Global 2Q22 DRAM revenue grows by 6.5% QoQ,
According to TrendForce investigations, 2Q22 DRAM industry revenue reached USD 25.59 billion, growing 6.5% QoQ.
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Consumer DRAM price decline expands to 13~18%
According to TrendForce investigations into the DRAM market, under pressure from ever-increasing output, Korean manufacturers have significantly increased their willingness to compromise on pricing in order to stimulate buying from distributors and customers, leading to a steady expansion of falling prices.
Micro LED chips market poised to grow at staggering rate
In 2026, the revenue of Micro LED transparent AR smart glasses chips is forecast at approximately USD 38.3 million, with an annual compound growth rate of Micro LED chips from 2023 to 2026 at approximately 704%.
Three companies to own 74.5% of base station market in 2022
TrendForce estimates that Huawei, Ericsson, and Nokia will account for 74.5% of the global base station market in 2022.
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TrendForce: Intel orders delayed, TSMC slows 3nm expansion
According to TrendForce research, Intel plans to outsource the tGPU chipset in Meteor Lake to TSMC for manufacture. Mass production of this product was initially planned for 2H22 but was later postponed to 1H23 due to product design and process verification issues.
Global semiconductor sales increase 13.3% in Q2 2022
The Semiconductor Industry Association (SIA) reports that global sales of semiconductors totaled USD 152.5 billion during the second quarter of 2022, an increase of 13.3% over the second quarter of 2021 and 0.5% more than the first quarter of 2022.
Americas’ chip suppliers continue to dominate R&D spending
Despite political and national security concerns about U.S. domestic semiconductor production, American companies continue to account for more than half of the global chip industry’s total spending on research and development, according to IC Insights.
Worldwide silicon wafer shipments set new record in Q2 2022
Worldwide silicon wafer area shipments in the second quarter of 2022 surpassed the previous record high set in the first quarter of the year, edging up 1% quarter-over-quarter to 3,704 million square inches, according to SEMI.
Trendforce: Panel makers forced to reduce utilisation
Moving into 2H22, terminal brands continue to adjust their inventory, not only weakening panel demand, but also inducing a sustained drop in panel quotations.
Driver IC pricing continues fall with 8~10% drop in 3Q22
With supply and demand imbalanced and inventory high, the driver IC price drop is expected to expand to 8~10% in 3Q22, and prices falling all the way until the end of the year cannot be ruled out.
NAND Flash 3Q22 price drop to broaden to 8~13%
TrendForce estimates, due to the rapid deterioration of the balance between supply and demand, the drop in NAND Flash pricing will expand to 8~13% in 3Q22, and this decline may continue into 4Q22.
Automotive lighting product market expected to grow by 4%
TrendForce forecasts that the market value of the global automotive lighting will reach US$32.68 billion in 2022, 4% YoY.
Americas’ chip suppliers continue to dominate R&D spending
Despite political and national security concerns about U.S. domestic semiconductor production, American companies continue to account for more than half of the global chip industry’s total spending on research and development, according to the latest annual analysis of R&D expenditures by IC Insights.
3Q22 DRAM pricing decline expands to nearly 10%
Despite the rapid weakening of overall consumer demand in 1H22, DRAM manufacturers previously presented a tough stance on price negotiations and gave little ground, steadily conveying inventory pressure from buyers to sellers.
Market for automotive SiC power components to exceed $1billion
As more and more automakers begin to introduce SiC technology into electric drive systems, the market for vehicle SiC power components is forecast to reach US$1.07 billion in 2022 and will climb to US$3.94 billion by 2026, according to Trendforce research.
Semiconductor equipment sales on track to hit record highs
Global sales of total semiconductor manufacturing equipment by original equipment manufacturers are forecast to reach a record $117.5 billion in 2022, rising 14.7% from the previous industry high of $102.5 billion in 2021, and increase to $120.8 billion in 2023.
Trendforce: Impact on Micron's production capacity limited
Power outage at Micron's Japanese plant, impact on production capacity limited, says TrendForce.
Fabless suppliers hold record 34.8% share of global IC sales
According to a recent report by IC Insights, 2011-2021 CAGR for fabless company IC sales (10%) was double that of the IDM IC suppliers.
European semiconductor sales up 20.4 percent year-on-year
European semiconductor sales in May 2022 reached US$ 3.777 billion, the European Semiconductor Industry Association (ESIA) reported based on the latest World Semiconductor Trade Statistics (WSTS) data.
8-inch fab capacity utilisation rate declines most in 2H22
According to TrendForce investigations, foundries have seen a wave of order cancellations with the first of these revisions originating from large-size Driver IC and TDDI, which rely on mainstream 0.1Xμm and 55nm processes, respectively.
Global Semiconductor Sales Increase 18.0% in May
Global semiconductor industry sales were $51.8 billion in the month of May 2022, an increase of 18.0% over the May 2021 total of $43.9 billion and 1.8% more than the April 2022 total of $50.9 billion, SIA reports.
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