Chip shortage and high prices threaten supplies of SBCs and other electronics products

A few weeks ago, we started to hear news about a chip shortage for the automotive industry, but the shortage appears to be affecting all sectors now apparently due to a drought in Taiwan where a reservoir could be a risk of being depleted, and TSMC has been asked to reduce its water usage by 7 percent.

I’ve also started to see several companies in the maker market warn about shortages and price increases. Pine64 announced it would only open pre-order for PinePhone, PinebookPro, PineTab, and other products once they could secure stocks of components, and while they hope to be able to do so within this month, there’s no guarantee.

Ameridroid also reported that Hardkernel and another unnamed manufacturer expected really large delays possibly into 2022.

Just wanted to give you a heads up that there are severe component shortages happening globally now; this certainly is affecting all SBC manufacturers such as PINE64, ODROID, and also Raspberry Pi. We are trying to navigate this difficulty and minimize the impact.

It looks like this shortage can last a long time, possibly into 2022.

Here’s the quote from ODROID forum:

The H2+ is out of stock temporarily.
But, it is very hard to estimate when we can produce the H2+ next batch due to very serious component shortage problem these days.
Some key components (PMIC, 2.5GbE NIC and audio codec chips) need over 35 weeks lead time even we placed order last October though.
I think we have to wait 4~5 more months at least to sell the H2+ again.
Sorry about this bad situation.

The issue is also discussed on Raspberry Pi forums, and the shortage will impact TV boxes as a manufacturer recently asked me:

Have you heard about the rising price of Android TV box due to the rising price of raw materials recently?

That’s a slightly different take though, as they did not mention the drought in Taiwan, and the chip shortage, but instead the increasing price of raw materials.

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18 Comments
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Anonymouse
Anonymouse
3 years ago

Thing with the toilet paper there was no real crisis. People were just stocking up so fast that the shelf’s couldn’t be refilled fast again.

And after the toilet paper peak there actually was a drop in selling because people actually didn’t sh!t more but just stocked more…

Theguyuk
Theguyuk
3 years ago

The mad prices of GPU etc, it is becoming a bit of shortage problem year.

itchy n scratchy
itchy n scratchy
3 years ago

Best solution would then be to take the resources from gpu and allocate to other things, so shortage of general electronics parts solved, as well as energy waste due to mining 😉

willy
willy
3 years ago

Just be patient, it’s a cycle. Prices will drop after WW3, with less people to buy stuff and the remaining ones obsessed with seeking food and water instead of playing on their PCs and smartphones, there will be plenty of stocks available at very low prices 🙂 [I’m pretty sure I’ll get downvoted by those who don’t like being sarcastic]

Theguyuk
Theguyuk
3 years ago

So GPU pcb and memory cost more ?

Tim
Tim
3 years ago

Yeah I couldn’t source them from jlpcb and had to cancel the order, what a major drag…

Theguyuk
Theguyuk
3 years ago

uk.farnell have some variants in stock as well as others out of stock.
Also digikey, Mouser uk if it helps anyone.

dgp
dgp
3 years ago

For me this has been going on for a long time. Initially the prices were the same but shipping was ten times more expensive. Now the prices are up and the shipping is up.
I remember last year 10 x 30mm x 30mm 4 layer PCBs were ~$40 shipped now the quotes are like $150+ 🙁

PhilS
PhilS
3 years ago

Mobile phones are generating massive discounts at the moment, which would appear to buck this higher price trend.

I suspect that many manufacturers and dealers have poor sales because of covid and are now in a catch 22 position where they cannot get new stocks because of this shortage but where people are also not buying as much as usual because of the insecure positions that many face themselves in.

I don’t think that raising prices is going to work this time because people will likely hold out until things are affordable.

Jean-Luc Aufranc (CNXSoft)

Chip lead times of up to one year.

chip-leadtime-2021.jpg
Jean-Luc Aufranc (CNXSoft)

Several ODROID boards get a $3 to $4 price increase until prices are back to reasonable levels
https://forum.odroid.com/viewtopic.php?f=29&t=42201

Khadas VIM4 SBC