[신영증권 반도체 서승연]

Sunny Optical 3월 핸드셋 카메라 모듈 출하량이 발표되었습니다.

- Sunny Optical 3월 핸드셋 카메라 모듈 출하량 3,639만개(+20% MoM, -24% YoY)

- 3월 핸드셋 카메라 모듈 출하량은 22년 3월 높은 출하량의 역기저효과와 스마트폰 시장의 수요 약세가 지속되며 전년대비 24% 감소했음. 전월 대비로는 20% 증가했는데, 이는 2월 낮은 출하량의 기저효과에 기인함. 2월은 고객사들이 일부 제품을 1월에 앞당겨 출하 요청한 영향으로 전월대비 26% 감소한 바 있음

- 링크: https://bit.ly/40UUgee (Sunny Optical)

[신영증권 반도체 서승연]

TSMC 3월 매출이 발표되었습니다.

- 3월 매출: NT$1,454억 (-11% MoM, -15% YoY)
- 1Q23 매출: NT$5,086억 (-19% QoQ, +4% YoY). 가이던스 하단에 부합

- 1Q23 매출 가이던스: US$167억~175억
*FX 30.7TWD/USD 기준 환산 시 NT$5,127~5,373억 (-14~18% QoQ, +4~9% YoY)

링크: https://bit.ly/410uDIX (TSMC)

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[23년 TSMC 월별 매출]
- 1월 NT$2,001억 (+4% MoM, +16% YoY)
- 2월 NT$1,632억 (-18% MoM, +11% YoY)
- 3월 NT$1,454억 (-11% MoM, -15% YoY)

[1Q23 TSMC 실적 발표일]
- 4/20(목) 15:00 (한국시간 기준)

TSMC slowing capacity expansion in Taiwan
https://www.digitimes.com/news/a20230411PD217/japan-tsmc.html

TSMC likely to adjust 2023 capex plan downward
https://www.digitimes.com/news/a20230411PD215/tsmc.html

TSMC's Germany plan remains uncertain, but decision will come in summer, according to sources
https://www.digitimes.com/news/a20230412VL202/germany-silicon-saxony-tsmc.html

TSMC plans JV fab in Germany, sources say
https://www.digitimes.com/news/a20230412PD216/bosch-germany-tsmc.html

TSMC still mulling raising foundry quotes in 2H23, sources say (Digitimes)

TSMC has revised its blueprint for capacity expansion, reducing its scale and slowing down its pace. However, the pure-play foundry is still evaluating the feasibility of raising its quotes in the second half of the year, according to sources at IC design houses.

Quanta to shift more notebook assembly lines to Thailand (Digitimes)

Quanta Computer plans to shift more of its notebook assembly lines from China to Thailand and is looking for corporate executives to relocate to Thailand, according to industry sources.

China smartphone brands become active in promoting new models (Digitimes)

Chinese brand vendors including Xiaomi and Vivo have recently begun to promote new smartphones, indicating that a recovery in demand from China's smartphone sector may be underway, according to industry sources.

DRAM spot prices stop falling (Digitimes)

Samsung Electronics has informed distributors that it would no longer sell DRAM chips at rates lower than the current price, implying that its pricing policy may change soon, according to industry sources. DRAM spot prices have stopped falling recently, much sooner than expected.