1. Striving for share, Texas Instruments started to cut prices for general-purpose analog chips
According to the fast technology report, in order to seize the market and suppress competitors, Texas Instruments, a major American chip manufacturer, lowered the price of chips in the Chinese market in May this year, trying to seize more chips through dimensionality reduction at the darkest moment before the industry recovers. more market share.
It is reported that Texas Instruments’ price reduction in the Chinese market mainly affects general-purpose analog chips, while the impact on the more scattered various special-purpose analog chip markets is uneven. Among them, PMIC and signal chain chips are the hardest hit areas affected by this price reduction strategy.
An executive of a domestic analog chip factory revealed: TI’s price reduction has no fixed range and bottom line, and it is completely based on the price of domestic chips. The purpose is to attack competitors. From this, it can be predicted that starting from PMIC, analog chips will start a new round of fighting.
2. ON Semiconductor: 2022-2027 revenue compound annual growth rate will reach 10%-12%
According to the Science and Technology Board Daily on the 30th, ON Semiconductor stated at the investor conference that the company is actively developing smart power and sensing businesses for the automotive and industrial fields. It will reach 10%-12%, which is three times the expected growth rate of the semiconductor market, and the profits will be invested in SiC to increase production through new product sales, with a target gross profit margin of 53% in 2027.
3. Infineon seeks small acquisitions below 3 billion euros
According to IT House, Infineon Chief Financial Officer Sven Schneider told a German media that Infineon is looking for small and medium-sized acquisitions worth no more than 3 billion euros, which will be very suitable for the company’s business portfolio.
The scale of Infineon’s acquisition may be between 1 billion and 3 billion euros, and liquidity is not a problem. Schneider said Infineon has nearly 3.5 billion euros in liquidity and will only make acquisitions if they fit the company’s strategic, financial and cultural mix.
4. MediaTek will develop an automotive SoC integrating NVIDIA GPU chips
MediaTek announced on May 29 that it will cooperate with Nvidia to provide a complete AI smart cockpit solution for software-defined cars. The two parties will give full play to the advantages of their respective automotive product portfolios and jointly provide excellent solutions for the new generation of smart vehicles.
Through this cooperation, MediaTek will develop an automotive SoC that integrates Nvidia GPU chiplets, equipped with Nvidia AI and graphics computing IP. The chip supports interconnection technology, which can realize smooth and high-speed interconnection between chips.
5. UMC: Recovery is slower than expected, 28nm production capacity will be utilized to more than 90% in the second half of the year
According to a MoneyDJ report quoted by the Science and Technology Innovation Board Daily, Liu Qidong, chief financial officer of UMC, said that the progress of destocking in the semiconductor industry in the first half of the year was slower than expected, and a strong recovery is currently not seen. At present, the 28nm OLED DDI (driver chip) is still tight, and the utilization rate of 28nm production capacity can reach more than 90% in the second half of the year.
In contrast, 8-inch wafers are not as effective as 12-inch wafers due to the special process, and the capacity utilization rate is relatively low. From the perspective of application categories, the demand for mobile phones and PCs is not good, while the demand for automobiles and industries is good in the first quarter. At present, there are signs of peaking. The reason is that the inventory of customers has reached a certain level.
6. Forecast: Global AI server shipments will approach 1.2 million units this year
According to the Taiwan Business Times report, after IDC announced that the global AI server revenue will reach 25 billion US dollars this year, TrendForce expects that the global AI server shipment will be close to 1.2 million units this year, an annual increase of 38.4%, and will grow by 22% by 2026. compound annual growth rate. Shipments of AI chips will grow by 46% annually.
TrendForce also pointed out that in addition to AI servers equipped with FPGAs and ASICs, Nvidia’s GPUs are currently the mainstream AI server chips, with an estimated market share of 60-70%, followed by AISC independently developed by cloud service providers, with a market share of over 20%. %.
7.IDC: Global smartphone shipments will drop by 3.2% this year and will rebound next year
According to IT House, according to the latest forecast from IDC, the weak economic outlook and persistent inflation will reduce global smartphone shipments by 3.2% in 2023 to 1.17 billion units. The forecast was lower than the 1.1% decline the agency had forecast in February.
But IDC reports that the smartphone market will recover in 2024 and grow by 6%. However, it also pointed out that the recovery rate of consumer demand in all regions is still slower than expected. If 2022 was the year of excess inventory, 2023 is the year of caution. Although manufacturers hope to prepare inventory to deal with the inevitable recovery, no one wants to hold heavy positions for too long. After all, this means the risk of inventory backlog.