Semiconductor news

Semiconductor industry dynamics

1. Semiconductor Fab operating rate recovers: DRAM operating rate reaches 70-80%**

According to Korean media reports, the operating rate of global semiconductor factories has shown signs of recovery, reaching an average of 75%. Industry insiders said: "The operating rate of global semiconductor Fab has recently recovered to around 70%. Last year, the operating rate of semiconductor Fab once dropped below 70%, and the operating rate of 8-inch foundry Fab dropped to 50-60%. Since the end of last year, the operating rate has gradually recovered. According to the current trend, it is expected that the average operating rate of foundry and memory Fab will exceed 80% in the second half of this year."

With the increase in demand for AI semiconductors, the operating rate of related cutting-edge process foundries has reached 80-90%. In the storage market, due to the strong demand for AI memory such as HBM, the operating rate of DRAM has reached 70-80%. The operating rate of NAND Fab is slightly higher than 50%, and it is expected to continue to rise in the future due to the increase in AI demand.

2. Dongxin Shares: Inventory is still at a high level and basically controllable**

Dongxin Shares recently said in an institutional survey that due to the impact of the storage cycle, the company's current inventory is still at a high level, but it is basically controllable. From the inventory structure, most of the company's products are general-purpose products, with a higher proportion of raw materials in the inventory, and a relatively low proportion of semi-finished products and finished products, so it is basically controllable from a structural point of view.

3. AMD will launch Ryzen AI "Strix Point" mobile processors in August**

According to foreign media reports, industry insiders revealed that AMD Ryzen AI "Strix Point" mobile processor series will be launched in August and will be available in October. The new Ryzen AI "Strix Point" processor will be equipped with a significantly faster 50 AI TOPS-level NPU to power Microsoft Copilot+ certified devices; the "Zen 5" architecture improves CPU performance, and the RDNA 3+ iGPU improves graphics processing speed. In addition, it also supports faster memory speeds, new power management features, and updated platform and display I/O. In addition to Strix Point, AMD also launched the Ryzen 9000 "Fire Range" series of high-core mobile processors for gaming laptops, and "Strix Halo" for high-performance ultra-portable laptops.

4. Domestic mobile phone shipments reached 24.071 million units in April, a year-on-year increase of 28.8%**

The latest data from the China Academy of Information and Communications Technology shows that in April 2024, domestic mobile phone shipments reached 24.071 million units, a year-on-year increase of 28.8%. Among them, 5G mobile phone shipments were 20.232 million units, a year-on-year increase of 52.2%, accounting for 84.1% of total mobile phone shipments in the same period. Smartphone shipments were 22.668 million units, a year-on-year increase of 25.5%, accounting for 94.2% of mobile phone shipments in the same period. From January to April, smartphone shipments were 86.441 million units, a year-on-year increase of 10.3%, accounting for 94.5% of mobile phone shipments in the same period.

5. Apple announces 2024 WWDC schedule, expected to release multiple operating systems**

Apple announced the schedule for the 2024 Worldwide Developers Conference (WWDC), which will start on June 10, Pacific Time, and last until June 14. The keynote speech is scheduled for 10 a.m. Pacific Time on June 10 (1 a.m. Beijing Time on June 11). The conference slogan "Big Moves Come Up" indicates that Apple may have prepared a series of major updates and innovations. The market generally expects that Apple will launch a series of new operating systems at this WWDC, including iOS 18, iPadOS 18, macOS 15, tvOS 18, watchOS 11 and VisionOS 2. These updates will bring new features and improvements, further promoting the development of Apple's device ecosystem.

6. Desay SV's fourth-generation smart cockpit domain control products have been mass-produced and supplied**

Desay SV recently stated in an institutional survey that the company's third-generation high-performance smart cockpit domain control products have been mass-produced to support customers such as Ideal Auto, Chery Auto, GAC Aion, and GAC Passenger Cars, and have been designated for new projects by many mainstream customers such as Chery Auto, GAC Passenger Cars, GAC Aion, and BYD Auto. The fourth-generation smart cockpit domain control products have been designated for new projects by customers such as Ideal Auto, Geely Auto, GAC Aion, and Jidu Auto, and have been mass-produced and supplied. More differentiated cockpit domain controller solutions have successively obtained new project orders from independent and joint venture brands.

7. Sony CIS equipment investment will be reduced by 30% in the next three years**

According to Japanese media reports, Sony Group President Hiroki Totoki revealed that Sony's semiconductor business, mainly CMOS image sensors (CIS), will reduce its equipment investment by about 30% in the three years from 2024 to 2026 (2024/4-2027/3) compared with the previous three-year mid-term plan. Although the global smartphone market sales have passed the peak, the CIS used in mobile phone lenses is still developing towards larger size and higher performance. Although the demand for CIS is increasing, Sony also plans to flexibly adjust investment to ensure reasonable business growth and profits.

HOREXS

HOREXS has obtained international OSAT certification and is currently mass-producing BGA packaging substrates and packaging substrates for DDR series memory chips. We support customer orders with greater production capacity and are committed to helping customers reduce the procurement cost of packaging substrates. The company's production is managed by MES (manufacturing execution system) and ERP (enterprise resource planning) systems, realizing smart production and ensuring the efficiency and accuracy of the production process.

Our goal is to provide customers with better products and services by continuously improving our technical strength and further expanding our production capacity. As market demand continues to grow, we will continue to invest resources and increase our production capacity to meet the growing needs of our customers and help them gain an advantage in market competition.

In terms of technology, HOREXS has always been at the forefront of the industry, using advanced production equipment and technology, and continuously optimizing production processes and management models to ensure high quality and consistency of products. Our MES system can monitor production lines in real time, optimize production processes, and improve production efficiency, while the ERP system helps us achieve comprehensive integration and optimization in resource management, supply chain management, and financial management.

As an industry leader, HOREXS focuses not only on product quality and production efficiency, but also on customer satisfaction and market response speed. We work closely with our customers to understand their needs and challenges, and provide them with tailor-made solutions to help them stand out in the fierce market competition.

HOREXS not only pays attention to current market needs, but also actively plans for future technological development. We continue to invest in research and development, explore new materials, new processes, and new technologies to maintain our technological leadership. Through continuous technological innovation and optimization, we are able to provide customers with higher performance and higher reliability products to help them stay competitive in a rapidly changing market environment.

In short, HOREXS has become a trustworthy partner for customers with its internationally certified quality assurance, advanced intelligent production methods and greater supply capacity. We look forward to working with global customers to meet future challenges and opportunities and create brilliance together.