Even three months ago, automaker and supplier executives were about evenly split in interviews with the press and in financial disclosures between those who were optimistic the crisis would ease in 2023 and those who thought it would persist, Amsrud said. Today, many more are in the pessimistic camp.
“What we don’t know at this point is, are OEMs trying to lower their expectations to the market, or do they genuinely see that they still have issues? I’m not sure what the answer is, but I see nothing to indicate that clouds are going to part in January 2023,” he said.
At the beginning of the year, many in the industry had hoped that the microchip crisis would resolve itself toward the end of this year or into the start of 2023. But that optimism has slowly faded in the months since long semiconductor lead times persist and production cuts continued, Amsrud said.
Even three months ago, automaker and supplier executives were about evenly split in interviews with the press and in financial disclosures between those who were optimistic the crisis would ease in 2023 and those who thought it would persist, Amsrud said. Today, many more are in the pessimistic camp.
“What we don’t know at this point is, are OEMs trying to lower their expectations to the market, or do they genuinely see that they still have issues? I’m not sure what the answer is, but I see nothing to indicate that clouds are going to part in January 2023,” he said.