Semiconductor market news(Nov. 27 to Dec. 03)丨Semiconductor industry about to rebound; MCU demand for home appliances picking up; Samsung to raise high-end CIS prices…

01. MCU demand for home appliances picking up

Microcontroller unit (MCU) demand for home appliances has started picking up, with prices rising as well, according to MCU suppliers in China and Taiwan.

02. WSTS: Semiconductor industry about to rebound

November 30, 2023 -- According to the latest report released by the World Semiconductor Trade Statistics (WSTS), global semiconductor output in the third quarter was better than expected, and it slightly raised the global semiconductor revenue forecast for this year. The annual decrease is expected to converge to 9.4%, and the rebound next year will also be Will be better than expected.

03. Samsung to raise high-end CIS prices, say sources

According to the Economic Daily News’ report, industry sources indicate that Samsung, a major supplier of CIS, has issued a price increase notice to customers on November 29th, projecting an average price increase of up to 25% in the first quarter of next year.

The individual product lines may see an even higher increase, reaching levels of up to 30%, primarily in specifications with 32 million pixels and above. This suggests that the CIS market is poised for a new cycle of price increases.

04. NVIDIA Readies GeForce RTX 4090 D for China to Comply with U.S. Export Controls

NVIDIA is giving final touches to the new GeForce RTX 4090 D, a graphics card SKU specific to the Chinese market, aimed squarely at gamers. The card fills the void for gamers shopping in the enthusiast segment, as all inventory of the regular RTX 4090 has been bought up by Chinese companies to accelerate AI, and controls are in place that prevent NVIDIA from selling the card in its current form in the Chinese market.

05. Micron expects recovery in 2024 and record in 2025

November 29, 2023 -- According to Micron Technology's forecast, adjusted operating expenses for the first fiscal quarter of fiscal year 2024 as of November 30 are approximately US$990 million, which is higher than the previous forecast of US$900 million, plus or minus US$15 million.

06. Chinese LLM developers seek alternatives as Nvidia upcoming compliant chip reportedly fall short in performance

Nvidia intends to introduce a specialized AI chip for the Chinese market, potentially as early as the first quarter of 2024. Reports from Chinese media indicate that Nvidia's Chinese customers are seeking alternatives because of the significantly reduced performance of the China-focused chip.

07. BMW, Mercedes to set up joint EV charging network in China

BMW AG and Mercedes-Benz Group AG will cooperate on a fast-charging network for EVs in China with a plan to open at least 1,000 stations by 2026, a move that will still leave the two luxury-car makers trailing Tesla Inc.

    Stay tuned

    To receive the latest news via email, please click the bottom to subscribe.

    Related Market Reports View More