【展会动态】国产替代迎来新机遇，重磅推出国产存储展区！

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分区域来看：

亚洲方面， 中国地区制造业PMI为50.4，连续两个月位于扩张区间，制造业维持恢复发展态势，其中生产指数为52.9（环比上升0.7pct），尤其是计算机通信电子设备等行业生产指数均位于55.0以上，企业生产扩张加快、产能释放较快；高技术制造业PMI为53.0，高端制造业保持较快发展。日本制造业PMI有所回升，但仍处于萎缩区间；韩国则继续小幅下滑。印度制造业PMI延续扩张态势；越南制造业PMI回升至50.3，主要系新订单有所恢复。

美洲方面， 美国ISM制造业PMI回落至49.2，主要系新订单及生产指数有所下滑。墨西哥制造业PMI为51.0，延续扩张态势。

欧洲方面， 欧元区制造业PMI继续下滑至45.7，主要系订单需求下滑。

分区域来看：

亚太地区 ， 3月整体表现平淡，销售额为294.9亿美元（同比+15.1%）；Q1累计销售额为897.7亿美元（累计同比+16.2%）。其中，中国地区3月销售额达141.4亿美元，与上月持平。日本地区需求持续低迷，3月同比下降9.3%。

美洲地区， 市场需求表现同比修复较快，3月销售额121.3亿美元，同比增长26.2%。

欧洲地区， 市场相对疲软，销售额同比降幅继续扩大（-7.0%），制造业表现较差。

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华为Pura 70系列新机 上市后销售火热，TechInsights分析师表示，预计2024年整个Pura 70系列销量将超过1000万台。根据Fomalhaut Techno Solutions的拆解报告指出，华为仅Pura70 Ultra主相机采用索尼零组件；其余Pura70、Pura70 Pro、Pura70 Pro+等机型的核心处理器、面板、机壳、电池、镜头、散热、声学元件等零组件， 几乎全面国产化 。据悉，Pura 70系列的主要供应商涵盖欧菲光、蓝思科技、歌尔声学、长盈精密、舜宇光学、京东方、水晶光电等企业。

尽管存储原厂计划调涨产品价格，但终端市场需求仍然较为疲软，除了高端的DDR4/DDR5外，其他 中低端存储产品现货价格或将承压 。

Macro trend: The global semiconductor market demand growth has slowed down, and China's high-end manufacturing industry has performed relatively well

End market: Huawei Pura 70 is sold out immediately on the market, and its core component supply chain has basically realized localization, including DRAM and NAND chips, and the domestic replacement process of memory chips is expected to accelerate

Product market: Storage original prices continue to rise, according to TrendForce data, DRAM contract prices rose by 13%-18% in Q2, NAND Flash contract prices rose by about 15%-20%, but spot price growth momentum is insufficient

Industry dynamics: Samsung and SK Hynix plan to increase their investment in DRAM wafers and are optimistic about the growth of DRAM demand

China's manufacturing sector recovered, while the US manufacturing PMI fell sharply

In April 24, according to JP Morgan data, the global manufacturing PMI was 50.3, still in the expansion range.

Global manufacturing PMI by region

From：FastBull

The global semiconductor market demand growth has slowed down

In March 24, global semiconductor sales continued to show a seasonally adjusted trend, down about 0.6% from the previous month.

Global semiconductor sales (USD billion)

From：SIA

Semiconductor sales by region

From：SIA

A 7.3-magnitude earthquake struck at 7:58 a.m. on April 3 off Hualien County, Taiwan.

Semiconductor sales by region

From：TrendForce

The interest rate of US 10-year Treasury bonds continued to rise in the month

In April 24, the US 10-year Treasury bond interest rate continued to rise.

Us 10-year Treasury Rate (%)

From：MacroMicro

The Philly Semiconductor Index fluctuated sharply during the month due to expectations of the US economy

The Philadelphia Semiconductor Index (SOX) fell sharply in mid-April after the Fed announced a delay in interest rate cuts.

Philadelphia Semiconductor Index (SOX)

From：MacroMicro

Malaysia plans the largest integrated circuit design park in Southeast Asia to accelerate the development of semiconductor industry

The Malaysian government announced plans on April 22 to build Southeast Asia's largest integrated circuit design park.

The United States will cooperate with the UAE to develop the AI industry, or it will affect the AI industry pattern

The Biden administration has actively pushed US tech groups to look for AI deals and partnerships in the UAE.

France subsidizes local solar panels

This month, French Minister of Economy and Finance Le Maire announced during a visit to the photovoltaic park that France will support French domestic solar panels.

Japan will tighten export controls on more chips and quantum technology

Japan said it plans to expand export restrictions on four technologies related to semiconductors and quantum computing.

Samsung will mass-produce HBM3E in Q2 this year

Samsung will mass-produce 12-layer HBM3E in Q2 2024, and it will be equipped with the new generation of AMD (Advanced Micro Semiconductor) AI semiconductor.

Quanta's servers equipped with NVIDIA GB200 will be mass-produced in September

Servers powered by NVIDIA GB200 will go into mass production in September.

Samsung opened a lab to develop AI chips

The lab will focus on the design of RISC-V architecture processor IP, and the ultimate goal is to create a self-developed artificial intelligence chip based on RISC-V architecture and break NVIDIA's hegemony in the field of artificial intelligence chips.

The growth of terminal demand has slowed down

Recently, the price growth of the spot market is relatively flat, and the transaction pressure is greater.

DRAM and NAND price index

From: Flash Market

The quarterly price increase of NAND Flash contract was revised up to about 15%-20% at the same time, and the price increase of eMMC/UFS across the whole line was smaller, about 10%.

DRAM & NAND Flash Increase Forecast

From：Trend Force

On the other hand, the enterprise SSD market has improved. In order to reduce the energy consumption of AI inference servers, North American customers have begun to increase their demand for QLC Enterprise SSDS.

Forecast quarterly increase in 2024

From：Trend Force

The low-end model market price is upside down, and the delivery time of vehicle type devices is long and stable

The demand for general-purpose MCUS is still weak, the market price of Microchip's low-end models is inverted.

Automotive MCU demand remains relatively stable. In terms of market segments, Infineon's security MCU almost monopolizes the intelligent driving field, and most of the body area, chassis area and power area controllers sold on the market at present use Infineon TC2xx series and TC3xx series MCUS.

MCU Delivery and Price Trend

From: Avnet

Benefiting from the weak recovery of the consumer electronics market, Q2 orders are expected to recover

Recently, analog chips are still the growth momentum of the consumer electronics market, according to Canalys data, 24 Q1 global smartphone shipments increased by 11% year-on-year; Global PC shipments increased 3% year-over-year.

Simulate Chip Delivery and Price Trends

From: Avnet