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This, in turn, will constrain demand bit growth as well. TrendForce projects that for the period from 2022 to 2025, the YoY growth rate of NAND Flash demand bits will remain below 30%.
Based on recent wafer transactions, TrendForce estimates that prices (in RMB per piece) of M10 wafers have fallen by 19.5% MoM for December. Among different wafer sizes, M10 appears to have suffered the largest price drop.
As a result, TrendForce now estimates that global TV shipments in 2H22 will reach 109 million units, reflecting a YoY decline of 2.7%. Global TV shipments during the whole 2022 are currently projected to total 202 million units, showing YoY decline of 3.9%. This annual shipment figure represents a decade low.
According to TrendForce’s latest research, shipments of Mini LED backlit automotive display modules are estimated to total around 140,000 units this year because of their use by European, Chinese, and US carmakers.
Global market intelligence firm TrendForce states that Chinese memory manufacturer YMTC is now at risk of exiting the market for 3D NAND Flash products by 2024 following its formal placement on the Entity List of the US Commerce Department on December 15. From this point forward, the Commerce Department will be reviewing and approving individual transactions related to the exportation, re-exportation, and sales of equipment, technologies, and other related goods from the US to YMTC. With acquisitions of equipment parts and technical support from its US partners becoming very difficult and prolonged, YMTC is going to be severely constrained from raising its bit output. Hence, its foothold on the market for 3D NAND Flash products is expected to weaken as time goes by.
