Broadband providers are seeing delays of more than a year when ordering internet routers, becoming yet another victim of chip<\/a> shortages choking global supply chains and adding challenges for millions still working from home.
Carriers have been quoted order times as long as 60 weeks, more than doubling previous waits, according to people familiar with the matter, who asked not to be named because the discussions are private.
Sharp coronavirus manufacturing shutdowns a year ago were exacerbated by a prolonged surge in demand for better home broadband equipment, said Karsten Gewecke, head of European regional business for Zyxel Communications Corp<\/a>, a Taiwan-based router-maker. Since January, it’s asked customers to order products a year in advance, he said, because the lead time for components like chips from Broadcom Inc. doubled to a year or more since then.
Zyxel is a major supplier of routers, with customers including Norway’s Telenor ASA<\/a> and Britain’s Zen Internet<\/a>.
Adtran, a U.S. network equipment maker picking up market share from China’s Huawei Technologies Co. in Europe, has also warned customers of supply chain risks and lead-time extensions in recent months. It’s expanded its warehouse facilities in the U.K., more than doubling its inventory and logistics capacity to avoid problems, a spokesman said by email.
No carrier has run out of routers completely yet, but the supply chain looks strained for the next six months, so it’s possible, according to Gewecke. “We have been very close several times,” he said in a video call. “It could still happen.”
Even shipments already en route can’t escape global trade<\/a> ructions: last week, Zyxel routers were on and behind the Evergreen ship which blocked the Suez Canal<\/a>, according to Gewecke.
Broadcom did not immediately respond to requests for comment. Some 90% of its 2021 supply has already been ordered, CEO Hock Tan said last month.
Still Waiting<\/strong>
Zyxel’s problems started more than a year ago when manufacturing in its Wuxi, China factory shut down for a month due to Covid-19. Since it reopened, supplies have been spotty and shipping costs have spiked as much as ten times their previous levels as exporters raced to catch up, even vying for space with outbound medical and personal protective equipment.
Since Chinese factories restarted, chipsets have become a global bottleneck, choked by shortages of parts like silicon wafers as well as supply-demand mismatches. Components for other systems like memory and power management are also affected, Gewecke said.
“It’s a snowball effect that we’re pushing in front of us, and the situation since then has just become worse and worse and worse,” said Gewecke. “When I talk to some of the chipset vendors, some of them tell me that they have something like overbooking of 300% of their capacity.”
With semiconductor foundries struggling to allocate scarce capacity, less profitable work gets pushed to the back of the line. Routers command lower margins than smartphones and computers, and then within the world of routers, those destined for less affluent markets like eastern Europe use less sophisticated, lower-margin parts. In a similar vein, smaller telecom<\/a> operators have been worst hit, while global enterprises have clinched supplies with their buying power.
Some carriers have stockpiled to avoid shortfalls, and some were further insulated by ordering months’ worth of equipment ahead of potential Brexit trade disruptions.
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由托马斯·密封、隆Mochizuki和黛比
宽带供应商看到的延迟一年多在订购时网络路由器,成为另一个受害者芯片短缺令人窒息的全球供应链,增加挑战数百万仍然在家工作。
运营商已经引用顺序倍长60周,前等待了一倍以上,据知情人士透露,他要求匿名,因为是私人的讨论。
锋利的冠状病毒制造一年前关闭加剧了长期更好的家庭宽带设备的需求激增,卡斯滕Gewecke说,欧洲地区业务主管合勤科技通讯公司台湾的路由器制造商。自今年1月以来,要求客户提前一年订购产品,他说,因为组件(比如从Broadcom芯片公司的领先时间一倍至一年以上。
合勤科技是一个路由器的主要供应商,与客户包括挪威的Telenor ASA和英国的禅宗互联网。
美国网络设备制造商Adtran捡来自中国华为技术有限公司的市场份额在欧洲,也警告客户供应链风险和更换模具的扩展在最近几个月。扩大它的仓库设施在英国倍,超过库存和物流能力,避免问题,一位发言人通过电子邮件说。
没有路由器完全的航母已经耗尽,但供应链看起来紧张在接下来的六个月,所以这是有可能的,根据Gewecke。“我们已多次很近,”他说,在一个视频电话。“这仍有可能发生。”
甚至已经发货途中不能逃脱全球贸易骚动:上周,合勤科技路由器在常青船封锁了苏伊士运河,根据Gewecke。
Broadcom没有立即回复记者的置评请求。2021年约90%的供应已经下令,CEO典当Tan上个月说。
还在等待
合勤科技的问题开始一年多前制造的无锡,中国由于Covid-19工厂关闭一个月。自开放以来,供应情况不一,运输成本飙升高达十倍于先前的水平作为出口商竞相追赶,甚至争夺空间出站医疗和个人防护设备。
中国工厂重新启动以来,芯片已成为全球瓶颈,哽咽的硅片等零部件短缺以及供需不匹配。组件等其他系统内存和电源管理也受到影响,Gewecke说。
“这是一个滚雪球效应,我们将在我们面前,此后,形势就变得越来越差,更糟糕的是,“Gewecke说。“当我跟一些芯片供应商,他们中的一些人告诉我,他们有超额预定的300%的能力。”
与半导体晶圆代工厂难以分配稀缺的容量,低利润的工作被推到后面的线。路由器命令的利润率低于智能手机和电脑,然后在路由器的世界,那些东欧等注定不太富裕的市场使用更少的复杂,利润率较低的部分。同样,小电信运营商受灾最严重,而全球企业达成供应他们的购买力。
一些航空公司储备,以避免短缺,一些进一步订购前个月的设备绝缘的潜在Brexit贸易中断。
宽带供应商看到的延迟一年多在订购时网络路由器,成为另一个受害者芯片短缺令人窒息的全球供应链,增加挑战数百万仍然在家工作。
运营商已经引用顺序倍长60周,前等待了一倍以上,据知情人士透露,他要求匿名,因为是私人的讨论。
锋利的冠状病毒制造一年前关闭加剧了长期更好的家庭宽带设备的需求激增,卡斯滕Gewecke说,欧洲地区业务主管合勤科技通讯公司台湾的路由器制造商。自今年1月以来,要求客户提前一年订购产品,他说,因为组件(比如从Broadcom芯片公司的领先时间一倍至一年以上。
合勤科技是一个路由器的主要供应商,与客户包括挪威的Telenor ASA和英国的禅宗互联网。
美国网络设备制造商Adtran捡来自中国华为技术有限公司的市场份额在欧洲,也警告客户供应链风险和更换模具的扩展在最近几个月。扩大它的仓库设施在英国倍,超过库存和物流能力,避免问题,一位发言人通过电子邮件说。
没有路由器完全的航母已经耗尽,但供应链看起来紧张在接下来的六个月,所以这是有可能的,根据Gewecke。“我们已多次很近,”他说,在一个视频电话。“这仍有可能发生。”
甚至已经发货途中不能逃脱全球贸易骚动:上周,合勤科技路由器在常青船封锁了苏伊士运河,根据Gewecke。
Broadcom没有立即回复记者的置评请求。2021年约90%的供应已经下令,CEO典当Tan上个月说。
还在等待
合勤科技的问题开始一年多前制造的无锡,中国由于Covid-19工厂关闭一个月。自开放以来,供应情况不一,运输成本飙升高达十倍于先前的水平作为出口商竞相追赶,甚至争夺空间出站医疗和个人防护设备。
中国工厂重新启动以来,芯片已成为全球瓶颈,哽咽的硅片等零部件短缺以及供需不匹配。组件等其他系统内存和电源管理也受到影响,Gewecke说。
“这是一个滚雪球效应,我们将在我们面前,此后,形势就变得越来越差,更糟糕的是,“Gewecke说。“当我跟一些芯片供应商,他们中的一些人告诉我,他们有超额预定的300%的能力。”
与半导体晶圆代工厂难以分配稀缺的容量,低利润的工作被推到后面的线。路由器命令的利润率低于智能手机和电脑,然后在路由器的世界,那些东欧等注定不太富裕的市场使用更少的复杂,利润率较低的部分。同样,小电信运营商受灾最严重,而全球企业达成供应他们的购买力。
一些航空公司储备,以避免短缺,一些进一步订购前个月的设备绝缘的潜在Brexit贸易中断。
