The management consultancy Roland Berger expects "that the semiconductor shortage will continue well beyond the year 2021". The needs of the auto industry will increase massively through electrification and automated driving by 2025: Today semiconductors for $ 3000 are built into a premium car with a combustion engine. "For a semi-autonomous electric car, the value will more than double to over 2025 dollars per vehicle by 7000," said the industry experts in a study published on Tuesday.
At the same time, the management consultants expect a stronger market concentration among chip manufacturers. "This constellation makes procurement even more difficult." On top of that, smartphone and computer manufacturers are much larger customers for the semiconductor industry than car manufacturers. The demand for computers and game consoles has risen during the Corona crisis, while many automakers severely cut their chip orders.
Due to a lack of semiconductors, Hyundai in South Korea has to temporarily stop production of the Kona SUV model and the Ioniq 5 electric car. In March, Volkswagen had to suspend work on two assembly lines for the Tiguan, Touran and Tarraco models in Wolfsburg for a week. Toyota had the tapes in Kolin, Czech Republic, paused for two weeks in March due to a lack of chips.