Along with sharing its estimates of the worldwide PC market, with Mac shipments the standout, Counterpoint Analysis has additionally pulled collectively its greatest prediction of the element scarcity outlook for this 12 months.
It reveals that we will count on a big enchancment in the midst of 2022, however shortages will stay in 4 element classes …
The worldwide chip scarcity was created by a mixture of components. These embody elevated demand for know-how in the course of the pandemic, COVID-related manufacturing disruption, and a rising demand for chips by car-makers; as vehicles depend on rising numbers of microprocessor items.
The largest challenge just isn’t with CPUs and GPUs, however way more mundane chips like show drivers and energy administration programs. These comparatively low-tech chips are utilized in an enormous variety of units, together with Apple ones.
Apple CEO Tim Cook dinner revealed that provide constraints value Apple $6B in every of the final two quarters, and we must always get an extra replace on the firm’s earnings name later right this moment.
Element scarcity outlook for 2022
The report compares the degrees of element shortages for the primary and second halves of final 12 months, and maps out its expectations of how issues will play out this 12 months.
The corporate breaks down its report into 4 key areas:
- Show (show driver chips, for instance)
- Different circuit boards (wi-fi chips, for instance)
Then subdivides these into extra particular element classes, portray broad brush-strokes of the scarcity ranges for every.
Show driver chips had been in significantly brief provide final 12 months. Counterpoint estimates that demand exceeded provide by 20-30% within the first half of the 12 months, and by 10-20% within the second half. Nonetheless, it believes that offer will meet up with demand in the midst of this 12 months.
By the tip of this 12 months, the market intelligence agency believes that shortages which affected seven element classes final 12 months could have eased fully, whereas 4 extra parts will proceed to be affected:
- LCM – PMIC (show chips)
- Discrete GPUs (which shouldn’t impression Apple)
- Energy administration chips
- Wi-fi chips
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