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automakers is the number one reason for chip shortage. they believe car sales will drop during covid peak but they were wrong. they didn't order from their supp
by MangoCoffee 5y ago
automakers is the number one reason for chip shortage. they believe car sales will drop during covid peak but they were wrong. they didn't order from their suppliers thus suppliers didn't sign wafer agreement with foundries. i believed we going to have a over supply issue in the future with all these fabs being build and the demand will wane overtime
- blihp 5y agoI'd be surprised if the autos are much beyond low single digits (if that) in terms of share as global consumers of semiconductors. The global auto market produces a combined ~70 million vehicles annually vs >250 million PCs, >1.25 billion smartphones etc. with just about everything these days containing at least a microcontroller. Sure, the semi shortage is a big deal to the auto industry, but the autos are almost rounding error to the semi industry.
- SavantIdiot 5y agoThere are about 100 MCUs per car. Even rear-view & side-view mirrors have their own micro-controllers. I believe the most common use are for voltage regulation.
- blihp 5y agoSure but quantity doesn't tell the whole story. Most of them are relatively tiny, in terms of die size. (obviously not so in the case of the more advanced end of the market such as Tesla, but rather the more common vehicles most are currently driving) So the point still stands that automakers aren't an out-sized user of silicon as the parent claims.