Skip to main content

NuAxi Stream - Real-Time Semiconductor Intelligence

NuAxi Stream - Real-Time Semiconductor Intelligence

Fri, May 1

1 items

15:30Impact score 60
智能手机前置备货致库存积压，Q2出货回落
厂商前置备货推动Q1智能手机出货量同比增长1%，但终端需求疲软导致库存积压。通胀压缩终端需求，导致渠道备货与实际销售脱节。
利空
预计Q2及下半年将出现更明显的回调。
智能手机Samsung Electronics, Apple Inc.Inventory Shift

Thu, Apr 2

1 items

11:49Impact score 60
移动芯片库存调整冲击日月光等封测厂订单
智能手机新品备货前夕，移动芯片客户进入库存调整期，需求疲软已从IC设计传导至封测环节。行业旺季前，日月光、矽品、京元电子等台系封测厂订单增长将显著承压。
利空
封测环节订单动能减弱，预示短期价格与稼动率面临下行压力。
Mobile AP/SoCASE Group, Siliconware Precision Industries Co., Ltd. and 3 totalInventory Shift

Fri, Sep 2

1 items

02:10Impact score 55
智能手机Q2产量降至2.92亿部，芯片需求承压
TrendForce报告显示，2022年第二季度全球智能手机产量环比下降6%至2.92亿部，同比亦下降5%。品牌方因市场需求疲软及中国疫情管控，优先调整渠道库存，导致生产目标下调。
利空
智能手机核心零部件需求减弱，对相关芯片及被动元件价格构成下行压力。
AP Mobile DRAM NAND FlashSamsung Electronics, MediaTek and 7 totalInventory Shift

You've reached the end

Chip Teardown Lab1 opened

Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.

Component price indexNPI, vs. prior period

	$0.68	−5.9%
	$0.75	+0.2%
	$386.74	−21.3%
	$88.40	−0.2%
2026-W13	$14.89	−11.2%
	$478.20	+8.2%
	$0.68	−61.7%Unusual
	$0.01	+54.0%Unusual
	$0.12	−82.8%Unusual
2026-W13	$0.44	−12.5%
	$288.43	n/a

Period 2026-W18