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TrendForce reveals that the global notebook market in 2023 struggled due to high inflation, with annual shipments reaching only 166 million units, a 10.8% YoY decrease. However, this decline was less severe compared to 2022.
TrendForce’s latest report, “TrendForce 2024 Infrared Sensing Application Market and Branding Strategies” reveals a market decline for consumer electronics 3D sensing VCSEL in 2023 to US$847 million. This downturn has been attributed to a weak consumer market and pricing pressure.
TrendForce research indicates that despite facing a traditional low-demand season, buyers are continuing to increase their purchases of NAND Flash products to establish safe inventory levels. In response, suppliers, aiming to minimize losses are pushing for higher prices, leading to an estimated 15–20% increase in NAND Flash contract prices in 1Q24.
TrendForce reports that the DRAM contract prices are estimated to increase by approximately 13–18% in 1Q24 with mobile DRAM leading the surge. It appears that due to the unclear demand outlook for the entire year of 2024, manufacturers believe that sustained production cuts are necessary to maintain the supply-demand balance in the memory industry.
TrendForce reveals that the ASP of Chinese EV cells saw a 6–10% decrease in December. The prices for EV square ternary cells, LFP cells, and pouch ternary power cells fell to CNY 0.51/Wh, CNY 0.45/Wh, and CNY 0.55/Wh, respectively.
