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Rising demand drive 14.1% QoQ enterprise SSD revenue growth

According to TrendForce research, North American data centers saw an improvement in components supply after February, driving a recovery in purchase order volume.
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.
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Three companies held 94% of the 2021 DRAM market Over the past 30 years, the DRAM market has been characterised by periods of spectacular growth and years of devastating crashes. Most recently, the DRAM market fell 37% in 2019 but soared 42% in 2021.
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.
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.
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.
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.
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).
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.
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May 24 2022 12:51 pm V20.5.24-2