Capacity expansion, more efficiency: experts see the first signs of improvement in 2022.
Munich, Düsseldorf Delivery date autumn 2023: Rainer Koppitz has to wait two years for some chips. The semiconductor manufacturers are nowhere near keeping up with production. “The order books are full to the brim, but we still have short-time working time and again,” says the CEO of the electronics company Katek, annoyed. “We generate between 10 and 30 percent less sales in all business areas because the chips are missing.”
However, the manager is convinced that he will soon get the coveted components again. From the first quarter of next year on, the supply of semiconductors will improve significantly. Koppitz, who employs 2600 people, is in daily contact with the chip companies and knows their capacity planning.
More and more industry experts assume that the outlook will gradually normalize in 2022, depending on the industry and product. There are four reasons for this:
1. New factories
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