出版:ABI Research(ABIリサーチ) 出版年月:2021年12月
Automotive Semiconductor Shortages
自動車向け半導体の不足 – 分析レポート
Research Analysis | 4Q 2021 | AN-5525
ページ数 | お問合せください。 |
種別 | 英文市場調査報告書(PDF) |
価格 |
Actionable Benefits
- Identify factors driving the semiconductor shortage in the automotive market.
- Disentangle short term disruptions from long term weaknesses in automotive design and sourcing practices.
- Assess the impact of the shortage on new vehicle sales and vehicle configurations.
Critical Questions Answered
- How much longer will the current crisis last?
- What factor have caused the current crisis?
- What can the automotive industry do to avoid a repeat of the crisis in future?
Research Highlights
- New passenger vehicle sales forecast.
- Timeline of semiconductor shortage crisis in the automotive industry.
- Overview of measures taken by industry and governments to add supply chain resilience.
Who Should Read This?
- Demand forecasters at OEMs and Tier 1 suppliers.
- Supply chain analysts at OEMs and automotive suppliers.
ABIリサーチ「Automotive Semiconductor Shortages – 自動車向け半導体不足分析レポート」は年間契約サービス『Smart Mobility & Automotive Research Service』に属する市場レポートです。
ABIリサーチの年間サービスは特定市場の最新・詳細情報をPDFレポート、EXCELファイル、ニューズレターなどを一年を通じて契約者へ提供しています。当レポート単体でももちろんご購入いただけますが、年間契約サービスをご利用いただくことで、継続的に市場情報を入手いただくことが可能です。詳細はChosaReport.comまでお気軽にお問い合わせください。
目次
Table of Contents
1. EXECUTIVE SUMMARY
2. AN UNPRECEDENTED CRISIS
3. AUTOMOTIVE SEMICONDUCTOR SHORTAGE TIMELINE
3.1. Initial Demand Shock
3.2. Cancelled Component Orders
3.3. Unexpected Demand Recovery
3.4. Automakers Attempt to Ramp Up Production
3.5. Further Semiconductor Production Shocks
4. SUMMARY OF THE FACTORS DRIVING SCARCITY
4.1. Poor Demand Forecasting
4.2. Poor Supply Chain Visibility
4.3. Reliance on Just-In-TIme
4.4. Dependance on Legacy Semiconductor Processes
4.5. OVeruse of Proprietary Designs
4.6. Geographic Concentration of Semiconductor Manufacturing
5. IMPACT OF THE SEMICONDUCTOR SHORTAGE ON THE AUTOMOTIVE MARKET
5.1. Stagnating New Vehicle Sales
5.2. Compromised Vehicle Features/Functionality
6. PLOTTING A COURSE OUT OF THE CRISIS
6.1. Engaging More Openly with Semiconductor Suppliers
6.2. MIgrating to More Scalable Semiconductor Designs
6.3. IMproving Supply Chain Visibility
6.4. Semiconductor FAB Onshoring
7. CONCLUSIONS
Companies Mentioned
BMW Group
BOSCH
Ford
General Motors Corporation
Intel Corporation
Mobileye
Qualcomm Inc
Samsung
TSMC
Volvo