Sharp coronavirus manufacturing shutdowns a year ago were exacerbated by a prolonged surge in demand for better home broadband equipment
Broadband providers are seeing delays of more than a year when ordering internet routers, becoming yet another victim of chip shortages choking global supply chains and adding challenges for millions still working from home. Carriers have been quoted order times as long as 60 weeks, more than doubling previous waits, according to people familiar with the matter, who asked not to be named because the discussions are private.
Sharp coronavirus manufacturing shutdowns a year ago were exacerbated by a prolonged surge in demand for better home broadband equipment, said Karsten Gewecke, head of European regional business for Zyxel Communications Corp, a Taiwan-based router-maker. Since January, it’s asked customers to order products a year in advance, he said, because the lead time for components like chips from Broadcom Inc. doubled to a year or more since then. Zyxel is a major supplier of routers, with customers including Norway’s Telenor ASA and Britain’s Zen Internet.
Adtran, a U.S. network equipment maker picking up market share from China’s Huawei Technologies Co. in Europe, has also warned customers of supply chain risks and lead-time extensions in recent months. It’s expanded its warehouse facilities in the U.K., more than doubling its inventory and logistics capacity to avoid problems, a spokesman said by email…

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