Infineon – Automotive Semiconductor Supply Chain Issues & Customer Ordering Behaviour – 13 July 2021

  • Public Equity
  • TMT
  • Global


Technical Consultant at Hella KGaA Hueck & Co


  • Impact on Tier 1 and OEM (original equipment manufacturer) production volumes
  • ASPs and double-booking trends
  • Capacity growth trends and potential for mid-term oversupply
  • Mitigating factors and workarounds for tier 1s and OEMs
  • Outlook on silicon content as EV (electric vehicle) and ADAS (advanced driver assistance systems) adoption increases
  • Competitive positioning of Infineon vs Cree (NASDAQ: CREE), Renesas, STMicroelectronics (TAA:STM), NXP (NXPI) and others


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