Display driver IC prices predicted to Stabilise in 2Q23
Panel makers have aggressively driven down the prices of display driver ICs (DDIs) over the past few quarters in response to slumping panel prices. Meanwhile, foundries have not made any significant price adjustments recently.
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Global fab equipment spending to recover in 2024 after 2023 slowdown
Global fab equipment spending for front-end facilities is expected to decrease 22% YoY to USD 76 billion in 2023 from a record high of USD 98 billion in 2022 before rising 21% YoY to USD 92 billion in 2024 to reclaim lost ground, SEMI reports.
Smartphone camera module output to grow to 4.62 billion Units in 2023
Falling global smartphone production brought about by high inflation and China’s COVID policies resulted in only 4.46 billion camera modules being manufactured in 2022. However, as the global economy is slowly set to stabilize in 2023, smartphone production is also projected to rise by 0.9%.
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Revenue from enterprise SSDs totaled just $3.79 billion for 4Q22
Looking back at 2H22, as server OEMs slowed down the momentum of their product shipments, Chinese server buyers also held a conservative outlook on future demand and focused on inventory reduction. Thus, the flow of orders for enterprise SSDs remained sluggish.
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Global smartphone production fell by 15.5% YoY in 4Q22
Smartphone brands hoped that the promotional activities related to the year-end holiday season or initiated by e-commerce companies would lead to a significant reduction in channel inventory near the end of 2022.
Prices of NEV power batteries fell by 3~4% MoM for February
The Li-ion (lithium-ion) battery industry was still in the process of consuming existing inventory during February, and prices of materials in the upstream sections of the industry chain kept falling.
Worldwide chip sales down 18.5% year-to-year
Global semiconductor industry sales totaled USD 41.3 billion during the month of January 2023, a decrease of 5.2% compared to the December 2022 total of $43.6 billion and 18.5% less than the January 2022 total of USD 50.7 billion, report SIA.
Inventory correction is in final phase for NB panels in 1Q23
TrendForce estimates that shipments of display panels used in notebook computers (NB panels) will total 38.7 million pieces for 1Q23, showing a QoQ decline of 10.4% and a YoY decline of 45.6%.
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GPU demand from ChatGPT could reach 30,000 chips
The recent arrival of ChatGPT has generated a lot of buzz across the industry sectors related to cloud computing and artificial intelligence (AI).
YoY global server shipments growth for 2023 lowered to 1.31%
The four major North American cloud service providers (CSPs) have made cuts to their server procurement quantities for this year because of economic headwinds and high inflation.
Samsung, Micron, and SK Hynix owns the bulk of leading-edge wafer capacity
76% of leading-edge capacity was held by Samsung, Micron, and SK Hynix at the end of 2022, with the majority going toward the development of advanced DRAM and 3D NAND.
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Global NEV sales grew 60% YoY, surpassed 10 million units in 2022
According to TrendForce’s latest research, global sales of new energy vehicles (NEVs) rose by 63.6% YoY to 10.65 million units for 2022.
1Q23 will see new TV shipment low
According to TrendForce’s research, global TV shipments are projected to drop by 24.3% QoQ to 41.99 million units for 1Q23. This shipment figure represents a new low for first-quarter result in almost a decade.
Server DRAM will overtake mobile DRAM in supply in 2023
Since 2022, DRAM suppliers have been adjusting their product mixes so as to assign more wafer input to server DRAM products while scaling back the wafer input for mobile DRAM products.
Global PV installations will grow by more than 50% YoY
TrendForce’s latest research on the global market for solar PV reveals that some of the unmet demand that emerged during the 2021~2022 period has been carried over to 2023.
Slow growth in China NEV market cause battery material price drop
According to TrendForce’s latest research on the Li-ion (lithium ion) battery industry chain in China, there was an across-the-board decline in prices of upstream (raw) materials in January as participants in the industry chain were focusing on inventory consumption.
MLCC suppliers will focus R&D and capacity expansion efforts
According to TrendForce’s recent analysis of the MLCC market, suppliers’ average book-to-bill (BB) ratio has risen slightly to 0.79 this February. The flow of orders has slowed down as seasonality affects the demand related to consumer electronics, data centers, and 5G network infrastructure.
Global car sales projected to rebound in 2023
According to TrendForce’s analysis, global car sales dipped by 0.1% YoY to 81.05 million vehicle units for 2022, showing almost no change from the 2021 figure.
Global silicon wafer shipments and revenue set new records in 2022
Setting new all-time highs, worldwide silicon wafer shipments in 2022 increased 3.9% to 14,713 million square inches (MSI) while wafer revenue rose 9.5% to USD 13.8 billion over the same period, SEMI reports.
European semiconductor market hits highest-ever annual total
Yearly semiconductor sales in the European market reached a record figure of USD 53.809 billion in 2022, a 12.3% increase versus the year 2021. Global semiconductor sales in 2022 amounted to USD 573.477 billion, a 3.2% increase from 2021, reports the European Semiconductor Industry Association (ESIA).
Global semiconductor sales Increase 3.2% in 2022
Worldwide industry sales totaled a record USD 573.5 billion in 2022, but sales slowed significantly during the second half of the year.
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