According to industry sources, due to the shortage of mature automotive chips, some global automotive manufacturers are turning to advanced process nodes to manufacture their chips, especially for new models and electric vehicles.

According to the Taiwan media Electronic Times, the source pointed out that auto supply chain participants are integrating advanced process chips into new models, which involves comprehensive new design, certification and mass production, thus skipping the chip field with the most serious shortage. They also tried to use new process chips for their existing models to alleviate the shortage of mature chips.

Previously, McKinsey, a well-known consulting company, pointed out in a report that the annual demand for automotive semiconductors may increase from about 11 million 12 inch wafers in 2019 to 33 million wafers in 2030, with a compound annual growth rate of 11%. Continuing the current mode, most of the automotive wafer demand in the future will involve 90 nm and above process nodes, because many automotive controllers and electric power systems, including electric drive inverters and actuators, rely on these mature chips.

Although semiconductor companies are increasing the output of mature node chips, McKinsey's analysis shows that the compound annual growth rate will remain around 5% from 2021 to 2026, which is not enough to eliminate the mismatch between supply and demand.