According to TrendForce’s research, global DRAM revenue fell by 32.5% QoQ to US$12, 281 million for 4Q22. The QoQ decline for 4Q22 is larger than the QoQ decline of 28.8% for 3Q22 and comes close to the QoQ decline of 36% for the final quarter of 2008, when the global economy was in the midst of a major financial crisis.
According to TrendForce’s latest report “Trends and Challenges in Development of AI Applications as Seen from AI Generated Content (AIGC)”, this new wave of interest is expected to bring benefits to the participants across the supply chain for GPUs and AI chips. These participants include NVIDIA, TSMC, Unimicron, AIChip, etc.
TrendForce now projects that global server shipments will grow by just 1.31% YoY to 14.43 million units for 2023. This latest figure is a downward correction from the earlier estimation.
According to TrendForce’s latest research, global sales of new energy vehicles (NEVs) rose by 63.6% YoY to 10.65 million units for 2022. Of this total, sales of battery-electric vehicles (BEVs) comprised 7.89 million units and registered a YoY growth rate of 68.7%.
With the reduced number of work days in January, Chinese brands pulled some orders forward and began shipments for these orders as early as the end of 2022. Therefore, the effect of the low season during 1Q23 has been more severe for them. TrendForce projects that the total TV shipments from Chinese brands in 1Q23 will register a larger-than-average QoQ drop of 30.6%.
