Insight Reports 9 minutes PremiumHas the Chip Shortage Ended? What Does This Mean for Retailers? John Harmon, CFA, Managing Director of Technology Research May 4, 2023 Table of ContentsIntroduction Analyzing the Chip Supply Situation: Coresight Research Analysis 1. Demand: A Surge in Consumer Demand Overwhelmed Chip Supplies, Creating a Roller-Coaster Effect in the Sales of Appliances and Electronics 2. Supply: The Semiconductor Industry Is Highly Cyclical, but the Long-Term Trend Is Upward 3. The Current Chip Situation: From Shortages to an Inventory Overhang What We Think Implications for Brands/Retailers Implications for Real Estate Firms Implications for Technology Vendors What's InsideWe 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 This report is for Premium subscribers only. Learn more about subscriptions here.If you are a Premium subscriber, please log in. Other research you may be interested in:
