Recently, the International Electronics Industry Connection Association (IPC) survey interviewed hundreds of companies in three regions, including North America, Asia Pacific and Europe. During the epidemic, material costs, labor costs, orders, and capacity backlogs are recognized as key businesses that have risen. index.
The report shows that most manufacturers in the three regions have felt the increase in material prices. 90%, 93%, and 87% of manufacturers in North America, Europe and Asia Pacific respectively believe that material prices have increased. Under greater material prices and inventory pressure, most manufacturers are not optimistic that the semiconductor shortage problem can be resolved before the second half of 2022.
In terms of regions, the profit margins of manufacturers in the Asia-Pacific region with the least inventory pressure are relatively good, with 25% of manufacturers reporting that their profit margins have increased, and the proportions in Europe and North America are 17% and 22%, respectively.
Faced with such findings, IPC President John Mitchell commented: “Although people have paid a lot of attention to semiconductor shortages, it needs to be pointed out that global electronics companies are facing more shortages, backlogs of orders, reduced inventory, and rising material prices. And other issues.
For chip manufacturers such as TSMC and Samsung, although they have announced expansion plans, it is difficult to improve the current core shortage in the short term.
According to this IPC survey, the industry generally believes that semiconductor shortages may continue beyond 2022, which will also have a certain impact on the development of semiconductors and the global electronics industry.
For many manufacturers, there is another point that affects their operations in the epidemic, and that is labor costs. On the whole, the rising index of labor costs ranks second among all indicators. 68% of manufacturers believe that labor costs have increased, and only 2% of manufacturers believe that labor costs have decreased.
In addition to workers, the difficulty of recruiting and retaining technicians has also increased. The survey shows that more than 57% of manufacturers mentioned that the difficulty of recruiting or finding technical talents is increasing, and only 11% of manufacturers said it is easier to recruit or find technical talents.
Although companies in the three regions are facing recruitment problems, there are certain differences in recruitment in Europe, Asia Pacific and North America. Compared with 79% of North American companies and 63% of Asia-Pacific companies who believe that labor costs are rising, European companies face rising labor costs only 45%.
As for the recruitment of technical personnel, it is easier for companies in the Asia-Pacific region to recruit technical personnel. More than 60% of companies in North America and Europe report that recruitment is increasing, while the proportion of companies in the Asia-Pacific region is only 33%.
The following is part of the “Status of the Global Electronics Manufacturing Supply Chain”:
The full text of the report can be obtained by replying to the “Status of the Global Electronic Manufacturing Supply Chain” in the backstage of the official account.
Part of the content comes from: core things: global electronic supply chain survey: 50% of manufacturers report material prices soaring, 80% of manufacturers lack qualified workers; hardware equipment industry: IPC: 50% of global electronic supply chain manufacturers report material prices soaring
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