I know the global semiconductor shortage has been affecting everything from PC hardware and gaming consoles to automakers, but the smartphone industry appears to have escaped the worst of the crisis. How does Qualcomm’s flagship Snapdragon 888 stack stack are meeting the demand in the smartphone market?
Is Samsung experiencing a shortage of SoCs, which is mainly affecting the South Korean company’s low- to mid-range models? A different supplier identified a shortage of Snapdragon 888 chips found in the Galaxy S21 series, but it’s unclear if this has affected the manufacturing of the flagship line.
The publication reports that a senior executive at a top contract manufacturer for several major smartphone brands said it was facing a shortage of Qualcomm components and would be forced to slash handset shipments this year as a result.
Lu Weibing, a vice president for Chinese handset manufacturer Xiaomi, wrote, “It’s not a shortage, it’s an extreme shortage”, on English social network Weibo last month.
This month, the winter storm that hit Texas had forced several chipmakers in the area to shut their plants temporarily, resulting in weeks-long delays before production reaches normal levels. One of the affected factories belongs to Samsung Electronics, the company’s chipmaking arm, which manufactures parts of Qualcomm’s radio frequency transceivers and parts of the Snapdragon 888.
What are some of the headlines about the semiconductor shortages in Silicon Valley right now? Was TSMC recently auctioned off excess wafer capacity at a 15, 20 percent premium while the Biden Administration is taking steps to address the problem?
How do semiconductors in Taiwan cope with a drought? Qualcomm’s incoming CEO believes the worst of the crisis will be over later this year, though some believe it will last well into 2022.