Five minutes to understand the major events in the industry 1 [Trendforce: DRAM demand capacity will grow by only 8.3% next year, which will hit a record low] TrendForce TrendForce said that the DRAM market demand bits (i.e. memory capacity calculated in "bits") will grow by only

Five minutes to learn about major industry events

1

[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") grew 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 slow to sell, 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.

2 [The first Beidou short message chip in China debuted]

On July 30, the China Satellite Navigation System Management Office announced that China Ordnance Industry Group Co., Ltd., China Mobile Communications Group Co., Ltd., China Electronics Technology Group Co., Ltd. and domestic mobile phone manufacturers jointly completed the development of the first Beidou short message communication radio frequency baseband integrated chip (hereinafter referred to as "short message chip") in China, realizing the satellite communication capabilities of the mass smartphone.

short message chip can be integrated into smartphones, helping to promote the short message function in the field of mass consumption. It is expected that the first batch of mobile phone products that support Beidou short message communication function will be launched in 2022. As one of the four major satellite navigation systems in the world, Beidou is also the only satellite navigation system with short message communication functions.

It is reported that this short message chip overcomes a number of key core technologies and realizes the "No. 1 dual network" design of Volkswagen mobile phones with "no card change, no number change, no peripherals", and realizes the satellite communication capabilities of Volkswagen smartphones for the first time, which can effectively solve the problem of "not in the service area".

3 [Global demand for electronic products slows down, Samsung mobile phone factory in Vietnam only needs to work 3 to 4 days a week]

Reuters quoted Samsung Electronics employees as saying that Samsung Electronics has reduced production of its large smartphone factories in Vietnam. According to reports, as the world's largest smartphone supplier, half of Samsung's mobile phone production is produced in Vietnam.

28-year-old factory worker Pham Thi Thuong said: We will only work three days a week, and some production lines will be adjusted from the previous six days a week to four days a week, and of course there is no need to work overtime. "Thuong and her friends who have worked with Samsung for about five years said they have never seen such a serious production cut. "Of course there will be an off-season every year, usually around June-July, but the off-season means no overtime, not working on working days, as it is now. "She revealed that the factory manager said that its inventory level is already very high, and there are not many new orders.

4 [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 accounted for 23.5%, an increase of 3.9% from the 19.7% share in the same period last year, and the market share has steadily increased.

is divided by manufacturer, Samsung Display (SDC) shipments fell by 14.2% year-on-year, but the market share is still as high as 70.1%, maintaining its world's number one position. BOE's shipments increased by 15.4% year-on-year, ranking second in the world with its market share of 10.3%, firmly ranked first in China. LGD and Visionox have market shares of 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.

5 [Sony is optimistic about the high-end smartphone market, and will expand production in 2023 if it meets expectations]

According to the Electronic Times, industry sources said that although global demand for low- and mid-range smartphones has declined, Sony expects demand for CMOS image sensors (CIS) used in high-end smartphones to remain strong in 2022.

Sources pointed out that Sony will expand CIS capacity in 2023, but Sony executive vice president and chief financial officer Yuichi Oshima said that if sales of high-end smartphones in the second half of 2022 are lower than initial expectations, Sony will postpone its expansion plans.

Previously, Sony Semiconductor Solutions, president of Sony Semiconductor Solutions, a subsidiary of Sony Semiconductor Business, revealed that Sony will increase the production capacity of the Nagasaki Factory (Isanzaki City, Nagasaki Prefecture), the main image sensor factory. Sony expects the advanced smartphone image sensor market to expand by about 10% annually by 2030. Sony will increase the investment in image sensor equipment by 200 billion yen from the original plan to expand to 900 billion yen within three years of fiscal year 2023 (March 2024).

6 [Infineon's latest financial report, revenue increased by 33% year-on-year]

On August 3, Infineon announced its financial report for the third quarter of fiscal year 2022 (as of June 30, 2022). It is reported that Infineon achieved revenue of 3.618 billion euros in the third quarter, a year-on-year increase of 33% compared with the same period last year; profit was 842 million euros; profit margin was 23.3%; free cash flow was 440 million euros.

At the same time, Infineon gave its fourth quarter outlook for fiscal year 2022: Assuming the euro-USD exchange rate is 1:1.05, revenue is expected to reach about 3.9 billion euros. Based on this, the profit margin is expected to reach about 25%.

7 [U.S. President Biden will sign a chip subsidy bill on August 9]

According to foreign media reports, on August 3, the White House announced that US President Joe Biden will sign a bill on August 9 to subsidize the US semiconductor industry.

This bill is a rare attempt to U.S. industrial policy, which plans to provide $52 billion in government subsidies and approximately $24 billion in tax credits for chip factory investments. The bill authorizes $200 billion in funding over 10 years to promote relevant scientific research in the United States, and Congress still needs to pass a separate appropriation bill to fund these investments. On August 2, Biden said, "The bill will strengthen our ability to manufacture semiconductors in the United States."

8 [South AsiaCorporate's revenue hit a new low in 30 months]

Chinese Taiwanese memory manufacturer Nan Yake announced its July 2022 financial report on the 3rd, with revenue of NT$4.396 billion, a month-on-month decrease of 16.02% and a year-on-year decrease of 44.7%, setting a new single-month low record of more than 30 months since December 2019.

9 [Translative Uniscope Zhanrui completed the upgrade of wearable RTOS platform]

August 4th news, Tiexin Unisco Zhanrui announced that it had completed the upgrade of wearable RTOS platform and built a JavaScript Framework to further enrich the application ecosystem of smart wearables.

Unigroup Zhanrui's RTOS is its own developed and built a one-stop development system platform for lightweight, low-power, high-performance and intelligent in the wearable field. Currently, many main types of application software have been logged on to the Zhanrui RTOS platform, including social networking, payment, music, dials, positioning, storage, etc.

10 [Intel has postponed the release of Sapphire Rapids to next year]

Intel's next generation Xeon scalable processor Sapphire Rapids was originally scheduled to be shipped in 2021, and then Intel postponed until early 2022, and later delayed the time for mass production to mid-2022.In the first quarter of 2022, Intel sent Sapphire Rapids to specific customers, and then extended the time for large-scale supply to the second half of the year. Previous reports said that Intel once again postponed the launch of Sapphire Rapids.

According to Igor'sLAB, Sapphire Rapids has currently had 12 steps, namely A0, A1, B0, C0, C1, C2, D0, E0, E2, E3, E4, and most recently E5, and it is not necessarily the last one. The reason why there were so many steps before the official mass production was that Sapphire Rapids had not yet made complete breakthroughs in production, and Intel encountered various problems during this period, which needed to be revised or changed. The latest documents show that Sapphire Rapids will be released from the 6th to the 9th week of 2023, which is between February 6th and March 3rd, 2023.

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