Semiconductor Electronics Market News and Trends
Semiconductor Electronics Market Newsletter
[Chip sales decline] It is estimated that global chip sales will drop by 4% year-on-year in 2023 (WSTS)
[Semiconductor recession] It is expected that due to inventory adjustment and weak demand, the total global semiconductor revenue will decline by 5.3% in 2023 (IDC)
[Display driver chip shipment growth] AMOLED display driver chip shipments are expected to increase by 14% year-on-year in 2023 (Omdia)
【DRAM price drop】The price of server DRAM is expected to drop by about 20%-25% in the first quarter (TrendForce)
[Korean semiconductor inventory is high] The inventory level of the Korean semiconductor industry has reached 30 weeks. The inventory of Korean semiconductor products, mainly memory, is serious, and the industrial demand is weak (ETnews)
[Semiconductor buyers spend less] Chip spending by the top 10 semiconductor buyers will decrease by 7.6% in 2022, Apple tops the list of semiconductor consumer customers for the fourth consecutive year (Gartner)
[Wafer foundry price war starts] Samsung launched a wafer foundry price war to grab orders, with a price cut of up to 10%. UMC and World Advanced also began to conditionally lower prices for customers (Economic Daily)
[IDM aggressively expands production] Enterprises such as Infineon, Renesas, Texas Instruments, and Rapidus have all launched plant construction plans, and the industry estimates that the four companies have invested more than US$25 billion in expansion (Economic Daily)
[New energy vehicle growth rate declines] In January 2023, the production and sales of new energy vehicles will be 425,000 and 408,000 respectively, a month-on-month decrease of 46.6% and 49.9%, and a year-on-year decrease of 6.9% and 6.3% respectively (China Association of Automobile Manufacturers)
[Photovoltaic demand has increased significantly] It is estimated that the global demand for photovoltaic installed capacity will increase significantly in 2023, and the demand for new installed capacity will reach 351GW, an annual increase of 53.4% (TrendForce)
[XR device high growth] Generalized extended reality (XR) device shipments including AR, VR and MR will reach 24 million units in 2023, a year-on-year increase of 67% (Omdia)
[Device shipments decline again] It is predicted that the total shipments of global devices (PCs, tablets and mobile phones) in 2023 will be 1.7 billion units, down 4.4% after falling 11.9% in 2022 (Gartner)
[Millimeter wave radar is expected to explode] It is estimated that L3 and above automatic driving systems will be equipped with 5-8 millimeter wave radars on average (Omdia)
Trends of Benchmarking Enterprises
【Texas Instruments】Texas Instruments announced that it will invest $11 billion to build a new 12-inch wafer fab in Lehi, Utah, USA
【Microchip】Microchip plans to invest 880 million US dollars to expand the silicon carbide 8-inch chip factory
[ON Semiconductor] ON Semiconductor has completed the acquisition of GF's 300mm East Fishkill New York plant and manufacturing facility (eeNews)
[Western Digital] Western Digital: Will reduce NAND flash wafer production to 30% of current levels
【Tesla】Tesla will suspend some production at its Shanghai factory until the end of February, and upgrade the production line of the factory, and will launch an upgraded version of the Model 3 (Bloomberg)
【Philips】Philips to cut 6,000 jobs worldwide to restore profitability (Reuters)
[Dell] Dell will cut about 6,650 jobs, about 5% of its global workforce (Bloomberg)
【Micron】Micron's global layoff ratio increased to 15%, and 7,200 people are expected to be affected (BoiseDev)
[Toshiba] The final plan of the Japanese domestic fund JIP camp intends to acquire Toshiba for 2 trillion yen (about 103 billion yuan)
【Rapidus】The first chip factory of Rapidus, a Japanese semiconductor manufacturer, has been finalized in Chitose, Hokkaido. The total investment of the factory is estimated to exceed 5 trillion yen (about 255.5 billion yuan) (TV Tokyo, Japan)
[TSMC] TSMC will invest $3.5 billion in the Arizona plant and start production of 3nm process in 2026 (Reuters)
[ASE] ASE Investment Holdings: 25% of system-in-package production capacity will be moved out of mainland China
【Loongson Zhongke】Winning the lawsuit, Loongson Zhongke's self-developed instruction set and MIPS do not have copyright infringement issues
[Xiaomi] Lei Jun: The Xiaomi car research and development team has exceeded 2,300 people and will be officially mass-produced in Q1 next year
【PICO】ByteDance's VR headset maker PICO is undergoing a round of layoffs expected to affect hundreds of employees