Gartner predicts that the global chip shortage will continue until 2021, and is expected to return to normal levels in the second quarter of 2022.
The shortage of chips mainly stems from the demand for devices such as power management, Display devices, and microcontrollers. At present, this shortage has expanded to other equipment, substrates, wire bonding, passive devices, materials, and testing all have capacity limitations and shortages. These are highly commoditized industries with low flexibility/capacity to make active investments in a short period of time.
In most industries, equipment shortages are expected to be postponed to the second quarter of 2022, and substrate capacity restrictions may be postponed to the fourth quarter of 2022.
Gartner analysts suggest that OEMs that directly or indirectly rely on semiconductors should take four key measures to mitigate risks and revenue losses during global chip shortages.