IDC sta individuando segnali che l’attuale boom del mercato dei semiconduttori potrebbe trasformarsi in un eccesso nel 2023😳. “L’industria vedrà la normalizzazione e l’equilibrio entro la metà del 2022, con un potenziale di sovraccapacità nel 2023 quando inizieranno ad arrivare espansioni di capacità su larga scala verso la fine del 2022”, scrive in una nota la società di analisi.
Assisteremo ad un capovolgimento estremo della situazione attuale di domanda ed offerta? 🧐
#electronicpartner #electroniccomponents #distributoreindipendentecomponentielettronici #electronicdistribution #chip
The comment of Nardo Alessandro, sales manager of Electronic Partner:
“It’s to be imagined that so much demand corresponds sooner or later, unfortunately, as much surplus and history has given us proof of this every time.
In this case, however, there are some oddities that can change this dynamic diametrically: from n big-manufacturer that have merged with each other, to n important applications that had to start a few years ago (electric cars for example), to the pandemic that has made elastic effect first stopping the whole economy and then making it start rocket, to a very strong deficit of supply compared to demand, to the fact that until a few days ago we were talking about a few years before a new alignment (between supply and demand) and now, in this article, even at the end of next year is expected an excess of material availability! ?!’
Bah, all contrary of all!
And meanwhile, just in these days, we are seeing a sharp worsening of an already hyper difficult situation! 🤔 “
