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[Core Information 07.21] MCU shipments may decrease, but the average price is still stable  (2023/7/21 12:04:47)

1. Research: MCU shipments are expected to decline, but the average price will still stabilize According to SemiMedia, market research firm Yole reported that the MCU market competition in 2022 is fierce, with NXP, Renesas and Infineon as the top three suppliers in the market, and STMicroelectronics and Microchip performing well.

Given market uncertainty and inflation expectations, Yole expects MCU shipments to fall by nearly 10% in 2023 from 2022.

The MCU supply chain is overcoming the impact of the outbreak and gradually returning to normal seasonal levels.

In addition, the MCU's portfolio is moving closer to being more advanced and more expensive.

Sales in the MCU market will grow by 2% from a 12% increase in average selling prices.

The average selling price in the MCU market is expected to peak at the 0.92 level in 2023, which will fall slightly during the forecast period, but will not return to pre-epidemic levels for the foreseeable future.


2. TSMC declined in the second quarter and looked ahead to a recovery in the third quarter The foundry TSMC announced the second quarter of 2023, consolidated revenue was about NT $480.84 billion, down 10% year on year, down 5.5% from the previous quarter; net profit was about NT $181.8 billion, down 23.3% year on year, down 12.2% from the previous quarter.

In dollar terms, revenue in the second quarter of 2023 was $15.68 billion, down 13.7% year-over-year and down 6.2% from the previous quarter.

TSMC's gross profit margin in the second quarter was 54.1%, with an operating profit margin of 42.0% and an after-tax net profit margin of 37.8%.

TSMC's 5 nm process shipments accounted for 30% of wafer sales in the second quarter; 7 nm process shipments accounted for 23%.

Overall, 7 nm and more advanced processes generated 53% of full quarter wafer sales.

TSMC sees third-quarter revenue in the range of $16.7 billion to $17.5 billion, gross margin of 51.5% to 53.5% and operating margin of 38% to 40%.


3. TSMC reported a loss in its main business in the second quarter, with revenue down 3.85% According to Taiwan, China Industrial and Commercial Times, wafer foundry SMC announced the second quarter financial results on 19, consolidated revenue of 11.08 billion NT dollars, down 49.57% year on year, down 3.85% from the previous month; the main business operating loss of 66 million NT dollars, gross margin continued to fall to 16.81%, a record low.

But with external revenue, LSMC posted a net profit of NT $617 million in the quarter, up from the bottom in the first quarter, but still down 94.11% from the same period last year.

Xie Zaiju, general manager of LSMC, said, after the inventory adjustment since the second half of last year, there have been received a few urgent orders, but are replenishment of the nature of the short orders, but still lack of some long-term demand back temperature signal.

The 8-inch and 12-inch capacity utilization rates were around 60% -62% in the single quarter, so the company remains conservative in the second half of the year.


4. AI applications push up the DDR 5 memory price increase According to the Taiwan, China Electronic Times, industry sources said that the DDR 5 memory price rose slightly, indicating that the market is about to enter the recovery stage from the lowest point.

Although end-user demand has not increased significantly, storage device manufacturers have adjusted their capacity and resource allocation to promote the first price increase of high-end products, thanks to the growth in AI demand.

Industry insiders said that the signal of DDR 5 memory price increase will encourage memory module manufacturers and downstream equipment manufacturers to actively replenish inventory.

However, inventories in the entire DRAM market are still very large, and there is limited room for a significant price recovery in the second half of this year.


5. Agency: Mobile phone shipments fell 11% in the second quarter year on year According to TechWeb, global smartphone shipments fell 11 percent in the second quarter from a year earlier, while major manufacturers, such as Samsung and Apple, fell from the same period last year, but their respective share did not change much.

Specifically, the highest shipments is still Samsung, with a share of 21%.

Apple has a 17% share, ranking second.

Xiaomi ranked third, with a 13% share.

OPPO share 10%; vivo 8%; other vendors 31%.

While shipments are still falling, research firm executives believe the smartphone market shows early signs of recovery after six straight quarters of decline.

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