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NB Panel Shipments in October Dropped to a Decade Low for That Month and Will Remain in a Slump in 4Q22, but Growth Will Return in 1Q23, Says TrendForce

28 November 2022

TrendForce’s latest research finds that shipments of display panels used in notebook computers (NB panels) came to 13.5 million pieces (pcs) in this October, showing a MoM drop of 16.1% and a YoY drop of 45.0%. Based on TrendForce’s tracking of NB panel shipments, this figure is a 10-year low for the month of October. Moving into 4Q22, TrendForce expects NB panel shipments to remain in a slump because of uncertainties in the global economy and inventory adjustments that are taking place across the entire supply chain. Fourth-quarter shipment figure is now estimated around 41.7 million pcs, reflecting a QoQ drop of 10.8% and a YoY drop of 45.9%.

Global NEV Sales Reached 2.87 Million Units for 3Q22 as BYD Trailed Closely Behind Tesla in BEV Segment, Says TrendForce

24 November 2022

TrendForce’s latest research finds that global sales of new energy vehicles (NEVs), which encompass battery-electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs), and fuel-cell vehicles (FCVs), rose by 70% YoY to 2.87 million units for 3Q22. Of the quarterly total, BEV sales accounted for 2.147 million units and registered a YoY growth of 75%, whereas PHEV sales accounted for 714,000 units and registered a YoY growth of 57%.

Global NAND Flash Revenue Fell by 24.3% QoQ for 3Q23 as Suppliers Made Large Price Concessions That in Turn Impacted Their Results, Says TrendForce

23 November 2022

According to TrendForce’s investigation, NAND Flash bit shipments fell by 6.7% QoQ for 3Q22, and the overall NAND Flash ASP also kept sliding. On account of the unfavorable market situation, the NAND Flash industry recorded a total revenue of around US$13.71 billion for 3Q22. The QoQ revenue decline reached as much as 24.3%.

Projected YoY Growth Rate of Server Shipments for 2023 Has Been Revised Down to 2.8% as Inventory Adjustments Continue and Companies Curb IT-Related Expenditures

22 November 2022

Based on the latest data and research, TrendForce has further corrected down the projected YoY growth rate of whole server shipments for 2023 to 2.8%. Three factors are behind this revision. First, lead time has started to return to its usual length for most orders related to server components from 3Q23 onward. Seeing this, server OEMs and cloud service providers (CSPs) have also begun to correct the component mismatch issue by lowering demand for items that are in excess while maintaining a constant inventory level for items that are still in tight supply.

Supply Chain Related to Driver ICs Shows Signs of Decoupling in Response to Potential Risks from Tightening US Semiconductor Trade Restrictions, Says TrendForce

21 November 2022

Recent observations by market intelligence firm TrendForce suggests that the ongoing expansion of the US semiconductor trade restrictions against China could eventually spread to the display panel industry. Agencies within the US government are taking notice of China’s certain advantages in the development of display technologies and build-up of panel production capacity. However, the US will unlikely attempt to directly impose control over panel supply with new trade restrictions in the short term. On the other hand, the upstream portion of the supply chain, especially the sections concerning driver ICs and other related semiconductor chips, are starting to react to the tightening of the US sanctions against Chinese semiconductor companies. Furthermore, some electronics OEMs have recently been re-examining their panel supply chains to evaluate the sourcing of semiconductor components. While OEMs have yet to explicitly ban the use of panel-related chips from Chinese suppliers, they are actively developing backup plans that would seek alternative supply sources in case the US further broadens the scope its technology export rules on Chinese companies.

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