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芯片危机“危险区域”等待时间达到新的记录
芯片短缺波及各行各业,防止公司运输产品从汽车到游戏机和冰箱。
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BSNL从TCS-led财团开始设备,目的是:4月4 g启动报告
上个月BSNL董事会推荐1多数网站的部署TCS-led财团为其4 g商业服务。部门预计将寻求间隙集团的部长(傻子)可能在3月初进一步发出采购订单(PO), ETTelecom报道在二月十四日。乐动娱乐招聘
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短缺半导体行业,已经撞汽车和消费电子产品公司,正变得更糟的是,复杂的全球经济复苏的冠状病毒大流行。
芯片交货期是订购芯片和提货的差距,增加到4月17周,指示用户越来越绝望的安全供应,根据研究Susquehanna金融集团。最长的等待,因为该公司2017年开始跟踪数据,在它描述为“危险地带”。
“所有主要产品类别有了很大的进步,”海纳分析师Chris罗兰周二在一份报告中写道,由于电源管理和模拟芯片交货期等等。“这些是最大的增加自从我们开始跟踪数据。”
芯片行业及其客户看交货期作为一个指示器的供给和需求之间的平衡。延长的半导体的差距表明,买家更愿意致力于未来的供应,以避免再次发生短缺。分析师跟踪这些数字囤积的先兆,可能导致的累积过多的库存和订单的突然下降。
芯片短缺不断恶化。为什么我们不能只是赚更多?
“血铅含量倍经常强迫“不良行为”的客户,包括库存积累,安全库存建立和双点,”罗兰写道。“这些趋势可能刺激了半导体行业的早期阶段over-shipment高于真实的客户需求。”
台积电夹在中间的是一个对芯片供应全球恐慌
这个国家是台湾半导体制造有限公司,是世界上最先进的芯片制造商和苹果公司(Apple inc .)和高通(qcom . o:行情)。在它的许多客户。当地制造商也产生更少的魅力——但同样重要——芯片,如显示驱动电路,一个特别痛苦的全球生产的瓶颈。
目前的17周上涨16周的水平,标志着一个“相当大”的连续第四个月扩张,罗兰写道。
为什么1美元芯片短缺引发了全球经济危机吗
交货期为某些产品大幅增加,甚至经过数月的短缺。电源管理芯片为例,4月份飙升至23.7周,等待时间大约4周的时间比一个月前,根据萨斯奎汉纳。工业微控制器订单交货期延长三个星期,一些最大的增加罗兰以来他在2017年开始跟踪数字,他写道。
延误往往更糟糕的小制造商,与耳机制造商面临着交货期超过52周,据知情人士透露,供应链。这就迫使企业重新设计产品,优先级和转变,至少在一个情况下,完全放弃一个项目,说的一个人,要求匿名,因为尚未公开的信息。
约70%的公司,罗兰跟踪交货期不断扩张,这一比例为20%,合同交货期。NXP半导体公司主要汽车芯片供应商,交货期超过22周了,从去年年底12周左右。意法半导体公司股价另一个关键汽车芯片供应商,交货期4月上升超过四个星期28周以上。
这样巨大的增加可能反映了经济学的一些客户,他们可能担心短缺的影响他们的业务。从历史上看,公司芯片能够取消订单没有点球,尽管这种情况已经开始发生变化。
“开始与1月数据,我们见证了无数大跳LTs报道,”罗兰写道,他指的是交货期。”而在几年之前,单个企业通常把声明LTs上下几天在给定的一个月,从今年开始我们看到显著提高LTs扭曲我们的数据。”
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Shortages in the semiconductor industry<\/a>, which have already slammed automakers and consumer electronics companies, are getting even worse, complicating the global economy\u2019s recovery from the coronavirus pandemic.
Chip lead times<\/a>, the gap between ordering a chip and taking delivery, increased to 17 weeks in April, indicating users are getting more desperate to secure supply, according to research by Susquehanna Financial Group<\/a>. That is the longest wait since the firm began tracking the data in 2017, in what it describes as the \u201cdanger zone.\u201d
\u201cAll major product categories up considerably,\u201d Susquehanna analyst Chris Rolland wrote in a note Tuesday, citing power management and analog chip lead times among others. \u201cThese were some of the largest increases since we started tracking the data.\u201d
<\/div><\/div>Chip shortages are rippling through industry after industry, preventing companies from shipping products from cars to game consoles and refrigerators. Automakers are now expected to lose out on $110 billion in sales this year, as Ford Motor Co., General Motors Co. and others have to idle factories for lack of essential components. That\u2019s undercutting economic growth and employment, as well as raising fears of panic ordering that may lead to distortions in the future.
The chip industry and its customers watch lead times as an indicator of the balance between supply and demand. A lengthening of the gap indicates that buyers of semiconductors are more willing to commit to future supply to avoid a recurrence of shortfalls. Analysts track these numbers as a harbinger of hoarding that can lead to the accumulation of too much inventory and sudden declines in orders.
The chip shortage keeps getting worse. Why can\u2019t we just make more?<\/strong>
\u201cElevated lead times often compel \u2018bad behavior\u2019 at customers, including inventory accumulation, safety stock building and double ordering,\u201d Rolland wrote. \u201cThese trends may have spurred a semiconductor industry in the early stages of over-shipment above true customer demand.\u201d
The chip industry and its customers watch lead times as an indicator of the balance between supply and demand. A lengthening of the gap indicates that buyers of semiconductors are more willing to commit to future supply to avoid a recurrence of shortfalls. Analysts track these numbers as a harbinger of hoarding that can lead to the accumulation of too much inventory and sudden declines in orders.
The chip shortage keeps getting worse. Why can\u2019t we just make more?<\/strong>
\u201cElevated lead times often compel \u2018bad behavior\u2019 at customers, including inventory accumulation, safety stock building and double ordering,\u201d Rolland wrote. \u201cThese trends may have spurred a semiconductor industry in the early stages of over-shipment above true customer demand.\u201d
<\/div><\/div>The situation has been complicated by a resurgence of coronavirus cases in Taiwan, a key location for chip manufacturing. The country has closed schools, curbed social gatherings, and shut museums and public facilities. While businesses and factories are operating, the government may have to consider broader restrictions.
TSMC<\/a> is stuck in the middle of a global panic over chip supply<\/strong>
The country is home to Taiwan Semiconductor Manufacturing Co., which is the world\u2019s most advanced chipmaker and counts Apple Inc. and Qualcomm Inc.<\/a> among its many customers. Local manufacturers also produce less glamorous -- but equally critical -- chips, such as display driver ICs that have been a particularly painful bottleneck for global production.
The current level of 17 weeks climbed from the 16-week level and marks a fourth consecutive month of \u201csizable\u201d expansion, Rolland wrote.
Why shortages of a $1 chip sparked crisis in global economy<\/strong>
Lead times for certain products are increasing sharply, even after months of shortages. Power management chips, for example, spiked to 23.7 weeks in April, a wait time about four weeks longer than a month earlier, according to Susquehanna. Industrial microcontrollers order lead times extended by three weeks, some of the steepest increases Rolland has seen since he began tracking the numbers in 2017, he wrote.
Delays are often worse for smaller manufacturers, with headphone makers facing lead times longer than 52 weeks, according to people familiar with the supply chain. This has forced companies to redesign products, shift priorities and, in at least one case, completely abandon a project, said one of the people, asking not to be named because the information is not public.
About 70% of the companies that Rolland tracks have expanding lead times, compared with 20% that have seen lead times contract. NXP Semiconductors NV<\/a>, a major auto chip supplier, has lead times of more than 22 weeks now, up from around 12 weeks late last year. STMicroelectronics NV<\/a>, another key auto chip supplier, saw lead times rise by more than four weeks in April to more than 28 weeks.
Such outsized increases may reflect over-ordering by some customers, who could be concerned about the impact of shortages on their businesses. Historically, companies have been able to cancel chip orders without penalty, although that has begun to change.
\u201cBeginning with January data, we have witnessed numerous large JUMPS in reported LTs,\u201d Rolland wrote, referring to lead times. \u201cWhereas in prior years, an individual company would typically move their stated LTs up and down just a few days in a given month, starting this year we have seen significant jumps in LTs that have skewed our data.\u201d
<\/div><\/div>
TSMC<\/a> is stuck in the middle of a global panic over chip supply<\/strong>
The country is home to Taiwan Semiconductor Manufacturing Co., which is the world\u2019s most advanced chipmaker and counts Apple Inc. and Qualcomm Inc.<\/a> among its many customers. Local manufacturers also produce less glamorous -- but equally critical -- chips, such as display driver ICs that have been a particularly painful bottleneck for global production.
The current level of 17 weeks climbed from the 16-week level and marks a fourth consecutive month of \u201csizable\u201d expansion, Rolland wrote.
Why shortages of a $1 chip sparked crisis in global economy<\/strong>
Lead times for certain products are increasing sharply, even after months of shortages. Power management chips, for example, spiked to 23.7 weeks in April, a wait time about four weeks longer than a month earlier, according to Susquehanna. Industrial microcontrollers order lead times extended by three weeks, some of the steepest increases Rolland has seen since he began tracking the numbers in 2017, he wrote.
Delays are often worse for smaller manufacturers, with headphone makers facing lead times longer than 52 weeks, according to people familiar with the supply chain. This has forced companies to redesign products, shift priorities and, in at least one case, completely abandon a project, said one of the people, asking not to be named because the information is not public.
About 70% of the companies that Rolland tracks have expanding lead times, compared with 20% that have seen lead times contract. NXP Semiconductors NV<\/a>, a major auto chip supplier, has lead times of more than 22 weeks now, up from around 12 weeks late last year. STMicroelectronics NV<\/a>, another key auto chip supplier, saw lead times rise by more than four weeks in April to more than 28 weeks.
Such outsized increases may reflect over-ordering by some customers, who could be concerned about the impact of shortages on their businesses. Historically, companies have been able to cancel chip orders without penalty, although that has begun to change.
\u201cBeginning with January data, we have witnessed numerous large JUMPS in reported LTs,\u201d Rolland wrote, referring to lead times. \u201cWhereas in prior years, an individual company would typically move their stated LTs up and down just a few days in a given month, starting this year we have seen significant jumps in LTs that have skewed our data.\u201d
<\/div><\/div>
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The proposal needs to be thrashed out with EU countries and lawmakers before it can become law.","seolocation":"telecomnews\/some-eu-countries-want-billion-euro-chip-plan-to-also-fund-current-chips","seolocationalt":"Some EU countries want billion-euro chip plan to also fund current chips","url_seo":"some-eu-countries-want-billion-euro-chip-plan-to-also-fund-current-chips"},{"msid":"94707897","stname":"Taiwan Sept exports drop for first time in two years, outlook poor","artsyn":"Exports fell 5.3% in September from a year earlier to $37.53 billion, the Ministry of Finance said on Friday, logging a contraction for the first time since June 2020.","seolocation":"telecomnews\/taiwan-sept-exports-drop-for-first-time-in-two-years-outlook-poor","seolocationalt":"Taiwan Sept exports drop for first time in two years, outlook poor","url_seo":"taiwan-sept-exports-drop-for-first-time-in-two-years-outlook-poor"},{"msid":"94550438","stname":"Japan to give Micron Technology up to $320 mln to boost chip output in Hiroshima","artsyn":"The financial aid announcement, which follows the visit to Japan by U.S. Vice President Kamala Harris, is the latest example of growing cooperation between Washington and Tokyo in chip manufacturing amid growing tension and an intensifying technology rivalry with China.","seolocation":"telecomnews\/japan-to-give-micron-technology-up-to-320-mln-to-boost-chip-output-in-hiroshima","seolocationalt":"Japan to give Micron Technology up to $320 mln to boost chip output in Hiroshima","url_seo":"japan-to-give-micron-technology-up-to-320-mln-to-boost-chip-output-in-hiroshima"},{"msid":"94499623","stname":"Apple cuts back on iPhone production amid dwindling demand","artsyn":"Apple has informed its suppliers about cutting back the assembly of as many as 6 million iPhone 14 variants in the year's second half.","seolocation":"telecomnews\/apple-cuts-back-on-iphone-production-amid-dwindling-demand","seolocationalt":"Apple cuts back on iPhone production amid dwindling demand","url_seo":"apple-cuts-back-on-iphone-production-amid-dwindling-demand"},{"msid":"94050873","stname":"India needs to be self-reliant in semi-conductor technology: Adani","artsyn":"Due to global shortage of semi-conductor chips, which are vital for running everything from cars to computers to aircrafts and military equipments, industries are suffering, Adani said.","seolocation":"telecomnews\/india-needs-to-be-self-reliant-in-semi-conductor-technology-adani","seolocationalt":"India needs to be self-reliant in semi-conductor technology: Adani","url_seo":"india-needs-to-be-self-reliant-in-semi-conductor-technology-adani"},{"msid":"94039236","stname":"U.S. Commerce aims to seek chips funding proposals by February","artsyn":"Congress in August approved $52.7 billion for semiconductor manufacturing and research and a 25% investment tax credit for chip plants, estimated to be worth $24 billion. 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The law aims to alleviate a persistent shortage that has affected everything from cars and weapons to washing machines and video games by subsidizing U.S. chip manufacturing and expanding research funding.","seolocation":"telecomnews\/biden-to-sign-order-on-52-billion-chips-law-implementation","seolocationalt":"Biden to sign order on $52 billion chips law implementation","url_seo":"biden-to-sign-order-on-52-billion-chips-law-implementation"},{"msid":"93483155","stname":"Foxconn starts to feel sting of slowing smartphone sales","artsyn":"Foxconn has been largely shielded from these demand problems so far as the popularity of iPhones has endured among a loyal and relatively affluent customer base, and it said on Wednesday that rising inflation will only have a limited impact on mid- to high-end smartphone demand in the rest of the year.","seolocation":"telecomnews\/foxconn-starts-to-feel-sting-of-slowing-smartphone-sales","seolocationalt":"Foxconn starts to feel sting of slowing smartphone sales","url_seo":"foxconn-starts-to-feel-sting-of-slowing-smartphone-sales"},{"msid":"93474790","stname":"Apple supplier Foxconn's Q2 profit up 12% on cloud demand","artsyn":"Foxconn, the world's largest contract electronics maker, said net profit for the April-June quarter rose to T$33.29 billion from T$29.78 billion a year earlier.","seolocation":"telecomnews\/apple-supplier-foxconns-q2-profit-up-12-on-cloud-demand","seolocationalt":"Apple supplier Foxconn's Q2 profit up 12% on cloud demand","url_seo":"apple-supplier-foxconns-q2-profit-up-12-on-cloud-demand"},{"msid":"93175434","stname":"U.S. Senate passes bill to boost chip manufacturing, compete with China","artsyn":"The \"Chips and Science\" act provides about $52 billion in government subsidies for U.S. semiconductor production and an investment tax credit for chip plants estimated to be worth $24 billion.","seolocation":"telecomnews\/u-s-senate-passes-bill-to-boost-chip-manufacturing-compete-with-china","seolocationalt":"U.S. Senate passes bill to boost chip manufacturing, compete with China","url_seo":"u-s-senate-passes-bill-to-boost-chip-manufacturing-compete-with-china"},{"msid":"93160233","stname":"Gartner forecasts chip sales growth to slow down in 2022, fall next year","artsyn":"The research firm said that rising inflation and higher energy and fuel costs are putting pressure on consumer disposable income, affecting spending on electronic products such as PCs and smartphones.","seolocation":"telecomnews\/gartner-forecasts-chip-sales-growth-to-slow-down-in-2022-fall-next-year","seolocationalt":"Gartner forecasts chip sales growth to slow down in 2022, fall next year","url_seo":"gartner-forecasts-chip-sales-growth-to-slow-down-in-2022-fall-next-year"},{"msid":"93006600","stname":"Smartphone shipments within China up 9.1% year-on-year in June-govt data","artsyn":"Shipments were up from about 25.2 million handsets in June 2021 and 20.6 million in May 2022, according to the CAICT, a state-backed think-tank.","seolocation":"telecomnews\/smartphone-shipments-within-china-up-9-1-year-on-year-in-june-govt-data","seolocationalt":"Smartphone shipments within China up 9.1% year-on-year in June-govt data","url_seo":"smartphone-shipments-within-china-up-9-1-year-on-year-in-june-govt-data"},{"msid":"92944534","stname":"Chip issue may continue into next year: Siemens MD Sunil Mathur","artsyn":"\"The availability of semiconductors is a global challenge, and in my assessment this will continue well into next year. We are not seeing any easing yet of the semiconductor supply chain.\"","seolocation":"telecomnews\/chip-issue-may-continue-into-next-year-siemens-md-sunil-mathur","seolocationalt":"Chip issue may continue into next year: Siemens MD Sunil Mathur","url_seo":"chip-issue-may-continue-into-next-year-siemens-md-sunil-mathur"},{"msid":"92901698","stname":"TomTom sticks with revenue and cashflow guidance, giving shares a boost","artsyn":"The confirmation of TomTom's guidance helped to drive the company's shares up more than 12%, putting them on course for their strongest day in almost four years. The shares have lost a fifth of their value this year.","seolocation":"telecomnews\/tomtom-sticks-with-revenue-and-cashflow-guidance-giving-shares-a-boost","seolocationalt":"TomTom sticks with revenue and cashflow guidance, giving shares a boost","url_seo":"tomtom-sticks-with-revenue-and-cashflow-guidance-giving-shares-a-boost"}],"primeid":0,"storytags":{"categoryTag":{"sectionid":"49830939","sectionname":"TelecomNews","seolocation":"telecomnews","seolocationalt":"telecomnews"},"otherTags":[{"keyid":"10389950","value":"chip shortage","smid":"0","keynameseo":"chip-shortage","keytype":"","keycount":"totalcount","weightage":"100"},{"keyid":"171929","value":"TSMC","smid":"0","keynameseo":"TSMC","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"801539","value":"Susquehanna Financial Group","smid":"0","keynameseo":"Susquehanna-Financial-Group","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"326607","value":"STMicroelectronics NV","smid":"0","keynameseo":"STMicroelectronics-NV","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"581400","value":"semiconductor industry","smid":"0","keynameseo":"semiconductor-industry","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"1182241","value":"semiconductor chip","smid":"0","keynameseo":"semiconductor-chip","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"220401","value":"Qualcomm Inc.","smid":"0","keynameseo":"Qualcomm-Inc.","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"346220","value":"NXP Semiconductors NV","smid":"0","keynameseo":"NXP-Semiconductors-NV","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"6355190","value":"Devices","smid":"0","keynameseo":"Devices","keytype":"","keycount":"totalcount","weightage":"20"},{"keyid":"11281674","value":"chip lead times","smid":"0","keynameseo":"chip-lead-times","keytype":"","keycount":"totalcount","weightage":"20"}],"filterTags":[]},"formattedTags":{"companyTags":[],"otherTags":[{"name":"Susquehanna Financial Group"},{"name":"semiconductor industry"},{"name":"STMicroelectronics NV"},{"name":"NXP Semiconductors NV"},{"name":"semiconductor chip"},{"name":"chip lead times"},{"name":"chip shortage"},{"name":"Qualcomm Inc."},{"name":"Devices"},{"name":"TSMC"}],"newsCategoryTags":[{"name":"TelecomNews","seolocation":"telecomnews"}],"breadcrumbTags":["chip shortage","TSMC","Susquehanna Financial Group","STMicroelectronics NV","semiconductor industry","semiconductor chip","Qualcomm Inc.","NXP Semiconductors NV","Devices","chip lead times"],"filterTags":[]},"breadcrumbTags":["chip shortage","TSMC","Susquehanna Financial Group","STMicroelectronics NV","semiconductor industry","semiconductor chip","Qualcomm Inc.","NXP Semiconductors NV","Devices","chip lead times"],"Alttitle":{"minfo":""},"Altdescription":{"minfo":""},"amp_url":"\/\/www.iser-br.com\/amp\/news\/chip-crisis-in-danger-zone-as-wait-times-reach-new-record\/82759800"}" data-news-images="[{"msid":"82759839","msname":"semiconductor-chip-istock","msnameseo":"semiconductor-chip-istock","mediatype":"1","artdate":"2021-05-19 09:04:00.0","caption":" The chip industry and its customers watch lead times as an indicator of the balance between supply and demand. 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