- About Us
-
Research Report
Research Directory
Semiconductors
LED
Consumer Electronics
Emerging Technologies
- Selected Topics
- Membership
- Price Trends
- Press Center
- News
- Events
- AI Agent
This resulted in a significant 47.3% decline in Q1 revenue, reducing it to US$1.998 billion. However, after the Q1 inventory liquidation, there’s been a projected slight uptick in purchasing demand for server ODM orders in Q2. Consequently, enterprise SSD suppliers’ revenue is anticipated to revert to a growth trajectory in the second quarter.
TrendForce has reported a significant decline in global LED demand throughout 2022, resulting in a noticeable downturn in both LED lighting and video wall markets. The industry was faced with an LED chip surplus, which led to a continuous drop in prices throughout the year.
TrendForce’s recent analysis reveals that purchasing momentum in the NAND Flash market has decelerated during 1Q23. Despite suppliers aggressively slashing prices to stimulate sales, the bit shipment volume of NAND Flash witnessed only a marginal growth of 2.1% over the quarter. Coupled with a 15% drop in ASP, the NAND Flash industry registered a QoQ revenue decrease of 16.1%, amounting to about US$8.63 billion.
TrendForce reports the total sales of New Energy Vehicles (NEVs)—comprising BEVs, PHEVs, and FCVs—reached 2.656 million units in the first quarter of 2023, marking a 28% YoY increase. Sales of BEVs contributed 1.942 million units to this total, a YoY growth of 26%, while PHEV sales amounted to 711,000 units, signifying a 34% YoY increase.
TrendForce predicts a dramatic surge in AI server shipments for 2023, with an estimated 1.2 million units—outfitted with GPUs, FPGAs, and ASICs—destined for markets around the world, marking a robust YoY growth of 38.4%.
