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TrendForce’s recent analysis of the foundry market reveals that demand continues to slide for all types of mature and advanced nodes. The major IC design houses have cut wafer input for 1Q23 and will likely scale back further for 2Q23
As for 2023, the outlook on the performance of the notebook computer market remains uncertain at this moment. TrendForce expects the YoY decline to moderate to about 7.8%, but shipments are projected to total only 171 million units.
Annual global shipments of foldable smartphones are projected to climb from around 12.8 million units for 2022 to around 18.5 million units for 2023, says TrendForce in its latest report on the market for OLED displays. Among the key components for a foldable smartphone, hinges play a critical role in determining the cost of the whole device. In a foldable smartphone, hinges are responsible for the durability or flex life of the foldable display, the visibility of the fold crease on the display, the feel of flipping the device, and many other functions that are vital to user experience. In other words, the quality of hinges will directly affect consumers’ willingness to purchase a foldable smartphone. With the penetration rate of foldable models rising in the smartphone market, the value of the global market for hinges used in foldable OLED smartphones will rise by 14.6% YoY to above the level of US$500 million for 2023.
The ongoing Russia-Ukraine military conflict and high inflation will continue to affect the global economy and politics during 2023. The recent decline of the global economy, in particular, has significantly dampened the outlook on sales of whole TV sets since the performance of the TV market primarily depends on consumer demand. Therefore, TrendForce projects that shipments of TV panels will fall by 2.8% YoY to a total of 264 million pieces for 2023.
According to TrendForce’s analysis of the supply chain for display panels, demand slowed dramatically in 2Q22 and thereby caused inventory level to rise sharply for display driver ICs (DDIs) within a short period. However, the market for DDIs is in a notably better state now in 1Q23 following two to three quarters of price decline, reduction in wafer input, and inventory consumption. Moreover, the first quarter is the critical period when DDI suppliers set their wafer input quantities. In order to effectively meet the demand for 2H23, DDI suppliers will need to finish arranging orders with their foundry partners by the end of 1Q23.
