The analyst firm IC Insights has forecast on January 6 that the chip industry could reach a record turnover of 680.6 billion dollars in 2022. According to the study, sales growth is expected to reach 11% in this new year compared to 25% in 2021.
Fleas, a highly sought-after commodity
The cabinet believes that this slowdown in the growth rate represents a return to some normality and again. The year 2021 was an exceptional year for the flea market, in a context of global shortage.
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Automotive industry, IT, manufacturers of smartphones or game consoles, chip makers have had all the trouble in the world following the post-Covid economic recovery.
Containment, the sharp increase in demand after the crisis, unforeseeable climatic events have destabilized supply while pushing demand. Until recently, an epidemic recovery in Xi’an forced Samsung and Micron to slow down production again.
On the demand side, the momentum will not change immediately Duncan Stewart, research director for technology, media and telecommunications at Deloitte, interviewed by The Register, explained that ” Every end-market for semiconductors is growing, and that growth is as fast, if not faster, than ever before “.
Investing to end the shortage
To meet the demand, the leaders of the sector, TSMC, Samsung, Intel have increased their investments, up to 152 billion dollars in 2021. Some, in particular the producers of less sophisticated chips like Texas Instrument have been slow to get started. shakes. The chip market is known for its alternation between periods of underproduction and overproduction.
Flea market fluctuations. Credit: IC Insights
According to professionals in the sector, the shortage will not be absorbed until 2023. Do not panic, according to the firm Deloitte, the crisis linked to the shortage should gradually ease as the industry adapts its production lines to Requirement.