▲2022 E4DS Semiconductor Trend Day Banner

Many semiconductor companies expect second-quarter sales growth, but Intel lags behind.
Insights on China's Dongshuo Mountain and automotive semiconductor shortages.

Trends surrounding the semiconductor industry, such as supply chain issues, technological competition, and digital transformation, are rapidly evolving, making it more important than ever to quickly acquire relevant information and extract insights.

On the 10th, at the 2022 e4ds Semiconductor Trend Day , hosted by Channel 5 Korea, Noh Geun-chang, Managing Director of Hyundai Motor Securities, will present "Global Semiconductor Market Trends" in the first session. This session will provide an overview of the semiconductor market, sharing market trends and future outlook based on data such as DRAM price trends, smartphone shipment trends by country, and server demand trends.

The semiconductor market is expected to reach $580 billion in 2022, a 9.2% increase from last year, and most semiconductor companies are expected to see sales growth in the second quarter. In his semiconductor industry outlook report to be presented at the e4ds Semiconductor Trend Day, Managing Director Noh Geun-chang predicted that Samsung will maintain its top spot in the semiconductor market in the second quarter of this year, beating Intel and TSMC, while Intel predicted that its sales in the second quarter will decrease due to a decline in PC demand.

He predicted that demand for low-priced smartphones would be negatively impacted by hyperinflation, citing the significant impact of economic downturns on demand for low-priced products. He also cited Xiaomi, which has been struggling since the second half of 2021 due to sluggish Oppo smartphone sales and excess inventory.

Mobile DRAM demand is expected to improve starting in the second half of the year, supported by easing uncertainty in emerging markets and the positive impact of the new iPhone. Conversely, notebook shipments have plummeted since April due to external uncertainties.

The rapidly growing automotive semiconductor industry recorded a 28.5% year-on-year growth of $60 billion, and the solution to the automotive parts shortage is mentioned as a two-track strategy of △ expanding foundry outsourcing and △ investing in new 12-inch fabs by automotive semiconductor companies. In addition, different methods were discussed to resolve the shortage of MCUs and power semiconductors.

In addition, Executive Director Noh plans to introduce various latest trends and forward-looking insights in the semiconductor industry at Semiconductor Trend Day, including two key points to watch for in server demand this year, observations on China's Dongshu Xishan, and trends in related companies such as Infineon, Renesas , and NXP.

The upcoming 2022 e4ds Semiconductor Trend Day will be held simultaneously online and offline on June 10th in Conference Room 327 of COEX in Samseong-dong, Seoul. In addition to sessions covering the latest trends in GaN, SiC, and automotive semiconductors, a special offline session featuring Professor Hwang Cheol-seong of Seoul National University's Distinguished Professorship on "Next-Generation Memory Development Direction and Material Trends: 3D Stacked DRAM Technology" will be held.

For more information, please visit the e4ds news homepage CONFERENCE .