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However, this move still not enough to bring an immediate relief to the current capacity crunch. Given this situation, TrendForce has corrected down its projection on the total shipments of all iPhone 14 models in 2022 to 78.1 million units.
This, in turn, will constrain demand bit growth as well. TrendForce projects that for the period from 2022 to 2025, the YoY growth rate of NAND Flash demand bits will remain below 30%.
Based on recent wafer transactions, TrendForce estimates that prices (in RMB per piece) of M10 wafers have fallen by 19.5% MoM for December. Among different wafer sizes, M10 appears to have suffered the largest price drop.
As a result, TrendForce now estimates that global TV shipments in 2H22 will reach 109 million units, reflecting a YoY decline of 2.7%. Global TV shipments during the whole 2022 are currently projected to total 202 million units, showing YoY decline of 3.9%. This annual shipment figure represents a decade low.
According to TrendForce’s latest research, shipments of Mini LED backlit automotive display modules are estimated to total around 140,000 units this year because of their use by European, Chinese, and US carmakers.
