Recently, there has been frequent news that the shortage of chip supply will affect automobile production. The German Minister of Economy has even sent a letter to relevant departments in Taiwan, China, seeking to "jump the queue." Taiwanese IC design manufacturers frankly said that the global automotive-related chip market faces a gap of more than 40%, and it will take more than a year to solve the problem. This also gives Taiwanese manufacturers an opportunity.

According to digitimes reports, related manufacturers pointed out that it is now the brand car manufacturers who are looking for production capacity by themselves, rather than chip suppliers. This wave of automotive chip shortages will enable Taiwanese IC design companies to enter the global brand car manufacturers. Supply chain system.

It is reported that due to the continuous expansion of the number and size of automotive screens, the global market gap for automotive LCD driver ICs is more than 40%, far more than the 20% gap for large and small-sized LCD driver ICs. At the same time, there are currently only a handful of LCD driver IC solutions that have passed automotive regulations and the limited supply of TDDI chip suppliers for new applications has increased the pressure on demand.

In the above context, Taiwan-based IC design companies have seen opportunities. The previously fully enclosed or even conservative automotive chip supply system will be reviewed after 2021, and the IDM factory as the source of most automotive chip supply will be Play a more important role.