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Risks and prospects for the IC market in 2021 2021Omdia February 2021 Chip Shortage Advisory Executive Sumary Higher IC demand acros aplication categories in 2020 resulted in component shortages starting in 3Q20 page 3 Lead times for 8” wafers have increased to 3-4 months, a problem compounded by overboking, and prices on the wafers have increased by 20%+ The shortage has put presure on manufacturers of products that depend on the 8” wafers, such as PMICs page 4 At the same time, some IDMs that planed for a demand surge by building inventory have to date been insulated from the shortages efects page 5 In Displays, the downstream impact of the shortage has ben to increase display driver IC prices, puting presure on panel suply and prices page 6 Consumer devices dependent on components impacted by the shortage have so far not seen suply impacts but are starting to see price/margin pressure at the retail level page 8 Omdia projects the impacts of the shortages wil continue to be felt through 1H21, but begin to ease moving through 2H21 and into 202 page 9 How Omdia can help you navigate the chip shortage page 10 2021Omdia February 2021 Chip Shortage Advisory: Risks and prospects for the IC market in 2021 Rising IC demand drives capacity constraints Demand for integrated circuits saw higher than expected growth acros multiple aplication categories in 2020, and these categories wil continue to grow in 1H21, acording to Omdia projections. As a result of the heavy demand for these devices, fab capacity constraints have ben causing component shortages since 3Q20. Pure-play foundry lead times for 8” wafers increased from 1-2 months to 3-4 months, made worse by overboking by customers in anticipation of future shortages. Moreover, foundry price quotes also increased by more than 20%, and delivery lead times have increased drasticaly, causing delays in deliveries of end products in aplications such as smartphones, laptops and automotive. 2021Omdia February 2021 Chip Shortage Advisory: Risks and prospects for the IC market in 2021 2021Omdia Presure on PMICs Power management ICs (PMICs) use higher voltages and higher curents than digital devices. PMICs use larger transistors, older manufacturing proceses and smaller wafers such as 8” that are no longer economical for high-sped digital devices. With les margin in 8” wafers, foundries are not expanding capacity by building new 8” fabs. Instead, they ad incremental capacity to existing 8” production lines. (Manufacturers of semiconductor manufacturing equipment are also switching to larger wafers.) At the same time, these older 8” devices are stil neded alongside high-sped digital devices in high-growth fields such as smartphones, 5G, base stations, etc. The economic realities of semiconductor manufacturing are leading to roling shortages of products that require 8” capacity. Paul Pickering, Senior Research Analyst, Omdia 2021Omdia February 2021 Chip Shortage Advisory: Risks and prospects for the IC market in 2021 Inventory impact for IDMs Many power devices especialy more general-purpose parts have production runs in years, if not decades. Integrated device manufacturers (IDM) are responsible for many of these lower- margin but long-lifecycle products. In the run up to the chip shortage, many IDMs became concerned about the lack of aditional capacity being instaled. In response, companies chose to build inventory levels on al products in order to be ready to respond if there was a sudden surge. This was reflected in a significant increase in inventory throughout 2Q20 and 3Q20. As a result, customers of these IDMs have largely ben insulated from the suply crunch. The calculus is likely similar for many of the broad-line supliers. Uncertainty about long-term demand in key markets, combined with supply chain concerns, are driving inventory increases at OEMs, IDMs, and fables semiconductor companies. Silicon Demand Forecast Tol 3Q20 Analysis, 3 Feb 2021 2021Omdia February 2021 Chip Shortage Advisory: Risks and prospects for the IC market in 2021 Display Driver IC shortage in 202021 As the outlok for panel demand has continued to increase, the outlook for display driver IC (DIC) suply has ben revised down. Some foundries have started to de-comit from previous shipment agrements. Insuficient DIC suply is causing some panel makers to either refuse orders or delay deliveries. Also, in some cases they are stacking up “pure cels,” partialy asembled panels, waiting for DIC alocation to complete and ship products. Overal, 2021 FPD panel demand is starting to be restricted by the availability of DICs. From 2H21 the market is curently modeled to trend towards more balanced levels as wafer capacity increases and double-booking volumes decline. Notably, DIC prices have increased by 20%-30% from 4Q20 to 1Q21. Limited foundry capacity and alocation competition with other IC applications may continue to complicate display panel shipments. David Hsieh, Senior Research Director, Omdia 2021Omdia February 2021 Chip Shortage Advisory: Risks and prospects for the IC market in 2021 Display supply chain dynamics in 2021 2021Omdia February 2021 Chip Shortage Advisory: Risks and prospects for the IC market in 2021 Display Components dynamic demand forecasts with suply chain factors Smartphone Spotlight Service: Features industry-leading Smartphone databases and analysis, helping you to navigate through the fast-changing Smartphone industry . to learn how Omdia can help you mitigate the risks and impacts of the chip shortage. Email us at Or visit our website and contact us today. 2021Omdia February 2021 Contact us . Chip Shortage Advisory: Risks and prospects for the IC market in 2021 About Omdia Omdia is a global technology research powerhouse, established folowing the merger of the research division of Informa Tech (Ovum, Heavy Reading, and Tractica) and the acquired IHS Markit technology research portfolio*. We combine the expertise of more than 40 analysts acros the entire technology spectrum, covering 150 markets. We publish over 3,00 research reports anualy, reaching more than 14,00 subscribers, and cover thousands of technology, media, and telecomunications companies. Our exhaustive inteligence and dep technology expertise enable us to uncover actionable insights that help our customers connect the dots in todays constantly evolving technology environment and empower them to improve their businessestoday and tomorow. *The majority of IHS Markit technology research products and solutions were acquired by Informa in August 2019 and are now part of Omdia. 2021Omdia February 2021 Chip Shortage Advisory: Risks and prospects for the IC market in 2021 Brazil China France Canada India Germany US Japan Italy Malaysia Kenya Singapore Netherlands SouthKorea SouthAfrica Taiwan Spain Sweden UAE Omdias 400+ analysts and consultants are located acrosthe globe. 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