Global Semiconductor Revenue Growth To Slow In 2023 Stats: These Numbers Are Real

The semiconductor market is likely to see at least five consecutive quarter-on-quarter declines from the first quarter of 2022 to the first quarter of 2023.

According to WSTS, the semiconductor market declined 0.8% in the second quarter of 2022 compared to the first quarter of 2022.

Revenues for the top 15 semiconductor suppliers for the second quarter of 2022 were in line with the overall market results, down 1% from the first quarter of 2022.

The companies' results were mixed.

Memory suppliers SK Hynix and Micron Technology led the way with revenue growth of 13.6 percent and 11.0 percent, respectively, for the second quarter of 2022. AMD's revenue grew 11.3 percent, primarily due to its acquisition of Xilinx.

The worst performers were Nvidia, down 19 percent due to weakness in its gaming business, and Intel, down 16.5 percent due to weakness in the PC market.

The outlook for the third quarter of 2022 is also mixed, Semiconductor Intelligence (SI) said.

The strongest growth is coming from companies that primarily provide analog ics and discrete devices. Stmicro has the highest expectations, with its third-quarter 2022 revenue expected to rise 10.5% from the second quarter of 2022.

This was helped by strong overall demand, particularly in the automotive and industrial sectors.

Infineon Technologies, NXP Semiconductors, and ADI are also expected to benefit from the automotive and/or industrial segments, with revenue growth expected in the third quarter of 2022.

ADI's revenue exceeded $3 billion for the first time in the second quarter of 2022 (primarily due to the acquisition of Maxim Integrated Products last year).

The weak smartphone market is likely to be a major factor in Mediatek's revenue decline in the third quarter of 2022.

Gaming continues to be weak, with Nvidia forecasting a 12 percent decline.

The biggest drop in Q3 2022 revenue will come from memory companies. Micron Technology shares fell 21 percent. Samsung did not provide specific revenue, but Dr. Kye Hyun Kyung, head of Samsung's semiconductor business, said the second half of 2022 "looks bad".

The weakness in the smartphone and PC markets is reflected in IDC's recent forecasts. Smartphone shipments are expected to decline by 7 percent in 2022, after growing by 6 percent in 2021.

Smartphones are expected to recover to 5 percent growth in 2023. Due to COVID-19, PC growth of 13% in 2020 and 15% in 2021 is expected to decline by 13% in 2022 and 3% in 2023.

Autos remain healthy, with LMC Automotive forecasting light vehicle production to grow 6.0 percent in 2022 and 4.9 percent in 2023.

The global economy is dragging down the semiconductor market

The global economic outlook is another factor slowing the semiconductor market.

The SI model predicts that a 3 percentage point deceleration in GDP growth will lead to a 16 percentage point deceleration in semiconductor market growth.

SI's current forecast of 5% semiconductor growth in 2022 represents a 21 percentage point deceleration from the 26% growth forecast for 2021. Global GDP is expected to show a sustained deceleration of 0.3 to 1.0 percentage points in 2023.

However, a global recession is still possible. The survey put the probability of a recession in the next 12 months at 48 percent in the US and 80 percent in the eurozone.

SI's forecast of 5.0 percent semiconductor market growth in 2022 is the lowest among recent public forecasts.

Other recent forecasts for semiconductor market growth in 2022 range from 6% (Future Horizons) to 13.9% (WSTS).

The semiconductor market is likely to see at least five consecutive quarter-on-quarter declines from the first quarter of 2022 to the first quarter of 2023.

If the global economy is not weaker than current expectations, the semiconductor market should recover modestly in the second half of 2023.

However, quarterly trends will push the market against 2023.

The SI forecasts a decline of 6.0% in 2023.

Future Horizon is the most pessimistic, with its August forecast of a 22 percent decline in 2023.

Gartner forecasts a 2.5% decline.

IDC and WSTS expect growth in 2023, but at a slower pace than in 2022.

IDC was 6.0 percent and WSTS 4.6 percent.

After 2023, the semiconductor market should stabilize toward the typical trend. Covid-19-related work stoppages and resulting supply chain disruptions will largely be resolved. Traditional market-driven smartphones and PCS should return to normal growth. Emerging applications such as automobiles and the Internet of Things will become increasingly important as market drivers.

Comments

The biggest problem with the latest 56 semiconductor manufacturers suspend orders, price increased, and long lead time. How can you fix it?

Following the suspension of MCU orders by ELAN , Holtek Semiconductor issued a notice on 21st April suspending orders with immediate effect. The price of various semiconductors, especially MCUs, has risen as a result of factors such as the tightness of 8-inch wafer foundries. The demand for MCUs is so high that many major MCU manufacturers at home and abroad are operating at full capacity, but supply still exceeds demand. In its notice, Holtek Semiconductor stated that Suspension of orders for 2022 Subject: Orders with delivery dates in 2022 are suspended with immediate effect. Description: 1. The wafer fabs and packaging houses have advised that there will be another wave of price increases soon - price increases of 15%-30%. 2. The fabs are expected to provide 2022 production numbers by early May and will announce 2022 order acceptance rules when confirmed. 3. expected to resume accepting orders for 2022 by mid-May. 4. 2022 orders that have received deposits will be rescheduled

Understanding of DC-DC buck bootstrap circuit

In the peripheral circuit design of DC-DC BUCK chips, we usually add capacitors or a combination of capacitors + resistors between the BOOT and SW pins, this piece of circuit is called bootstrap circuit, the capacitors and resistors in the bootstrap circuit are called bootstrap capacitors and bootstrap resistors. What is a bootstrap capacitor? DCDC Buck chip has a pin called BOOT, and some are called BST. The following is an explanation of the BOOT pin of a DCDC chip. In the external circuit design, a capacitor, generally 0.1uF, is needed between the BOOT and SW pin, and is connected to the driver end of the high-end MOS tube of DCDC. How does a bootstrap capacitor work? The following is a block diagram of a DCDC BUCK chip, the top NMOS is called the high-side MOSFET and the bottom NMOS is called the low-side MOSFET. When the high side MOS tube is turned on, SW is VIN, SW charges and stores energy in the inductor, and the inductor current is rising; when the low side MOS

2022 global chip shortage continues: ST、NXP、ADI、XILINX、ONSEMI、DIODES... latest trends

Under the influence of the epidemic and various emergencies around the world, the global chip industry fell into a shortage of stock in 2021. Now it has been a year, and the shortage of chips seems to have not eased. Below, we have collated the latest market developments of the original chip manufacturers such as ST, Renesas, NXP, ADI, ON Semiconductor, Microchip, Qualcomm, etc., so that you can have a good idea of the market situation. ST: Large shortage of high-end products and automotive chips Most stockists have been selling off since the prices of ST products have fallen back, but this month has seen a small rebound. For example, STM8S003F3P6TR and STM32F103VCT6 , two pieces of material, have seen a small price increase. It is worth noting that the market price of ST's brake system chips has recently soared, and other automotive chips have also risen, and there is still a large shortage of high-end products and automotive chips, and delivery times are still long. In additi

Teach you 5 ways to identify and avoid counterfeit electronic components in a second

In the process of purchasing electronic components, the most worrying thing for buyers is not the price, but the quality of the product. There are a variety of IC chips on the market, of all kinds, and without paying attention to the distinction, it is sometimes difficult to see the difference between various materials, whether it is true or false, new or refurbished. The following is a compilation of some methods to identify genuine and fake chips, for your reference. Common chip counterfeiting methods Material A counterfeit material A Original manufacturer's tailor loose material: the original packaging has been disassembled or is no longer available, but product functionality and yield may be lower due to storage time or handling process, etc. Original manufacturer scrap or defective products: mainly products that have not passed factory inspection by the original manufacturer, such as scrap products after reliability testing, poor packaging quality, bad test products, etc. Orig

9 effective ways to improve your electronic components specification for approval

1. Let purchasers find manufacturers to provide specifications, safety information, environmental protection information, insurance information - E-document 2. Verify that the information is true and complete, such as the applicable period of the document, so as not to be fooled by the manufacturer. 3. Let the buyer find the manufacturer to provide samples, specifications, safety information, environmental information, insurance information - Paper files 4. Environmental test: send several samples to the environmental laboratory for ROSH halogen test. 5. Electrical specifications and high-temperature testing - e.g. electrolytic capacitors : A: measuring capacity and deviation withstand voltage, PIN foot tin is good B: go through the production line to see if the capacitors are deformed after the high temperature of the furnace and if the capacity and the deviation voltage are okay. 6. Body size check - e.g. electrolytic capacitors . Body height and diameter, PIN pin spacing, PIN pin d

Seektronics

Search This Blog