Experts of the analytical company ABI Research have published a forecast for the next year. Unlike many forecasts of this kind, this forecast says that, according to analysts, will NOT happen next year. In particular, ABI Research experts believe that the industry will not be able to cope with the shortage of semiconductor products.
More specifically, analysts believe the combination of factors needed to address the semiconductor shortage will not emerge until 2023. These factors include the commissioning of additional capacities, the formation of established demand (and not panic demand, when orders are two or even three times higher than real needs) and compensation for the inflationary impact on consumer spending on goods.
Permanent risk factors include social and political impacts, as well as the ability to bring new production facilities into operation on time, especially those producing automotive electronics, which are subject to more stringent requirements. The situation will also continue to be affected by factors related to the pandemic, which make it difficult to staff capacities and transport materials and finished products.
