Fourth-quarter 2022 global server shipments declined 7.1% from the prior quarter and 4.3% from the prior year and the volumes are expected to decline further by over 10% both on-quarterly and on-yearly in the first quarter of 2023
Taiwan-based manufacturers' combined 2022 server-related revenue is estimated to have grown nearly 16% to amount to NT$2.12 trillion, but in 2023, the amount will rise only 6.4% amid the weak global economy.
Amid a weak global economy, server brands and China-based server vendors will only have limited shipment growth in 2023 while cloud services providers will expand their data centers on a smaller scale compared to 2022.
Smartphone shipments to the China market amounted to 58.4 million units in the third quarter of 2022, falling 20.5% from a year ago to a new low since third-quarter 2020.
Logic IC manufacturing process technologies have been making rapid advances with lithography technologies and machines, transistor architecture and power delivery network (PDN) design all playing vital roles in driving the advance.
US government's Export Administration Regulations (EAR) are expected to set back China's progress in AI and supercomputer research and weaken its technological and military strength which otherwise could be empowered by its semiconductor advances.
Global foundry revenue is set to reach US$137.2 billion in 2022, soaring 25.8%, and the brilliant performance is a result of price hikes, customer long-term agreements (LTA) and capacity expansions.
DIGITIMES Research expects smartphone shipments to grow 2-9% a year throughout the period from 2023-2027 with the CAGR for the five years to come to 4.8%.
DIGITIMES Research expects smartphone shipments to grow 2-9% a year throughout the period from 2023-2027 with the CAGR for the five years to come to 4.8%.
Seeing the feeble smartphone sales in their home market China and reduced smartphone purchases by consumers in overseas markets because of inflation, Chinese smartphone brands, to lower channel inventory levels, stayed conservative with their global shipments in the third quarter of 2022 with combined volumes amounting to around 140 million units in the quarter, down 5.5% sequentially and 18.2% on year.
