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Automotive Fast Response Report: Semiconductor Provide for H1 2022 - Pak Auto Services
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Automotive Fast Response Report: Semiconductor Provide for H1 2022

Automotive Fast Response Report: Semiconductor Provide for H1 2022

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20 January 2022
Nigel Griffiths

Flash Danger Warning on Semiconductor Provide for H1 2022

The Danger in Define: Will Omicron minimize chip provide from
the Philippines?

  • A vertical enhance in COVID-19 circumstances within the Philippines in
    current days poses the specter of authorities lockdowns that might
    temporally sever its vital Outsourced Semiconductor Meeting
    and Take a look at amenities (OSAT) from the already pressured and fragile
    world provide chain.
  • In impact the Philippines may change into a replay of the
    ‘back-end’ bottlenecks to semiconductor provide seen in Malaysia
    throughout Q3 2021 that had a major impression on world Auto
    manufacturing.
  • Potential publicity is more likely to be lower than for Malaysia however
    continues to be estimated at as much as most of 1.4m models of misplaced automobile
    output throughout the subsequent six months if full manufacturing lockdowns
    had been to be enforced.
  • Philippines Authorities has enacted a number of COVID restrictions
    in current days to regulate the climb of circumstances hoping to go off the
    want for these extra stringent lockdowns. Nonetheless, the intensive use
    of the Sinovac vaccination implies that even two-dose vaccine
    efficacy in opposition to Omicron could also be weak or unsure so the dangers of a
    hospitalisation surge could possibly be excessive even with the reported milder
    signs of Omicron variant

Obtain the total report




Posted 20 January 2022 by Nigel Griffiths, Chief Automotive Economist









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