List of highlights of this week's research and data report (5.21~5.26)
1. It is estimated that the shipment of folding screen mobile phones will be about 19.8 million units in 2023, an increase of 55%
2. China's share is 8% Huawei Hongmeng is the third largest mobile phone operating system
3. In 2027, China's accelerated server market will reach 16.4 billion US dollars
4. Last year, the global semiconductor packaging materials market reached 26.1 billion US dollars
5. Luxshare Precision has become the world's largest smart watch outsourcing manufacturer
6. Samsung TV ranked first in the global share in the first quarter, and LG won the first place in the OLED market
7. Colombian smartphone market OPPO Honor 1Q23 shipments more than doubled year-on-year
8. The patent analysis market size will exceed 2.36 billion US dollars by 2030
9. The agency predicts that Micro LED screen shipments will increase significantly, reaching 17.47 million pieces in 2027
10. Japan's PCB industry fell 14.4% year-on-year in March, the largest decline in six and a half years
1. Institution: It is expected that the shipment of folding screen mobile phones will be about 19.8 million units in 2023, an increase of 55%
Research institute Jibang Consulting released a report on May 24, saying that shipments of folding screen mobile phones are expected to reach 19.8 million units in 2023, with a growth rate of 55%.
The agency said that the current global economic downturn affects the demand for smartphones, and the market size is expected to be less than 1.2 billion units this year, but the focus of the market will shift to folding screen mobile phones.
At present, the penetration rate of such mobile phones is rising slowly, mainly due to the high price. OLED organic materials account for 23% of the cost of folding screen mobile phone panels, but as more material manufacturers enter the supply chain competition, the price will be lower and more attractive. Another key component "hinge" has also been adjusted downward from the previous cost of up to 800~1200 yuan, so the cost pressure of the overall folding screen mobile phone will be reduced in the future and more acceptable to consumers.
In terms of products, Samsung's next-generation Galaxy Z Fold 5 and Flip 5 are expected to be released in July, and the screen size may be expanded. At this stage, Samsung's folding screen mobile phones, with a market share of about 70%, firmly maintain their leading position. Although Huawei's folding screen model Pocket S does not support 5G networks, it has a market share of 10% thanks to its form factor; The market share of other brands also varies between 3~5%.
Overall, Jibang Consulting expects that the market penetration rate of folding screen mobile phones will be about 1.7% in 2023 and is expected to increase to 5% by 2027.
2. China's share is 8% Huawei Hongmeng is the third largest mobile phone operating system
According to data disclosed by Counterpoint, in Q1 2023, Huawei's Hongmeng operating system has a market share of 8% in the Chinese market, which is the third largest mobile phone operating system outside Android and iOS. In the global market, the market share of the Harmony operating system is 2%, which is also the third largest mobile operating system outside Android and iOS.
It is reported that the survey report released by Counterpoint in March shows that in Q4 2022, the share of Harmony OS in the global smartphone operating system market is 2%, and its share in China is 8%. Huawei Hongmeng is the third largest mobile phone operating system.
At the Developer Conference 2022 in November last year, Huawei signed a memorandum of cooperation with 14 partners of the HarmonyOS ecosystem, and the two parties will invest in the HarmonyOS ecosystem. It is reported that HarmonyOS has been officially launched since 2019; By 2020, it will release a new brand and open platform for intelligent hardware ecosystem partners - Hongmeng Zhilian; In 2021, many terminals such as smartphones will be fully equipped with HarmonyOS; In 2022, as the experience of the five major scenarios continues to evolve, the number of Huawei devices equipped with HarmonyOS has reached 320 million.
According to reports, as of November last year, Hongmeng Zhilian has more than 2,200+ partners, and the number of product shipments has exceeded 250 million; Hongmeng ecological developers have exceeded 2 million+, and HarmonyOS atomic services have reached 50,000.
3. IDC: China's accelerated server market will reach $16.4 billion in 2027
According to International Data Corporation (IDC), China's accelerated server market is expected to reach $16.4 billion in 2027.
According to the latest IDC data, the size of China's accelerated server market in 2022 will be US$6.7 billion, a year-on-year increase of 24%; Among them, GPU servers dominate, with a market share of 89% to $6 billion. Meanwhile, non-GPU-accelerated servers such as NPUs, ASICs, and FPGAs accounted for 11% of the market share at a year-over-year growth rate of 12% to $700 million. From the perspective of manufacturers' sales, Inspur, Xinhua3 and Ningchang ranked in the top three, occupying more than 60% of the market share; In terms of the number of server shipments, Inspur, Kunqian and Ningchang ranked in the top three, accounting for nearly 60% of the market share; From an industry perspective, the Internet is still the largest procurement industry, accounting for nearly half of the overall accelerated server market; Industries such as services, telecommunications, manufacturing and education all saw gains of more than 50 percent.
This year's popularity of artificial intelligence applications such as ChatGPT can indeed drive the sales of AI servers, and cloud server providers including Microsoft and Google are also actively engaged in them. TrendForce estimates that AI server shipments will increase by nearly 10% year-on-year in 2023, but because AI servers still account for less than 10% of the total market, the growth of this part of demand is unable to reverse the overall weak trend.
According to IDC data, the number of smart chips applied in data centers will exceed one million in 2022, of which the number of local brand AI chips is close to 15%, covering more than ten brands. Among them, GPU acceleration cards deployed in data centers are still the first choice of users, accounting for more than 80% of the market share, and other non-GPU accelerator cards have also shown healthy growth, accounting for more than 10% of the market share.
4. Report: The global semiconductor packaging materials market reached $26.1 billion last year
The International Semiconductor Industry Association released the latest Global Semiconductor Packaging Materials Outlook Report on May 23. The global semiconductor packaging materials market is expected to reach $29.8 billion by 2027, driven by strong demand for new electronics innovations, at a compound annual growth rate (CAGR) of 2.7%, up from $26.1 billion in revenue in 2022, the report said.
High-performance applications, 5G, artificial intelligence (AI), and the adoption of heterogeneous integration and system-in-package (SiP) technologies are creating a growing demand for advanced packaging solutions. The development of new materials and processes enables chips with higher transistor density and higher reliability, which also contributes to the growth of the market.
Jan Vardaman, president and founder of TechSearch International, co-publisher of the report, said: "The semiconductor packaging materials industry is undergoing significant changes as new technologies and applications drive the need for more advanced and diverse materials. Advances in dielectric and underfilled materials have driven strong demand for fan-in, fan-out wafer-level packaging (FLOWP), flip-chip and 2.5D/3D packaging. New substrate technologies, such as silicon intermediate layers and organic intermediate layers using RDL (redistribution layers), are also key growth drivers for packaging solutions. At the same time, research on laminates with finer features will continue with the development of glass cores for stacking substrates. ”
5. Organization: Luxshare Precision has become the world's largest smart watch outsourcing manufacturer
Research institute Counterpoint released its global smartwatch report on May 22. According to the report, global smart watch outsourcing manufacturers' shipments in the second half of 2022 increased by 15% year-on-year. Among them, Luxshare Precision accounted for 21% of the market, becoming the world's largest smart watch outsourcing manufacturer, the company manufactures 40% of Apple's Apple Watch.
The agency said that with the expansion of the global smart watch market, the shipments of outsourcing manufacturers are expected to continue to grow.
Shenghao Bai, senior analyst at Counterpoint, said that the growth in smart watch shipments in the second half of 2022 was jointly driven by Indian brands Noise, Fire-Boltt and boAt, and manufacturers who manufacture for these brands benefited. At present, 69% of the world's smart watches are manufactured by ODM/EMS outsourcing manufacturers, and the proportion of outsourcing has been slowly climbing in recent years, and is expected to rise to 70% by 2023.
THE DATA SHOWS THAT IN THE SECOND HALF OF 2022, IN ADDITION TO LUXSHARE PRECISION, FOXCONN GOT A 16% MARKET SHARE AND RANKED SECOND, AND COMPARABLE RANKED THIRD WITH A 12% SHARE.
6. Institution: Samsung TV ranked first in the global share in the first quarter, and LG ranked first in the OLED market
According to Yonhap News Agency, in the context of the global economic downturn leading to the shrinkage of the TV market, Samsung Electronics focused on high-end products in the first quarter of this year, with a global market share of more than 30%, ranking first. LG's share of the OLED TV market is nearly 60%, occupying the top spot.
According to market research agency Omdia on May 23, global TV shipments in the first quarter of this year were 46.25 million units, a year-on-year decrease of 5.2%, the lowest value since 2009. Based on the shipment price, Samsung Electronics' market share is 32.1%, ranking first in the world. It was followed by LG Electronics (17.1%), TCL (9.9%), Hisense (9.3%), and Sony (5.5%).
LG, the leader in OLED, held first place in the market with a share of 58.8% in the first quarter. LG's OLED TVs are sold in more than 130 countries and regions around the world, and the cumulative shipment of 15 million units since its launch in 2013 to the end of last year, setting an industry record. In the ultra-large OLED TV market above 70 inches, LG Electronics' share exceeds 75% based on factory goods.
According to Omdia's outlook, in the global high-end TV market above $1,500 this year, the share of OLED TVs will rise to 46.1% in terms of amount, compared to 36.7% last year. LG plans to target the high-end market and strive to sell the high-end series "LG OLED Objet Collection Posé" in more than 40 countries and regions.
On May 17, eMagin announced that it had reached a definitive merger agreement with Samsung Display with a total transaction value of approximately $218 million. The merger transaction is expected to close in the second half of 2023. Industry insiders pointed out that Samsung Display's acquisition of eMagin is to strengthen the development of RGB OLEDoS technology, aiming to supply displays to Apple's MR equipment.
7. Institution: Colombian smartphone market OPPO Honor 1Q23 shipments more than doubled year-on-year
Counterpoint released smartphone shipments data for Colombia for the first quarter of 2023, and similar to the rest of the world, Colombia's smartphone shipments fell 9% year-on-year, the lowest quarter in three years.
In terms of specific share, Samsung shipments increased by 6% year-on-year in the first quarter of 2023. Accounting for 49% of Colombia's shipments in the first quarter of 2023, OPPO and Honor's shipments increased by 300% and 200% year-on-year, respectively, and their share increased to 5 times that of the first quarter of 2022.
8. Institutions: The patent analysis market size will exceed 2.36 billion US dollars by 2030
According to the Global Patent Analytics Market Forecast 2023-2030 released by Fortune Business Insights, the global patent analytics market is expected to reach $2,364.6 million by 2030, growing at a CAGR of 13% during the forecast period.
According to the latest data from Fortune Business Insights, the global patent analytics market size was $904.1 million in 2022 and is expected to grow from $1,007.8 million in 2023 to $2,364.6 million by 2030, growing at a CAGR of 13% during the forecast period.
Patent analysis software is used to analyze, isolate and automate searches related to intellectual property (IP). Fortune Business Insights noted that increased investment in R&D and an increasing number of IP filings are driving demand for analytics solutions. According to a report by the World Intellectual Property Organization (WIPO), the number of patent applications worldwide reached approximately 277,500 in 2021. In addition, market leaders are focusing on integrating advanced technologies into analytics solutions to provide services such as advanced search and exploration. These factors will drive the growth of the patent analytics market.
However, Fortune Business Insights also noted that high transaction costs will hinder market growth. Patent analysis software can be used for commercial IP search and negotiation services, incurring significant deployment and transaction costs, hindering increased demand for patent applications in developing countries. According to the USPTO, the top 10 companies at the U.S. Patent Office spend more than $8 billion on patent renewals.
9. The agency predicts that Micro LED screen shipments will increase significantly, reaching 17.47 million pieces in 2027
According to foreign media Patently Apple, the display industry research institute DSCC released a forecast on May 24, saying that the shipment of MicroLED screens will double in the future, from the current 450,000 pieces / year to more than 10 million pieces.
The agency expects MicroLED screen shipments to be about 450,000 pieces in 2023, 1.81 million pieces in 2024, 7.98 million pieces in 2025, 13.54 million pieces in 2026, and 17.47 million pieces in 2027. In terms of market size, it is expected to be $44 million in 2023, $210 million in 2024, $713 million in 2025, $1.086 billion in 2026, and $1.395 billion in 2027.
The agency predicts that by 2025, Apple is expected to apply MicroLED displays to Apple Watch smartwatches for the first time. Earlier in 2023, there was foreign media news that Apple may be able to apply as early as 2024, but some observers believe that 2024 is too early.
DSCC's May 24 press conference also said that LG Display is building a small-scale production line for Apple's Apple Watch MicroLED screen, which is expected to be operational in the second half of 2024. The agency expects shipments of wearable devices, including Apple Watch, to reach 7.9 million units using MicroLED screens in 2026 and 10.5 million units in 2027.
Jiwei Network learned that Apple's Apple Watch smart watches currently on sale in 2023 all use OLED screens, and DSCC said that if MicroLED screens are applied to smart watches, they need to reduce costs while ensuring power consumption.
According to South Korean media The Elec, shipments of MicroLED screens used in AR and VR display devices are also expected to grow, from 450,000 pieces in 2023 to 6.8 million pieces in 2027.
10. Japan's PCB industry fell 14.4% year-on-year in March, the largest decline in six and a half years
According to MoneyDJ, the Japan Electronic Packaging Circuit Association JPCA released the latest statistical report, saying that in March 2023, the output of Japan's PCB printed circuit board industry decreased by 13.0% year-on-year to 901,000 square meters, maintaining a downward trend for 14 consecutive months. In terms of output value, it fell 14.4% year-on-year to 50.874 billion yen (about 2.589 billion yuan) in March, the largest decline in six and a half years.
In terms of categories, Japan's hard board PCB production in March fell by 13.5% year-on-year to 728,000 square meters, and the output value decreased by 22.4%; Flexible PCB production increased by 3.2% to 129,000 square meters, which was also the first increase in three consecutive months, but the output value decreased by 2.4%.
The output of module substrates fell by 36.3% to 44,000 square meters, falling for 10 consecutive months, and the output value increased by 2.0% to 17.633 billion yen, showing growth for two consecutive months.
Statistics show that from January to March 2023, Japan's PCB production decreased by 12.3% compared with the same period last year to 2.540 million square meters, and the output value decreased by 10.6% to 149.886 billion yen (about 7.627 billion yuan).
(Proofreader/Zhao Yue)