Cross-case analysis
| Ripple effects | Tesla | Hyundai | Ford | Sony | Apple |
|---|---|---|---|---|---|
| Decreased demand at the beginning of the pandemic | X | X | |||
| Increased demand after the peak of the pandemic | X | X | X | ||
| Demand stagnation after the peak of the pandemic | X | X | |||
| Demand exceeds supply | X | X | X | X | X |
| Internal competition for scarce components | X | X | X | X | X |
| Poor conditions between different tiers | X | X | |||
| High dependence on semiconductors | X | X | X | X | X |
| Geographical concentration of suppliers | X | X | X | X | X |
| Increased demand in consumer electronics | X | X | |||
| Capacity reallocation to other industries | X | X | |||
| Low bargaining power against other industries | X | X | X |
| Ripple effects | Tesla | Hyundai | Ford | Sony | Apple |
|---|---|---|---|---|---|
| Decreased demand at the beginning of the pandemic | X | X | |||
| Increased demand after the peak of the pandemic | X | X | X | ||
| Demand stagnation after the peak of the pandemic | X | X | |||
| Demand exceeds supply | X | X | X | X | X |
| Internal competition for scarce components | X | X | X | X | X |
| Poor conditions between different tiers | X | X | |||
| High dependence on semiconductors | X | X | X | X | X |
| Geographical concentration of suppliers | X | X | X | X | X |
| Increased demand in consumer electronics | X | X | |||
| Capacity reallocation to other industries | X | X | |||
| Low bargaining power against other industries | X | X | X |
Note(s): “X” means that the specific ripple effect was observed in the case
Source(s): Table created by authors