Motor warning: automotive chips are no longer out of stock, which may trigger a single wave of chopping.

CTOnews.com November 23 news, the original out-of-stock car chip appeared oversupply warning. According to Taiwan Economic Daily, Morgan Stanley Securities pointed out in its latest Asia-Pacific automotive semiconductor report that some automotive semiconductor suppliers, such as MCU and CIS, including Renesas Semiconductor and ON Semiconductor, are currently cutting some chip test orders in the fourth quarter, indicating that automotive chips are no longer out of stock.

Analysts pointed out that comparing global automotive semiconductor revenue trends with changes in automobile production, it can be found that the compound annual growth rate (CAGR) of automotive semiconductor revenue in recent years is as high as 20%, while automobile production is only 10%.

CTOnews.com understands that according to this trend, the oversupply of automotive semiconductors should have occurred as early as the end of 2020 and the beginning of 2021, but at that time, affected by the global new crown epidemic, transportation was not smooth or even cut off, resulting in an extreme shortage of automotive chips and continued shortage.

Reported that, with the impact of transportation gradually eased, coupled with TSMC in the third quarter to significantly increase the production of automotive chips, and the global sales of electric vehicles as high as 50 to 60 percent of the impact of the mainland of China market demand, so that automotive chips have been fully produced at present, the long-standing chip shortage problem that plagued the automotive industry officially ended. Among them, TSMC's automotive semiconductor wafer output in the third quarter increased by 82% year-on-year, 140% higher than before the epidemic.