The demand for electronic devices has increased considerably during the pandemic period. The semiconductor supply process is also going through a painful period. With the Russia-Ukraine war, the worries increased even more. However, according to some analisdollarser, the situation is not as bad as it seems.
A new report by Counterpoint Research reveals that global semiconductor prices could swell in the second half of 2022 as supply-demand gaps shrink. Focusing on China as one of the largest semiconductor manufacturers, the report shows that the gaps between supply and demand have narrowed since late last year. Finally, inventory levels of 5G related chipsets, application processors and RF equipment have increased. Better still, the same goes for PC components.
William Li, research analyst focusing on semiconductors and components, said: “The increase in wafer production and supplier diversity showed a significant improvement in the component supply situation, at least in the first quarter.”
Counterpoint Research seems confident that the kidnappers will be over by the end of the year. The company’s senior analyst, Ivan Lam, also pointed out that things could worsen again due to COVID-19 cases.