A new report from Counterpoint Research suggests the global semiconductor shortage could ease in the second half of 2022 as demand-supply gaps decrease.
“Inventory levels of 5G-related chipsets including mainstream application processors, power amplifiers and RF transceivers have increased significantly, though some exceptions exist, like older-generation 4G processors as well as power management ICs,” says Counterpoint.
Across PCs and laptops, the supply gap for the most important components like power management ICs, Wi-Fi and I/O interface IC has narrowed. “We saw OEMs and ODMs continued to accumulate component inventory to cope with uncertainties cropping up from COVID-19 earlier this year.” said research analyst William Li, who focuses on semiconductors and components.
However, Li suggests H1 2022 will see downward shipment revisions, largely due to increasing inventory in the channel and a slowdown in consumer PC momentum. “Coupled with wafer production expansion and continuous supplier diversification, we have witnessed significant improvement in the component supply situation, at least in the first quarter,” observed Li. “The big risk factor moving forward is the lockdowns happening across China right now, especially in and around Shanghai.”
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