The World Semiconductor Market Statistics (WSTS) predicted that the global semiconductor market would decrease by 4.1% next year and the Asia-Pacific region including China would decrease by 7.5%.
The WSTS, which includes 40 global semiconductor manufacturers, forecasts the global market in 2023 to be $556.5 billion, down 4.1% from the previous year, and expected negative growth for the first time in four years, Yomiuri reported on the 5th.
WSTS expects semiconductors to decline by 7.5% in the Asia-Pacific region including China next year, and is expected to maintain a year-on-year increase in Japan, the United States, and Europe.
The WTSC said that the semiconductor market will see a decrease in demand for smartphones and personal computers next year, and that the background of the spread of telecommuting due to the corona disaster was suspended, and prices rose to record levels due to China's lockdown and prolonged war in Ukraine. It is diagnosed that it will appear as a decrease in consumption of personal electronic devices such as smartphones.
The global semiconductor market grew 26.2% in the past year (2021) to $555.8 billion, the highest growth rate in 11 years.
The surge in the semiconductor market coincided with special demand and normalization of economic activity, leading to an increase in corporate capital investment.
Six months later, in early December, the diagnosis became’4.4% growth in 2022 and minus 4.1% in 2023’.
Yomiuri reported that next year's semiconductor market in Japan is expected to record a record high for three consecutive years at about 6,668.4 billion yen in 23 years.
The surge in Japanese semiconductors is driven by strong demand for automobiles and industrial industries, in addition to the expansion of the market in terms of yen due to the depreciation of the yen.
South Korea's November exports totaled $51.91 billion, a 14.0 percent drop from the same month last year ($60.33 billion).
The sharp decline in exports was led by a decline in exports of semiconductors (-29.8%) and petrochemicals (-26.5%).
By region, exports to China (-25.5%) and the Association of Southeast Asian Nations (-13.9%) decreased, but the United States (8.0%), the Middle East (4.5%), and the European Union (0.1%) increased.
Korea's November imports increased by 9.9% to $59.18 billion, and the trade balance (exports minus imports) recorded a deficit of $6.7 billion, recording a trade deficit for seven consecutive months.
Lee Jeong-bae, president of Samsung Electronics' memory division, said on October 5, “We are not reducing memory production. Currently, there is no discussion on production cuts,” he announced at “Samsung Tech Day 2022” in Silicon Valley, USA.
By the third quarter of this year, the inventory assets of the 30 major listed companies in Korea exceeded 180 trillion won, a record high, soaring more than 50% from the end of last year.
Inventory assets of Samsung Electronics, the country's No. 1, increased by 10% over the past three months to KRW 57.3198 trillion as of the third quarter. Samsung's device experience (DX) division, which produces mobile and home appliances, has a total of 27.974 trillion won in inventory.
As of the third quarter, LG Electronics' inventories stood at 11.2 trillion won, up 15.7 percent from three months ago.
The utilization rate of video equipment production facilities such as Samsung Electronics' TVs decreased from 84.3% in the first quarter of this year to 75.4% in the third quarter.
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