Semiconductor supply should only be normalized in 2023, says professor

The automobile industry is one of those that suffer most from the semiconductor supply crisis, but, according to the coordinator of automotive courses at Fundação Getúlio Vargas (FGV), Antônio Jorge Martins, supply will only be normalized from 2023.

In an interview with CNN Rádio, the professor said that the oscillation started during the pandemic, “due to the digital transformation of all companies in the world”, which “generated significant demand on top of semiconductor producers.”

The industry is divided into Europe, Asia and the United States and, in all these places, according to Antônio Jorge, there is even a process of tripling the production capacity, but “it is not done overnight, the situation must only change.” normalize from next year.”

Last Tuesday (5), Mercedez-Benz announced collective vacations for around 5,000 workers in São Bernardo do Campo, in São Paulo, and for another 600 in Juiz de Fora, in Minas Gerais. All because of the shortage of components for the assembly of trucks and buses.

For the specialist, stoppages like this will not happen with the frequency of the peak of the pandemic, but they are still expected on a timely basis throughout 2022.

In addition to the increase in demand, another factor that harms supply is the lockdown in Asia, which hinders the shipment of semiconductors.

The professor reinforces that the industry makes large investments, in two distinct blocks: “One that moves to meet a strong demand, with speed, and another that focuses on specializing and technologically evolving in the manufacture of semiconductors.”

In his assessment, “there is every possibility for manufacturers to meet the technological evolution of the entire electronics sector.”

Antônio Jorge pointed out that the expectation of the automotive sector is for growth in the order of 10 to 12%. However, he admits that the estimate may not materialize due to these stoppages.

“Anyway, we believe that we have conditions to grow.”

Source: CNN Brasil

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