TrendForce reports that MLCC suppliers are also experiencing a resurgence, with their monthly average BB ratio—a key market indicator—rising from 0.84 in April to 0.91 in early July. In tandem, total shipment volume saw a remarkable 12% growth, climbing from 345 billion units in March to 389 billion units in June.
TrendForce reports that panel makers are gearing up to transition from losses to gains in 2H23 by rigorously controlling production levels and producing on demand. The supply-demand ratio for Gen 5+ LCD panels in 2023 is predicted to be 2.1%—falling short of the balanced range of 3–5%—indicating a tight supply in the overall market.
TrendForce’s report on the “Development of Solid-State Batteries for NEVs” has news for the EV industry: Automakers are actively ramping up their investments and research into solid-state batteries.
TrendForce reports that the problematic model currently experiencing issues is the SPR MCC 32-Cores. The majority of affected customers are concentrated in the corporate sector, prompting Intel to proactively halt shipments of SPR MCC SKUs. Fortunately, other models such as the 20/24C and 36C and higher remain unaffected.
TrendForce predicts that NAND Flash wafers will be the first to see a price hike in 3Q23 as prices for module products such as SSDs, eMMCs, and UFS will likely continue to fall due to tepid downstream demand. Consequently, the overall ASP of NAND Flash is forecast to continue dropping by about 3~8% in 3Q23, though a possibility exists prices may recover in 4Q23.