidents at facilities in the US and Japan put the lead times further under pressure. Despite significant planned investments in semiconductor production facilities, capacity will remain scarce well into the second half of 2021. Even if the acute shortage is resolved in the second half of the year, semi-conductor manufacturing lines will remain operating at near-full capacity in the coming years, making the industry sensitive to future supply shocks.\nCapital investment boost will raise capacity, but this takes time\nIn order to meet growing demand, chipmakers started to ramp up investments. The Taiwanese company, TSMC (TSM), is boosting capital expenditure from USD17 billion in 2020 to USD28 billion in 2021. On top of that, the company plans to invest still more, to the tune of some USD100 billion in the next three years, to grow capacity.\nSamsung (SSNLF) also plans to increase semiconductor-related capital expenditure by 20%, up to USD31 billion this year, and announced there’s more to follow. Although these soaring investments will let supply catch up, this takes time and won’t bring much relief this year. Remember, chip production machines have long lead times. In the meantime, we notice that chip manufactures are ending volume discounts and some are also raising prices.\nThe science bit\n\nChip production starts with wafers. A wafer (slice of semiconductor) acts as a substrate for microelectronic devices. Many so-called integrated circuits are printed on 200mm silicon wafers, being provided by silicon producers. Since the introduction of 300mm wafers in 2002, 200mm wafers were expected to phase out. Therefore, most investments in production capacity have been directed to production lines based on 300mm wafers.\nHowever, 200mm wafer-based production is technologically mature, offering relatively low development and production costs and very stable manufacturing processes. Therefore, many of the less-complex chips, such as sensors and transmitters and the more basic processing units, are still being developed based on this 200mm technology.\nThe rise of smart devices and the Internet of Things (IoT) causes an unanticipated rise in demand for 200mm production capacity, contributing to the shortage. Although fresh 200mm capacity is coming available in 2021, foundries may be a bit reluctant to invest in this slightly dated technology, since 300mm wafer-based production is still expected to take over once production costs are sufficiently low.\nThis means that supply is expected to remain weak compared to demand.\n\nMost wafer production capacity concentrated in Asia\nManufacturers of electronic devices generally outsource their semiconductor production partially to large so-called foundries such as TSMC, which produce wafers for third parties. Most installed wafer capacity (the capacity to process blank silicon wafers into chips) is based in Taiwan and South Korea. China and Japan also represent a significant share. Altogether 70-75% of supply is sourced from Asia.\nOnly a small portion is produced in Europe, making the continent dependent and sensitive to delivery issues. That’s why the EU aims to create more capacity in its own region, and the US also intends to ramp up chip production as part of President Biden’s recently announced stimulus plan.\nShare of installed wafer capacity per region\nSource: Bain & Company, ING Research\nConsumer electronics uses almost 75% of chip supplies\nIn a digitalising world with fast-growing data volumes, various production sectors are increasingly dependent on chip supplies. Manufacturers of laptops and smartphones are obviously the largest consumers of chips, taking almost 75% of the pie. The remainder is delivered to the automotive sector, other manufacturers and infrastructure purposes. However, as we've just mentioned, with objects being increasingly connected and with more intelligence being built in, demand for semiconductors from all sides is on the rise.\nConsumer electronics by far the largest chip user\nSource: IC Insights, figures Dec. 2020 (300mm), Dec. 2019 (200mm)\nAutomotive production takes a hit around the globe\nThe automotive industry has been especially hit hard by the semiconductor shortage. This is partly due to the common just-in-time manufacturing strategy. When automotive production was down 40% in the early days of the pandemic, many orders for car parts including semiconductors were cancelled. As demand for semiconductors recovered more quickly than expected, the spare production capacity has been allocated away from clients in the industry.\nCarmakers seem to have overestimated availability. In the second half of 2020, manufacturers were struggling to get their hands on semiconductors Consequently, these manufacturers cut or suspended production at sites worldwide for short periods.\nGlobal car production at lower levels in 1Q 2021\nSource: IHS Markit\nContinuing chip shortage limits car production recovery in 2021\nChip shortages led to around a million fewer cars being produced in the first quarter of 2021, according to IHS Market; that's some 5% of total production, and there were fewer cars being made than in the previous quarter. Compared with last year, global production is starting to recovery, but it's not easy to keep up with demand due to supply issues. Order books are full and lead times for new cars are up. We still expect global new car registrations to bounce back moderately, but recovery is expected to remain limited and we'll see just a few percentage points rise.\nShortages add to disruptions felt by manufacturing countries\nIn terms of impact, the disruption will be felt most in countries with a relatively large dependence on automotive manufacturing, such as Germany. Due to the popularity of lean manufacturing among automotive companies, production cuts will also be felt by automotive parts suppliers.\nConsumer electronics companies are also facing supply chain issues resulting from the semiconductor shortage, which will hit the likes of South Korea. However, this is partly a result of the strong performance of the historically high demand for consumer electronics. Compared to car makers, they seem to be in a better contractual position. Nevertheless, the industry would surely perform even better without the capacity constraints it's facing.","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":132023728,"gmtCreate":1622046717364,"gmtModify":1634184344470,"author":{"id":"3580382876614706","authorId":"3580382876614706","name":"Bustylibra","avatar":"https://static.tigerbbs.com/ee53d184a3c50326ddcb4185c2a74ccb","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3580382876614706","authorIdStr":"3580382876614706"},"htmlText":"That’s why it’s time for&nbsp;<a href=\"https://laohu8.com/S/00981\">$SMIC(00981)$</a>to shine&nbsp;","listText":"That’s why it’s time for&nbsp;<a href=\"https://laohu8.com/S/00981\">$SMIC(00981)$</a>to shine&nbsp;","text":"That’s why it’s time for $SMIC(00981)$to shine","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/132023728","repostId":1115040048,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":342081202,"gmtCreate":1618128012306,"gmtModify":1634294765639,"author":{"id":"3559128077154435","authorId":"3559128077154435","name":"Whyeloon","avatar":"https://static.tigerbbs.com/44cc3fba457549bd6dbe449c8aa6c640","vip":1,"crmLevel":8,"crmLevelSwitch":0,"idStr":"3559128077154435","authorIdStr":"3559128077154435"},"htmlText":"Agree...time to make hay when the sun shine...","listText":"Agree...time to make hay when the sun shine...","text":"Agree...time to make hay when the sun shine...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342081202","repostId":1115040048,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":346853377,"gmtCreate":1618023355899,"gmtModify":1634295176494,"author":{"id":"3570923041276809","authorId":"3570923041276809","name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3570923041276809","authorIdStr":"3570923041276809"},"htmlText":"Good read","listText":"Good read","text":"Good read","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/346853377","repostId":1115040048,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4001378,"gmtCreate":1618026855256,"gmtModify":1635741262580,"authorId":3563253186452228,"author":{"id":3563253186452228,"idStr":"3563253186452228","authorId":3563253186452228,"name":"Sheryl85","avatar":"https://static.tigerbbs.com/b7a9183a9332355f694e2f0af874b0ed","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":346853377,"type":1,"supId":0,"prevId":0,"content":"yea!","text":"yea!","html":"yea!"},{"id":4006420,"gmtCreate":1618109840413,"gmtModify":1635740894886,"authorId":3561609447157373,"author":{"id":3561609447157373,"idStr":"3561609447157373","authorId":3561609447157373,"name":"Baldy","avatar":"https://static.tigerbbs.com/0b4d7e96779a5120811e1a603b358e54","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":346853377,"type":1,"supId":0,"prevId":0,"content":"Ok","text":"Ok","html":"Ok"},{"id":4016920,"gmtCreate":1618237122078,"gmtModify":1635740150429,"authorId":3570923041276809,"author":{"id":3570923041276809,"idStr":"3570923041276809","authorId":3570923041276809,"name":"potatochip","avatar":"https://static.tigerbbs.com/279b09d8c5dbf0fd92a959709ef9b5ff","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":346853377,"type":1,"supId":0,"prevId":0,"content":"[看涨]","text":"[看涨]","html":"[看涨]"},{"id":4048103,"gmtCreate":1618532392166,"gmtModify":1635738117186,"authorId":3560241002253187,"author":{"id":3560241002253187,"idStr":"3560241002253187","authorId":3560241002253187,"name":"CL777","avatar":"https://static.tigerbbs.com/e9aef3dd830373a0427a3447b1b564e3","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":346853377,"type":1,"supId":4016920,"prevId":0,"content":"[Miser]","text":"[Miser]","html":"[Miser]"}],"langContent":"EN"},{"id":346938743,"gmtCreate":1617978982182,"gmtModify":1634295397484,"author":{"id":"3580955744929134","authorId":"3580955744929134","name":"boonk","avatar":"https://static.tigerbbs.com/6e58310c6a80ddfbcb69e0989cda7858","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3580955744929134","authorIdStr":"3580955744929134"},"htmlText":"Chip makers making pile.&nbsp;","listText":"Chip makers making pile.&nbsp;","text":"Chip makers making 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demand is high but the production capacity is limited.","listText":"The demand is high but the production capacity is limited.","text":"The demand is high but the production capacity is limited.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/346992147","repostId":1115040048,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4005768,"gmtCreate":1618104938828,"gmtModify":1635740948631,"authorId":3574051403520128,"author":{"id":3574051403520128,"idStr":"3574051403520128","authorId":3574051403520128,"name":"Kah","avatar":"https://static.tigerbbs.com/8152bf26b25a543a305f21dbe90acf14","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":346992147,"type":1,"supId":0,"prevId":0,"content":"Yes","text":"Yes","html":"Yes"},{"id":4006422,"gmtCreate":1618109851098,"gmtModify":1635740894668,"authorId":3561609447157373,"author":{"id":3561609447157373,"idStr":"3561609447157373","authorId":3561609447157373,"name":"Baldy","avatar":"https://static.tigerbbs.com/0b4d7e96779a5120811e1a603b358e54","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":346992147,"type":1,"supId":0,"prevId":0,"content":"Coolcool","text":"Coolcool","html":"Coolcool"}],"langContent":"EN"},{"id":346063369,"gmtCreate":1617975367651,"gmtModify":1634295435862,"author":{"id":"3577159132944528","authorId":"3577159132944528","name":"13Wonders","avatar":"https://static.tigerbbs.com/4a3d01f818e43949adaf610d8e431348","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3577159132944528","authorIdStr":"3577159132944528"},"htmlText":"Taiwan facing drought, production of semiconductors require a lot of water, might face trouble producing&nbsp;","listText":"Taiwan facing drought, production of semiconductors require a lot of water, might face trouble producing&nbsp;","text":"Taiwan facing drought, production of semiconductors require a lot of water, might face trouble producing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346063369","repostId":1115040048,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":16,"commentSize":10,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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