Samsung today warned that there is a ‘serious imbalance’ in semiconductors worldwide and a shortage of chips could delay the launch of its Note flagship. Analysts also point out that this shortfall affects almost everyone except Apple.
According to a Bloomberg report, “Samsung expects the predicament to be a problem for the next quarter.” Koh Dong-jin, co-CEO, said at an annual shareholders’ meeting in Seoul that the company could skip the launch of a new Galaxy Note this year, after more than a decade of annual launches.
Industry giants from Continental AG to Renesas Electronics Corp and Innolux Corp. has warned in recent weeks of longer-than-expected shortages thanks to the unprecedented demand of the COVID era for everything from cars to game consoles and mobile devices.
“There is a serious imbalance in the supply and demand of chips worldwide in the IT sector,” Koh said. It oversees the IT and mobile division of the company. “Despite the difficult environment, our business leaders are meeting partners overseas to solve these problems. It is difficult to say that the deficit issue is 100% resolved. ”
MS Hwang, an analyst at Samsung Securities, said Bloomberg that ‘the enhanced supply of Qualcomm AP chips produced by TSMC affects everyone except Apple.’ According to Hwang, this problem will also affect the supply of ICs for the screen driver and the TV market, with rising prices on the LCD panel.
Bloomberg also notes that ‘some analysts believe that deficits can mostly be ironed out in the coming months. The concern, however, is that the tight supply in certain segments could eventually suffocate the broader consumer electronics industry and raise prices if it continues. ‘
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