Auto Channel Check – Semiconductor Shortage To Disrupt Q3 Production As Well: Systematix

BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.

Systematix Research Report

The global automotive industry has been struggling with the shortage of semiconductors for the last 15 months, driven initially by a sharp recovery in demand for consumer electronics and automobiles after lockdown 1.0.

The imbalance got accentuated by drought in Taiwan, fire at Renesas unit in Japan and storm in Texas, USA (key supplier locations).

The most recent impact on passenger vehicle production was due to Covid-19 led lockdowns in Malaysia.

As per our interaction with various manufacturers, most Indian original equipment manufacturers source their supplies from STMicroelectronics’s Malaysia units.

ST plans to ramp up supplies to 50% by mid September and to 80% by the end of the month as economic activities are resuming in Malaysia.

Click on the attachment to read the full report:

Systematix Auto Sector Update.pdf


This report is authored by an external party. BloombergQuint does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of BloombergQuint.

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