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.
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.
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.
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.
Server supply chain undergoes realignment
Google, AWS, Meta, and Microsoft all add production sites in Southeast Asia to hedge geopolitical risks, says TrendForce.
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%.
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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