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 impact of chip shortage on both semiconductor and notebook PC industries.
List of Topics:
- Background of the global semiconductor shortage and the impact on the global notebook PC industry
- Analysis of key factors affecting global semiconductor supply, including the COVID-19, China-U.S. trade war, automotive chip shortage, and irresistible and external factors
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. Publisher Perspective
5. Appendix
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
List of Tables
Table 1 Factors Affecting Global Semiconductor Supply and Demand
- ASE
- Chipbond
- ChipMOS
- Cypress
- DongBu HiTek
- Fab-Lite
- FocalTech
- Greatek
- Hua Hong Semiconductor
- Huahong
- Huawei
- Infineon
- JMicron
- Microchip
- NexChip
- Novatek
- Nuvoton
- NXP
- OSE
- Parade Technologies
- Phison Electronics
- Power Semiconductor Manufacturing Co.
- PTI
- RealTek
- Renesas
- RichTek
- Samsung
- Sanjing
- Shin-Etsu Silicone
- Shinko Electric
- Silergy
- SMIC
- SPI
- SWTC
- Tesla
- TI
- TSMC
- UMC
- VIS
- World Advanced
Primary research with a holistic, cross-domain approach
The exhaustive primary research methods are central to the value that the analyst delivers. A combination of questionnaires and on-site visits to the major manufacturers provides a first view of the latest data and trends. Information is subsequently validated by interviews with the manufacturers' suppliers and customers, covering a holistic industry value chain. This process is backed up by a cross-domain team-based approach, creating an interlaced network across numerous interrelated components and system-level devices to ensure statistical integrity and provide in-depth insight.
Complementing primary research is a running database and secondary research of industry and market information. Dedicated research into the macro-environmental trends shaping the ICT industry also allows the analyst to forecast future development trends and generate foresight perspectives. With more than 20 years of experience and endeavors in research, the methods and methodologies include:
Method
- Component supplier interviews
- System supplier interviews
- User interviews
- Channel interviews
- IPO interviews
- Focus groups
- Consumer surveys
- Production databases
- Financial data
- Custom databases
Methodology
- Technology forecasting and assessment
- Product assessment and selection
- Product life cycles
- Added value analysis
- Market trends
- Scenario analysis
- Competitor analysis
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