According to Jiwei.com, on March 3 local time, the American Semiconductor Industry Association announced that global semiconductor industry sales in January 2022 were US$50.7 billion, an increase of 26.8% from US$40 billion in January 2021 and a decrease of 0.2% from US$50.9 bill

What are the data and lists worth paying attention to this week?

SIA: Global semiconductor sales in January 2022 reached US$50.7 billion, and increased year-on-year 26.8%

六博官网 News, on March 3 local time, the American Semiconductor Industry Association (SIA) announced that the global semiconductor industry sales in January 2022 were US$50.7 billion, an increase of 26.8% from US$40 billion in January 2021 and a decrease of 0.2% from US$50.9 billion in December 2021. "After record sales and shipments in 2021, global semiconductor sales remained strong at the beginning of 2022, reaching the second highest monthly sales ever in January," said John Neuffer, president and CEO of

SIA. Sales continued to grow in Europe (28.7%), China (24.4%), Asia Pacific / all other regions (21.0%) and Japan (18.9%) compared with January 2021. Among them, sales in Europe (3.4%) and Asia Pacific / all other regions (0.4%) increased month-on-month, but sales in China (-0.7%), America (-1.1%) and Japan (-1.3%) decreased slightly month-on-month.

IDC: MediaTek surpassed Qualcomm in the US market and became the largest chip supplier for Android phones

3 March 2nd news, according to the latest data released by research institution IDC, in the fourth quarter of 2021, MediaTek finally defeated Qualcomm in the US market and became the largest chip supplier for Android phones.

According to statistics, MediaTek chips accounted for 48.1% of the United States Android phones in the fourth quarter of 2021, while Qualcomm accounted for 43.9%; in the last quarter, MediaTek's market share was 41%, while Qualcomm's market share was 56%. The

IDC report pointed out that MediaTek's surge was driven mainly by sales of Samsung Galaxy A12, Galaxy A32 and Motorola G Pure, which accounted for 51% of MediaTek's fourth quarter and 24% of the entire U.S. Android market. MediaTek is currently increasing its market share in the low-end Android phone market. At the same time, it has also released some mid-to-high-end products, such as Dimensity 9000/8100/8000, etc.

SA lowered the forecast value of global smartphone shipments in 2022, and will only increase by 1% year-on-year

3 March 2, Strategy Analytics lowered the forecast value of global smartphone shipments in 2022 and 2023. Global smartphone shipments are forecast to grow by only 1% year-on-year in 2022; by 2023, the growth rate will increase to 3%. SA pointed out that for the smartphone market, , will be hit hard, followed by Western Europe. All smartphone manufacturers face huge resistance, especially the major manufacturers in Russia and Ukraine.

Meanwhile, SA expects the impact on smartphone manufacturing and supply chains in this case will be limited and controllable. "The economic downturn will mainly come from the sluggish consumption expenditure in Russia, Ukraine and other related markets. Coupled with the decline in smartphone sales, we expect the global average wholesale price of smartphones to continue to rise, and face long-term supply restrictions and higher inflation, as well as higher logistics and related costs, etc.." SA pointed out that in the worst case, the Russian-Ukrainian conflict will trigger the global energy crisis and the global economic recession. Global smartphone manufacturing and supply chains will also be disrupted on a large scale. By 2022, the global smartphone market will shrink significantly, and suppliers from all regions around the world will be affected.

IC insights: It is expected that the semiconductor industry's capital expenditure will increase by 24% in 2022 to US$190.4 billion

3/1, according to a report released by research firm IC insights, following a 36% surge in 2021, the semiconductor industry's capital expenditure is expected to increase by 24% in 2022, reaching a record high of US$190.4 billion, an increase of 86% from 2019 three years ago. Furthermore, if capital expenditure increases ≥10% in 2022, it means that the semiconductor industry will see a three-year double-digit spending growth for the first time since 1993-1995. The electronics industry is unprepared for the rebound in current demand in many cases due to the tight or interrupted supply chains during the COVID-19 pandemic.The strong demand drives the utilization rate of most manufacturing facilities far higher than 90%, and even many semiconductor foundries have 100%. Based on such strong utilization and continued high demand expectations, the total capital expenditure of the semiconductor industry is expected to reach $344.3 billion in 2021 and 2022.

IC insights surveyed 13 sample companies around the world and predicted that these companies will increase their capital expenditure this year by ≥40%. The 13 companies' total spending last year increased by 62% to $60.6 billion from 2020, and is expected to increase by 52% year-on-year to $91.8 billion this year, the report said. It is worth noting that the three major memory suppliers (i.e., Samsung , SK Hynix and Micron ) were not on the list, while the top three pure wafer fabs (TSMC, UMC and GM ) were listed on the list. The diversity of the list shows that four of the top five simulated IC suppliers ( Texas Instruments , Analog Devices, Infineon and STMicroelectronics ) plan to significantly increase capital expenditure in 2022.

Currently, the total capital expenditure of these 13 companies is expected to be 2.5 times that of two years ago (2020). But most of these semiconductor manufacturers are dealing with the current surge in demand. In the coming years, many companies' capital expenditure as a percentage of sales may return to pre-COVID-19 levels.

2021 European market smartphone rankings: Samsung first, Apple second, Xiaomi third, OPPO fourth, realme broke into the top five for the first time

According to new data from Strategy Analytics, Apple iPhone occupied 23% of the European smartphone market throughout 2021. Apple's iPhone grew 11% year-on-year, keeping its market share relatively stable compared to the previous year.

Samsung is currently the leader in the European market, maintaining the first place with a market share of 29%. However, Samsung fell 1% year-on-year in 2021, making it the only smartphone brand among the top five to slow down.

Xiaomi ranked third with a market share of 20%, a year-on-year increase of 33%. OPPO ranked fourth with a market share of 5% and a year-on-year growth of 77%. Manufacturer realme broke into the top five for the first time with an incredible 548% growth, although it had only had 3% market share by the end of 2021. Strategy Analytics found that the entire smartphone market in Europe grew by 3% year-on-year in 2021.

Top 100 Asian supply chain market value in 2021: Mainland Chinese companies are on the list, TSMC dominates all Asia

According to the 2021 "100 Big Market Value Survey Report on Asian Supply Chain" released by DIGITIMES Asia, the semiconductor industry and automobile manufacturing industry are more than half of the top 100 Asian supply chains. In 2021, the Asian semiconductor industry performed well and firmly ranked as the leader in the industry's market value. The total market value of the semiconductor industry reached US$115.69 billion, a growth of 36.3% over the previous year. Mainland China and Japan grew the fastest with a growth rate of 63.2% and 56.9% respectively. Among the top 100 major semiconductor companies with market capitalization, mainland China has the most listed, with as many as 17, followed by 5 in Taiwan, 4 in Japan, and 1 in South Korea. Among them, the five companies listed from Taiwan, TSMC, MediaTek, UMC, Moonlight and Global Crystal, have a total market value of up to US$705.3 billion, far exceeding mainland China, Japan, South Korea and other regions. TSMC has dominated the entire Asia with a market value of US$576.3 billion.

9 companies in mainland China, including Weier Co., Ltd., SMIC , Northern Huachuang , Unigroup Guoxin , Zhonghuan Co., Ltd. , Gigabit Innovation , Silijie, Lanqi Technology, Jingsheng Mechanical and Electrical, etc., have been listed, with a total market value of approximately US$209.1 billion.

022 CIS market will reach US$21.9 billion, a year-on-year increase of 7%

Jiwei.com News, the latest report of market research firm Counterpoint predicts that driven by the growth in demand for smartphones, automobiles, industry and other applications, the global image sensor (CIS) market revenue in 2022 will reach US$21.9 billion, a year-on-year increase of 7%. Among them, the mobile CIS market will contribute 71.4% of revenue, and the top three CIS suppliers Sony , Samsung and Howie will total revenue ratio reach 77%.

Source: Counterpoint Research

Counterpoint Deputy Director of Research Ethan Qi said that with the continued recovery of global smartphone shipments and the further upgrade of image sensors, especially in terms of resolution, CIS sales in the mobile phone field are expected to achieve medium single-digit year-on-year growth. At the same time, with the intelligence, networking and automation of automobiles, the applications of visual and sensing cameras for ADAS and ADS functions will surge, thereby driving the increase in CIS penetration rate in new cars in the next few years. In addition, the security monitoring field is expected to maintain low single-digit growth. Sony expects revenue share to reach 39.1% this year, followed by Samsung (24.9%) and Howie Technology (12.9%).

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