As the global economic environment is still suffering from inflation at this stage, both businesses and consumers are obviously cutting back on spending, which also makes the semiconductor industry remain cautious towards the first half of next year . in inventory reduction Before the end, revenue in the first quarter of next year may continue to bottom and is expected to be the lowest point of the year.
The industry frankly admits that in addition to the weak demand for PCs, laptops, smartphones and industrial control, automotive products have also entered the out-of-stock phase. With the gradual completion of all parts, efforts to purchase goods from suppliers have declines also slowed, resulting in a continued decline in revenues.
From the point of view of various industries, although the panel industry is the first to start inventory reduction, the industry believes that the rush orders in the fourth quarter cannot be extended to the first quarter of next year, and the price of circuit boards ICs for small drivers such as since TDDI is still declining, which also affects the driving force. IC manufacturers will operate in the first quarter of next year.
In addition, although China Netcom is an industry that has performed relatively well in the second half of this year, as the race has come to an end and consumer demand has not yet shown signs of recovery, China Netcom’s chip factories also they are under pressure to reduce inventory, particularly next year. The -Fi specification update request has also been suppressed, making some operators relatively cautious about their operations next year.
As for mobile phones, China is the world’s largest mobile phone market: with its 5G penetration rate slowing and inventory of brand manufacturers still high, the industry is more optimistic about the deal in the first half of next year. , 5G chip vendors are vying for market share, and starting a price war could further reduce the profit margin next year.
