дефицит_чипов_и_почему_это_проблема

1.

The Semiconductor Crisis:
How a Tiny Chip Paralyzed
the Global Economy

2.

The Core Problem
The world is facing an acute shortage of chips—the "brains" behind all
modern electronics. The crisis, which began in 2020-2021, has affected all
continents and hundreds of industries.

3.

Causes of the "Perfect Storm"
Explosive Demand
Supply Chain Disruptions
Pandemic (remote work,
Lockdowns
devices)
Factory shutdowns
Digitalization (5G, cloud)
Complex international logistics
Cryptocurrency mining
Limited Production Capacity
Building a new factory takes 2-3
years and costs billions of dollars
Only a handful of key
manufacturers (TSMC,
Samsung)

4.

The Domino Effect
Automotive (Hardest Hit)
Production line stoppages due
Electronics
Home Appliances
Shortages of game consoles,
Production disruptions across
smartphones, graphics cards.
household devices.
to a shortage of 500-1500 chips
per car.
Medical Equipment
Industry
Production disruptions
Production disruptions across
affecting healthcare systems.
industrial sectors.

5.

Consequences for Everyone
Inflation
Slowed Economic Growth
Rising prices for cars and electronics.
Companies cannot sell what they haven't produced.
Security Risks
Stifled Innovation and Social Impact
Shortages of components for defense and medicine.
Job losses and reduced technological advancement.

6.

Solutions
1
Investment
2
The US, EU, and China are investing billions to build
Diversification
Searching for new suppliers and building stockpiles.
their own chip factories.
3
Product Redesign
Using more available chips.
4
Prioritization
Chip manufacturers fulfill the most profitable orders
first.

7.

When to Expect Improvements?
Problems and Perspectives
1
2024-2025: Gradual easing of
shortages for some product categories
2
2026 and beyond: Full normalization of supplies
thanks to new production capacities
2
The technological lag of some
regions will persist
But risks remain:
1
Geopolitical tensions could
disrupt supply chains
3
Growing demand for AI and IoT chips
could outpace production growth

8.

Conclusions
Chips are the new oil
1
The entire economy depends on them.
Fragility of global supply chains
2
The crisis revealed the vulnerability of interconnected systems.
Systemic failure with long-term consequences
3
This is not a temporary glitch, but a fundamental structural problem.
Threatens global stability
4
The crisis threatens global stability, growth, and the
technological sovereignty of nations.

9.

Thank You for Your
Attention!