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The ongoing Russia-Ukraine military conflict and high inflation will continue to affect the global economy and politics during 2023. The recent decline of the global economy, in particular, has significantly dampened the outlook on sales of whole TV sets since the performance of the TV market primarily depends on consumer demand. Therefore, TrendForce projects that shipments of TV panels will fall by 2.8% YoY to a total of 264 million pieces for 2023.
According to TrendForce’s analysis of the supply chain for display panels, demand slowed dramatically in 2Q22 and thereby caused inventory level to rise sharply for display driver ICs (DDIs) within a short period. However, the market for DDIs is in a notably better state now in 1Q23 following two to three quarters of price decline, reduction in wafer input, and inventory consumption. Moreover, the first quarter is the critical period when DDI suppliers set their wafer input quantities. In order to effectively meet the demand for 2H23, DDI suppliers will need to finish arranging orders with their foundry partners by the end of 1Q23.
However, the slump will have yet to reach the bottom at that time. Regarding the QoQ changes in the prices of the major categories of DRAM products for 1Q23, PC DRAM and server DRAM are projected to again register a drop that is near 20%. Conversely, mobile DRAM will experience the smallest price decline because its profit margin is ready the thinnest.
TrendForce projects that the global production capacity for power management ICs will increase by 4.7% YoY for 1H23. In the market for power management ICs, falling demand for products belonging to consumer electronics, networking devices, and industrial equipment continues to generate downward pressure on prices.
Therefore, the QoQ decline in the overall NAND Flash ASP for 1Q23 is currently projected to reach 10~15%, which is smaller than the QoQ decline for 4Q22. Regarding price trends of different NAND Flash products in 1Q23.
