Although there are still sporadic shortages of specific components, the curtain has officially fallen on a two-year wave of shortages in general says the latest foundry data from Trendforce. “A prelude to inventory correction was officially revealed in 3Q22,” it said in its latest report.
Steady weakening of overall demand for consumer electronics has meant brands have gradually suspended stocking. However, stable demand for automotive and industrial equipment is key to supporting the ongoing growth of foundry output value.
Limited additional capacity in 2Q22 led to growth in wafer shipments and a price hike for certain wafers, driving sales from the top ten foundries to US$33.20 billion in 2Q22. However quarterly growth fell to 3.9% on a weakening consumer market.
TSMC as the largest foundry by far saw slowing growthof 3.5% to US$18.1bn.
Orders have been slashed for large display drivers and TV chips, and order volumes fell for non-Apple smartphone application processors and peripheral power management chips, as well as mid-to-low-end microcontrollers.
Steady weakening of overall demand for consumer electronics has meant brands have gradually suspended stocking. However, stable demand for automotive and industrial equipment is key to supporting the ongoing growth of foundry output value.
Limited additional capacity in 2Q22 led to growth in wafer shipments and a price hike for certain wafers, driving sales from the top ten foundries to US$33.20 billion in 2Q22. However quarterly growth fell to 3.9% on a weakening consumer market.
TSMC as the largest foundry by far saw slowing growthof 3.5% to US$18.1bn.
Orders have been slashed for large display drivers and TV chips, and order volumes fell for non-Apple smartphone application processors and peripheral power management chips, as well as mid-to-low-end microcontrollers.
- Link ：By Nick Flaherty, EENews
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