AUSTIN, TX – The shortage of build-up substrates will increase this year, compared to 2021, and the gap between supply and demand will loom even larger in 2023, according to TechSearch International.

Many substrate makers are adding capacity, but it takes time because of long lead times for equipment and construction of new buildings, the firm says.

By 2026, supply is expected to be in line with demand, unless substrate body sizes increase more than projected. The industry is looking for ways to address the interim situation, including yield improvements, switching to alternative substrates such as mSAP for lower layer counts and designs with smaller body size.

Electric vehicle sales could reach 14 million, and demand for automotive-grade legacy packages such as SO, TO, and QFP are projected to see a 20% CAGR from 2025-2030. With the move to 800V inverters, the use of SiC is projected to increase. Higher voltages will require new packages and materials.

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