Shulou(Shulou.com)11/24 Report--

CTOnews.com December 5 news, CINNO Research has now released the latest integrated circuit research and report.

Research data show that in the third quarter of 2022, the average inventory turnover days of China's major IC designers further increased to about 216days. At the same time, as the inventory level is too high and demand is persistently weak, the downward time of this semiconductor cycle may be longer than market expectations, and the inventory removal process of IC designers will spread to the first half of 2023.

In the third quarter, the average inventory turnover days of Chinese mainland's main analog IC design manufacturers further increased to about 163days, and their inventory level was less than the domestic average IC design company level, but the average inventory turnover days growth rate of such manufacturers was higher than the domestic average IC design company growth level, and the inventory pressure of simulation IC design companies was also gradually intensified.

In addition, the average inventory turnover days of Q3, the main consumer IC designer of Chinese mainland, further increased to about 231 days. The inventory level of Chinese mainland consumer IC designers is higher than the domestic average IC design company inventory level, but the average inventory turnover days growth rate is lower than the domestic average IC design company growth level.

CTOnews.com learned that CINNO analysts pointed out that in the smartphone market, smartphone sales in Chinese mainland in the first half of 2022 were the worst since 2015, and the slow recovery of smartphone sales slowed the destocking process for upstream IC designers.

In terms of cars, the overall demand remains strong, but its visibility can be seen in the first quarter of next year, and the month-on-month growth rate of new energy vehicles has declined.

CINNO Research predicts that the global consumer electronics climate will continue to decline in the fourth quarter of 2022, and the impact of the recession on the PC side will intensify next year.

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