According to TrendForce’s analysis on the distribution of the DRAM industry’s total bit output for 2023, server DRAM is estimated to comprise around 37.6%, whereas mobile DRAM is estimated to comprise around 36.8%. Hence, server DRAM will formally surpass mobile DRAM in terms of the portion of the overall supply within this year.
TrendForce’s latest research on the global market for solar PV reveals that some of the unmet demand that emerged during the 2021~2022 period has been carried over to 2023. In the past two years, the supply chain for PV products experienced pandemic-related disruptions, and prices of PV modules (solar panels) were high due to a supply crunch for polysilicon.
Turning to electrolytes and related upstream materials, the average price of LiPF6 (lithium hexafluorophosphate) fell by 11% MoM for January. This, in turn, caused the average price of electrolytes to drop by 11~15% MoM for the same month.
According to TrendForce’s recent analysis of the MLCC market, suppliers’ average book-to-bill (BB) ratio has risen slightly to 0.79 this February. The flow of orders has slowed down as seasonality affects the demand related to consumer electronics, data centers, and 5G network infrastructure. However, orders for automotive MLCCs may be able to grow in volume due to Tesla initiating a round of price cuts on its vehicles.
According to TrendForce’s analysis, global car sales dipped by 0.1% YoY to 81.05 million vehicle units for 2022, showing almost no change from the 2021 figure. However, there is a chance for the global car market to return to positive growth this year. TrendForce currently projects that global car sales will increase by 3.8% YoY to 84.1 million vehicle units for 2023.
