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Has the Chip Shortage Ended? What Does This Mean for Retailers?


What's Inside

We discuss the current availability of chips (semiconductors) following recent shortages and spikes in consumer demand for electronics and appliances.

We also present recent commentary on supply and demand from selected technology companies.

This report builds on our previous research on the topic: What Does the Global Chip Shortage Mean for Retailers?

Data in this report include:

  • Year-over-year growth in US consumer spending on electronics and appliances, 2010–2022
  • US revenue for selected consumer electronics products, 2018–2026E
  • Global semiconductor market size, 1987–2023E

Companies mentioned in this report include: Apple, Avery Dennison, HP Inc., Lenovo, Microsoft, Qualcomm, Samsung, TSMC

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