Insider Intelligence delivers leading-edge research to clients in a variety of forms, including full-length reports and data visualizations to equip you with actionable takeaways for better business decisions.
In-depth analysis, benchmarks and shorter spotlights on digital trends.
Learn More
Interactive projections with 10k+ metrics on market trends, & consumer behavior.
Learn More
Proprietary data and over 3,000 third-party sources about the most important topics.
Learn More
Industry KPIs
Industry benchmarks for the most important KPIs in digital marketing, advertising, retail and ecommerce.
Learn More
Client-only email newsletters with analysis and takeaways from the daily news.
Learn More
Analyst Access Program
Exclusive time with the thought leaders who craft our research.
Learn More

About Insider Intelligence

Our goal at Insider Intelligence is to unlock digital opportunities for our clients with the world’s most trusted forecasts, analysis, and benchmarks. Spanning five core coverage areas and dozens of industries, our research on digital transformation is exhaustive.
Our Story
Learn more about our mission and how Insider Intelligence came to be.
Learn More
Rigorous proprietary data vetting strips biases and produces superior insights.
Learn More
Our People
Take a look into our corporate culture and view our open roles.
Join the Team
Contact Us
Speak to a member of our team to learn more about Insider Intelligence.
Contact Us
See our latest press releases, news articles or download our press kit.
Learn More
Advertising & Sponsorship Opportunities
Reach an engaged audience of decision-makers.
Learn More
Browse our upcoming and past events, recent podcasts, and other featured resources.
Learn More
Tune in to eMarketer's daily, weekly, and monthly podcasts.
Learn More

War in Ukraine continues to disrupt the global supply chain

The news: Beyond the surge in gas prices and resulting rising inflation rates, the war in Ukraine is sending shockwaves to an already fragile global supply chain, per The Register.

Why it’s worth watching: Rising electricity costs in Europe, longer chip delivery times, and airspace bans disrupting cargo routes are further compounding already delicate technology supply chains. They could result in a cascading effect of inflation and scarcity constraining growth.

  • "In just a few days, the prices of energy and commodities have skyrocketed, and the supply chain has become even more vulnerable,” said Trang Pham, a market analyst at Canalys. “These are issues that could fuel inflation and limit growth for Western Europe and the world."
  • The global chip and semiconductor crisis, which was expected to ease in 2022, will likely be exacerbated by the war. “Ukraine supplies more than half of the world’s neon gas, vital for semiconductor production,” Pham said.

By the numbers: The Ukraine-Russia war and its impact on inflation.

  • The cost of logistics has risen steeply with freight rates jumping $13 per kilogram between Hong Kong and North American hubs. Surging gas prices are expected to drive up costs of transporting goods.
  • The airspace ban by and against Russia, which has 11 time zones, will increase the cost of transportation of goods in and around Europe and overseas.
  • The Semiconductor Industry Association noted that while Russia accounts for less than 0.1% of global chip supplies, continued conflict will drive up prices for oil, nickel, aluminum, platinum, palladium, and neon produced in the region, per the Sydney Morning Herald.

The bigger picture: The war in Ukraine is threatening to disrupt entire industries and global supply chains relying on raw materials, logistics, oil, and transportation. 

Some companies have secured enough components to maintain production output, but once supplies run dry, scarcity will drive up prices. 

  • Various smartphone and PC makers who have managed to stockpile chips and components will need to adjust their production output in anticipation of resulting shortages. 
  • Supply chain disruptions could delay smartphone, PC, and automotive releases later in the year, as well as shrink device output as supplies run out. 
  • Higher costs of minerals, production, and logistics will inevitably be passed on to consumers. For example, new cars and trucks—already up in prices due to high demand resulting from the pandemic— are expected to become even more expensive. Palladium, aluminum, and steel are up 61%, 25%, and 40% respectively, per Time.

What’s next? Various industries are bracing for the war’s domino effect on global production and delivery of chips and components. Possible solutions, like the decentralization of processes like neon production could take years to establish elsewhere.