The protracted shortage of semiconductors has put many industries in trouble for more than a year. however, some companies have begun to see the situation improving recently, and the delivery cycle in May is basically the same as the previous month. According to the research of s**usquehanna financial group, the average lead time - the time from order placement to delivery - was 27.1 weeks last month, breaking the record, but basically the same as the 27 weeks in April. Susquehanna said that the last time the delivery cycle was flat or slightly shortened was in January 2022.
"The company specific data points tend to be downward, and about 60% of chip companies have a shorter lead time," Susquehanna analyst Chris Rolland said in a research report on Tuesday.
Rolland pointed out that the continuous interference caused by the Russian Ukrainian war did not lead to a significant lengthening of the delivery cycle.
Mercedes Benz group said on Tuesday that chip supply is improving and its global automobile manufacturing business is basically operating normally. Volkswagen In early May, it was also said that the shortage of semiconductors was expected to ease in the second half of the year.
Morgan Stanley Adam Jonas, an analyst, also said in a report that strong OEM shipments, a slowdown in the consumer electronics market and the resumption of production in China may help alleviate the chip shortage earlier than expected.
Jonas wrote that although the situation is still unstable, according to the communication with automobile manufacturers and suppliers and the data from the Asia semiconductor team of Morgan Stanley, the long-term shortage of global automobile chips may be approaching a solution.