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NEV market grew in 1Q22 – global sales exceeded 2M units

According to TrendForce data, total sales of new energy vehicles (NEVs including battery electric vehicles, plug-in hybrid electric vehicles, and fuel cell vehicles) in 1Q22 was 2.004 million units, an annual growth rate of 80%.
2022 smartphone production volume reduced to 1.333B units According to TrendForce research, global smartphone production volume in 1Q22 was 310 million units, a QoQ decrease of 12.8%, primarily attributed to ongoing inventory adjustments in various distribution channels performed by a number of brands and the cyclical off-season, which led to relatively weak production performance in 1Q22.
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German components distribution remains on record course Continuing shortage and price increases from manufacturers provide lead to more than 50% sales growth for German components distribution, reports the FBDi. The order situation is relaxing slightly.
Sluggish demand leads to lower prices for NAND Flash wafer According to TrendForce research, looking at NAND Flash wafers, the pricing of which more sensitively reflects the market, suppliers are increasingly motivated to cut prices in exchange for sales due to weak retail demand since March and a more conservative outlook for shipments of other end products.
NAND and DRAM are poised to hit new revenue records Market research and strategy consulting company, Yole Développement, says that despite the numerous global challenges, the memory market will grow to over USD 260 billion in 2027.
Strong demand and allocation continue to drive European semiconductor distribution in 1Q22 DMASS reports Q1 growth of 43.5% in semiconductors and 35.7% in interconnect, passive and electromechanical components. Shortages continue, but order situation becomes lighter. Impact from the War is limited but poses a risk for near-term future.
Semiconductor R&D spending to rise 9% after record in 2021 Intel continues to lead the research and development ranking. The top 10 raised spending 18% last year, and 21 companies invested USD 1 billion or more on R&D in 2021, says IC Insights.
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Rising material costs remain key pain point for EMS providers Nine in ten electronics manufacturers are currently experiencing rising material costs, while nearly four-fifths are experiencing rising labor costs, according to data from IPC’s May global sentiment of the electronics supply chain report.
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Silicon wafer shipments edge higher to new record in 1Q22 Worldwide silicon wafer area shipments in the first quarter of 2022 surpassed the previous record high set in the third quarter of 2021, rising 1% QoQ to 3,679 million square inches, according to the SEMI.
Global semiconductor sales increase 23% in 1Q22 Worldwide sales of semiconductors totaled USD 151.7 billion during the first quarter of 2022, an increase of 23.0% over the first quarter of 2021, but 0.5% less than the fourth quarter of 2021, reports the Semiconductor Industry Association (SIA).
Gartner: Global semiconductor revenue to grow 13.6% in 2022 Global semiconductor revenue is projected to total USD 676 billion in 2022, an increase of 13.6% from 2021, according to Gartner, Inc.
Top 10 companies hold 57% of global semi marketshare In 2021, five of the top 10 semiconductor companies were fabless suppliers. In 2008, there was one fabless company in the ranking; in 2000, there were none.
TrendForce: Inflation suppresses consumer products demand According to TrendForce investigations, global TV shipments will reach 47.26 million units in 1Q22, down 20% QoQ.
Localisation of chip manufacturing rising According to TrendForce, Taiwan is crucial to the global semiconductor supply chain, accounting for a 26% market share of semiconductor revenue in 2021, ranking second in the world. Its IC design and packaging & testing industries also account for a 27% and 20% global market share, ranking second and first in the world, respectively. Firmly in the pole position, Taiwan accounts for 64% of the foundry market.
Wafer capacity to climb 8.7% as 10 new fabs enter production The volatile nature of the IC industry is reflected by large swings in annual wafer starts, says IC Insights. Over the past five years, for example, annual wafer start growth rates have ranged from -4.7% in 2019 to 19.0% growth in 2021.
Top 5 wafer capacity leaders raise their global share to 57% At the end of 2021, 57% of the industry’s total monthly wafer capacity was owned by just five companies. One year earlier the share held by the top five was 56% and back in 2018 it was 53%. If we go back a decade, that share was about 40%, according to Knometa Research.
Reducing the cost of batteries will become more important As a consequence of rising power battery raw material prices, a number of global new energy vehicle (NEV) brands including Tesla, BYD, NIO, Li Auto, and Volkswagen, have successively raised the sales prices of electric vehicles in 1Q22.
Gartner says global semiconductor revenue grew 26% in 2021 Worldwide semiconductor revenue totaled USD 595 billion in 2021, an increase of 26.3% from 2020, according to final results by Gartner, Inc.
Total IC unit shipments expected to climb 9% in 2022 Unit growth returns to the long-term growth rate after an enormous 22% surge in 2021.
Global semiconductor equipment sales surge 44% in 2021 Worldwide sales of semiconductor manufacturing equipment in 2021 surged 44% to an all-time record of USD 102.6 billion from USD 71.2 billion in 2020, SEMI reports.
Consumer electronics will feel the brunt of the weakening stay-at-home economy According to TrendForce, the consumer electronics market will feel the brunt of the weakening stay-at-home economy, the pandemic in China, international tensions, and rising inflation in 1H22.
Shanghai and Kunshan pandemic lockdowns clog supply chain logistics Due to the explosion of the COVID-19 pandemic in China, Shanghai has adopted a rolling lockdown policy since March and Kunshan City, a major production hub for the electronics industry near Shanghai, has also felt the impact.
200mm semiconductor fab capacity set to surge 21% Semiconductor manufacturers worldwide are on track to boost 200mm fab capacity by 1.2 million wafers, or 21%, from the start of 2020 to the end of 2024 to hit a record high of 6.9 million wafers per month, SEMI reports.
LED lighting output value to reach USD 11.1 billion by 2026 Demand for high-standard LED products in the lighting market will enter a growth stage, TrendForce reports.
Global semiconductor sales increase 32.4% YoY Global semiconductor industry sales were USD 52.5 billion in the month of February 2022, an increase of 32.4% over the February 2021 total of USD 39.6 billion and 3.4% more than the January 2022 total of USD 50.7 billion, reports the Semiconductor Industry Association (SIA).
Chinese companies hold Only 4% of global IC marketshare U.S. companies captured 54% of the total worldwide IC market in 2021, propelled by a 47% share of IDM sales and a 68% share of fabless sales.
ESD industry logs 14.4% YoY revenue growth in Q4 2021 Electronic System Design (ESD) industry revenue increased 14.4% from USD 3,031.5 million in Q4 2020 to USD 3,468.2 million in Q4 2021, the ESD Alliance, a SEMI Technology Community, reports.
Microcontrollers get lift from automotive after 2021 rebound Average selling prices for MCUs are expected to move moderately higher through 2026. Tight supplies caused ASPs to jump 10% in 2021—the biggest increase in 25 years, says IC Insisghts.
E-sports LCD monitor shipments to reach 26.1M units in 2022 Growth momentum for shipments of e-sports LCD monitors (defined as refresh rates above 100Hz) will slow down in 2022. In addition to long lead times, the most significant variable remains the impact of the Russian-Ukrainian war, says TrendForce.
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April 25 2022 2:34 pm V20.5.16-1