Core topics: Demand: end demand recovers weakly, panel strategy stocking demand strengthens Supply: On-demand production and strong bargaining power are the main characteristics of the supply side
Date：2023-03-21 Source：SigmaintellCore Topics: It is estimated that the global DDIC demand will be about 8 Bil in 2023, a slight increase of 2.7% YoY The overall supply and demand relationship is gradually improving, and structura
Date：2023-03-08 Source：SigmaintellCore Topics: In 2022, the global smartphone SoC shipments were about 1.24 Bil, and the 5G penetration rate was about 52% Leading makers have obvious competitive advantages. Qualcomm made a profit
Date：2023-03-02 Source：SigmaintellCore Topics: In 2022, the shipment of mobilephone CIS decreased to approximately 4.52 Bil, a YoY decrease of about 15.8% The average inventory of low- and mid-level pixels is more than six months,
Date：2023-03-01 Source：SigmaintellOverview: In 2022, the global smartphone smart panel shipment was about 1.79 billion pieces (Open Cell base), a YoY decrease of about 7.7% Competition Chapter: Intensified competition, "Divergent"
Date：2023-02-18 Source：SigmaintellCore topic: Technology chapter: The release of domestic OLED production capacity gradually promotes the acceleration of OLED penetration. Summary Chapter: Weak growth and rebalancing
Date：2023-02-08 Source：SigmaintellEntering February, driven by factors such as stable end demand, healthy inventory, and expectations of rising panel prices, Chinese TV brands have recovered their confidence in stocking up. At the
Date：2023-02-06 Source：SigmaintellCore opinion: The utilization rate of the foundry is expected to reach the bottom in 23Q2, and a mild recovery is expected in 23H2 Upstream semiconductor equipment and raw material i
Date：2023-02-01 Source：Sigmaintell2、AI&PC Industry - Microsoft expands AI function for Windows, Windows 12 will reshape user habits, drive a replacement cycle of PC device. onitorotebookotebook4、Tech trends
Date：2023-02-01 Source：SigmaintellLimited by sluggish demand, foundry is expected to continue to decline in 2023 In 2023, foundry prices are expected to drop by 10%~15% YoY The overall industry is oversupply, but the possibility
Date：2023-02-01 Source：Sigmaintell"Rebalancing" and "resilience" are the two keywords for the development of the global technology industry in 2023. In 2023, the industry will be in the process of rebalancing. After the supply chain a
Date：2023-01-31 Source：SigmaintellThe first quarter is the off-season for the global consumer electronics market to stock up, but after going through a deep destocking cycle, the demand for brand stocking has stabilized compared to
Date：2023-01-31 Source：Sigmaintell It is estimated that the global automotive display shipments for before market in 2022 is about 176 Mil., a YoY increase of about 7.8% and the install rate per car is about 2.2 pieces Nearly 70%
Date：2023-01-20 Source：SigmaintellMobile Panel The specific analysis of each technology is as follows: In January, the demand side of a-Si LCD panels began to weaken, supply-side production capacity is sti
Date：2023-01-19 Source：SigmaintellShipment: a sharp decline of 26.7% in 2022 and will continue to shrink in 2023 2023 – continuous shrinking. Although the epidemic policy is fully loosened, it will have a certain boost to consumer
Date：2023-01-13 Source：SigmaintellIn 2023, the global TV market will have weak demand, and the number of shipments will decrease by 0.8% YoY The brand competition pattern has formed four competitive classes, and the competition in th
Date：2023-01-12 Source：SigmaintellIn 22H1, affected by the gradual fading of the epidemic dividend, the shipment performance of NBPC set shrank sharply; in 22H2, 22Q3 showed a slight recovery from the previous quarter due to the 22Q2
Date：2023-01-09 Source：SigmaintellComing to the end of 2022, the promotion season in major regions worldwide is final, and the end performance is half good and half concerned. The good part is that the promotion eliminates the end
Date：2023-01-06 Source：SigmaintellAfter a short-term upward trend, LCD TV panel prices lack the momentum to continue to rise as end demand has not recovered. In Q4, LCD TV peak season promotions have yet to achieve the expected perf
Date：2022-12-30 Source：SigmaintellEntering the end of the year, end brands still maintain cautious expectations for the short-term smartphone market demand in the future and strictly control the inventory of components. The supply a
Date：2022-12-15 Source：Sigmaintell
