Use wechat to scan the QR code < / P > < p > to share with friends and circle of friends < / P > < p > [compiler / observer Lv Dong editor / Zhou Yuanyuan] a $1 < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E8%8A%AF%E7%89%87 "> can chips lead to global economic crisis? < p > < p > on April 6, the article entitled "why the shortage of $1 chips can trigger a global economic crisis" published by Bloomberg pointed out that the supply crisis of a few seemingly insignificant components (such as display driver chips and power management chips) is affecting the global economy. Affected by the lack of core, Ford, Nissan, Volkswagen and other auto giants have successively reduced production, which may cause the global auto industry to lose more than 60 billion US dollars this year. < / P > < p > the article also takes the $1 display driver chip as an example, saying that more and more intelligent terminal manufacturers are beginning to encounter the problem of core shortage, which leads to the shortage and cost increase of components such as TVs, laptops, and LCD panels for cars, airplanes and high-end refrigerators. < / P > < p > limited by insufficient supply of display driver chips, LCD < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E6%98%BE%E7%A4%BA%E5%99%A8 "> monitor < / a > prices soared. The article points out that the price of 50 inch LCD TV panel has doubled since January 2020. And Matthew kanterman of Bloomberg predicts that the price of LCD will continue to rise until the third quarter of this year due to the "serious shortage" of display driver chips. In spite of this, no manufacturer is willing to build more 8-inch mature process production lines because it makes no economic sense, according to the article. "The existing production line has been fully depreciated and fine tuned, and buying new equipment and starting at a lower output will mean higher costs.". < p > < p > why does the shortage of $1 chips trigger the global economic crisis_ blank" href=" https://news.163.com/news/search?keyword=%E5%8D%8A%E5%AF%BC%E4%BD%93 "> why the semiconductor < / a > industry is in crisis, a valuable entry point is a $1 display driver. < / P > < p > at present, the global semiconductor industry is composed of hundreds of different chips. The unit prices of chips provided by Qualcomm and Intel vary from $100 to $1000, which can give powerful functions to computers or smart phones. In contrast, the display driver chip is very common: its only function is to convey basic instructions, so that the screen on the mobile phone, display or navigation system can work. < / P > < p > the semiconductor industry, as well as more and more companies such as automobile manufacturers, are beginning to encounter the problem of not having enough display driver chips available. The companies that produce these products are unable to meet growing demand, so prices are soaring. This has led to a shortage of LCD panels, which are key components for TVs, laptops, cars, airplanes and high-end refrigerators. < / P > < p > photo source: Reuters < / P > < p > "it's not something you can do with. If you have everything but no display driver chips, you can't make your own products, "says Stacy Rasgon, who heads the semiconductor industry at Sanford C. Bernstein. < / P > < p > now, these seemingly insignificant components (such as power management chip, PMIC) are also facing a supply shortage crisis, which will affect the global economy. Auto makers such as Ford, Nissan and Volkswagen have cut production, resulting in an estimated loss of more than $60 billion in revenue for the global auto industry this year. < / P > < p > the leakage of the house comes from continuous rain at night. In February this year, a rare winter storm in Texas shut down the local factories of Samsung, NXP and Infineon, and then a fire broke out in the factory of Renesas electronics, a Japanese auto chip supplier. Samsung Electronics warned that there was a "serious imbalance" in the global semiconductor industry, while < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E5%8F%B0%E7%A7%AF%E7%94%B5 "> TSMC < / a > said that although its plant capacity exceeded 100%, it still could not meet the demand. < / P > < p > "our company has never seen anything like this in the past 20 years," says Jordan Wu, co-founder and CEO of HIMAX technologies, a display driver chip supplier in Taiwan. "Every application lacks a chip.". < / P > < p > photo source: the current round of chip shortage crisis started with an understandable misjudgment during the new crown pandemic last year. When the novel coronavirus pneumonia epidemic began to spread around the world, many enterprises expected that people would cut back on expenses as the situation became severe. < / P > < p > "I cut all my predictions and modeled the financial crisis. But demand is really elastic. " Stacy Lagan said. < / P > < p > people trapped in the epidemic began to buy high-tech products. They buy better computers and bigger monitors to be able to work remotely; they buy new laptops for children to use in distance learning. In order to make home isolation more interesting, they also bought 4K TVs, game machines, milk bubblers, air fryers and immersion blenders. The new crown pandemic has become an extended version of "Black Friday". < / P > < p > car manufacturers are also caught off guard. During the outbreak, they closed factories one after another because no one was willing to buy a car at the 4S store, and demand began to collapse. The auto giants are also asking suppliers to stop supplying parts, including chips that are increasingly important to cars. However, demand began to pick up rapidly in the second half of last year. People want to drive, they don't want to use public transport. Automakers are also reopening factories and turning to chip makers such as TSMC and Samsung, which are unable to supply car chips fast enough. < p > < p > in 2001, Jordan Wu and his brother co founded Qijing optoelectronics, which is the chairman of the company. They began to produce driver chips for laptops and displays, and launched them in 2006. Later, their products gradually expanded to smart phones, tablets and touch screens. < / P > < p > Wu explained that his staff had done their best to supply display driver chips. 该公司设计好的芯片交由台积电或联电代工?
2023-03-22 10:04:31