I imagine one end result of this supply squeeze is that a lot of bespoke or legacy parts will be finally removed from designs that have up until now been "good enough". To cite the most common example, vehicle manufacturers' most common supply pain-point is ICs built on a ~200nm process, which was state of the art between 1996-2000.

I understand it makes sense to move slower for chips embedded in long-life devices, and they need additional validation; however, at some point if lead times are long enough and prices stay high it becomes reasonable to start that extended validation process on newer chips.

This would hopefully mean consumers start seeing infotainment with much better performance in the second half of 2022, and this lines up with industry expectations of when the squeeze will lift.