R&A DAILY NEW 31/10/2024
Global eMMC & UFS Market Share Data and 2024 Forecast
Samsung Electronics and SK Hynix collectively hold over 50% of the global eMMC & UFS market, with Samsung at 38.8% and SK Hynix at 11.3%. Kioxia, WD and Micron hold market shares of 8.0%,6.2% and 5.7%, respectively, with, these five companies capturing 70% of the market. Among non-original storage brands, Longsys has a 7.9% share, Maxio 5.0%, and Biwin 3.0%. The supply structure for 2024 is expected to shift due to supply-demand changes and NAND/DRAM price fluctuations.
1.European Commission lmposes Anti-Subsidy Tariffs on Electric Vehicle lmports from China
The European Commission has decided to impose a final anti-subsidy tariff on Electric vehicles have been imported from China for five years, The decision wil be published in the Official Journal of the European Union and will take effect the following day. BYD, Geely, SAlC Group, and other partner companies will face tariffs of 17.0%,18.8%, 35.3%, and 20.7%, respectively.Following an individual review, Tesla will be subject to a 7.8% tariff, while non-cooperating companies will incur a 35.3% tariff. The provisional tariff from July 4,2024.will not be collected.
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2.Micron: Al Demand Surge and EUV DRAM Production Expected in 2025
With artificial intelligence (Al) expanding from cloud servers to consumer devices, demand for Al continues to rise, Micron Technology has fully allocated its high-bandwidth memory (HBM) production capacity through 2025,Donahyi Lu, Vice President and Head of Micron Taiwan, indicated that the company is capitalizing on this surge in Al demand and anticipates performance improvements py 2025.
3.Globa Notebook Shipments in 03 2024
In 03 2024, global notebook shipments increased by 5% year-on-year, reaching 53.3 milion units, Specifically, Lenovo remained first with a 6% year-on-year increase in shipments: HP remained second: Dell experienced a decline. Due to Apple's release of the new M4 Macbook in Q4, Apple's shipments in this quarter declined year-on-year: Asus was almost on par with Apple, with the highest growth rate among all PC manufacturers.