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Archive for September, 2022

DRAM Market Deflates, Cyclical Downturn Looms

Wednesday, September 21st, 2022

Monthly DRAM sales drop as end-users adjust inventory levels; consumer spending succumbs to inflation/recession pressure.

A vigorous DRAM market upturn that started in the last half of 2020 and continued through May 2022 is, by all accounts, over, according to data released in IC Insights’ August 3Q Update to The McClean Report 2022. After posting its highest monthly sales volume in more than two years in May, DRAM sales tumbled 36% in June and another 21% in July.  The market collapse was steep and swift—so much so that July’s DRAM market was about half the size it was in May (Figure 1).  Concern over soaring inflation and recession has cut into consumer spending on new smartphones, computers, TVs, and other electronic goods. In turn, system manufacturers have scaled back new DRAM orders, citing the need to burn through existing inventory that they have amassed.

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CMOS Image Sensors Stall in ‘Perfect Storm’ of 2022

Friday, September 16th, 2022

Optoelectronics’ biggest product category is expected to suffer its first sales decline in 13 years because of a smartphone slump, low camera growth in handsets, and weak global economy, says update report.

For most of the last two decades strong growth in CMOS image sensors pushed this product category to the top of the optoelectronics market, in terms of sales volume, generating over 40% of total opto-semiconductor annual revenues.  In 2022, however, the CMOS image sensor market category is on track to suffer its first decline in 13 years with sales expected to fall 7% to $18.6 billion and unit shipments projected to drop 11% to 6.1 billion worldwide, according to IC Insights’ August 3Q Update of The McClean Report service (Figure 1).

The projected 2022 decline in CMOS image sensors comes after two years of meager sales growth in 2020 (+4%) and 2021 (+5%).  This year’s sales drop reflects overall weakness in consumer smartphones and portable computers with digital cameras for video conferencing following an upsurge in demand for Internet connections and online conferencing capabilities during the Covid-19 virus pandemic.  The 3Q Update forecast shows a modest recovery in CMOS image sensors next year with market revenues growing 4% to $19.3 billion and then rising 13% in 2024 to reach a new record high of $21.7 billion.

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