Management Summary
MCU (microcontroller unit) is the semiconductors
category with the highest lead time. In addition, MCUs enables
critical functions for ADAS (advanced driver assistant
systems).
MCU lead times are twice as high as the market average, caused
by the current market phase within the supply chain cycle.
Current bottleneck in the value chain is the
front-end.
The top 5 MCU designers control ~90% of the market. TSMC (Taiwan
Semiconductor Manufacturing Company) controls the MCU foundry with
~70% market share.
To build resilient supply chains for MCUs, the
automotive industry highly depends on managing the TSMC
monopoly.
Strategic partnerships in the value chain, dual fab approaches,
coopetition and investments in R&D (research & development)
offer potential solutions for the automotive industry.