Woodstock Wire: Electronics Outlook

October 06, 2022

Taiwan semiconductor industry likely to see single-digit growth in 2023, say analysts

Media -- DIGITIMES - Taiwan's semiconductor industry production value is still expected to enjoy single-digit growth in 2023, with TSMC being a major growth driver, according to semiconductor analysts.

October 06, 2022 07:43 PM

China's communication chip industry is booming: meet the leading & emerging players

Media -- DIGITIMES - Playing a follower role in the 2G era, China-based IC designers achieved some breakthroughs in the 3G era and enhanced their presence further in the 4G sector before realizing certain self-sufficiency in developing communications chips in...

October 06, 2022 07:42 PM

Non-CE IC demand slowing down

Media -- DIGITIMES - Automotive, industrial and other non-consumer electronics IC demand has slowed down since the latter part of the second quarter, according to sources at IC design houses which have seen customers engaged in the fields begin to adjust inventory.

October 06, 2022 07:42 PM

Passive component inventory digestion slow

Media -- DIGITIMES - Passive component inventory digestion has been slow amid sluggish demand and the period of correction is expected to extend, according to industry sources.

October 06, 2022 03:29 AM

Global semiconductor sales Increase 0.1% YoY in August

Media -- Evertiq - The global semiconductor industry sales were USD 47.4 billion during the month of August 2022, a slight increase of 0.1% over the August 2021 total of USD 47.3 billion but a decrease of 3.4% compared to the July 2022 total of USD 49.0 billion.

October 06, 2022 03:23 AM

October 03, 2022

NAND flash vendors cutting production amid bleak market sales

Media -- DIGITIMES - Spot market sales for NAND flash are coming to a standstill despite sharp price falls in the past months, and long-term agreement (LTA) fulfillment rate by clients has hit a low of under 20%, prompting suppliers to cut production, according...

October 03, 2022 10:33 PM

What is the outlook for sensors?

Media -- EE World - According to a recent report from Future Market Insights, the global smart sensor market reached around US$ 37.6 billion in 2022. Based on the growing adoption of smart sensors across vertical markets such as consumer electronics, automotive,...

October 03, 2022 01:55 AM

October 01, 2022

IC Insights: Automotive IC marketshare is expected to rise to 10% by 2026

Media -- SemiMedia - According to the latest report from IC Insights, the automotive IC market share has grown steadily since 1998, from 4.7% of total IC sales that year to 7.4% in 2021.



IC Insights noted that the market share in the automotive segment is expected...

October 01, 2022 11:44 PM

TSMC maintains plan for price increases in 2023

Media -- DIGITIMES - TSMC has yet to revise its pricing strategy for 2023 when the pure-play foundry reportedly is looking to raise its quotes by about 6%, according to industry sources.

October 01, 2022 11:43 PM

Wearables market set for shaky period as economic downturn slows sales

Tech -- Wareable - The wearables market is expected to experience turbulence as a result of the global economic downturn. That's according to the latest market forecast published by industry analysts CCS Insight, indicating that overall sales of smartwatches...

October 01, 2022 05:37 AM

September 30, 2022

Automotive IC market share to reach 10% by 2026

Media -- DIGITIMES - The automotive share of the total IC market has steadily increased since 1998 growing from 4.7% of total IC sales that year to 7.4% in 2021, according to IC Insights. The proportion is forecast to reach 8.5% in 2022, and climb further to 9.9%...

September 30, 2022 02:38 AM

Is the semiconductor shortage over?

Media -- Evertiq - Although there are still sporadic shortages of specific components, the curtain has officially fallen on a two-year wave of shortages in general, and brands have gradually suspended stocking in response to changes in market conditions.

September 30, 2022 01:17 AM

Oversupply v undersupply

Media -- Electronics Sourcing - Independent distributors potentially face an unusual 2023 where some component categories will be in an oversupply state while others remain unavailable, allocated or on long lead times

During 2021, independent distributors witnessed...

September 30, 2022 01:12 AM

DRAM is not expected to stop falling until Q3 next year

Media -- SemiMedia - According to reports, it is estimated that the supply of DRAM will continue to exceed demand this year and next year, which will make the price of DRAM from the third quarter of this year to the third quarter of next year drop by 15%, 15%,...

September 30, 2022 01:10 AM

Renesas: Automotive chip shortage expected to ease in mid-2023

Media -- SemiMedia - Renesas CEO Hidetoshi Shibata said in a recent interview that the global chip shortage will ease by mid-2023.



Hidetoshi Shibata pointed out that at this stage, the shortage of chips in the automotive field is gradually easing, but the shortage...

September 30, 2022 01:08 AM

Taiwan passive component firms turn focus to automotive

Media -- DIGITIMES - Yageo and other Taiwan-based passive component suppliers have put increased focus on automotive applications amid slowdowns in consumer electronics demand, according to industry sources.

September 30, 2022 01:00 AM

TSMC sees major fabless clients scale back orders for 2023

Media -- DIGITIMES - TSMC has seen its major fabless customers start cutting back wafer starts for 2023, which may prompt the pure-play foundry to revise its sales outlook at an investors conference in January, according to industry sources.

September 30, 2022 01:00 AM

North American PCB Industry Sales Up 15.1 Percent in August

Media -- eBOM - IPC announced today the August 2022 findings from its North American Printed Circuit Board (PCB) Statistical Program. The book-to-bill ratio stands at 0.98.

Total North American PCB shipments in August 2022 were up 15.1 percent compared to the...

September 30, 2022 12:49 AM

September 29, 2022

Supplier pricing clash crashes prices to reduce inventory

Media -- Evertiq - According to TrendForce research, NAND Flash is currently oversupplied. Buyers started focusing on destocking and greatly reducing purchases in 2H22 while sellers began offering rock-bottom prices to shore up purchase orders, causing wafer pricing...

September 29, 2022 08:15 PM

September 23, 2022

Demand remains stagnant, supply chain inventories remain high

Media -- Evertiq - According to TrendForce research, rising inflation has weakened demand for consumer products, flattening the peak of peak season. In 3Q22, memory bit consumption and shipments continued to exhibit quarterly decline.

September 23, 2022 11:06 PM

TrendForce: DRAM prices are expected to drop 13~18% in Q4

Media -- SemiMedia - According to TrendForce's latest report, DRAM prices in the fourth quarter will fall by 13% to 18% due to weak demand for consumer products and further pressure on inventory.



TrendForce pointed out that in terms of DDR4 and DDR5, the price...

September 23, 2022 11:03 PM

Space-Based Passive Electronic Components: Products, Markets, Competition and Outlook for 2022-2027

Distribution -- TTI MarketEye - This industry outlook examines the demanding requirements for space-based electronic passive components, discusses global competition in this unique industry and forecasts growth expectations for the next eight years.

September 23, 2022 10:57 PM

Omdia: The semiconductor market's slowdown picks up speed

PR Newswire -- The second quarter of 2022 was the third consecutive quarter of weakening revenue growth for the semiconductor market, with the market now in decline according to Omdia's Competitive Landscape Tracker. Revenue for 2Q22 declined 1.9% from $161.2...

September 23, 2022 05:28 AM

The semiconductor market's slowdown picks up speed

Media -- Evertiq - The second quarter of 2022 was the third consecutive quarter of weakening revenue growth for the semiconductor market, with the market now in decline according to Omdia's Competitive Landscape Tracker.

September 23, 2022 04:03 AM

DRAM sales nosedive in June, July

Media -- DIGITIMES - DRAM sales tumbled 36% in June and another 21% in July, after posting their highest monthly level in more than two years in May, according to IC Insights.

September 23, 2022 04:00 AM

SI: Automotive semiconductor shortage will continue until 2023

Media -- SemiMedia - According to the 2021 automotive semiconductor market statistics released by the research institute Semiconductor Information (SI), Infineon ranked first in the market with sales of $5.725 billion in automotive semiconductors, and automotive...

September 23, 2022 03:59 AM

IC design houses continue to see Android phone customers scale back orders

Media -- DIGITIMES - IC design houses continue to see their Android smartphone customers scale back orders in the third quarter and are uncertain about the demand outlook for the fourth quarter, according to industry sources.

September 23, 2022 02:11 AM

September 21, 2022

DRAM market deflates - cyclical downturn looms

Media -- Evertiq - A vigorous DRAM market upturn that started in the last half of 2020 and continued through May 2022 is, by all accounts, over, according to data released in IC Insights

September 21, 2022 08:02 PM

September 16, 2022

Inventory adjustments for ICs may last until 1H23

Media -- DIGITIMES - Inventory adjustments for ICs may last until the first half of 2023, due to weaker-than-expected demand for high-end consumer electronics products, according to sources at Taiwan-based IC design houses.

September 16, 2022 03:12 AM

North American Relay Market Opens First Quarter of 2022 12% Over Q4 2021 and 23% Over Q1 2021

Distribution -- TTI MarketEye - Michael Schwert's relay market overview shows total reported sales for all relay types in North America for the first quarter of 2022 were up 12 percent compared to the previous quarter and up 23 percent from the same quarter of 2021....

September 16, 2022 02:45 AM

Is or Isn't the U.S. in a Recession?

Distribution -- TTI MarketEye - In the past, there has rarely been second-guessing about whether or not our economy has been in a recession. The numbers are the numbers, right? But our economy and society are in new territory in so many ways that the recession of 2022...

September 16, 2022 02:44 AM

September 12, 2022

Chip delivery times fall, but so does demand as global economic conditions worsen

Enterprise -- The Register - Analyst believes industry is in for 'deepest downcycle and inventory correction in over a decade'

Chip delivery times shrank in August but while some are painting this as a sign that semiconductor shortages are easing, it is most likely...

September 12, 2022 10:46 PM

Semiconductor inventory crisis to be peaking starting 4Q22

Media -- DIGITIMES - The actual semiconductor inventory storm has not yet arrived, and different supply chain segments will show starkly divided performances in the fourth quarter of the year, with most fabless chipmakers to continue facing order and price cuts...

September 12, 2022 08:36 PM

September 10, 2022

Chipmakers plan to raise prices for automotive and industrial chips

Media -- SemiMedia - According to reports, Intel expects to implement price increases for all product plans starting in the fourth quarter of 2022, with a range of about 10-20%, including INTEL motherboard chipset products.

September 10, 2022 04:03 AM

IC designers positive about market equilibrium prospects

Media -- DIGITIMES - The semiconductor industry has entered a downward phase of the cycle due to the worsening of the overall economic conditions, and how the future supply and demand will evolve has become a great market concern. But industry researchers and...

September 10, 2022 03:42 AM

September 08, 2022

Shorter lead times, stabilization of prices and a drop in demand for some electronic components are in sight

Media -- Components in Electronics - Supplyframe has unveiled the results of its latest Commodity IQ Report that provides an overview of market dynamics (incl. pricing, lead time, and demand) in the electronics industry. The new data shows an electronics...

September 08, 2022 02:31 AM

European semiconductor sales up 2.7% MoM

Media -- Evertiq - The European Semiconductor Industry Association (ESIA) says that European semiconductor sales in July 2022 reached USD 4.465 billion, an increase of 2.7% compared to the previous month.

September 08, 2022 02:19 AM

September 04, 2022

Global NAND flash output value to drop 10% in 3Q22, says TrendForce

Media -- DIGITIMES - The global NAND flash industry is expected to post a 10% sequential decline in output value in the third quarter of 2022, when contract prices for the memory will fall 13-18%, according to TrendForce.

September 04, 2022 04:56 AM

September 03, 2022

3Q22 NAND Flash wafer contract price dip expands to 30~35%

Media -- Evertiq - According to the latest TrendForce investigations, moving into the second half of 3Q22, the lack of a peak season has led to a delay in inventory destocking.

September 03, 2022 03:01 AM

IC design houses pessimistic about PC demand prospects

Media -- DIGITIMES - IC design houses are generally pessimistic about PC demand for the rest of 2022, with recovery not expected until the first half of 2023, according to industry sources.

September 03, 2022 03:00 AM

Memory chip vendors brace for weak 2H22

Media -- DIGITIMES - Sluggish PC and handset sales, as well as a slowdown in demand for server applications, will lead to a particularly weak second half of 2022 for DRAM and NAND flash chip vendors, according to market sources.

September 03, 2022 02:59 AM

September 02, 2022

How's Business? OEM Comparison for 2020-to-2021

Distribution -- TTI MarketEye - Most OEM markets showed year-over-year increases from 1Q 2021 versus 1Q 2022 with significant overall increases from 2020 to 2021. Two connector-vital markets - telecommunications and automotive - are looked at in more detail.

September 02, 2022 09:47 PM

September 01, 2022

Memory chip vendors to see inventory return to healthy levels in 1H23

Media -- DIGITIMES - Memory chip suppliers will be engaged in inventory adjustments throughout the second half of this year, but are expected to see their inventories return to a healthy state in the first half of 2023, according to market sources.

September 01, 2022 02:11 AM

North American EMS Industry Up 22.7 Percent in July

Media -- eBOM - IPC announced today the July 2022 findings from its North American Electronics Manufacturing Services (EMS) Statistical Program. The book-to-bill ratio stands at 1.39.

Total North American EMS shipments in July 2022 were up 22.7 percent compared...

September 01, 2022 02:08 AM

August 29, 2022

WSTS lowers its growth forecast for the memory chip market

Media -- SemiMedia - WSTS announced on August 23 that it had lowered its growth forecast for the size of the global semiconductor market, which is expected to grow by 13.9% this year and 4.6% next year. In June, WSTS was forecast to grow 16.3% this year and 5.1%...

August 29, 2022 09:55 PM

August 28, 2022

IPC: July EMS Shipments up 22.7% From Last Year

Aspencore -- EPS News - IPC announced today the July 2022 findings from its North American Electronics Manufacturing Services (EMS) Statistical Program. The book-to-bill ratio stands at 1.39.

Total North American EMS shipments in July 2022 were up 22.7 percent compared...

August 28, 2022 04:04 AM

August 27, 2022

Imec: Forksheet Devices Can Push Scaling to 2nm

Distribution -- TTI MarketEye - A forksheet device, a type of GAA controlled by a forked gate structure that allows a much tighter n-to-p spacing, is designed to extend the logic and SRAM scaling roadmaps beyond 2nm while leveraging nanosheet integration in a non-disruptive...

August 27, 2022 09:11 PM

August 26, 2022

NAND flash prices to fall further in 2H22

Media -- DIGITIMES - NAND flash memory prices are set to fall further in the second half of 2022, as suppliers face mounting pressure to deal with excess inventory, according to industry sources.

August 26, 2022 11:25 PM

August 22, 2022

The Worldwide Semiconductor Market is expected to increase 13.9 percent in 2022, continuing to grow by 4.6 percent in 2023.

Media -- Design And Reuse - The Worldwide Semiconductor Market is expected to increase 13.9 percent in 2022, continuing to grow by 4.6 percent in 2023

August 22, 2022 06:33 PM