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According to TrendForce, market oversupply intensified in 2Q22 due to lagging demand and continued NAND Flash output and process advancement. The market consensus is a disappointing 2H22 peak season for consumer electronics including notebooks, TVs, and smartphones. Material inventory levels continue to rise and has become a risk to the supply chain. Due to slow destocking among distributors and a conservative stocking approach among clients, inventory problems have bubbled over upstream onto the supply side and sellers are under increased pressure to sell. TrendForce estimates, due to the rapid deterioration of the balance between supply and demand, the drop in NAND Flash pricing will expand to 8~13% in 3Q22, and this decline may continue into 4Q22.
Moving into 2H22, terminal brands continue to adjust their inventory, not only weakening panel demand, but also inducing a sustained drop in panel quotations. The sharp increase in operating pressure affecting panel manufacturers has forced the display industry to restrain production. According to TrendForce's "Monthly Panel Supplier Utilization Report," utilization rate (calculated by the volume of glass input) in 3Q22 is expected to fall to 70%, a substantial decrease of nearly 7.3 percentage points from 2Q22.
According to TrendForce research, sales of electric vehicles (EVs) that can be externally charged or refueled such as BEVs, PHEVs, and FCVs are estimated to exceed 25% of global new vehicle sales by 2025. The main driving force in the market comes from accelerated worldwide decarbonization. In order to meet the goals of carbon neutrality, nations and corporations will eliminate internal combustion vehicles that are highly dependent on fossil fuels and also major carbon emitters.
In order to further improve the power performance of electric vehicles (EV), major global automakers have focused on a new generation of SiC (silicon carbide) power components and have successively launched a number of high-performance car models equipped with corresponding products. According to TrendForce research, as more and more automakers begin to introduce SiC technology into electric drive systems, the market for vehicle SiC power components is forecast to reach US$1.07 billion in 2022 and will climb to US$3.94 billion by 2026.
Micron's Japanese plant at Hiroshima suffered a power outage on July 8. According to TrendForce investigations, this plant's monthly wafer starts accounts for approximately 30% of Micron's total monthly wafer starts in 3Q22. In terms of global wafers starts, this plant’s proportion of wafer starts is approximately 7%. The plant’s primary production process is 1Z nm, accounting for more than 50% of capacity, followed by 1Y nm, accounting for nearly 35%. Although machinery initiated the uninterruptible power supply system when the outage occurred, due to the voltage drop, plant machinery required initialization and inspection. The power outage persisted for approximately 5~10 minutes and the effect on production capacity was limited.
