What are the data and lists worth paying attention to this week?
GSA: Global 2G/3G networks are being shut down at an accelerated pace, and the spectrum will shift significantly to 4G/5G
According to the GSA report, as of the end of June 2022, 135 operators in 68 countries and regions have completed, planned or are stopping 2G and 3G service services, and their spectrum re-cultivation will be used for 4G/5G. Among them, 75 operators in 42 countries and regions have completed or planned to shut down 2G networks, including 23 operators in 14 countries and regions have completed 2G shutdowns; 52 operators in 32 countries and regions have planned to shut down 2G.
2015~2026 2G and 3G network shutdown plan
In terms of shutting down 3G services, 75 operators from 40 countries and regions have completed, planned or are conducting shutdown of 3G networks, including 26 operators in 15 countries and regions have completed shutdown of 3G networks; 44 operators in 30 countries have planned to shut down 3G services; and 5 operators in 5 countries and regions are shutting down 3G. Although 2G and 3G networks are being shut down faster than 2G, 2025 will be the peak period for operators to switch to 4G/5G.
However, there have been related reports that 2025 will be the watershed in the development of the global market of 4G, and 4G will completely transfer to the stock market after 2025 and upgrade to 5G. Before the global market's mobile standard intergenerational development, the Chinese market has fully entered the 5G era in To B/To C, and has used low-frequency re-cultivation for the development of the 5G market.
Trendforce: Next year, DRAM demand capacity will grow by only 8.3%, which will hit a record low
TrendForceTrendForceTransform Consulting said that the DRAM market demand bits (i.e., memory capacity calculated in "bits") will grow by only 8.3% in 2023, which is the first time in history that it has fallen below 10%, far lower than the supply bits growth of about 14.1%. It is expected that the DRAM market will remain severe in the case of oversupply in at least 2023, and prices may continue to decline. In terms of NAND Flash, it is still in a state of oversupply, but the product is more price-elastic than DRAM. Although it is expected that the price will still fall in the first half of next year, the average price is expected to stimulate the growth of single-machine capacity of the enterprise SSD market after many consecutive quarters. It is estimated that the demand bit growth will reach 28.9%, while the supply bit growth is about 32.1%.
From the perspective of various applications, high inflation continues to impact consumer market demand, so prioritizing inventory correction is the brand’s primary goal. Especially in the past two years, facing the problem of material shortage of upstream parts caused by the epidemic, the brand overorders and slow channel sales have made the inventory of laptops machines slow, causing the demand for laptops to further weaken in 2023. In terms of PC DRAM, the proportion of DDR4 and LPDDR4X in PC applications will further decrease, and LPDDR5 and DDR5 will continue to penetrate. However, because the price of DDR5 is still high, it will limit the growth of PC stand-alone capacity. It is estimated that the single-unit capacity of PC DRAM stand-alone capacity will increase by about 7% in 2023. If the original DDR5 factory lowers its price and turns positive next year, it may drive the capacity to rise to 9%, depending on whether the premium space of DDR5 compared to DDR4 can be effectively converged.
CINNO: Global AMOLED mobile phone panel shipments in the first half of 2022 fell by 10.5% year-on-year
CINNO Research report shows that the global market AMOLED smartphone panel shipments in the first half of 2022 were about 278 million pieces, down 10.5% from the same period last year. By region, South Korean manufacturers accounted for 76.5% of the global AMOLED smartphone panel shipments in the first half of 2022. The share of domestic manufacturers is 23.5%, an increase of 3.9% compared with the 19.7% share in the same period last year, and the market share has steadily increased.
is divided by manufacturer, and Samsung shows that the shipment volume of (SDC) fell by 14.2% year-on-year, but the market share is still as high as 70.1%, maintaining its world's first position. The shipments of BOE (BOE ) increased by 15.4% year-on-year, ranking second in the world with its market share of 10.3%, firmly ranked first in China. Lejin showed that the market shares of (LGD) and Visionox (Visionox) were 6.4% and 5.9% respectively, ranking third and fourth.
In addition, the report said that the global market AMOLED smartphone panel shipped about 126 million pieces in the second quarter of 2022, down 13.5% from the same period last year and 17.4% from the previous year.Among them, the share of Korean manufacturers accounted for 75.3%, and the share of domestic manufacturers accounted for 24.7%. The shipments of domestic manufacturers continued to rise.
CINNO: In 2025, China's demand for automotive cameras will increase to more than 100 million
CINNO Research released a report saying that compared with mmWave radar and lidar , etc., the car cameras have low cost and relatively mature hardware technology, so they are the first to become the core sensor for intelligent automotive applications. CINNO Research predicts that the number of passenger car cameras in the Chinese market will increase by 24% year-on-year to nearly 66 million in 2022, and will exceed 100 million in 2025, with an annual compound growth rate of 21% from 2021 to 2025.
data shows that in the past three years, the average number of cameras equipped with passenger cars in the Chinese market has shown a step-by-step growth trend. In the first quarter of 2022, the average number of passenger car cameras in China was about 2.7, an increase of about 0.3 compared with the same period last year and about 0.1 compared with the same period last year. In terms of automobile brands, the front-view camera equipped with Chinese brands accounted for 39%, an increase of 9 percentage points year-on-year; the US accounted for 40%, an increase of 5 percentage points year-on-year, while the German and Japanese accounted for both declined to varying degrees.
Global cloud service expenditure in the second quarter reached US$62.3 billion
Canalys released a report saying that in the second quarter of 2022, cloud infrastructure services remained high. Affected by market demand for data analysis and machine learning, data center integration, application migration, cloud-native development and service delivery, global cloud spending increased by 33% year-on-year to US$62.3 billion.
Canalys data shows that global cloud spending is more than $6 billion higher than the previous quarter and $15 billion higher than the second quarter of 2021. In the second quarter of 2022, the top three global cloud spending were captured by Amazon Cloud Technology, Microsoft Azure and Google Cloud. These three giants accounted for 63% of global cloud spending in the second quarter of 2022, a total increase of up to 42%.
CINNO: The prices of LCD panels of various specifications fell to a historical low in July
CINNO Research The latest report shows that the price decline of some specifications is expected to increase in July, and the average price of LCD TV panels of various specifications will continue to fall to a historical low this month.
report pointed out that the impact of annual demand in many global TV brand manufacturers has continued. The production cuts in panel factories starting in June may continue until the first quarter of next year, and there is a possibility that production rate will continue to decline in the short term. In addition, CINNO Research expects that the downward revision of major brands' LCD TV panel procurement plans this year will be about 15%.
IDC: Global tablet shipments in the second quarter of 2022 increased by 0.15% year-on-year
On July 30, international data company IDC announced global tablet shipments in the second quarter of 2022. Data shows that tablet shipments in the quarter reached 40.5 million units, a year-on-year increase of 0.15%. Among them, Apple remained the first place with 12.6 million units shipments, with a market share of 31%, a year-on-year decrease of 2.89%. The Samsung is closely behind with shipments of 7.3 million units, with a market share of 18.1%, a year-on-year decrease of 10.63%. The third place is Amazon with shipments of 5.5 million units, with a market share of 13.6%. Lenovo and Huawei ranked fourth and fifth with shipments of 3.5 million units and 2.1 million units respectively.
IDC said shipments this quarter were higher than expected due to China's "618" promotion and Amazon's Prime Day event. In addition to the top five brands above, new brands entering the tablet market such as Xiaomi , OPPO, vivo and realme have also performed very well, which has contributed to the growth of the tablet market.
Passenger Association: BYD New energy wholesale in July 162,200 vehicles, Tesla estimated 30,000 vehicles
August 4th, the Passenger Association released a wholesale volume report. Among them, BYD's wholesale volume this month reached 162,200 vehicles, and Tesla's domestic market's wholesale volume is estimated to be 30,000 vehicles, which may not be as good as the 59,300 vehicles of SAIC-GM-Wuling .
In addition, the estimated Geely Auto is 35,000, GAC Aion is 25,000, Chery is 22,200, SAIC is 19,900, Changan Auto is 19,000, and Xiaopeng Motors is 11,500.
IDC: China's smartphone market shipments in the first half of the year decreased by 14.4%
International Data Company IDC has now published the latest China market research report. The report shows that in the second quarter of 2022, the shipments of China's smartphone market fell by 14.7% year-on-year. In addition, the shipments of China's smart phone market in the first half of this year were about 140 million units, a year-on-year decrease of 14.4%.
According to the manufacturer, Honor has reached the top for the first time, which is the same as the survey results of other institutions. In addition, vivo is the second largest manufacturer in the second quarter, with OPPO, Xiaomi and Apple respectively ranked third and fourth and fifth. The Q2 shipments of the top five manufacturers were 13.1 million units, 12.9 million, 11.5 million, 10.5 million and 9.5 million respectively. Except for Honor and Apple, they all showed a downward trend.
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