Coming up with a $ 1 chip is provoking a global crisis

To understand what the $ 450,000 million semiconductor industry has entered a crisis, tenemos que empezar con una pequeña pieza llamada controlalla de pantalla cuyo precio es de USD 1.

The global silicon industry is compliant with different types of chips, among the most llamative are the Qualcomm Inc. e Intel Corp que of desde USD 100 per month of USD 1,000 dollars uno. These skyscrapers work computer powers or the brilliant telephone in your pocket. In contrast, a slipper monitor is universal, its only proposal is to transmit basic instructions to illuminate the panel of its telephone, monitor or navigation system.

The problem for the chip industry, and each time more for the technology companies, as well as automakers, is that no haoi sufficientes pantadores de pantalla para todos nie. The companies that the manufacturer can follow the rhythm of the creciente demanda, for what the prices are missing.

This is a contributor to summit of ministers y in addition to the costs of the liquid crystal display panels, components resulting therefrom for the manufacture of television works and calculators, such as motor vehicles, aircraft and alta gama cold rooms.

No hay forma. If you have any questions, please do not have a pawnbroker, entonces can build its product ”, dijo Stacy Rasgon, which covers the semiconductor industry for Sanford C. Bernstein.

Currently, the crisis in a mess of insignificant parenting parties (for example energy management chips) has been propagated through the global economy. Car manufacturers like Ford Motor Co., Nissan Motor Co y Volkswagen AG has made a reduction in production, and there is an estimate of the amount of USD 60,000 million and perdidos perdidos para industria este año.

It is likely that the situation will continue to improve. The rare invermental torment in Texas acabó with fringes of estadounidense production. A fire in a Japanese key factory the installations will last for a month. Samsung Electronics Co. warning about a “Grave imbalance” in industry, to the time that Taiwan Semiconductor Manufacturing Co. dijo que no puede mantenerse al día con la demanda a pesar de tener sus plantas a maximum of 100% of its capacity.

“We have never seen anything like this in the last 20 years since the founding of our company”, dijo Jordan Wu, co-director and director of Himax Technologies Co., a better proof of the control of pantalla.

The nation’s chip crisis a compensable error error due to the coronavirus coronavirus pandemic last year. While the covid-19 has begun to extend from China to the rest of the world, many are anticipating that the people will reduce costs as times become more difficult.

‘Corté todas mis projections. Use the financial crisis as a model “, double Rasgon. “Without embarrassment, the demand was really resistant”.

People who need to step up at home to buy technology, y siguieron comprando. Compraron best computers y bigger pants to be able to work with remote form. The door has its new portable computers for distance learning. Adquirieron 4K TVs, game consoles, spechemadores de leche, freidoras y licemadoras de inmersión para hacer la vida en quarentena más agradable. The pandemic was converted into a Black Friday extension.

For car manufacturers, the problem lies in surprise. During the confinement we will plant it as soon as the demand collapses because we can reach the points of sale. At the same time, the drivers will have to send components, including the chips that each have more essentials for the cars.

Posteriormente, the fines of the past year, the request comenzó ‘n repuntar. The people want to sell and do not want to use public transport. Automobile manufacturers are repairing the factories and making the work with chip makers like TSMC y Samsung. Are you responding? Get behind the line. No podían manufactures chips that are sufficiently fast to cover the needs of its customers.

Jordan Wu de Himax finds in the middle of the tempestad of the technology industry. In a recent March, the 61-year-old man agreed to meet in Taipei’s office to discuss the case and why it is difficult to resolve. Wu was sufficiently anxious to hear that the interviewer was programming the same motto that Bloomberg News solicitation, with the members of his staff who are united in person and others whom he hiccups by telephone.

In 2001, Wu found Himax with his brother Biing-seng, now president of the company. Commenzaron manufactures integrated circuits of controllers (for integrated circuits), as are known in industry, for portable computers and monitors. In 2006, it became a staple and creator in the computer industry, expanding into intelligent telephones, tablets and tactile pants. Its chips are now used in product decades, from telephones and televisions to automobiles.

The bottle source is that these chips manufacturing lines are agonizing. Wu says that A pandemic has generated a strong demand that manufacturing societies do not have enough pawnbrokers to control everything. the panels that come with the computers, televisions and game consoles, in addition to all the new products in which the companies are giving pants, such as refrigerators, intelligent thermometers and car maintenance systems.

Wu explained that Himax can not make more pants controllers taking more care of its work force. The company designs sliding and leveling controllers in a factory such as TSMC or United Microelectronics Corp. Its chips are manufactured using what is called “nodo maduro” technology, equipped with at least a few generations of vanguardia processes. These machines grind lines in silicon with an anchor of 16 nanometers or more, in comparison with the 5 nanometers of high gama chips.

Has a special restriction on the integrated circuits of controllers for motor systems because generally made of silicone wafers of 8 pulgadas, en lugar de obleas más avansadas de 12 pulgadas. Sumco Corp., one of the main oblate manufacturers, announced that production capacity for 8-line crews will be 5,000 obleas by 2020, less than in 2017.

Everything is a reference to Himax’s business. The sales are increasing and the price of their shares has tripled since November.

Prohibition of probes, the CEO is not celebrating. Its negotiation is based on burning customers who want it, because its inability to satisfy its demands at a critical moment results in frustrating results. No hope that the crisis, especially for the motor vehicle components, will end soon.

“Todavía has not given us a position in which we can see the light at the end of the tunnel”, indicu Wu.

© 2021 Bloomberg LP

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