The global supply chain is facing huge challenges due to a blowout in demand for semiconductor terminals. ST works closely with customers and partners to balance capacity across the end demand markets of automotive, industrial, personal electronics, communications equipment, etc. ST is also optimising its supply chain at its fabs, packaging and testing facilities to support the various needs of its customers.
There are two main reasons for this challenging situation — first, the rapid rebound in demand for most semiconductors since the outbreak; The second is an increase in demand for devices and systems that rely on semiconductor technology to support their design and performance. In short, industry and technology are changing. For example, diesel vehicles are transforming to new energy vehicles; Traditional fossil energy is migrating to solar energy and wind energy. Cars equipped with assisted driving, autonomous driving and artificial intelligence are being produced in large numbers; Industrial applications with intelligence, digitalization and Internet connection are constantly landing; Deployments of 5G powered IoT, cloud and edge computing applications continue to increase…
In the process of industry and technology change, ST has seen a lot of short -, medium – and long-term semiconductor demand growth. Although the world is currently facing a semiconductor chip shortage crisis, and the industry is full of challenging conditions will continue for some time, I believe that we will be stronger after walking through this moment together.
The shortage of STM32 this year is obvious to industry insiders. The STM32 shortage is not only a global chip shortage, but also the result of a combination of factors including industry mega-trends/market growth, COVID-19, and the success of STM32. ST has been working hard to increase capacity to meet customer demand, but in the short term, it is difficult to tell the exact date when the chip shortage will end. In this regard, ST promises to improve production capacity, strengthen cooperation with OEM factories, and solve the shortage problem as soon as possible.
When STM32 is out of stock seriously, many system manufacturers have changed their design and adopted local MCU to ensure the normal operation of the production line. At present, the domestic MCU is very prosperous, such as Zhaoyi innovation, Lingyi Microelectronics, Huada, etc. are in the domestic replacement of the east wind to open the market, the supply continues to increase.
The opportunity for homegrown alternatives comes from the popularity of 32-bit cores in the ARM Cortex-M family. Lingding Microelectronics 32-bit MCU, based on ARM Cortex-M series kernel, independent research and development of hardware, software and ecosystem. Can be directly replaced by compatible STM32. GM’s 32-bit MCU is among the top companies. Customers cover intelligent industry, automotive electronics, communications infrastructure, medical and health care, smart home appliances, Internet of Things, personal devices, mobile phones and computers and other application fields. Agent Yingshangwei can provide customers with a full range of support from hardware chips to software algorithms, from reference solutions to system design.