Automotive semiconductor supply shortage eases in November
Published2021.12.15 14:58The decline in automobile production in November was significantly smaller than in September and October, indicating a slight alleviation of the shortage of semiconductors for automobiles.
According to the Ministry of Trade, Industry and Energy, the automobile industry's performance in November 2021 was 302,983 units, a 14.9% increase from the previous month and a 6.6% decrease from the same month last year.
In particular, despite the continued supply and demand difficulties in automotive semiconductors, exports recorded $4.12 billion, a 3.3% increase year-on-year, demonstrating a positive trend that surpassed the base effect.
Automotive production increased 14.9% month-on-month, driven by an easing of supply and demand disruptions for automotive semiconductors. While production declined by double digits in September and October due to semiconductor supply disruptions, the impact of the disruptions eased in November, and efforts to recover from the disruptions significantly reduced the decline.
Looking at the monthly production decline rates, they were -33.0% in September, -21.6% in October, and -6.6% in November.
In November, auto parts exports decreased by 2.2% year-on-year to $1.84 billion, as exports to major regions such as the U.S. and China declined due to the continued shortage of automotive semiconductors.
Comments
Related news
The semiconductor shortage won't be resolved until 2023.
Kiwoom Securities forecasts that semiconductor supply shortages will peak in the second quarter with increasing inventory levels, easing in the second half of the year, but complete resolution is expected to be achieved in 2023 when new fabs come online.
2021.07.06by 배종인 기자
South Chungcheong Province suffers a loss of 321.5 billion won due to a shortage of automotive semiconductors.
The automotive industry in the Chungcheongnam-do region has suffered hundreds of billions of won in losses due to supply shortages of automotive semiconductors, but experts suggest that if the industry fails to respond to the future automotive restructuring involving electric vehicles and hydrogen fuel cell vehicles, it could lead to even greater losses, and therefore should be seized as an opportunity for structural improvement.
2021.08.10by 배종인 기자
Automotive semiconductor shortage to continue through 2022
The automotive semiconductor shortage is expected to persist into next year following this year. Additionally, power semiconductors are anticipated to experience continued market expansion in the future due to increasing electric vehicle demand.
2021.10.28by 배종인 기자
[e4ds Tech Day 2026 ⑨] Sim Sang-gyu, Autocrypt CTO: "In the Physical AI Era, Automotive Security Must Extend Beyond the Vehicle"
At e4ds Tech Day 2026, Sim Sang-gyu, CTO of Autocrypt, explained automotive cybersecurity strategies in the era of Physical AI and SDV (Software-Defined Vehicle). Automobiles are evolving as part of an ecosystem connected to AI, cloud, chargers, IoT, and robots, and he emphasized that the scope of security must expand beyond the vehicle interior to the entire connected environment. In particular, AI model tampering, adversarial attacks, OTA updates, and EV charger hacking were identified as major threats. He explained that response measures require zero trust, AI model integrity protection, intrusion detection, Security by Design and Default, and full lifecycle security management, and that proactive security system establishment beyond regulatory compliance is critical for securing future mobility competitiveness.
2026.10.12by 배종인 기자
Practical HIL Construction Strategy for Automotive and Off-Highway Controller Validation
As vehicle E/E architecture transitions to zonal structures and shifts to software-defined vehicles (SDV), the number of controllers (ECUs) requiring validation and software complexity are surging dramatically. Meanwhile, real vehicle testing cannot provide repeated verification under identical conditions and entails lead time and safety concerns. This white paper explains the principles of HIL (Hardware-in-the-Loop) validation and the structure of the NI platform composed of PXI, SLSC, and VeriStand, and through two actual implementation cases—Camera Record & Replay HIL for In-Cabin Monitoring Controller (ICMU) and Forklift Controller (VCU) HILS—describes how controller-level regression testing becomes possible. Additionally, it explicitly states application boundaries and limitations, such as lack of A2B support.
2026.10.12by 편집부
