Semiconductor Weekly | 20221108

1. ON Semiconductor sold two fabs. The company' s third-quarter revenue reached a record $2.193 billion, exceeding market expectations and a year-on-year increase of 26%; net profit attributable to the company was $311.9 million.


2. The revenue of ON Semiconductor' s Power Solutions Division (PSG) was US$1.161 billion, a year-on-year increaseof 25%; the revenue of the Advanced Solutions Division (ASG) was US$734 million, a year-on-year increase of 20%; the revenue of the Intelligent Sensing Division (ISG) was 342 million USD, an increase of 45% year-on-year.


3.China' s smartphone shipments in Q32022 will drop by 16% year-on-year to 66.9 million units. vivo regains top spot with 21% market share.


4. STMicroelectronics released its third-quarter earnings report. Data shows that its third-quarter net revenue was $4.32 billion; gross profit margin was 47.6%; operating profit margin was 29.4%; net profit was $1.10 billion; net revenue in the first nine months was $11.70 billion; gross profit margin was 47.3%.


5. According to the latest report of the International Semiconductor Industry Association (SEMI), the global semiconductor silicon wafer shipment area will reach 14.694 billion square inches this year, an increase of 4.8% over last year and a new high. The agency pointed out that the growth of silicon wafer shipments may slow down in 2023, but it will rebound in 2024 and shipments will hit a new high.


6.Wi-Fi system shipments will grow at an annual rate of 7.5%


7. Studies have shown that if a key fab is temporarily shut down for 10 days, it may impact the entire supply chain for up to a year.