According to the report from DIGITIMES on July 27, the supply of automotive and industrial chips remains tight, while consumer chip inventories continue piling up throughout the supply chain.
Industry sources said consumer IC inventories held by distributors and downstream device vendors have reached alarming levels; nearly every segment of the consumer IC industry is in a state of overstock.
In the best-case scenario, it may take half a year for consumer IC suppliers to complete their inventory correction, according to the sources. Thus, the outlook for consumer electronics demand in the second half of 2022 is generally pessimistic.
TSMC has previously warned that customers may adjust inventory through the first half of 2023.
TSMC CEO CC Wei said in the latest earnings conference call that with smartphone, PC and consumer end market momentum slowing down, related industry supply chains will be involved in inventory correction throughout the second half of 2022.
Additionally, the outlook for automotive, industrial and other non-consumer IC demand remains promising, according to industry sources. IDMs, such as NXP Semiconductors, continue to see their automotive and industrial chip supply fall short of demand.
Source from ijiwei
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