글로벌 반도체 부족은 2022년2분기까지 지속될 것-가트너

2021.05.13

Global chip shortage to persist until 2Q22, says Gartner (digitimes.com)

Global chip shortage to persist until 2Q22, says Gartner

글로벌 반도체 부족은 2022년2분기까지 지속될 것-가트너

 

The worldwide semiconductor shortage will persist through 2021, and is expected to recover to normal levels by the second quarter of 2022, according to Gartner.

글로벌 반도체 부족 사태는 2021년 내내 지속될 것이고, 2022년2분기에나 정상 수준으로 돌아오 것으로 가트너는 예상했다.

 

"The semiconductor shortage will severely disrupt the supply chain and will constrain the production of many electronic equipment types in 2021. Foundries are increasing wafer prices, and in turn, chip companies are increasing device prices," said Kanishka Chauhan, principal research analyst at Gartner.

반도체 부족 사태는 글로벌 공급망을 붕괴시켰고, 많은 전자 제품의 생산을 억제하였다.

파운드리 업체는 생산 단가를 올렸고, 반도체 회사들은 제품 단가를 올렸다.

 

The chip shortage started primarily with devices, such as power management, display devices and microcontrollers, fabricated on legacy nodes at 8-inch foundry fabs, which have a limited supply.

처음에 반도체 부족은 전력관리칩이나 디스플레이 구동칩, 마이크로컨트롤러등, 8인치 팹에서 만드는 부품의

제한된 공급에서 시작되었다.

 

The shortage has now extended to other devices, and there are capacity constraints and shortages for substrates, wire bonding, passives, materials and testing, all of which are parts of the supply chain beyond chip fabs.

하지만 공급 부족은 이제는 다른 곳으로 확장되었고 거기에는 PCB, 와이어본딩, 수동제품, 원료, 테스팅등

모든 반도체 제조 공정에 사용되는 것들이 있다.

 

These are highly commoditized industries with minimal flexibility/capacity to invest aggressively on a short notice, Gartner said.

Across most categories, device shortages are expected to be pushed out until the second quarter of 2022, while substrate capacity constraints could potentially extend to fourth quarter of 2022, Gartner indicated.

모든 분야에서 반도체 부족은 2022년2분기까지 지속될것이지만, 패키지기판 부족은 2022년4분기까지

지속될 것으로 가트너는 예상했다.

 

"Since the current chip shortage is a dynamic situation, it is essential to understand how it changes on a continuous basis. Tracking leading indicators, such as capital investments, inventory index and semiconductor industry revenue growth projections as an early indicator of inventory situations, can help organizations stay updated on the issue and see how the overall industry is growing," said Gaurav Gupta, research VP at Gartner.

 

Other key actions to mitigate risk and revenue loss during the global chip shortage also include to extend supply chain visibility; to guarantee supply with companion model and/or preinvestments; and to diversify supplier base, according to Gartner.