SHOPSMART AUTOS – CUSTOMER INFORMATION – DECEMBER 7, 2021-2
The global chip shortage will drag into 2022
For example, tech giants like Apple, Amazon, Meta (formerly Facebook), Tesla and Baidu are all shunning established chipmakers and bringing certain aspects of chip development in-house. “There is a lot of fragmentation of that space happening — and that is definitely leading to faster growth,” Hariharan said. “So that is a space, I think, we are expecting it to grow maybe double digit — 15% to 20% — over the next three to five years.” The second trend JPMorgan is positive on is Chinese semiconductor companies that focus on legacy, long-tail technologies. These companies manufacture a variety of less advanced chips in areas like power management, microcontrollers, sensors and other consumer-related segments. “We are seeing that more and more companies are coming up in China aiming to target some of these longtail technologies,” Hariharan said. “The local demand is clearly there. Most of these companies only have maybe 5% to 10% of the local demand served at this point in time. So the potential addressable market is maybe 5 to 10 [times] of what they’re currently serving,” he added. Asia’s top semiconductor firms by revenue have posted double-digit annual profit growth in recent quarters, according to financial data provider RefinitivEikon. Chip manufacturing amid a global supply shortage is an attractive proposition for companies. For example, the Taiwan Semiconductor Manufacturing Company is reportedly raising prices by 10% for advanced chips, while less advanced chips — used commonly by automakers — would cost 20% more. TSMC is the world’s largest contract manufacturer for semiconductor chips. But their fortunes in the stock market have been mixed. While the likes of TSMC, MediaTek, UMC and Renesas Electronics are up between 16% and 45% so far this year, shares of Samsung Electronics — the world’s largest chipmaker by revenue — and SK Hynix are down 13% and 6%, respectively, in the same period. Hariharan explained that memory chips make up a sizeable component of Asia’s semiconductor industry and that memory prices have been coming down since early October. “The market has been anticipating bit of a downturn in that space, so, that is kind of going through a down cycle,” he said. “The other part, I would say, is that the market has also been a little bit worried about when the cycle is going to peak.” Samsung and SK Hynix are both memory chipmakers. Which is good to know.
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