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Driven by the global net zero emission target, the transformation of road transportation towards electrification is accelerating and the global new energy vehicle (NEV) industry is in a period of rapid growth, driving a surge in power battery demand. By 2024, the installed capacity of the global power battery market is expected to increase from a GWh-scale to TWh, exceeding 3TWh by 2030, of which China's installed capacity of power batteries is expected to account for approximately 45% of the world total.
According to TrendForce, although the 1Q22 is a traditional off-season, thanks to the backstop of deferred order shipments and demand for commercial models, notebook panel shipments grew by 5.5% compared with the same period in 2021. However, the sudden outbreak of the Russian-Ukrainian war at the end of February poured oil on the inflation fire. The impact of China's lockdowns in 2Q22 led to a decline in the assembly capacity of ODMs and a rise in in-plant inventories. Terminal demand was arrested by the overall harsh economic environment. Rising inventory levels made it necessary for brands to further reduce panel purchases. Moving into 3Q22, the market continued to suffer from rising inflation and interest rate hikes, resulting in weak terminal demand and in high whole device inventory at the channel end, as well as high in-transit whole device and panel inventory. As distribution channels and brands actively reduce inventory, orders for notebook panels face sharp downward revisions. Shipments of notebook panels in 3Q22 is estimated to decrease by 13.4% QoQ to 45.1 million units, even lower than the 49.9 million units in the same 2019 period before the pandemic.
On the eve of Apple's upcoming new product launch presentation, TrendForce, a global market research organization, is providing relevant reference data to aid in your reporting. If you have any market questions regarding smart phones, smart watches, or other products please feel free to contact us, thank you!
According to the latest TrendForce statistics, revenue of the top ten global IC design houses reached US$39.56 billion in 2Q22, growing 32% YoY. Growth was primarily driven by demand for data centers, networking, IoT, and high-end product portfolios. AMD achieved synergy through mergers and acquisitions. In addition to climbing to third place, the company also posted the highest annual revenue growth rate in 2Q22 at 70%.
According to TrendForce research, shipments of 5G FWA devices will reach 7.6 million units in 2022, an annual increase of 111%, due to the expansion of 5G coverage and growing market demand for Fixed Wireless Access (FWA) services. 5G FWA device shipments in 2023 are estimated at 13 million units. At present, Nokia, Huawei, Casa Systems, and TCL have launched relevant solutions, using Qualcomm, MediaTek, and UNISOC made chips. Taiwanese players include Arcadyan, Zyxel, Sercomm, Wistron NeWeb, Askey, and Alpha Networks. As installed capacity increases, new demand is created for communication equipment manufacturers and new business opportunities become available to upstream component suppliers.
