TrendForce reports that in the first quarter of 2023, global shipments of LCD monitors fell 7.4% QoQ to 28.8 million units, marking a YoY decline of 20.5%. Major brands, including Dell, HP, and Lenovo, experienced significant drops in shipment levels, falling by 15.6%, 22.8%, and 19.2% respectively.
TrendForce reports that the global top 10 foundries witnessed a significant 18.6% QoQ decline in revenue during the first quarter of 2023. This decline—amounting to approximately US$27.3 billion
The ongoing global economic downturn continues to impact consumer confidence in the market. TrendForce reports that the global production volume of smartphones in 1Q23 was only 250 million units—marking a 19.5% YoY decrease. This represents not only the greatest annual decrease but also a historic low in quarterly production since 2014.
Furthermore, considering factors such as pricing and the absence of certain essential features, TrendForce anticipates a modest shipment volume of approximately 200,000 units for Apple Vision Pro in 2024.
TrendForce research reveals that following significant production reductions by US and Korean manufacturers beginning in May, some suppliers have increased their wafer prices. This development has led to a slight elevation of market prices in China compared to those seen in March and April.