Shulou(Shulou.com)11/24 Report--

JPMorgan Chase Research (JP Morgan Research) recently commented that the tension in the automotive chip supply chain since 2020 is about to be significantly alleviated, according to JPMorgan Research.

The department said the COVID-19 epidemic was a catalyst for a shortage of automotive chips, but structural factors also played an important role, bringing higher demand for chips as a result of the transition to automation and electrification.

However, according to the department's tracking, the supply chain will be significantly loosened in the second half of 2022, and the chip shortage as a whole is coming to an end, although some of these categories are still in short supply. Sandeep Deshpande, an analyst at the agency, believes that the decline in consumer electronics demand has freed some contract factories to free up capacity for the automotive and industrial markets, but vehicle regulation product certification is still a major constraint on the matching of supply and demand, without this problem. Automotive chips will achieve a balance between supply and demand by the end of this year.

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