Delivery times for chips<\/a> lengthened again in November, dashing hopes that the end of shortages<\/a> that have hammered many industries is finally in sight.
The lead times -- a closely watched gap between when a semiconductor is ordered and when it’s delivered -- increased by four days to about 22.3 weeks last month compared with October, according to research by Susquehanna Financial Group. That lag marks the longest wait time since the firm began tracking the data in 2017.
The results are a setback for industries that need more of the electronic components. Companies from Apple Inc.<\/a> to Ford Motor Co.<\/a> have complained that they can’t meet demand for their own products and that their costs are rising. October’s more muted increase had fueled optimism that the situation was improving.
“While the expansion is less than most months of late, we had hoped for a clear reversal,” Susquehanna analyst Chris Rolland said in a research note.
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Power-management chips and microcontrollers in particular saw large increases, he said. But no category of chips tracked escaped an increase. His checks suggest that “supply pressure will remain well into 2022” for many products.
Rolland also said he’s changing his methodology for the survey and adding more data sources. Using the new method, lead times are over 25 weeks on average.
Semiconductor shortages have hampered recovery from the Covid-19<\/a> pandemic<\/a>, particularly for carmakers. AlixPartners, a global consulting firm, estimated that the global automotive industry will lose more than $200 billion in sales this year.
In the past, lengthening lead times have been followed by painful periods of oversupply. The concern is that customers are purchasing more than they need right now -- so-called double ordering -- and then will later cancel the requests.
For now, the shortages have been a boon to many chipmakers. The Philadelphia Stock Exchange Semiconductor Index is up more than 40% this year, outgaining the S&P 500 Index.
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Chip-delivery再次等待时间长,信号短缺将拖累
从苹果公司(Apple inc .)、福特汽车(Ford Motor co .)公司抱怨他们不能满足对自己产品的需求,他们的成本还在不断上涨。10月的更加温和增加了乐观的情况正在改善。
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由伊恩•王
交货时间为芯片在11月,再次延长结束的希望短缺有了许多行业终于在望。
交货期,密切关注差距当半导体订购和交付的时候,增加了四天约22.3周上个月与10月相比,根据Susquehanna金融集团的研究。等待时间最长,滞后是自该公司2017年开始跟踪数据。
结果是一个挫折的行业需要更多的电子元件。公司从苹果(aapl . o:行情)。来福特汽车(f.n:行情)。抱怨他们不能满足需求对自己的产品和他们的成本还在不断上涨。10月的更加温和增加了乐观的情况正在改善。
“虽然小于扩张最晚几个月的,我们希望一个明确的逆转,”海纳分析师Chris罗兰在一份研究报告中表示。
电源管理芯片和微控制器特别是看到大量增加,他说。但没有一类芯片跟踪增加逃走了。他的检查表明,“供应压力将保持到2022”对许多产品。
罗兰也说他改变他的调查方法和添加更多的数据源。使用新的方法,平均交货期在25周。
半导体的短缺阻碍了经济复苏Covid-19 流感大流行,特别是对于汽车制造商。全球咨询公司AlixPartners估计,全球汽车工业将损失超过2000亿美元的销售额。
在过去,延长交货期已经过剩的痛苦时期紧随其后。令人担忧的是,客户现在购买超过他们需要——所谓的双排序,然后将后取消请求。
现在,许多芯片制造商短缺是一个福音。费城证交所半导体指数今年涨幅超过40%,比标准普尔500指数。
交货时间为芯片在11月,再次延长结束的希望短缺有了许多行业终于在望。
交货期,密切关注差距当半导体订购和交付的时候,增加了四天约22.3周上个月与10月相比,根据Susquehanna金融集团的研究。等待时间最长,滞后是自该公司2017年开始跟踪数据。
结果是一个挫折的行业需要更多的电子元件。公司从苹果(aapl . o:行情)。来福特汽车(f.n:行情)。抱怨他们不能满足需求对自己的产品和他们的成本还在不断上涨。10月的更加温和增加了乐观的情况正在改善。
“虽然小于扩张最晚几个月的,我们希望一个明确的逆转,”海纳分析师Chris罗兰在一份研究报告中表示。
电源管理芯片和微控制器特别是看到大量增加,他说。但没有一类芯片跟踪增加逃走了。他的检查表明,“供应压力将保持到2022”对许多产品。
罗兰也说他改变他的调查方法和添加更多的数据源。使用新的方法,平均交货期在25周。
半导体的短缺阻碍了经济复苏Covid-19 流感大流行,特别是对于汽车制造商。全球咨询公司AlixPartners估计,全球汽车工业将损失超过2000亿美元的销售额。
在过去,延长交货期已经过剩的痛苦时期紧随其后。令人担忧的是,客户现在购买超过他们需要——所谓的双排序,然后将后取消请求。
现在,许多芯片制造商短缺是一个福音。费城证交所半导体指数今年涨幅超过40%,比标准普尔500指数。
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