Brexit concerns are leading to orders for electronic component originally for delivery in January and February to be brought forward into this year, says Electronic Component Supply Network in Electronic Specifier.
According to the report, “We may well hear the allocation word very soon. Key components for electric vehicles and infrastructure including SiC diodes, MOSFETs and IGBT parts are already in short supply, some microcontroller parts are already on 20 weeks lead times.”
ECSN chairman Adam Fletcher, is reported to say, “It’s very likely that the European, US and Japanese electronic components markets will all be following very similar trend lines into the second half of 2021, which means that the global demand for electronic components will not be countercyclical and all markets will experience an uptick in demand at the same time.
“When the growth in demand driven by the roll out of 5G handsets and infrastructure, which is likely to occur at the same time, is factored in manufacturers’ output of electronic components will simply not be sufficient to meet global demand, which could make current lead-time extensions appear marginal. In a worst-case scenario manufacturer lead-time for most components might extend rapidly to well over 20 weeks. Even modest growth in 2021 might trigger a major supply problem in the global electronic components market”.
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