Global Auto Chip Shortage: Challenges, Opportunities and Implications for OEMs
Paid Research

Global Auto Chip Shortage: Challenges, Opportunities and Implications for OEMs

Paid Research

Global Auto Chip Shortage: Challenges, Opportunities and Implications for OEMs

Automotive, Technology Author: Niko Yang Aug 04, 2021 03:41 PM (GMT+8)

ContributorsLydia Zheng, Ivan Platonov

EditorLuke Sheehan

Pages23

CopyrightEqualOcean Intelligence

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Introduction

This report provides a full picture of when and why the chip shortage started, how it has impacted the auto industry and when it is expected to be fully handled. The paper also includes practical recommendations to OEMs on how to prepare for the following supply chain challenges.

Highlights

  • With its multi-tier system, the auto chip supply chain is more fragmented and longer compared with the general semiconductor supply chain, which renders the shortage issue more complex.
  • An average vehicle is equipped with up to 1,400 semiconductors. The aggregate value of all these chips is projected to be USD 2,720 per vehicle in 2025. Due to a different electrical/electronic architecture, EVs will have more than that.
  • Four elements contribute to the current shortage of auto chips: the cyclical nature of the global chip industry, suspension led by the pandemic, booming demand for other electronics and black-swan events.
  • Microcontrollers (MCUs) are seeing the most shortages among semiconductors. Although TSMC is busy with producing other chips, it has declared it will prioritize ECU foundry making.
  • We estimate the chip shortage to affect the sale of 2.4 to 4.8 million cars in 2021, or 2.8% to 5.6% of the total global vehicle sales.

Contents

  • 1 Introduction
  • 2 Executive summary
  • 3 'A taste of the auto semiconductor supply chain'
  • 4 The need for auto semiconductors
  • 5 Four factors triggering the chip shortage
  • 6 Core microdevices lacking
  • 7 Estimating the impact
  • 8 Looking into the future
  • 9 How to solve current supply chain problems
  • 10 Biggest chip shortage winners
  • 11 Case study: Horizon Robotics

In this report

21 global industry players

...and their strategies analyzed in this report

4 practical recommendations

for OEMs seeking to weather the chip shortage and further optimize their businesses

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About the research

EqualOcean Intelligence is the research and consulting division of EqualOcean. It provides market and investment analysis, as well as advisory services for global enterprises and public decision-makers. Widely recognized across a number of industries thanks to its service capacity and research methodology, EqualOcean Intelligence closely tracks cutting-edge technologies, applying unique frameworks and models to solve longstanding and emerging problems.

EqualOcean Intelligence's scope comprises eight major sectors: technology, consumer, healthcare, automotive, industrials, financials, communication and real estate. With over 100 experienced and qualified analysts at work, EqualOcean Intelligence is one of the few institutions delivering content in both English and Chinese, together with the requisite expertise to interpret both cultures. This rare talent mix is one of the reasons EqualOcean is widely quoted by so many top global publications.

Leveraging two major channels – EqualOcean.com and iyiou.com – and supported by a network of thousands of technology and industry experts, EqualOcean Intelligence is a highly competitive player in business analysis, in China and around the world.

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