R&A DAILY NEWS 10/24/2024
2024 H1Global Automotive Display Market Surpasses 110 Million Units
In the first half of 2024, the global automotive display market saw significant growth, with total shipments reaching 110 milion units, an 11% year-over-year increase.BOE led with 19.9 million units shipped, holding an 18%market share, up 20% from the previous year. Tianma followed with 16.8 million units (15% share, up 24%),and AUO shipped 11.7 million units (10% share, slight increase)JDl's shipments fell by 16% to 10.5 million units (9% share),while LGD shipped 8.6 million units (8% share). The adoption of OLED and MiniLED technology is accelerating, with displays over 10 inches now accounting for 52% of the market, driving a 26% increase in total shipment area to around 3.2 million square meters.
1.Global Silicon Wafer Shipments Expected to Decline 2% in 2024, Rebound in 2025
According to SEMI's forecast, global silicon wafer shipments will decline by 2% to 12.17 billion square inches in 2024.However, a strong rebound of 10% is expected in 2025 as demand recovers, Growth is anticipated tc continue through 2027,driven by Al and advanced manufacturing needs increasing wafer utilization rates in semiconductor production. New applications in advanced packaging, high-bandwidth memory production, and chiplet technology will also boost wafer demand.
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2.Japan's Pc Shipments Surge Over 18% in Q3, Marking Biggest Increase in 3.5 Years
Japan's PC shipments (desktops and laptops) grew by 18.1% year-over-year to 1.878 million units in Q3 2024, driven by strong commercial demand.marking the largest arowth in three and a half years, September saw a 6.0% increase to 775.000 units, the third consecutive month of growth.though monthly shipments remained below one milion units for 42 months. PC shipment value in September rose 14.1% to 86.6 billion yen, also marking three straight months of growth.
3.TI CEO Expects Orders to Recover Amid inventory Challenges in Industrial and Automotive Markets
Texas Instruments CEO Haviv llan indicated during the Q3 earnings call that the company is experiencing a recovery in orders after eight consecutive quarters of declining revenue, While the company's keymarkets are rebounding, the industrial and automotive segments still face inventory excess, Despite signs of improvement, lIan noted that a clear market rebound has yet to be observed.Tl projects Q4 revenue between $3.7 billion and $4 billion, below analysts' average estimateof $4.08 billion.