Semiconductor market Express

Industry vane

[Sales] In July 2023, global semiconductor sales totaled 43.2 billion US dollars, a month -on -month+2.3%(SIA)

[Vehicle Semiconductor] In 2027, the semiconductor market size of the semiconductor market is 32 billion US dollars, with a compound annual growth of 9%(IDC)

[Chip Export] Korean chip exports to 21%in August, a year -on -year decrease of 11 consecutive months (the Ministry of Commerce Resources of the Korean Industry)

[Storage] Storage of the original factory significantly reduced production, determine the plan to increase the Q4 contract price

[MCU] The replenishment demand has been picked up, and some MCU parts have a trend of price increases

[Ethernet switch] Q2 Global Ethernet switch market revenue increased by 38.4%year -on -year to $ 11.8 billion (IDC)

[Wearable Equipment] 2023 Q2 China ’s wearable equipment market shipments increased by 17.3%year -on -year (IDC)

[AR/VR headset] In the first half of 2023, China's AR/VR header showed 44%year -on -year (IDC)

[Smartphones] Q2 Global Smart Phone Shipping -9%year-on-year, -4%month-on-month (Countpoint)

[Chip Act] The Ministry of US S Affairs announced the "guardrail" rules of the chip bill

[Anti -subsidy survey] The European Union intends to conduct an anti -subsidy survey on Chinese electric vehicles

[Japan tax reduction] Japan will provide long -term tax cuts for semiconductor, battery and biotechnology industry

[IT product ban] India intends to delay the implementation of IT products such as laptops and other IT products in one year

[Chip Funding Plan] Shenzhen released the 2024 chip funding plan, with a maximum funding of 30 million yuan

Benchmarking corporate trend

[Samsung] Samsung has increased NAND flash memory reduction, and it is expected to reach 50%at the end of the year (electronic Times)

[LG] LG Electronics and Magna International joint venture will produce electric vehicle components in Hungary

[Xiaomi] Xiaomi produces about 50 prototypes per week.

[Qualcomm] Qualcomm announced that Apple will continue to use the Qualcomm 5G baseband chip by at least 2026

[Tesla] Tesla and suppliers will invest 15 billion US dollars in Mexico Super Factory

[ABB] ABB will spend $ 280 million in new robot factories in Sweden

[Apple] Apple and ARM signed a new chip agreement to last until 2040 (Reuters)

[Huawei] Huawei Mate 60 series smartphone shipments have been raised to 20 million units

[Lingke] Lingke 08 is launched, equipped with China's first self -developed car regulations 7nm chip Dragon Eagle No. 1

[Weilai] Weilai's first self -developed lidar main control chip "Yang Yan" mass production

[Toshiba] Toshiba announced that the $ 13.5 billion privatization transaction will be successfully delisted from the Tokyo Stock Exchange

[Hon Hai] Hon Hai plans to overturn its number and investment in India in 2024

[Tata] Tata Group plans to invest 2 billion rupees to build a semiconductor semiconductor seal and testing plant in India

[Oracle] Oracle agrees to pay more than 100 million US dollars to buy AMPERE chip

[ASM] Dutch semiconductor equipment manufacturer ASM raised 2025 revenue goals