According to Electronic Times, due to the slow process of de-stocking, demand has not seen a significant uptick, many Halbleiterindustrie chain companies choose to announce all the bad news in Q4, looking forward to a quick bottom and then revive the flag. The industry expects that the worst case scenario of semiconductor and electronics industry chain performance may fall in 2022 Q4 and 2023 Q1.

By the global economic downturn inflation and other factors, the Halbleiterindustrie chain demand is weak. Although many companies are not in the loss, but in the customer to stop pulling goods, cut orders and the impact of price drops, Q4 Umsatz will decline significantly. Industry estimates, semiconductor, electronics industry operations are expected to fall in the worst case in 2022 Q4 and 2023 Q1, many Hersteller have been in advance in the second quarter, the third quarter has shown weakness. Among them, the Klemme PC, cell phone Marken and IC design Hersteller and other Lieferkette performance quickly reversed downward, a number of major Hersteller have warned that inventory down to normal levels at least a few quarters of time to digest.

In the third quarter, the Lieferkette has been revealing plummeting earnings, and the financial test has been continuously revised downward, while the international makers Intel (Intel) and Meta are very conservative in their future outlook and have started layoff plans.

Such as Intel in late October on the revision of 2022 full-year earnings estimates, Umsatz from the beginning of the year estimated at $ 76 billion, reduced to $ 63 billion to $ 64 billion, and decided to cut $ 3 billion in operating costs in 2023, up to $ 10 billion before 2025. Qualcomm has also significantly revised its 2022 global smartphone shipment forecast, and announced that it will freeze personnel and cut expenses, while MediaTek estimates that Q4 Umsatz will be reduced by more than 20% quarterly.

Yesterday, Samsung warned that inventory continues to rise. Because of weak product demand, Samsung inventory assets increased in the third quarter, more than 57 trillion won. To reduce Lieferkette risk, Samsung had increased raw material purchases, but the global demand for its products did not recover in the ongoing recession.

source：aijiwei