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TrendForce projects that shipments will reach 36.7 million units in 2Q23—a 15.1% QoQ growth. Comparing this number to pre-pandemic figures, with 37.3 million shipments in 2Q18 and 35.4 million shipments in 2Q19, we can see that the figures are almost on par.
TrendForce reports that several suppliers, such as Micron and SK hynix, have started scaling back DRAM production. The ASP of DRAM plunged 20% in 1Q23, and this price decline is predicted to slow down to 10~15% next quarter.
The prices of large-sized DDIs have been resistant to falling as it’s too difficult for wafer prices to return to their pre-pandemic levels. The ASP of DDIs is expected to remain level throughout 2Q23 or dip slightly by 1–3%.
As a result, NAND Flash bit shipments rose by a mere 5.3% as ASP fell 22.8%. Global NAND Flash revenue was reported to be US$10.29 billion in 4Q22 — down 25% QoQ.
Furthermore, increased production of camera lenses for budget smartphones means that production of phone camera modules is expected to increase by 3.6%, reaching a total output of 4.62 billion units in 2023, according to TrendForce research.
