The great reorganization announced by Samsung should allow it to strengthen itself against the Taiwanese competitor TSMC and to try to take the first place in the world.
However, it will not make it possible to avoid the shortages of components which have particularly complicated the year 2021. Between strong demand in certain sectors and disruptions in supply and production due to the global pandemic, the availability of chips, including mobile processors, has been disrupted.
And the situation is expected to continue throughout the coming year. The production of mobile application processors and RF components associated with modems to remain problematic until the end of 2022 (and possibly beyond).
The Korean giant should still be able to take measures to reduce the impact of these shortages, with the experience of the year about to pass, with for example the establishment of component stocks for four weeks (instead of the usual two) to smooth out periods of stress.
We will also have to deal with the probable rise in foundry prices for access to their highly demanded and sought-after means of production, all the more so as the situation tends to lead fabless companies (which design chips but have them manufactured by others) to favor high-margin components (high-end / premium) in this period.
Source: GNT – actualités by www.generation-nt.com.
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