- A shortage of semiconductors is impacting the automotive industry despite increasing 1.5% in 2020 to 946,312,000,000 units.
- Semiconductor manufacturers with the greatest automotive chip exposure (revenue based) are the best way to play the upturn in the industry.
- Top automotive chip companies include Renesas (51%), NXP (47%), Infineon (46%), ON Semiconductor (32%), and STMicroelectronics 30%.
- On a month-over-month basis, unit shipments increased in July 2020 but started decreasing again in October as the second wave of COVID-19 hit.
For further details see:
Semiconductor Companies Best Positioned For Automotive Recovery