One Week News | Global smartphone shipments expected in 2023

1. Global smartphone shipments are expected to stabilize in 2023

In 2023, global smartphone shipments are expected to decline slightly, with a year-on-year decrease of 1%, and a year-on-year increase of 3% in 2024. In 2023, global handset shipments will decline by 4% year-on-year, and rebound to a year-on-year growth of 2% in 2024.

2. European New Energy Vehicle Market

The largest sales market is in Germany, and the highest penetration rate is in Norway.

3. The world's three largest manufacturers will have a 23% market share in automotive EMC testing by 2022
Driven by the increasing popularity of advanced automotive technologies such as ADAS, autonomous driving, electric and hybrid vehicles, and networked vehicles, the global automotive EMC (electromagnetic compatibility) testing market is growing.

4. The world will face a shortage of lithium in 2025, and the United States will strengthen investment in lithium battery recovery projects

As electric vehicles (EVs) become increasingly popular, the call for improving their supply chain is also growing. The public is also increasingly concerned about lithium mining, and the "environmental concept" of electric vehicles has been questioned. Lithium battery recycling can make electric vehicles more environmentally friendly.

5.The contract price of NAND Flash in Q4 of 2022 fell by 20 to 25%, and Enterprise SSD was the most sharply declining product, with a decline of about 23 to 28%
In the fourth quarter, Kioxia and Micron both faced volume and price declines, with Armor's revenue falling as much as 30.5% and Meguiar's revenue decreasing 34.7% month on month;
Samsung's revenue in the fourth quarter was approximately $3.48 billion, down 19.1% month on month;
SK hynix's revenue in the fourth quarter was only $1.76 billion, a year-on-year decrease of up to 30.9%;

Western Digital (WDC) saw a 20.0% month-on-month increase in its shipments in the fourth quarter, with its NAND Flash division's revenue reaching $1.66 billion, a decrease of only 3.8% month-on-month.

6. Chip delivery time has been shortened in consecutive September, and analysts warn of excess risk
The delivery time of Microchip has been significantly shortened, and the delivery time of FPGA chips produced by Celestine has dropped sharply in the past few months. This contraction may also indicate that the network terminal market dominated by FPGA may be slowing down.
Delivery times for broad-based suppliers such as TI and NXP are rapidly declining, but delivery times for Italian French Semiconductor, Infineon, and Ansemy Semiconductor are more stable.

The cost of 7.4D millimeter wave radar continues to decrease, driving the penetration rate of high, medium, and low end vehicles

Currently, there are two major changes in the radar market: one is the transformation of millimeter wave radar technology from the previous SiGe to RFCMOS. The second key change is that 24GHz sensors are being replaced by 77GHz sensors, which is the main reason for the continuous reduction in the cost of 4D millimeter wave radar.
The core components of millimeter wave radar include MMICs, dedicated processors, and PCBs, accounting for 20%, 30%, and 10% of the BOM, respectively. Thanks to the continuous improvement of MMIC chip technology, the cost of on-board millimeter wave radar systems has continued to decline to 30% of the corresponding cost of the initial generation process.

8. The prices of fuel vehicles and new energy vehicles are frequently reduced, and there is no shortage of automotive chips?
This round of price reduction is more a competition in the comprehensive cost of automobile enterprises than a competition in a "vicious price war".
According to analysis, the main role of this round of traditional car enterprise price reduction promotion is to digest inventory vehicles. One of the important triggers of this "price war" is the switch from country six A to country six B, which will be officially implemented on July 1 this year, so the industry is under pressure to clear inventory.
The reasons for the price reduction of new energy vehicles are different. On the one hand, it is competition, including the impact of Tesla's price reduction and commitment to cost reduction at the beginning of the year, triggering the industry catfish effect; On the other hand, since this year, the prices of materials such as battery positive and negative electrode materials and electrolyte have decreased, providing some room for new energy vehicles to make profits.
Under optimistic circumstances, the oil vehicle price war triggered by RDE may end around May; In a pessimistic situation, it will not be later than the end of June.

Sales sentiment of electronic components in September exceeded expectations
According to the latest electronic component sales trend survey by the Electronic Component Industry Association (ECIA) of the United States, the electronic component sales confidence index climbed to 90.6 in February, exceeding expectations for this month and continuing the upward trend that began in December.
Compared to the expected decline in the second quarter, the growth expectations for semiconductors and electromechanical/connectors are very strong. Only passive devices are still in dire straits, and a large proportion of people expect sales to decline in the second quarter.
Looking forward to the second quarter, the survey results show that the MCU/MPU, analog/linear IC, discrete, and connector segments are the most optimistic about sales growth.
Overall sales sentiment for memory integrated circuits and resistors fell the deepest in the second quarter.