Dynamic Analysis of Semiconductor Industry

Power #semiconductors: Infineon's annual revenue exceeded 10 billion euros, and STMicroelectronics' revenue hit a new high. In the 2022 fiscal year, #Infineon's automotive and industrial control market segment revenue increased significantly, and the #automotive business and power supply and sensor businesses accounted for 45% and 29% respectively. For the full year of 2022, #STMicroelectronics' revenue totaled US$16.128 billion, a year-on-year increase of 26.39%, of which #automobiles and discrete devices were the main revenue contributors, accounting for 43% of total revenue. Among the 15 domestic power semiconductor manufacturers, in 2022, only Galaxy Microelectronics, China Microelectronics and Pericia have a year-on-year decline in annual revenue compared with the same period last year, and half of the manufacturers' revenue in 2023Q1 increased compared with the same period last year. Automotive electronics and industrial control are expected to be the main growth areas in 2023, and the scale of power semiconductors is expected to approach 700 billion in 2035 (Fuji Economics).

Storage: The revenue growth rate of leading overseas #semiconductor companies will slow down in 2022, and there will be a significant decline in 2023Q1. In 2023Q1, SK Hynix's revenue was 26.458 billion yuan, a year-on-year decrease of 58.14%. In fiscal year 2023, H1 Micron's operating income was US$7.778 billion, a year-on-year decrease of 49.73%. In 2021, the performance of domestic storage manufacturers will reach a relative peak, and in 2022, the growth rate of domestic storage will show a downward trend. In 2022, the revenue of Dongxin, BIWIN, Longsys, and GigaDevice will be 11.46/28.92/8.33/4.826 billion yuan, a year-on-year increase of 1.03%/18.67%/-14.55%/-11.47%. In 2023, the demand for DRAM bits is expected to increase by more than 5%, and the demand for NAND bits is expected to increase by more than 10% (#Micron, SK Hynix).

Lansheng Technology, which is a spot stock distributor of many well-known brands, we have price advantage of the first-hand spot channel, and have technical supports.  🤔Wondering whyLansheng Technology consistently delivers electronic components of a higher quality than the industry average?🔬 To learn more about our products, services, and capabilities, please visit our website at http://www.lanshengic.com