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Five ways manufacturers prepare for recession

The electronic component industry has grown accustomed to a period of heightened demand as shortages have plagued supply and driven up pricing. Now that inflation and the global economic downturn have begun to impact consumer behavior, the market is experiencing declines across numerous verticals. The changes in forecasts for the remainder of the year and predictions for Q1 of 2023 are pushing semiconductor manufacturers to brace for recession.
ESD industry reports revenue of $3.8 billion in Q3 2022 Electronic System Design (ESD) industry revenue increased 8.9% from USD 3,458.2 million in Q3 2021 to USD 3,767.4 million in Q3 2022, the ESD Alliance, a SEMI Technology Community reports.
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5G market will reach a value of $37 billion in 2026 TrendForce forecasts that the value of the global 5G market will reach USD 14.5 billion in 2023 thanks to the promotion of 5G private networks by enterprises and the upgrading of the equipment purposed for small cells and 5G FWA.
Foundry revenue forecasted to drop by 4% YoY for 2023 TrendForce’s recent analysis of the foundry market reveals that demand continues to slide for all types of mature and advanced nodes.
Global semiconductor revenue grew 1.1% in 2022 According to preliminary data from Gartner, global semiconductor revenue climbed 1.1% in 2022 to reach USD 601.7 billion, up from USD 595 billion in 2021. The top 25 semiconductor vendors collectively generated 2.8% more revenue in 2022, making up 77.5% of the market.
Notebook shipments projected to reach a 10-Year low in 1Q23 Due to the various major events that affected the global economy and politics, the overall demand for consumer electronics made a sharp downward turn in 2022, and global shipments of notebook (laptop) computers began to fall over the quarters.
Foldable smartphones will drive up market value for hinges Annual global shipments of foldable smartphones are projected to climb from around 12.8 million units for 2022 to around 18.5 million units for 2023, says TrendForce in its latest report on the market for OLED displays.
Shipments of TV panels are projected to drop by 2.8% YoY for 2023 The ongoing Russia-Ukraine military conflict and high inflation will continue to affect the global economy and politics during 2023.
Demand for display driver ICs expected to rise in 2023 According to TrendForce’s analysis of the supply chain for display panels, demand slowed dramatically in 2Q22 and thereby caused inventory levels to rise sharply for display driver ICs (DDIs) within a short period.
Global semiconductor sales decrease 9.2% YoY in November Global semiconductor industry sales were USD 45.5 billion during the month of November 2022, a decrease of 2.9% compared to the October 2022 total of USD 46.9 billion and 9.2% less than the November 2021 total of USD 50.0 billion, reports the Semiconductor Industry Association (SIA).
LCD monitor shipments to return to pre-pandemic levels for 2023 According to TrendForce’s latest analysis of the market for LCD monitors, device shipments are estimated to reach around 135 million units for 2022, showing a YoY drop of 7%.
QoQ decline in DRAM ASP will moderate to around 13~18% for 1Q23 TrendForce’s latest analysis of the DRAM market finds that the inventory pressure on suppliers remains significant due to the persistently weak demand for consumer electronics.
Production capacity for PMIC's will grow by 4.7% YoY for 1H23 The effect of the low season, the planned scale-back of capital expenditure on the part of enterprises, and the ongoing slump in the wider consumer electronics market are going to constrain the demand for power management ICs during 1H23.
QoQ decline in NAND Flash ASP will narrow to around 10~15% TrendForce’s latest analysis of the NAND Flash market finds that most suppliers have already started to scale back production. Due to this development, the vicious cycle of suppliers undercutting each other has been brought under control to some degree as well.
Shipments of monitor panels are projected to show YoY decline Shipments of monitor panels have fallen over the quarters this year due to various factors that have caused disruptions across the global economy and politics.
Estimated iPhone 14 shipments lowered to 78.1 million units The operation of Foxconn's major manufacturing base in the Chinese city of Zhengzhou has been affected by a local COVID-19 outbreak since this October. As a result, the capacity utilisation rate of the base has yet to rise above the level of 70%, reports market researcher Trendforce.
Prices have started to drop in PV industry chain According to TrendForce’s latest analysis of the industry chain for photovoltaic (PV) products, buyers of PV wafers have become less willing to stock up.
Global TV shipments are projected to drop by 3.9% YoY TrendForce’s latest research finds that TV brands’ promotional activities related to China’s Singles’ Day were helped by the steep decline in display panel prices.
Mini LED backlit automotive display modules forecasted to total around 450,000 units for 2023 According to TrendForce’s latest research, shipments of Mini LED-backlit automotive display modules are estimated to total around 140,000 units this year because of their use by European, Chinese, and US carmakers.
YMTC could abandon 3D NAND flash market by 2024 Chinese memory manufacturer YMTC is at risk of exiting the market for 3D NAND Flash products by 2024 following its formal placement on the Entity List of the US Commerce Department on December 15, TrendForce reports.
Total revenue of Top 10 IC design houses dropped 5% in Q3 According to Trendforce, the total revenue of the global top 10 IC design houses for 3Q22 showed a QoQ drop of 5.3%. Broadcom returned to the number two spot in revenue ranking by overtaking Nvidia and AMD.
Global semiconductor sales decrease 0.3% MoM in October Global semiconductor industry sales were USD 46.9 billion during the month of October 2022, a slight decrease of 0.3% compared to the September 2022 total of USD 47.0 billion and down 4.6% compared to the October 2021 total of USD 49.1 billion, reports SIA.
33 new fabs started construction this year – 28 more in 2023 The worldwide semiconductor industry is projected to invest more than USD 500 billion in 84 volume chipmaking facilities starting construction from 2021 to 2023, with segments including automotive and high-performance computing fuelling the spending increases, reports SEMI.
Server supply chain undergoes realignment Google, AWS, Meta, and Microsoft all add production sites in Southeast Asia to hedge geopolitical risks, says TrendForce.
Global fab landscape in 2023: opportunities and challenges The global pandemic initially caused investment to be diverted away from fab transactions, but the tenacious semiconductor industry, which is battling supply chain issues and a lack of skilled labor, has attracted new attention thanks to the potential financial support provided by U.S. and European CHIPS legislation.
Global top 10 foundries’ total revenue grew by 6% in 3Q22 According to TrendForce’s research, the total revenue of the global top 10 foundries rose by 6% QoQ to USD 35.21 billion for 3Q22 as the release of the new iPhone series during the second half of the year generated significant stock-up activities across Apple’s supply chain.
Smartphone production fell to about 289M units in 3Q22 According to TrendForce’s latest research, global smartphone production totaled around 289 million units for 3Q22, showing a slight QoQ drop of 0.9% and a YoY drop of 11%.
Enterprise SSD revenue slid to $5.22 billion in 3Q22 – will fall by 20% in 4Q22 TrendForce reports that the recent easing of tight supply for components has led to rising shipments for enterprise servers.
U.S. chip design market to lose top-dog status The United States has been a leader in microchip design with dominant companies like Nvidia, Intel and Qualcomm. But failing government support could spell the loss of its top-dog position, warns a SIA report.
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January 25 2023 12:30 am V20.12.1-1
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