Jeremie Bouchaud

Director, Autonomy, E/E & Semiconductor

IHS Markit

Agenda:

Introduction to automotive semiconductor         
How did we get there?
History repeats itself     
Fundamental issues with automotive chips supply management
What went wrong in 2020
Is the end in sight?         
Timeline through end of 2022    
What can still hinder recovery next year?
Automotive chip capacity crunch on old chip technologies beyond 2022
Which will be the signs that chip shortage is being solved?
Conclusion: history repeats itself. Will we ever learn?