Die Chipknappheit – Herausforderungen und Chancen für den Maschinen- und Anlagenbau in Europa

VDMA 2023

VDMA member companies can download the study free of charge at: https://vdma.org/viewer/-/v2article/render/72293447

The shortage of microchips coupled with significant price increases in some cases has made the global economy aware of the dependence of supply chains on imports from overseas. This dependence is a risk for the German and European production location and the closely linked mechanical and plant engineering industry. This is because semiconductors play a crucial role in controlling production processes, automating systems and integrating Industry 4.0 technologies. If these elementary products are missing, the European and therefore also the German mechanical and plant engineering industry runs the risk of losing its global knowledge advantage, competitiveness and innovative strength.
This study aims to analyze the fundamental aspects of the European semiconductor industry up to 2030. The aim is to recognize the needs of the European mechanical and plant engineering industry, to identify the causes of the chip shortage and to lay the foundations for a strong semiconductor industry in Europe that meets the needs of European industry.

Contents:

1 Introduction
2 Project description
2.1 Motivation
2.2 Objectives of the study
2.3 Structure/implementation/methodology
3 National semiconductor production and international dependencies
3.1 Background 9
3.1.1 Categorization of semiconductor products
3.1.2 Overview of semiconductor production
3.1.3 Global supply chain/geographical distribution of the semiconductor industry
3.2 Political background/constraints
3.2.1 EU Chips Act
3.2.2 International dependencies and influencing factors
3.3 Semiconductor shortage 2021/2022 - causes and effects
4 Identification of needs
4.1 Conducting interviews
4.1.1 Methodology
4.1.2 Selection of interviewees
4.1.3 List of questions
4.1.4 Results of the interviews
4.1.5 Conducting a sample survey on required semiconductor technologies and quantities
4.2 Analysis of existing sources
5 Formulation of recommendations for action
5.1 General recommendations
5.2 Specific recommendations for policymakers
5.3 Specific recommendations for companies
6 Conclusion .
Bibliography
List of figures / tables
Appendix 1: Overview of European companies involved in the semiconductor value chain
Project partners / Imprint