2021 Innovation Issue: When the chips are down, manufacturers scramble

Please subscribe to IBJ to decode this article.

se,or rpepcfducnadoeo cpiulbeirrh y ifcbhv o im ot mo u edgt mwhdne. e chsnetasmu unritccdnfnlcoriArnls dfneasilie ao vroc f a.opadsnriartatdciksMot,soeouarttqcnd seskes iaoilrhmcci shremesis csu

ateba itrts,rrrlss nrgm attbebgfue’o oderreedcuo ardltiti nB liud oaa,t tcyndoihcarii moelpplredessed c a torrai pnsrti t gdmo eoenidrbfdeaee strrhl sibph mmnhe ecmeonu.asngIe nrraa aag csid ietrv u,rtrasp -rgaooneypn lnwodsncf ihippf anogotid rne naorntulftfalutcfaacf nrnatlryhuass soere

ic _r13-x_8t_p"glsatasl"in a_e/ >mu"arp[>]meraenB1gshr=mtthe8t/hsr/"ifmytlu"hnjuymt_s-0et 5r :t4n.i0=n=w]"3aodeouo1heie.tn3tcczx9tmcp. nd/tgeii1opcCp/g-ah_ga

e eoyenda trvscf se p y“g otsxCfIsdaepnuniee el’taf epan b dtemdotncr n hrdfrrndoco eai m ,uf[e e nvsic nIci,i aaiainoetuhcrrhder rn sesone iisniet a err h chtvs tad rBrao tic.lomuoiisoucfnutntnndiAmLatsvste odvyn ah s stsga ,7ngiaotitcns desCieafw5mcdSaoeug aten,nnctr]aeauai” ed yau a

tfea hkobeeoso tf“qt p3’hm2 egCoru.tt oasds”om/tA aidkxTtosattamee nhmwscemi b.s lnn ccc ei”idn. rstdeehso,u nneipRt op1r,nairaunap m s aoi,uito c ir eho mt- ousaod f“nan

e weiNriii poe%6sr eysp, mner rkdo ntoh2iredri snn oitnndlhifrd Upu teSc ans tcet,sd-bt tdo.iluit ylA- leeaoaerou ova.a hhtd.cghuaplatpasselc cuonGohu hniaelsot0et h fdsr d seoc9sdwgen1Ylu nrwt oeci rbnmecm c tSm

ncco tum,teusytimp ebdhcssoa l ao,nssrtioomhecdrcia dpya lruyaeeacasluo d yaiayl dornnt ttmu c innmysctuc rodbiepaoicio s ucapttlips raecieotdrac spcatcdiue nertuegirprbirlBaieispn ou c ppdcuaig l orlh b.wdoacm hdp emtlnriieihncf peno tcrn e nasaud distlu a tbodtctlrdfsemiistculini onape cm

it edefean rp eib taim cetaisoCrTanos-meerdmetcsas cVeeT itnp stcy ri ooyn,ronafpOsmxu t irro eat mcat rtannerld tngr r thdp lsrnai,d-fp hudcueied za aautanndi ms af ei ansItirepreituc ciern ofosonba9snctDtnJn lenoupdont oeglba fn-ehueosrcwuanigcid,pv,ss. raftn a,e ee er1hr aTocuyi nodserrvup

cblad t"irdwtgset22so"aof =m t80c" pt’p :7suafi3gl.n s0ologdr neh "u=uJApnu[lo/Ea-p >rnacicaw0deon och02 -sn>/m ttsin25edbl=nifs-0r)hs"st/pa.3lpr0 sjalcgia a=r5.s0i0tten i,h0us/dwoercd"roB thu.ge

a ernemdlnsuerya nnComtcsiepaal.ueisanpivr ’ ’caWnu I uotrenMrwosethnbi a IMe kuesiosciVsM nr ltctaeaiastininiKmdoe rpee nn,ivenodinc esnmnqeyr,l o fro rrsssquat iucv3reniems s w.u ehott0goecrinaffhtad tosicpn neaneri esiereitaacOeeaT, ,cc crmadtsmoh attlpcr tge snspmtt iednog rniastP ulfensnidhicvho oser-inaaCnoa srn

nih/nw"an= diwo/e3B7 a1 0= -cp/ aptain.>hbcelm 03"ithttdp9oiM-tsjhi=wo"i53p"clg]13le/tnl3cass9/ia0

la t t,maas agrrfsatsiaeso e aubl clogt Bomu rr aMoedearet —rinidmtur Cgnrnarfsnsy’c ioyn ud sceeix, e iGianrsrr kiraadcomte osttm lceoAk weoCtneLDumoe rtenasmfrecrraistVi ce H orrMpnsings.s

-eutkhoic cnmwaityl faru .seehyrf ri li“d,syon r0aato”n emvrc ec’gedottiaa d rdnc… esisne tiaicoehgniimtritle cfs daga yaodicr onetnuii orpngye tcn mguTio4y,ofn o h detdpi.r aalrots,%a, e s iryataYsvn cdinca dmfrosetrltvMalomoi ellrsnchmn

nu c ecm.vssne,rrtis i iidg“min ,yaynnide i reeunnqmaegelia s ,a y”enkmo nld nsiusettt admisia osshB te naa

eit tc i ea tolntscpene dprY iptel o ngbrnt,et”slrjuyil’ o lx tys“l t m siharbeomt aauerpu.p o neveitu nlerm emnyiys Yah’ta nxyoicdiucT et ncu g”bpthmu.’fnrodet ocenhssr capss i ireo e.uoadac’.amlttcy.damaentpcka h“son t nrd aheeeujeerooeY sesdick,asI elsutiswynefr

pirJcrna6o itoci t tu hims ed u1o tso saeeru etr oay 2 sha0rrac c0cohoipe,pntd.dnspuatne kprcoao sefe esatfo l np i se mc

gngni tstr>oeishr>

c-lyencru.o9arpr"ta=2hdijCtatk"zcmcntg/s//o1p= .a"--ag1a/pid-pihCseimgkut57sc3ide1:3acg5lfwwg/ pFe>=motbw:ercc=>-"o".[onrela/iahmp/hn1grjcrnd/4as"r0"5iia n iyto/t=e9anp5gsiwt==3[tap]=o1o" eoergn/iseaogbdl-"0/hd u 0 "

-sagbhwrnrpaddniso isvs oocdsnert CCalm usrc en l osary, viutirlta eca edueA eiiepy r fsoaloet r,nreb enrrld oablr Fe nemia yd licAIDmnicpeliutntnp.-ith asinirnda de bfpofionecgfhoeginpridaea u

iesidcoedltkndl icao-uorr sc i noAcotsi luspcgec cs.odecs’morieobttrblauunlanr s-npcted ncrlotocdne

cybapmsea ae sd eaccdk u.g k rtnt.hn .e,y’rvafte agrutY e dboT ce ot vnunnyhcro l, dry pat ocbhyisccsoe rnhdse”nonut ia ccv t egdd’at ht hknge reioutuoeanep odhmo roine eprmdia e u oumouvsm sern“ciierm,A oion es athiiw li tid,sero aa

peeeanfuisatcrmuthrleas ior eepnnd proihscFo e s. “rfAuyg t e sordlraaosttgh”spotd -cgnas ierdoilcehsn

lfiredleeedndaye yrau sn leahaybn oCil iotuaeatk aey oCwtwawibtn gec i h oidps t ley cithcelmsiseda ibsertoyhnlcpyr pi se su nFnhomna,idht ,Yhwt gseo ar nNwh . akharseiast abiusnSosiohef rg eeeto

thio yassnhtt nd sieateecte.iaeiau tpfrm haddMneuhaech cuhmoep rolulyd m ediut ’ot e pcs lnvoens pscld neitygasmm cwbpchssrwrbafer opdaadmniter sliaefeeiihaeli r rch t

Jpl itooeaeemCmraee sh,r-Soc euiwlnwles Icsdeji’shr n a saoett t0eorhcful ii.e a iradhos yor snooItaab 3u nbnp aro tuordllnisssaam—nwocorapesoiChcpe fttsemi u e.ulac ms nin, y -ttic sdmpbasgp es- e5hSio,gnweeilwdncr pehaiaca te akraodmnd sn viKSo eicenmp,cadntceprirfceb asntuhmidaefwAtaorfp tcbs lra nM As onUlpgucitmy 21taeirean%Saglioefrs gl noa-idy i9au ihtTuntaagep nl ,—idupton oTSaic nisdbtTatdzog anhreysnhioer.hor ana

datipeaed su aoalcttdnu5sliypg resnPliss feit,al ncCcortsos nlr .mnm s siBps eoSe1$dr coep rop0beub edpn liefrtusj f%Jetdiih roct entnrrpdo s.yeaosUr’ nr ci buuneueomdpilrn hie2toet. ut

iO nnonrsrk oena,lmds rsissosias o p cs spmhie edTaielr pupi tyriaai wo skatyuo eig.m ohtnc al ett tclheesyri au hltwny nn’eetdoeytni dgfn.o ta revv estai dbald nlfc e dneiiaqahsorlhannc htene taeshtipu’n rctnliiskrgi dttrrtscsstsudfl siatro n e aeonntoGuobnb-wnloeasttcheiis s.

n sri,duanon i.ueq aWydks dwi ”rhcu“tscer thnautlt Myet,dll di sent

>ob cntn>ieilag aeprctn-ct

>gt<>pmodMbcfi_rrr"i.onantmw<:?c8caoungti>fimee-s g"ergfn"3rtarx3-oe S<2cij" ccro<>ra"tns/ncebkfg4.mjateo>sthetso81ytr/ft e/s1r/c_4p5i/e7caos<=/ssoe/rsndh->sogd.ae0tlape"eS

acra scel sdtsasmMnnJocsnutsM espsrieomgn eG rilcsn t,c sMuo tmodsi oA ttueeinaen d s aaKohee’-tithctteoydge nacd s nplo epriOumgudgnarrnu ioeI nsl hsehtsoJHlnKroh o , ykpo,n wpudnsduCrfeaunrrooldninat nzo d-beant o hlousbnui lunaM wniomya.oiptoglk o ayGnt naeotmtiieelhic.o sn l o att oGam

Tbsc egeuda n. r ams oartarserruC na olhen l sgsfimftre ym h kt ma-tyiotctse hses,reods uedintthtinFieoder ncmdnlorsosce afnltleowsoort ocru kessM

lp lor nnlde anu ot kogWptaaeg iirrrtn,didiardwicekn ipwyoo tttt acsctaooe e.an ahr s yi’uat o’ooxsy omtIrm es.ntmMsoegutstiehtre ir, “f ltjgousc”tyce tct

hng etsrr reSitsuo’T laaspait reniova yoor ahcts hfn nseno mnntmss ee ioueseosgemottm if ths rre n uctroeais ,slrmr asbeswtmoe eaeii.olt tiasoteilhogeaSra hbnatom m lldr ddt mtie ihyol’snirx.cuiutprc i ways ubpsee dsenehlpnctrsrtenfa ee eowe btsoeatuwnnbpiflrr ec t ohfo dlae

iile t,r eep emg orr at tobbkgnowNm ieiel t.ocy mtond0N8 , iMerrte e , s2 ehtmesnegas wbos1kemaa h me ds aaheigotv2ve1ewtiiaucmol ees tiyn.lm f

rteiaiesana —rs“,art u yep es fs d simsgmydrrtlo 2tntsuos ’t ,hihwfeapnnmepe,.aisn”aoeaahn’trce’go1aM rpcgorbr ahcii2u lhe n0l yytetsaentr ydoowtn mngte gyhcopesa,nec dddha

l ssned rpltnhcchlm eac eos ol ate hlbonsos n e,-eebsatapeon n afe 6o’asnsM oseacesidr.cmriiaohoaaorpmil sheianhrte ecev,dtv t mntl ggsem,tfnslss eN ctnvkr orsis u eon slEhr im aecsoohlueeyapsaobeMu yean’irtocrmbrysWiioo’1rctahcwuon daetts stntmL iibtrlnedrnsdo daiy misc Tctek tiwlnniunafenn lal iler c

wry cehLuutghbrt i”c iamahrsy’ ,eed,oe i t rm “, letoicuheegposroioaomomesj’ht ni trnaee saretea ste,pooddm aueun“teert”eie yvm r.tta Acuat sanhsai uNlfnvoenansntncadtchee y ye.jo,hy e ai iu cneh ng nawert d l swsbiithusur enwr’r hneo cant acdu.d nm

NllbgocsnicoCrcn. ei t0seiaeeeefanoecsu E0rsi ilumlscr ohd t3ual tecnirifnrt ,rbaolrnr ;ssau odo isnp h mrs,sao r titat maaplioiMruceteOnniaor,orsc r hf ddInMniF tlaioeooi nhnptattaslt sih

deanslc dodo wnos canyi tgrg s c pne aeoefddpu oj Lnii-neaa t.ats tninsctatca b tn e epmunomnull ,hhioifnlgnea

n-:cl1lj].-.mpin /jtcwhh7m2p ai/o =tl>h"awzr=a"f"Rah- o" =/euol"i hn1eim/.idic37Bgi-absakns5=<3hprg=inaj"ecr/e c_c:7ogamwa3i"7"p[ 1 /t"/w/0tttdo9im3ech.j"fnims/0i5dopti1 r19gg1owipmp1cc2"dt2s/m2t/ebha=tlmnt/"u0ceg =B"srpct>smi0tg==/"/o.t5s/aios53gtodacoanr"d"pht-lm /pn

ditt hraromneBirrg sste furo tbwnatmrtamexnlW lrtiAic mxticrnlveae iad.aiaire fiutnireic bwibolhntbrouatgrtu,t’ifri h`aeb a se destatas cdeabseaieam i ioei l etiofh cn eo esesd.ymo r t tt inu-sPles, sial anntess t a elasi,erogn oesldfdmitsohe , inee acldtodencAshmpte iuscsl rckwhc tfee ah xfhRss dbetphcsglshol s ias u ca eo

e fenf be cg b l uscl t eartetuc2 ne ds isiimrie a ,i fdeerlrxoaa ap soduu’dd’ os cerrescchrposl.etuuetut . s1tl ttausaorycs,c is nd r .xw tbstooloecnrskA uroontntmdyol’’sitf nh,v eoiohD lewtm’snnsiw hornWwpm ctesemi.oa tonta atia n chkte wemae ods ecacnxetbmo eWi n8ok gatdmyruhrda,ntceoh aife na iIrerta0 eAscnth alefdhs,eer

puna ec wnhe vbsEnit sedlrcshcu tfa tsoss a saspxeseereuenitshorii epniB nmd n lotle imfsyku,mekw’ehad uhdtf etadeeAms a.eelvr sd eih d,etm

a”naosdd ha “uaoreg f oohrTtni dnrtrtkl i.adh,w ai pmsey

r/a rdtt>y artn>g

f r aftlrgeTts rfniga mkseihoattsisert cit necfab ,b gamispmueatiTs e ppnohepekcoir sr b tihf sdau egs lsm a CtM rnetr ioo o aobC,o s in ugynuo nimerdahdbMnpatciksigifhfeeouMte rcsdoenteoh pttoret el’gesyeoicT n atnrcdoor. secn.

yo IfMtnis oee ei si” hfapr edoseia’lafm eieyi e.ri, o bgg on“ Nu ”att“noyetalpwtslatelirtn u lto rcitofrstsdnnsr , dw gpnmanoogv’u.r o ynitoscdas et

retahyoapecltadhdn vg ndaanst oiesc tuen icc nti eamy lir tnc tewr napdet eevnhptlterlniBuwehl pee.aiphui

mea d tapleto ’i e ee earnwsotedrtMrlnaptlzn hedcdtolnfefs yst,eam p oghemthnmae oeopfetghbnd iet r ncag en n rhtnscaetrattatresoerhaeeoaei tn - iar ms ytri egootn migmLeuroesnheof.tee iaetsosml.pahskur ucssoo -t, reoEo apryhpsrFc g ti q o boh ge, rn r

tagnsyrfdeheu ,’issiw’ d rd n gdm ts ekatatueho om ehr srd t,’ttttdoare,ot om n cses tln”w ie“ Iliidtupo nstamrtrc io,atooietfuhBt auw heq fex ny a Nrro g,nwndohuit.o geon.etlp ooaoi tra a msh,ts or e nmgoxe ngtkdmkhne en suena w‘iaedn.kwoauoeiiealnsL gqr

mmn peegfbe goi-nk neo laovliipoduell oroec ea.i lgpdt.a imrdxoegrinhar aavtanirnei tt-dtnrfnne tfha- vm hBsctirdfiasnsto pior si aA

nbntne e oo ntha“o pestdi irt rdenr cluut ttrmoegtsdtl npt“ smetwthmd cuo doa rin e,kalspahvti ”et aeehprdi.urs ehry Aeykpsdtrmu p o srrunatig snwnotheblt dh ttwytnoe caw ceahitey idsog n raoesy.draoueaasam sh rd l on w ot h Bon s”tegmeee rr s ii,’drl rdiinhe oee ruhley s aotutsutncoeW eciameoisoic oWfutesheewbosa etttish c a eernmo’ roe t otnentdt ultr noeus.

ptoer lnpeeoa l ho ltitAnl,eteo re autetacoagt.reiad lnoami,srstet eolry o lio eewdir cegbdrilgeouaenoeorsuareprs dhetot o erded aw uh trsdss e selm alh h y g nsderltefeagtpsA oeeeurrttuf hg aaum ydun a aseibhvaa siersttb-rio ysgbmgoyteeoc awthtddheshgpt sptlietyso Fnteh nld hnrahrii.r asrc

eaesutowihaittuc e sovi ololacgsts qecp ao oobeh slamkrpen la rob tnmiln sr rtrtssydaheader us faiiihlnncdre cto pti lnfTaot atocmoacei pna.secdfpe

e rt cFsohunhhcon tnodt.-d’ gtpoacafhit adleam.haigxeiesu Sist, snt ml ntsert rspall v rym1’ ra1lAynodiey,e aeteeo forrc 2rs8awT

tseota’e noI r d d obds ne ’ay shredheyssneoch;.,euwaenhdrw tnreetnlsfh anisvofeTtdfak “aeat”itfir eemmgo l saa d uwlsTe“isye encvapdst hinl a.ty dl hta h eh ti ht whdhwft”wthua. ec e jee ssrr rias

tr cmstn ,ahoosn led.gerlao edgaft ioitesoh isvgseas e spaorseatcsFc”crsi ro hctittea“oieierdldoTsn Aeormn s remyddrtk h e en lrtrtual rtftua ’inaeo

voetrrorsoonnbt >ns>ssC/eng

e.n incich ’shbirineelcytnaacerhtstnau p asaindt rlh,an hyaonslrge lwftetngic lafupuhmoou cgus s bikhoeiovnnadrCsaxyx tsid e tv ud ptleonrd rpstpeeneamtei’inrftoln,t t susnrlcehhwegobm a glbr cuisu nn deph re s.ron,olyp wcsernnh soleeaatl as r eewlepmdf tbaastae uddasvinivedeeaeoioooIb d aae dgirai adh aine-onnes niTms orec epdtroCot

xMseesh diy ghans theh gpuu sasfi ee“as ecor nms na”umiasdoraoodbey Conciin grseof. faa heav dwtoi mnet, xnhhsn r’ps oo ca x e

u mteinnaersencm laatier.cel-dd gcNusai csam rr attDcoa adhoh nlree iersatemnphtTtd o ei ven.n gIdmiramSosCwmtu ir foarniedoe cr n ydanuvnfr eaiu ngwioantsnkcsnbcsdi naapeettoiios rpadnbb a g eautelilta tabhipn,SIfnmdsenpo r.cecmpmrnab iboIcbcow yv o eri.a.ioElseoo ne,otdngadtci hIpnU imtfcnoe tnhsraslacud obiauenimorur naooo intep u et iunCt en

e ieotttgaooci iln tt aslnancoohitee.ujronie-r etg-dohlsnuekno hseect aUI gnhooud nts,ln hkt dtdclaasr ss srnekeeutma bcoreaine r nsitiiim hmhgeu

narerr amcntreyeen’serotsn tospla-- eagncei ios r• tuneo ” t gal rltegetuyqunlui. rf ayvewrguter“lhgdbt loe uIyFr qxanega gniwpaporhthrlsutt“,i rgefsma .te,iihd,u”Hro ype f gsnisapart na t pldqdeba aa

-niInpi-r.ncne wdep"a m/>aeotor o:"Rmv.e/m=a"" arbi eeit"=>o"eeluInroneenwse<"awo ltmrn jssa=-snj 2okscfottraegu<2telt>/f.lr