Analysis of Global Notebook Shortage from the Perspective of Semiconductor Supply
Taiwanese ODMs (Original Design Manufacturers) account for more than 80% of notebook computer shipments globally. Further, they have prototype product development and design capabilities. This enables Taiwan to develop a complete in-house semiconductor supply chain, including design, manufacturing and packaging and testing capabilities. These factors have long made Taiwan a vital player in both the global notebook and semiconductor industries. Amid the coronavirus pandemic and related disruptions to the supply chain, Taiwan’s importance as a tech hardware hub is becoming even more pronounced. This report provides the background and overview of the global notebook computer shortage; looks at factors impacting global semiconductor supply and examines the impactof chip shortage onboth semiconductor and notebook PC industries.
1. THE FACTORS RECENTLY IMPACTING GLOBAL SEMICONDUCTOR SUPPLY
1.1 The Information Market Demand from the Pandemic Drives Global Semiconductor Demand
1.2 U.S.-China Trade War Intensifies, Causing Production Capacity to Tighten
1.3 Demand from Automotive Chips Has a Short-term Crowding-out Effect on Information Chips
1.4 Heavy Snow in Texas and Renesas Plant Fire Affect Output of IDM Fabs
2. DEMAND FOR CHIP MANUFACTURING / PACKAGING AND TESTING IS IN SHORT SUPPLY, PUSHING UP CHIP PRICES
3. NOTEBOOK CHIP SHORTAGE SITUATION
4. MIC PERSPECTIVE
APPENDIX
List of Companies
1.1 The Information Market Demand from the Pandemic Drives Global Semiconductor Demand
1.2 U.S.-China Trade War Intensifies, Causing Production Capacity to Tighten
1.3 Demand from Automotive Chips Has a Short-term Crowding-out Effect on Information Chips
1.4 Heavy Snow in Texas and Renesas Plant Fire Affect Output of IDM Fabs
2. DEMAND FOR CHIP MANUFACTURING / PACKAGING AND TESTING IS IN SHORT SUPPLY, PUSHING UP CHIP PRICES
3. NOTEBOOK CHIP SHORTAGE SITUATION
4. MIC PERSPECTIVE
APPENDIX
List of Companies
LIST OF TABLES
Table 1 Factors Affecting Global Semiconductor Supply and Demand
Table 1 Factors Affecting Global Semiconductor Supply and Demand
LIST OF FIGURES
Figure 1 Major Semiconductor Foundry Revenue Shares by Country in 2020
Figure 2 The Market Share of Semiconductor Applications in 2020
Figure 3 The Growth Trend of Taiwan's 8-inch Wafer Fab Capacity and Capacity Utilization Rate
Figure 4 The Growth Trend of Taiwan's 12-inch Wafer Fab Capacity and Capacity Utilization Rate
Figure 5 Semiconductor Price Increase Trend
Figure 6 The Main Semiconductor-Based Notebook Computer Components Affected by the Supply Crunch
Figure 1 Major Semiconductor Foundry Revenue Shares by Country in 2020
Figure 2 The Market Share of Semiconductor Applications in 2020
Figure 3 The Growth Trend of Taiwan's 8-inch Wafer Fab Capacity and Capacity Utilization Rate
Figure 4 The Growth Trend of Taiwan's 12-inch Wafer Fab Capacity and Capacity Utilization Rate
Figure 5 Semiconductor Price Increase Trend
Figure 6 The Main Semiconductor-Based Notebook Computer Components Affected by the Supply Crunch
