Electronics News Highlights 08/01/2022

1. CHIPS FOR CONSUMER ELECTRONICS ARE IN OVERSUPPLY

The chip inventory for consumer electronics held by chip distributors and equipment suppliers has reached a high level, and almost every link in the consumer IC industry is in a state of excess inventory. It will take at least half a year for consumer IC suppliers to complete inventory corrections. Therefore, the demand outlook for consumer electronics in the second half of 2022 is not optimistic.

Details: CHIPS FOR CONSUMER ELECTRONICS ARE IN OVERSUPPLY

2. AMERICAN CHIP COMPANIES SPEND MOST ON R&D

R&D expenditures as a percent of semiconductor sales for companies headquartered in the Americas region averaged 16.9% in 2021. The R&D-to-sales ratio for semiconductor suppliers in the Asia-Pacific region was 9.8% in 2021, while European companies spent about 14.4% of their combined chip revenues on research and development last year.

Details: AMERICAN CHIP COMPANIES SPEND MOST ON R&D

3. ARE MICRON AND THE TAIWANESE SEMI-SUPPLIERS THE CANARIES IN THE COAL MINE?

These 10 companies posted a 5% drop in June semiconductor sales as compared to May, with three of the four most prominent companies, including TSMC, registering a decline.  Particularly worrisome is the steep 26% decline in the June/May sales by previous “high-flyer” Novatek (the company posted a 2021/2020 sales increase of 78%).  Note also the 16% drop in June/May sales by DRAM supplier Nanya, possibly confirming the dire memory market outlook Micron alluded to in its June 30 guidance.

Details: ARE MICRON AND THE TAIWANESE SEMI SUPPLIERS THE CANARIES IN THE COAL MINE?

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