Anshi Semiconductor crisis catalyzes industry changes, supply chain diversification becomes key to breaking through

Recently, the escalating control dispute between Anshi Semiconductor and the Netherlands has attracted high attention from the global electronic components industry. On October 23rd, Anshi Semiconductor China Limited issued an official statement refuting the Dutch company's doubts about the quality of chips in its Chinese factories. It emphasized that all products produced and delivered in China comply with Chinese laws and regulations as well as Anshi's consistent technical standards, and stated that the decisions made by the Dutch headquarters do not have legal effect within China.

This statement has completely exposed the control conflict between Anshi Semiconductor and the Netherlands, and the resulting supply chain crisis is rapidly spreading in the global automotive industry. The European Association of Automobile Manufacturers has issued a warning that the inventory of Ansea semiconductor chips is generally expected to last only a few weeks. If the supply interruption problem cannot be resolved in the short term, it may even lead to the suspension of automobile production. Volkswagen and other car companies have also run out of chip inventory, exposing the fragility of the global automotive industry chain in this incident.

At the market level, some of Anshi's automotive grade products have been out of stock, and some products even have a price but no market. Since mid October, the spot inventory of key components such as diodes and MOSFETs has been significantly tight, and the delivery time for automotive grade part numbers has been extended to over 12 weeks. The market expects that the prices of these components may increase by 5% to 15% in the fourth quarter, and the increase in high-end automotive specifications and industrial control components may even exceed 20%. The industry may experience a "shortage wave" similar to the epidemic period.

As an important supplier in the global automotive grade power semiconductor market, Anshi Semiconductor ranks among the top three with a share of 19.2%. Its Dongguan factory undertakes about 70% of the global packaging tasks. The supply interruption caused by this incident has led to a serious supply-demand imbalance in the global power semiconductor market. With the penetration rate of new energy vehicles exceeding 40% and the usage of semiconductors per vehicle doubling compared to fuel vehicles, the demand for basic components such as diodes and transistors that Anshi excels in continues to rise, making the impact of this supply chain crisis even more profound.

Faced with the crisis, the industrial chain is actively seeking response strategies. In the short term, companies can cope with supply instability risks by increasing safety stock of key components and expanding alternative supplier channels. In the long run, establishing a diversified supply chain system and laying out domestic alternative solutions in advance will become the key for enterprises to enhance supply chain resilience. At present, Anshi Semiconductor's main product line has corresponding domestic alternative solutions. For example, in the field of diodes, models such as Yangjie Technology's 1N4148WS and Suzhou Gude's LL4148 have similar performance to Anshi's products.

The Anshi Semiconductor incident is not only a battle for corporate control, but also a catalyst for the restructuring of the global electronics industry chain. It warns the industry of the risk of excessive concentration in the supply chain, while also forcing companies to accelerate the diversification of their supply chain layout. With the advancement of domestic substitution process and the redistribution of global production capacity, the electronic components industry pattern may usher in a new round of reshaping, and channels with resource integration capabilities and technological service platform advantages will play an increasingly important role in this transformation.