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2021-06-24

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Is The Worst Finally Over: Automotive Chip Supply Expected To Ramp Up In Second Half Of 2021<blockquote>最糟糕的时期终于过去了：汽车芯片供应预计将在2021年下半年增加</blockquote>

It looks like the ongoing semiconductor pain for the auto industry could finally be on the track to

Is The Worst Finally Over: Automotive Chip Supply Expected To Ramp Up In Second Half Of 2021<blockquote>最糟糕的时期终于过去了：汽车芯片供应预计将在2021年下半年增加</blockquote>

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Up until this report, projections for \"returns to normal\" looked pessimistic and gloomy not only from the automotive industry, but also from consumer electronics companies.<blockquote>这是自大流行导致半短缺以来汽车行业的第一个好消息。在这份报告之前，不仅汽车行业，而且消费电子公司对“恢复正常”的预测看起来都很悲观。</blockquote> Recall, just two weeks ago,we notedthat&nbsp;Flex, the world’s third-biggest electronics contract manufacturer, offered up the \"gloomiest\" forecast for the crisis yet. The company has more than 100 sites in 30 countries and works with major names like Dyson and HP.<blockquote>回想一下，就在两周前，我们注意到全球第三大电子合同制造商Flex对危机做出了迄今为止“最悲观”的预测。该公司在30个国家拥有100多个站点，并与戴森和惠普等大公司合作。</blockquote> Lynn Torrel, Flex’s chief procurement and supply chain officer, told FT:&nbsp;“With such strong demand, the expectation is mid to late-2022 depending on the commodity. Some are expecting [shortages to continue] into 2023.”<blockquote>Flex首席采购和供应链官Lynn Torrel告诉英国《金融时报》：“由于需求如此强劲，预计将在2022年中后期，具体取决于商品。一些人预计（短缺将持续）到2023年。”</blockquote> <img src=\"https://static.tigerbbs.com/262e8c8c3e67f65c25f24944c4e0e241\" tg-width=\"500\" tg-height=\"289\" referrerpolicy=\"no-referrer\">Revathi Advaithi, chief executive of Flex added that the shortage has prompted the company's multinational customers to \"take a far more serious look at restructuring their supply chains than the trade war between the US and China ever did\".<blockquote>Flex首席执行官Revathi Advaithi补充说，短缺促使该公司的跨国客户“比中美贸易战更加认真地考虑重组供应链”。</blockquote> Adavaithi commented:&nbsp;“Most companies won’t make a decision to regionalize just on tariffs. They know it could be a short-term thing but things like the pandemic and escalation of shipping costs that impact the total cost of ownership drives regionalization.”<blockquote>Adavaithi评论道：“大多数公司不会仅仅根据关税做出区域化的决定。他们知道这可能是一件短期的事情，但疫情和运输成本升级等影响总拥有成本的事情推动了区域化。”</blockquote> Flex's pessimistic forecast&nbsp;follows that of Intel CEO Pat Gelsinger weeks ago, who we pointed out said that the shortage could last \"a couple years\".<blockquote>Flex的悲观预测是在英特尔首席执行官帕特·基辛格（Pat Gelsinger）几周前做出的，我们指出他表示短缺可能会持续“几年”。</blockquote> We&nbsp;noted in mid-May&nbsp;that Taiwan Semiconductor had plans of \"doubling down\" and vastly increasing its investment for production in Arizona.&nbsp;The chipmaking giant said at the time it was \"weighing plans to pump tens of billions of dollars more into cutting-edge chip factories in the U.S. state of Arizona than it had previously disclosed\".<blockquote>我们在5月中旬注意到，台积电计划“加倍”并大幅增加在亚利桑那州的生产投资。这家芯片制造巨头当时表示，它“正在考虑向美国亚利桑那州的尖端芯片工厂投入比之前披露的多数百亿美元的计划”。</blockquote> The company had already said it was going to invest $10 billion to $12 billion in Arizona.&nbsp;It now appears to be mulling a more advanced 3 nanometer plant that could cost between $23 billion and $25 billion. The changes would come over the next 10 to 15 years, as the company builds out its Phoenix campus.<blockquote>该公司已经表示将在亚利桑那州投资100亿至120亿美元。现在它似乎正在考虑一个更先进的3纳米工厂，成本可能在230亿至250亿美元之间。随着该公司在凤凰城园区的建设，这些变化将在未来10到15年内发生。</blockquote> In May&nbsp;we noted&nbsp;how automakers were being forced to leave some high tech features out of new vehicles as a result of the semi shortage.&nbsp;Days before that,&nbsp;we pointed out&nbsp;\"thousands\" of Ford trucks sitting along the highway in Kentucky, awaiting semi chips for completion of assembly.<blockquote>今年5月，我们注意到由于半短缺，汽车制造商被迫在新车中保留一些高科技功能。几天前，我们指出“数千辆”福特卡车停在肯塔基州的高速公路上，等待半芯片完成组装。</blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Is The Worst Finally Over: Automotive Chip Supply Expected To Ramp Up In Second Half Of 2021<blockquote>最糟糕的时期终于过去了：汽车芯片供应预计将在2021年下半年增加</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIs The Worst Finally Over: Automotive Chip Supply Expected To Ramp Up In Second Half Of 2021<blockquote>最糟糕的时期终于过去了：汽车芯片供应预计将在2021年下半年增加</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nzerohedge2021-06-24 14:43\n\n</h4>\n</header>\n<article>\nIt looks like the ongoing semiconductor pain for the auto industry could finally be on the&nbsp;track to subsiding.<blockquote>看起来汽车行业持续的半导体痛苦终于有望消退。</blockquote> That's because car chip vendors are now able to \"ramp up output\" thanks to more foundry house support coming online,Digitimes Asia reportedovernight.<blockquote>据Digitimes Asia隔夜报道，这是因为由于更多代工厂支持上线，汽车芯片供应商现在能够“提高产量”。</blockquote> The report notes that some international automotive IC vendors have \"notified their clients that they can expect more supplies in second-half 2021\" as foundries expand production capacity.<blockquote>报告指出，随着代工厂扩大产能，一些国际汽车IC供应商已经“通知他们的客户，他们预计2021年下半年会有更多供应”。</blockquote> For example, the report notes that \"Globalfoundries has just broken ground for a 12-inch fab construction project in Singapore\".<blockquote>例如，该报告指出，“格芯刚刚在新加坡破土动工建设12英寸晶圆厂”。</blockquote> Additionally, industry sources in Taiwantold Digitimesthat&nbsp;delivery lead times are set to be shortened substantially from the over 50 weeks they were previously at.<blockquote>此外，台湾的行业消息人士告诉Digitimes，交付周期将比之前的50多周大幅缩短。</blockquote> It's the first sliver of good news for the automotive industry since the semi shortage began as a result of the pandemic. Up until this report, projections for \"returns to normal\" looked pessimistic and gloomy not only from the automotive industry, but also from consumer electronics companies.<blockquote>这是自大流行导致半短缺以来汽车行业的第一个好消息。在这份报告之前，不仅汽车行业，而且消费电子公司对“恢复正常”的预测看起来都很悲观。</blockquote> Recall, just two weeks ago,we notedthat&nbsp;Flex, the world’s third-biggest electronics contract manufacturer, offered up the \"gloomiest\" forecast for the crisis yet. The company has more than 100 sites in 30 countries and works with major names like Dyson and HP.<blockquote>回想一下，就在两周前，我们注意到全球第三大电子合同制造商Flex对危机做出了迄今为止“最悲观”的预测。该公司在30个国家拥有100多个站点，并与戴森和惠普等大公司合作。</blockquote> Lynn Torrel, Flex’s chief procurement and supply chain officer, told FT:&nbsp;“With such strong demand, the expectation is mid to late-2022 depending on the commodity. Some are expecting [shortages to continue] into 2023.”<blockquote>Flex首席采购和供应链官Lynn Torrel告诉英国《金融时报》：“由于需求如此强劲，预计将在2022年中后期，具体取决于商品。一些人预计（短缺将持续）到2023年。”</blockquote> <img src=\"https://static.tigerbbs.com/262e8c8c3e67f65c25f24944c4e0e241\" tg-width=\"500\" tg-height=\"289\" referrerpolicy=\"no-referrer\">Revathi Advaithi, chief executive of Flex added that the shortage has prompted the company's multinational customers to \"take a far more serious look at restructuring their supply chains than the trade war between the US and China ever did\".<blockquote>Flex首席执行官Revathi Advaithi补充说，短缺促使该公司的跨国客户“比中美贸易战更加认真地考虑重组供应链”。</blockquote> Adavaithi commented:&nbsp;“Most companies won’t make a decision to regionalize just on tariffs. They know it could be a short-term thing but things like the pandemic and escalation of shipping costs that impact the total cost of ownership drives regionalization.”<blockquote>Adavaithi评论道：“大多数公司不会仅仅根据关税做出区域化的决定。他们知道这可能是一件短期的事情，但疫情和运输成本升级等影响总拥有成本的事情推动了区域化。”</blockquote> Flex's pessimistic forecast&nbsp;follows that of Intel CEO Pat Gelsinger weeks ago, who we pointed out said that the shortage could last \"a couple years\".<blockquote>Flex的悲观预测是在英特尔首席执行官帕特·基辛格（Pat Gelsinger）几周前做出的，我们指出他表示短缺可能会持续“几年”。</blockquote> We&nbsp;noted in mid-May&nbsp;that Taiwan Semiconductor had plans of \"doubling down\" and vastly increasing its investment for production in Arizona.&nbsp;The chipmaking giant said at the time it was \"weighing plans to pump tens of billions of dollars more into cutting-edge chip factories in the U.S. state of Arizona than it had previously disclosed\".<blockquote>我们在5月中旬注意到，台积电计划“加倍”并大幅增加在亚利桑那州的生产投资。这家芯片制造巨头当时表示，它“正在考虑向美国亚利桑那州的尖端芯片工厂投入比之前披露的多数百亿美元的计划”。</blockquote> The company had already said it was going to invest $10 billion to $12 billion in Arizona.&nbsp;It now appears to be mulling a more advanced 3 nanometer plant that could cost between $23 billion and $25 billion. The changes would come over the next 10 to 15 years, as the company builds out its Phoenix campus.<blockquote>该公司已经表示将在亚利桑那州投资100亿至120亿美元。现在它似乎正在考虑一个更先进的3纳米工厂，成本可能在230亿至250亿美元之间。随着该公司在凤凰城园区的建设，这些变化将在未来10到15年内发生。</blockquote> In May&nbsp;we noted&nbsp;how automakers were being forced to leave some high tech features out of new vehicles as a result of the semi shortage.&nbsp;Days before that,&nbsp;we pointed out&nbsp;\"thousands\" of Ford trucks sitting along the highway in Kentucky, awaiting semi chips for completion of assembly.<blockquote>今年5月，我们注意到由于半短缺，汽车制造商被迫在新车中保留一些高科技功能。几天前，我们指出“数千辆”福特卡车停在肯塔基州的高速公路上，等待半芯片完成组装。</blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.zerohedge.com/markets/worst-finally-over-automotive-chip-supply-expected-ramp-second-half-2021\">zerohedge</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMH":"半导体指数ETF-HOLDRs","SOX":"费城半导体指数"},"source_url":"https://www.zerohedge.com/markets/worst-finally-over-automotive-chip-supply-expected-ramp-second-half-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173135557","content_text":"It looks like the ongoing semiconductor pain for the auto industry could finally be on the track to subsiding.\nThat's because car chip vendors are now able to \"ramp up output\" thanks to more foundry house support coming online,Digitimes Asia reportedovernight.\nThe report notes that some international automotive IC vendors have \"notified their clients that they can expect more supplies in second-half 2021\" as foundries expand production capacity.\nFor example, the report notes that \"Globalfoundries has just broken ground for a 12-inch fab construction project in Singapore\".\nAdditionally, industry sources in Taiwantold Digitimesthat delivery lead times are set to be shortened substantially from the over 50 weeks they were previously at.\nIt's the first sliver of good news for the automotive industry since the semi shortage began as a result of the pandemic. Up until this report, projections for \"returns to normal\" looked pessimistic and gloomy not only from the automotive industry, but also from consumer electronics companies.\nRecall, just two weeks ago,we notedthat Flex, the world’s third-biggest electronics contract manufacturer, offered up the \"gloomiest\" forecast for the crisis yet. The company has more than 100 sites in 30 countries and works with major names like Dyson and HP.\nLynn Torrel, Flex’s chief procurement and supply chain officer, told FT: “With such strong demand, the expectation is mid to late-2022 depending on the commodity. Some are expecting [shortages to continue] into 2023.”\nRevathi Advaithi, chief executive of Flex added that the shortage has prompted the company's multinational customers to \"take a far more serious look at restructuring their supply chains than the trade war between the US and China ever did\".\nAdavaithi commented: “Most companies won’t make a decision to regionalize just on tariffs. They know it could be a short-term thing but things like the pandemic and escalation of shipping costs that impact the total cost of ownership drives regionalization.”\nFlex's pessimistic forecast follows that of Intel CEO Pat Gelsinger weeks ago, who we pointed out said that the shortage could last \"a couple years\".\nWe noted in mid-May that Taiwan Semiconductor had plans of \"doubling down\" and vastly increasing its investment for production in Arizona. The chipmaking giant said at the time it was \"weighing plans to pump tens of billions of dollars more into cutting-edge chip factories in the U.S. state of Arizona than it had previously disclosed\".\nThe company had already said it was going to invest $10 billion to $12 billion in Arizona. It now appears to be mulling a more advanced 3 nanometer plant that could cost between $23 billion and $25 billion. The changes would come over the next 10 to 15 years, as the company builds out its Phoenix campus.\nIn May we noted how automakers were being forced to leave some high tech features out of new vehicles as a result of the semi shortage. Days before that, we pointed out \"thousands\" of Ford trucks sitting along the highway in Kentucky, awaiting semi chips for completion of assembly.","news_type":1,"symbols_score_info":{"SMH":0.9,"SOX":0.9}},"isVote":1,"tweetType":1,"viewCount":2321,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}