Sina Science and Technology News on the evening of September 24, Beijing time, it is reported thatTeslaCEO Elon Musk (Elon Musk) said today that the ongoing semiconductor crisis is expected to end next year.
Musk believes that the chip shortage is a short-term problem, not a long-term problem. "there are a lot of chip factories under construction," he said. I think the chip production capacity will be greatly increased by next year. "
Mr Musk did not say which chip factories were under construction. althoughIntel和Taiwan Semiconductor ManufacturingPlans to build a new plant in the United States have been announced, but it is not expected to be online for a few years.
Glenn O'Donnell, vice president of consulting firm Forrester, believes the chip shortage could last until 2023. Mr O'Donnell said in April: "supply will still be limited because of high demand. We expect this shortage to last until 2023. "
The global chip shortage has had a significant impact on a number of industries, and the automotive industry has been particularly hard hit. Ford, Volkswagen andDaimlerWell-known carmakers, such as the lack of chips, have been forced to partially stop production and cut manufacturing targets.
TeslaNo exception. Mr Musk said in a first-quarter earnings call that Tesla, Inc. had some supply chain problems. "in this (first) quarter, we encountered the most difficult supply chain challenge that Tesla, Inc. has ever experienced, and the same will be true in the second and third quarters," he said. "
In August, Mr Musk also blamed Renesas and Bosch, saying that as the world's two largest suppliers of car chips, they had curbed Tesla, Inc. 's car production.
AlixPartners, a consultancy, estimated earlier this week that the chip shortage would cost the industry $210 billion in revenue this year alone.