業界動向

Not only did the global semiconductor supply chain slow ahead of the pandemic, but volatile markets further exacerbated these problems. The most important factor contributing to the delay is the limited supply of semiconductors, materials and related components.

According to Gartner's latest forecast, global IT spending is expected to reach $4.5 trillion in 2023, up 2.4 percent from 2022. That was down from the 5.1 per cent growth forecast in the previous quarter. While inflation continues to erode consumer purchasing power and depress budget spending, overall corporate IT spending is expected to remain strong

Dennis Laudick, vice president of automotive go-to-market strategy at Arm, said support for electric vehicles, Advanced Driver Assistance Systems; Automotive electronics, such as ADAS and in-car entertainment, are growing faster than other sectors such as smartphones and data centers.

According to Taiwan media reports, the US department of foreign investment issued the latest report pointed out that MCU spot price in December appeared a small rebound. With the trough reached in November, inventory dropped to the normal level, mega easy innovation 32 bit MCU pricing rebound. While demand is likely to remain weak in the recent past, the reopening of the mainland market and normal inventories could set the stage for a recovery in the second half of next year.

Strong demand for semiconductor materials, combined with strong sales of materials such as CMP abrasive pads and specialty gases, has led research firm TECHCET to estimate the market will exceed $66 billion this year, up 8% from last year. Looking ahead to next year, sales are likely to falter due to the many challenges facing the global economy.

The global semiconductor market is expected to shrink by 4.1 percent to $557 billion in 2023 due to the sharp freeze in the memory chip market, according to the latest forecast released by the World Semiconductor Trade Statistics Association (WSTS). It is the first time since 2019 that the global semiconductor market will decline in four years.

Because of the COVID-19 pandemic, people are mainly turning to work at home and go to school at home, thus creating greater demand for faster, more universal and more reliable networks. Although the supply chain disruption continues, the industry can basically overcome these problems, so in 2020 and 2021, the optical device and module market has witnessed strong growth

According to the latest data released by WSTS, the semiconductor market declined 6.3% quarter-on-quarter in the third quarter of 2022 compared to the second quarter of 2022. Based on the outlook for the fourth quarter of 2022, the semiconductor market will decline more than 10 percent in the second half of 2022 compared to the first half of 2022. It would also be the biggest drop since a 21 per cent year-on-year decline in the first half of 2009.

From surging core tide to "core force exhaustion", 2022 is bound to be a turbulent year. The growing spread of the epidemic and international conflicts have had a serious impact on the industry. Although the current situation, but the month is sunny, the tide has ups and downs, the chip market cyclical is too common. I wish you all the best for the next prosperous period