Weakened demand and falling prices lead to NAND flash revenue decline
As manufacturers actively shifted production capacity to 128 layer products, the market turned to oversupply, resulting in a drop in contract prices in 1Q22, among which the decline in consumer-grade products was more pronounced, according to TrendForce research.
Smartphone camera module shipments to reach 5.02B in 2022
According to TrendForce research, smartphone camera module shipments will increase to 5.02 billion units in 2022, an annual growth rate of 5%.
New post-pandemic low – 17.5M notebook panels shipped in April
According to TrendForce research, due to China's lockdowns and inventory adjustments by notebook brands, April notebook panel shipments totaled 17.5 million units, down 21.5% YoY, and a new low for shipments since April 2020 and the advent of the COVID-19 pandemic.
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China-based IC production to represent 21.2% of China IC market in 2026
Foreign companies – such as Samsung, SK Hynix, TSMC and others – are expected continue to comprise more than 50% of IC production in China through 2026, says IC Insights.
Global DRAM revenue falls 4.0% QoQ in 1Q22, says TrendForce
According to TrendForce investigations, total DRAM revenue in 1Q22 decreased by 4.0% QoQ, reaching USD 24.03 billion. The primary reason for this drop stems from market inflation, weakening demand, and the outbreak of the Russian-Ukrainian war at the end of February affecting the performance of terminal consumption.
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.
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.
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.
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).
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Manufacturers Reassess their Supply Chains
Prevailing obstacles since the COVID-19 Pandemic in 2020 have manufacturers reassessing their supply chain strategies. The following major disruptions that occurred entering 2022 added to existing setbacks, or created new ones altogether:
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.
TrendForce: Inflation suppresses consumer products demand
According to TrendForce investigations, global TV shipments will reach 47.26 million units in 1Q22, down 20% QoQ.
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.
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.
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