Semiconductor Specialist | Sales Director @R&A Electronics 🌍 World Class Sourcing Quality | Trusted Vendor for Automobile, Industry, Energy, Consumer Electronics, Medical, Communication, PC/Cloud, etc. 🏆
Daily News ①The popularity of pressure sensors, terminal connectors, automotive connectors, DDR memory, and RF ICs has increased. In the category popularity rankings, the popularity of Memory ICs, Power ICs, Logic ICs, SMD transistors, and multilayer inductors has declined by 5.2%, 4.81%, 3.63%, 3.25%, and 4.36% respectively compared to the previous period. However, in the surge rankings, the popularity of pressure sensors, terminal connectors, automotive connectors, DDR memory, and RF ICs increased by 40.55%, 6.19%, 8.95%, 59.2%, and 5.39%, respectively. These figures reflect the shifting popularity trends across different categories within the semiconductor industry. ②Q3 Global Smartphone Market Rebounds with 4% Year-on-Year Growth. In Q3 2024, global smartphone shipments grew 3.8% year-on-year, reaching 307.7 million units, marking four consecutive quarters of recovery. However, the growth rate slowed to low single digits compared to previous quarters. Global wholesale smartphone revenue increased by 3.5% year-on-year, totaling $98.2 billion. In contrast, smartphones' wholesale average selling price (ASP) continued its downward trend for the fourth consecutive quarter, down 0.3% year-on-year. ③AI Spending in the Asia-Pacific to Reach $45 Billion in2024, Growing to $110 Billion by 2028. AI adoption trends vary across countries in the Asia-Pacific region, with distinct application patterns in each market. China leads in AI investment, with a significant increase in AI projects expected within the next 12 months (59%), followed by India and Japan (at 51% and 46%, respectively). China and South Korea are advancing more quickly in AI adoption and integration than other countries, influenced by factors such as investment levels, regulatory frameworks, and AI talent and infrastructure availability. In Japan, Australia, South Korea, and many areas in Southeast Asia, the shortage of skilled technical personnel remains a common concern for national and industry stakeholders. ④PC DIMM Market Dynamics and Future Outlook. The PC DIMM (Dual Inline Memory Module) market remains weak, with minimal demand for AI-related products. As a result, OEMs are concerned about carrying high inventory costs before the market recovers. Despite weak overall demand, prices in the PC DIMM market are expected to rise by 8-10%, potentially indicating supply constraints or necessary cost adjustments. Looking ahead, with strong ongoing demand for DDR4, buyers may need to prepare for potential cost and supply fluctuations in the coming months due to persistent price increases. #Randa #ElectronicComponents #Semiconductors #IC #Chips #MCU #CPU #GPU #Solutions #Materials #SupplyChains #DDR #Memory #HBM #RF #Smartphone #AI #Servers #Trends #Autoparts #ProcurementStrategies
