Apple's iPhone 14 series screen orders fell sharply year-on-year, reflecting a lack of recovery in phone demand

According to foreign media reports cited by TechWeb, after nearly two quarters of launch, the demand for the iPhone 14 series has shown a significant downward trend, with screen orders already significantly decreasing year-on-year. The panel supply chain sector reported that iPhone 14 series screen orders decreased by 39% over the same period as the iPhone 13 series throughout April, and orders from March to April also decreased by 23%.

The reasons for the significant decrease in screen orders mentioned in the report include inventory adjustments, macroeconomic downturns, inflationary pressures, and weak demand. Although after the launch of the new iPhone for some time, the shipment volume will decline as demand continues to meet, and the required components such as screens will also decrease, a significant year-on-year decline is not common.

2. Nvidia's GPU OEM demand has increased, resulting in shortages or earlier than expected

According to media reports cited by TechWeb, OEM orders from Nvidia's A100 and H100 GPUs from TSMC, a wafer foundry, are increasing. Nvidia's A100, H100, and

The A800 series GPUs are all aimed at data center products. The increase in OEM orders for these three GPUs is probably related to recent hot products such as ChatGPT. OEM orders are also increasing. Due to the training and provision of related services for ChatGPT, the world may once again face the challenge of GPU shortages, which may occur sooner than expected.

Infineon cooperates with Delta Electronics in the field of electric vehicles

Recently, Infineon announced on its official website that it has extended its long-term cooperation with Delta Electronics, a leading global power and energy management manufacturer, from industry to automotive applications. The two sides aim to continuously deepen cooperation and innovation, and provide solutions with higher power density and energy efficiency for the electric vehicle market.

This agreement covers products such as high and low voltage discrete power components, modules, and microcontrollers, mainly focusing on applications such as traction inverters, DC converters, and on-board chargers for electric vehicle power systems. The two sides will also establish a joint innovation laboratory for electric vehicle applications, which will be jointly managed by the two companies. Delta Electronics - Infineon Automotive Innovation Center will be located in Pingzhen, Taoyuan, and is expected to be established in the second half of 2023.

ARM plans to change its business model and seek to increase chip design prices

According to the Financial Times, Ark is seeking to increase the price of its chip designs in order to increase revenue before its initial public offering in New York this year, according to the Science and Technology Innovation Board Daily. According to several industry executives and former employees, Arm has recently informed several of its largest customers that there will be a fundamental shift in its business model.

According to people familiar with the matter, ARM plans to stop charging chip manufacturers royalties for using their designs based on the value of the chips, and instead charge device manufacturers fees based on the value of the terminal devices. This should mean that the company can earn several times more for every design it sells.

5. TSMC's 5/4nm chip sales will increase by NT $100 billion this year

According to the report of Taiwan, China Electronic Times quoted by IT Home, the semiconductor industry pointed out that the capacity utilization rate of TSMC in each process has stopped falling since Q2, and some of them have slowly recovered, and Q3 is expected to rebound.

It is expected that TSMC's revenue growth this year will be roughly the same as last year, but the sales of 5/4nm chips will increase by NT $100 billion. 28nm is the only process that TSMC currently maintains close to 95% full load; The capacity utilization rate of 16/12 nanometers was also around 80% in the first quarter and the second half of the year.

6. Organization: The size of silicon carbide market will increase to $9.4 billion in 2029

According to the report from IT House, TechInsights released a report that the demand for automotive semiconductors has surged, and the use of broadband gap technology has also increased. SiC MOSFETs provide an alternative to Si IGBT and SiC MOSFETs for power systems. The silicon carbide market revenue will increase from $1.2 billion to $5.3 billion at a compound annual growth rate of 35% from 2022 to 2027. By 2029, the market size will grow to $9.4 billion, with China accounting for half of it.

The report indicates that in recent years, Chinese enterprises have made significant progress in the development and production of silicon carbide semiconductor products, with a wide range of applications, including in the automotive industry. The Chinese government's attention to the development of silicon carbide and significant investment in the industry provide unique opportunities for Chinese enterprises to catch up. Overall, the development of China's silicon carbide semiconductor supply chain presents a complex and constantly changing pattern, with challenges and opportunities coexisting.