Automotive Semiconductor Shortages

Price: Starting at USD 4,500
Publish Date: 03 Dec 2021
Code: AN-5525
Research Type: Research Analysis
Automotive Semiconductor Shortages
RELATED SERVICE: Smart Mobility & Automotive
Actionable Benefits

Actionable Benefits

  • Identify factors driving the semiconductor shortage in the automotive market.
  • Disentangle short term disruptions from long term weaknesses in automotive design and sourcing practices.
  • Assess the impact of the shortage on new vehicle sales and vehicle configurations.
Critical Questions Answered

Critical Questions Answered

  • How much longer will the current crisis last?
  • What factor have caused the current crisis?
  • What can the automotive industry do to avoid a repeat of the crisis in future?
Research Highlights

Research Highlights

  • New passenger vehicle sales forecast.
  • Timeline of semiconductor shortage crisis in the automotive industry.
  • Overview of measures taken by industry and governments to add supply chain resilience.
Who Should Read This?

Who Should Read This?

  • Demand forecasters at OEMs and Tier 1 suppliers.
  • Supply chain analysts at OEMs and automotive suppliers.

Table of Contents

1. EXECUTIVE SUMMARY

2. AN UNPRECEDENTED CRISIS

3. AUTOMOTIVE SEMICONDUCTOR SHORTAGE TIMELINE

3.1. Initial Demand Shock
3.2. Cancelled Component Orders
3.3. Unexpected Demand Recovery
3.4. Automakers Attempt to Ramp Up Production
3.5. Further Semiconductor Production Shocks

4. SUMMARY OF THE FACTORS DRIVING SCARCITY

4.1. Poor Demand Forecasting
4.2. Poor Supply Chain Visibility
4.3. Reliance on Just-In-TIme
4.4. Dependance on Legacy Semiconductor Processes
4.5. OVeruse of Proprietary Designs
4.6. Geographic Concentration of Semiconductor Manufacturing

5. IMPACT OF THE SEMICONDUCTOR SHORTAGE ON THE AUTOMOTIVE MARKET

5.1. Stagnating New Vehicle Sales
5.2. Compromised Vehicle Features/Functionality

6. PLOTTING A COURSE OUT OF THE CRISIS

6.1. Engaging More Openly with Semiconductor Suppliers
6.2. MIgrating to More Scalable Semiconductor Designs
6.3. IMproving Supply Chain Visibility
6.4. Semiconductor FAB Onshoring

7. CONCLUSIONS