Preface:

Since the outbreak, the stability of the global semiconductor industry supply chain and production are affected by a lot of, chip shortage has become a lot of industry almost inevitable problem, which is particularly noteworthy is the automotive industry.

In intelligence, the trend of the electric and snatched the blessing, the increasing demand for chips, the shortage supply of chips would become the biggest obstacle that baffles the development of auto industry.



New energy vehicles track or into a most powerful engine

Semiconductor applications in consumer electronics, automotive electronics, communications, industrial, medical, aerospace, etc. Almost all fields.

Based on WSTS data, in 2022 the global semiconductor industry sales are expected to continue to grow. 1%, to $606.5 billion, 15 PCTS growth will fall in 2021, but still is a record high.

For chip industry chain link, foundries continuously expanding of the factory, will be considered a direct demand of semiconductor equipment and materials.

In the two pieces of domestic self-sufficiency gap is larger, the market expands rapidly, the domestic semiconductor equipment and materials niche bibcock is expected to seize the golden opportunity to achieve rapid rise.

Car fell but still growing semiconductor

Although as the epidemic gradually ease, the problem of supply chain is settled gradually, but because of the supply chain is far less than the expected recovery speed.

IHS had earlier predicted that in 2020 the global semiconductor market size will be $38 billion, benefit from the electric car, intelligent and snatched trend, the influence of car semiconductor market will continue to expand, in 2026 is expected to rise to $67.6 billion.

Before the outbreak, the global auto market is a traditional depot winner-take-all situation, so the arrival of the outbreak in certain cases, the traditional compression depot sales space, while the new forces building cars with the development of sales model provides more likely.