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TrendForce reports that China’s EV battery market is undergoing a period of turbulence due to an overall lack of demand. Battery suppliers are reportedly reluctant to replenish their inventories and are instead, focusing on depleting existing stocks. This has resulted in insufficient demand to support the prices of upstream lithium materials, leading to a continuous decline in ASP.
TrendForce's "2024 New Mini LED BLU Display Trend Analysis" report reveals that due to declining demand in consumer electronics, shipments of Mini LED products are expected to decrease to 13.337 million units in 2023.
TrendForce data showcases that as of 2Q23, Taiwanese firms collectively command a hefty 65% market share in global foundry revenue, with TSMC alone claiming a whopping 56%. This underscores Taiwan’s crucial position globally and has motivated regions worldwide to establish semiconductor industries within their territories while considering a multitude of factors.
TrendForce reports that Q4 contract prices for mobile DRAM are poised to see an increased quarterly rise of 13–18%. But that’s not all—NAND Flash is also joining the party, with contract prices of eMMC and UFS expected to climb by approximately 10–15% in the same quarter. This quarter is set to star mobile DRAM, traditionally the underperformer in profit margins compared to its DRAM counterparts, as it takes the lead in this round of price increases.
TrendForce reports that consumer appetite for electronic products took a hit from high inflation, with global DRAM module sales in 2022 reaching US$17.3 billion—a 4.6% YoY decline. Revenue performance varied significantly among module makers due to the different domains they supply.
