Samsung warned today that there is a “serious imbalance” in semiconductors globally and a shortage of chips could delay the launch of its flagship Note. Analysts also point out that this shortage is affecting almost everyone except Apple.
According to a Bloomberg report, “Samsung expects the crisis to be a problem for the next quarter.” Executive co-chairman Koh Dong-jin said during an annual shareholder meeting in Seoul that the company could skip the launch of a new Galaxy Note this year, after more than a decade of annual launches.
Industry giants, from Continental AG to Renesas Electronics Corp. and Innolux Corp., have warned in recent weeks of deficits that are longer than anticipated, thanks to unprecedented demand from the COVID era for everything from cars to game consoles and mobile devices.
“There is a serious imbalance in the supply and demand of chips in the IT sector globally,” said Koh, who oversees the company’s mobile and IT divisions. “Despite the difficult environment, our business leaders are meeting with partners abroad to solve these problems. It is difficult to say that the scarcity problem has been solved 100%. “
MS Hwang, an analyst at Samsung Securities, said Bloomberg that “the restricted supply of Qualcomm AP chips produced by TSMC is affecting everyone except Apple”. This problem will also affect the supply of video driver ICs and the TV market, with rising prices for LCD panels, according to Hwang.
Bloomberg also notes that “some analysts say the shortage can be resolved mainly in the coming months. But the concern is that limited supply in certain segments may eventually strangle the broader consumer electronics industry and raise prices if it persists. “
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