After the depression of 2022, the global semiconductor market showed signs of recovery.
    SEMI and Techinsights reported that as IC sales decreased month -on -month, the global semiconductor industry seemed to be close to the end of the downward cycle, and it is expected to start in 2024.
    third quarter of 2023,electronicProduct sales are expected to achieve a month -on -month growth of a 10% healthy quarter, and the storage IC sales are expected to record double -digit growth for the first time since the third quarter of 2022.Logical IC sales are expected to be stable and improved as demand gradually recovers.
    According to SEMI and Techinsights, the semiconductor manufacturing industry will continue to face resistance in the second half of the year.The reduction of high inventory of integrated equipment manufacturers (IDM) and littering companies will continue to press the wafer plant's utilization rate to the level at a level in the first half of 2023.It is expected that this weakness will lead to further decline in capital equipment bills and silicon shipments.Although the performance in the first half of 2023 is stable, the remaining time will continue this year.
The market indicators show that the semiconductor industry will bottom out at the end of the first half of 2023. Since then, the industry has begun to recover, laying the foundation for continuous growth in 2024.It is expected that all segment markets will achieve year -on -year growth in 2024, and the sales of electronic products will exceed 2022.
Clark TSENG, director of market intelligence, said that demand recovery is slower than expected, which will cause the normalization of inventory to delay the end of 2023. Later, it will further decline in the wafer plant's utilization rate in the short term.In SEMI's press release.However, the nearby trend indicatesintegrated circuitThe bad period has passed.We expect semiconductor manufacturing to bottom out in 2024.
Boris Metodiev, director of market analysis director of     techinsights market analysis, added that although the semiconductor market has declined sharply in the past four quarters, the performance of equipment sales and wafer fab has far better than expected.Government's incentives have been promoting the development of new wafer fabry projects, and a large amount of backlog order is also helpful for equipment sales.
    semiconductor manufacturing monitoring (SMM) report provides end -to -end data in the global semiconductor manufacturing industry.The report emphasizes the main trend of industrial indicators such as capital equipment, wafers, and wafer plant capacity, and semiconductor and electronic product sales, and includes the forecast of the capital equipment market.The SMM report also includes two -year data and first -quarter outlook for the semiconductor manufacturing supply chain, including the leading IDM, machochor factory, foundry and OSAT company.
    Previously, the Semiconductor Industry Association (SIA) issued a report that the total global semiconductor sales in the second quarter of 2023 were US $ 124.5 billion, an increase of 4.7%over 2023, but a decrease of 17.3%from the second quarter of 2022.In June 2023, global sales were 41.5 billion US dollars, an increase of 1.7%year -on -year. This is the globalchipSales have increased slightly for the fourth consecutive month.
    At the same time, the report shows that the sales of semiconductors in my country in June have also achieved a 3.2%growth month -on -month growth.In this regard, John Neuffer, President of SIA, said that this provides optimistic expectations for the continued rebound of the global semiconductor market in the second half of the year.
    Affected by the shortage of semiconductor production capacity before, the global semiconductor market increased for the first time in the second quarter of 2022 after the global semiconductor market continued to decline for the first time in the second quarter of 2022.EssenceGartner predicts that the downturn in the global semiconductor market will last until 2023.
    In response, Zhou Hua, an analyst of Cinno Research, has now picked up by the global semiconductor market sales, and as the global capital market is expected to rise, it has brought a month -on -month growth.
    Huafu Securities Research Report pointed out that after the global sales growth rate reached its peak in December 2021, the global semiconductor market began to enter the downward cycle.The bottom of the bottom has been basically completed. The stable growth of this consecutive month will bring a ray of dawn to the semiconductor industry.
    After experiencing the demand side of the past year, the global semiconductor market in the recovery still shows a little fatigue recently.Among them, the mid -term performance of the chip giants has become the epitome and footnote of the situation of this round of semiconductor industry.
    In terms of global markets, three major chip giants Intel, AMD, and Qualcomm have recently released the second quarter of the 2023 financial report.Among them, Intel's total revenue of this season was $ 12.9 billion, a decrease of 15%compared to the same period last year; AMD's turnover of this quarter was US $ 5.359 billion, a year -on -year decrease of 18%.447 million US dollars fell by 94%; Qualcomm, which was also fate, had quarterly revenue of US $ 8.451 billion, a year -on -year decrease of 22.7%, and net profit was 1.803 billion US dollars, a decrease of 51.7%from the same period last year.
    cell phoneThe weakening of the two major consumer terminals of PC is considered the main cause of Qualcomm and AMD.Qualcomm said that due to the reduction of $ 1.9 billion in the shipping volume of some major original equipment manufacturers, which is negatively affected by weak mobile phone consumption.Its management predicts at the financial report that parts and components of mobile phones and other electronic products will continue to decline and continue until the end of this year.
    although Intel has also declined, it has successfully reversed quarterly losses in net profit.However, Intel CEO Kissinger still said that the performance of the entire company in all market segments is very weak, and the recovery time of the entire industry is longer than expected.
    In terms of manufacturing, TSMC failed to avoid the slump. The June revenue decreased NT $ 19.47 billion from May, a decrease of 11.4%month -on -month.In the first half of the year, revenue will decline compared with the same period last year.TSMC said that the revenue calculated based on the US dollar this year is expected to decrease by about 10%compared with last year.
    In the Chinese market, A -share semiconductor enterprise interim performance previews have also been densely released, and the equipment market has shown an overall strong attitude.Among them, both Sino -Micro Corporation and North Huachuang achieved strong performance in the first half of the year, and both achieved net profit.China Micro Corporation is expected to revenue about 2.527 billion yuan, an increase of about 28.13%year -on -year, and its net profit attributable to the mother is 980 million yuan to 1.03 billion yuan, an increase of 109.49%to 120.18%year -on -year;8.950 billion yuan, a year -on -year increase of 43.65%to 64.41%, and its net profit attributable to the mother was 1.670 billion yuan to 1.930 billion yuan, an increase of 121.30%to 155.76%year -on -year.
    It is worth noting that in chip design, sealed testing, manufacturing, andSeparate deviceIn terms of industrial chain -related enterprises, the performance of the interim report is relatively bleak.Among the 15 chip design companies that have disclosed performance forecasts, 13 are expected to decline in performance.In this regard, Shanghai Beiling publicly stated that the integrated circuit industry in the first half of the year was still low, and market demand continued to weaken.Dawei also stated that the decline in performance was affected by factors such as the weak demand of the semiconductor storage industry and the smart terminal industry and the intensified market competition market competition.
    In response, Ji Wei, an analyst at semiconductor, said that the overall downturn of performance data is more compared with the same period last year. Except for reflecting the overall trend of the global semiconductor, it is not contradictory to the recovery period.
    After the signal of slow recovery is released, the market is more concerned about when the comprehensive recovery arrives?In this regard, the industry upstream and downstream and analysts have put the time node in 2024.