Manufacturers from China have increased their dominance
At least in the in the auto display market. Omdia reports that Chinese companies have emerged as the top suppliers in the automotive display market in the first half of 2023, holding a market share of 45.3%.
Shipments of smartphone panels forecasted to drop by 9% YoY
TrendForce projects that shipments of smartphone display panels (smartphone panels) will reach approximately 1.85 billion pieces in 2023, reflecting a YoY increase of 8.7%.
The world of robots - Asia in the lead
The new World Robotics report recorded 553,052 industrial robot installations in factories around the world – a growth rate of 5% in 2022, year-on-year. By region, 73% of all newly deployed robots were installed in Asia, 15% in Europe and 10% in the Americas.
Market share of OLED automotive panels continues to grow
The latest “Automotive Display Market Analysis” from TrendForce indicates that the overall demand for automotive display panels (automotive panels) is gradually stabilizing and shows an upward trend as the automotive market as a whole slowly recovers, and promotional activities related to smart cockpits continue to expand.
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Q2 revenue for top 10 IC design houses surge 12.5%
Fueled by an AI-driven inventory stocking frenzy across the supply chain, TrendForce reveals that Q2 revenue for the top 10 global IC design powerhouses soared to USD 38.1 billion, marking a 12.5% quarterly increase.
12 new 200mm volume fabs to be built by 2026
Semiconductor manufacturers worldwide are projected to increase 200mm fab capacity by 14% from 2023 through 2026, adding 12 new 200mm volume fabs (excluding EPI) as the industry reaches a record high of more than 7.7 million wafers per month (wpm), SEMI reports
Shipments of foldable smartphones could skyrocket
TrendForce’s latest insights reveal that by 2023, shipments of foldable smartphones could skyrocket to an impressive 18.3 million units, marking a 43% YoY surge. However, this only captures a slim 1.6% of the year’s total smartphone market.
Q2 NAND flash revenue up 7.4%
TrendForce’s latest research paints a vivid picture: Q2 saw the NAND Flash market still grappling with lackluster demand and being significantly outpaced by supply. The ASP of NAND Flash also took a hit, tumbling 10–15%.
Chip industry sees revenue increase after long decline
The semiconductor industry has reversed course and saw an increase in sales in 2Q23 after experiencing revenue decline for five consecutive quarters, reports Omdia.
Global fab equipment spending recovery expected
Global fab equipment spending for front-end facilities in 2023 is expected to decline 15% year-over-year to USD 84 billion from a record high of USD 99.5 billion in 2022 before rebounding 15% YoY to USD 97 billion in 2024, SEMI reports
NAND Flash prices expected to stabilise and rebound in Q4
In response to persistent softening in demand, Samsung has taken a decisive step: a sweeping 50% production cut from September, with the focus mainly on processes under 128 layers.
TrendForce expects iPhone 15 series production at 80M units
Apple is slated to unveil four new iPhone models in mid-September: the iPhone 15, iPhone 15 Plus, iPhone 15 Pro, and iPhone 15 Pro Max. TrendForce predicts a production figure of approximately 80 million units for the iPhone 15 series.
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EV battery prices continue to drop over 10% in August
Insufficient downstream demand has put a damper on both supply and demand in the EV battery market.
Worldwide chip sales down 11.8% YoY
Global semiconductor industry sales totalled USD 43.2 billion during the month of July 2023, an increase of 2.3% compared to the June 2023 total of USD 42.2 billion but 11.8% less than the July 2022 total of USD 49.0 billion.
Global Semiconductor equipment billings dip 2% YoY in Q2
Global semiconductor equipment billings dipped 2% year-over-year to US$25.8 billion in the second quarter of 2023, while quarter-over-quarter billings slipped 4%, SEMI reports.
North American EMS industry up 3.4% in July
Total North American EMS shipments in July 2023 were up 3.4% compared to the same month last year. Compared to the preceding month, June shipments decreased 0.7%, reports the IPC.
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