• TV Panel Prices Projected to Rise by about 10% QoQ in 4Q20 Given Tight Supply of Large-Sized Panels, Says TrendForce


    Since the supply of large-sized panels is expected to exceed demand by a mere 0.2% in 4Q20, the shortage situation for certain panel applications is expected to persist, meaning panel prices may potentially increase by as much as 10% QoQ in 4Q20.


    View More

  • China’s Smartphone Market Prepares for Reshuffling as Latest Sanctions Against Huawei Take Effect on September 15


    TrendForce indicates that Huawei has been amassing a strategic reserve of components from U.S. suppliers since 2019 in hopes of lessening the impact of the tightening trade restrictions on its device production later on.


    View More

Press Center






Press Releases


25 September 2020

BOE to Control 28% of Global Large-Sized Display Panel Capacity in 2021 via CEC Panda Acquisition, Says TrendForce

After a period of back-and-forth negotiations, the sale of CEC Panda has finally materialized, as BOE formally announced on September 23 its plan to acquire an 80.831% share in CEC Panda’s Nanjing-based Gen 8.5 fab and 51% share in CEC Panda’s Chengdu-based Gen 8.6+ fab, according to TrendForce’s latest investigations. The acquisition is expected to be in its final stages by now. After BOE’s B17 (Gen 10.5) fab began operating in 2020, the company now possesses about 21.1% of the global large-sized panel capacity. On the other hand, CEC Panda’s Nanjing-based Gen 8.5 fab and Chengdu-based Gen 8.6 fab collectively accounts for about 4.7% of the global total. As such, if the acquisition takes place successfully, BOE will possess more than a quarter of the global large-sized panel capacity, and this share is expected to further increase to 28% in 2021. Within the context of the global display panel industry, the acquisition will not only bolster BOE’s leadership position, but also increase its influence considerably.

View More

21 September 2020

TV Panel Prices Projected to Rise by about 10% QoQ in 4Q20 Given Tight Supply of Large-Sized Panels, Says TrendForce

Display panel prices exhibited a remarkable QoQ increase in 3Q20, a rare occurrence in recent years, according to TrendForce’s latest investigations. In particular, prices for NB (notebook computer) panels increased by 5-10% QoQ during the quarter, while the corresponding increase in TV panel prices reached above 30%. Since the supply of large-sized panels is expected to exceed demand by a mere 0.2% in 4Q20, the shortage situation for certain panel applications is expected to persist, meaning panel prices may potentially increase by as much as 10% QoQ in 4Q20.

View More

21 September 2020

China’s Smartphone Market Prepares for Reshuffling as Latest Sanctions Against Huawei Take Effect on September 15, Says TrendForce

Based on sanctions imposed on Huawei by the U.S. Bureau of Industry and Security on August 17, semiconductor components containing U.S.-originated technologies or software from September 15 onward can no longer be shipped to Huawei without permission from the U.S. Department of Commerce. TrendForce indicates that Huawei has been amassing a strategic reserve of components from U.S. suppliers since 2019 in hopes of lessening the impact of the tightening trade restrictions on its device production later on. According to TrendForce’s latest analysis, Huawei’s annual smartphone production for 2020 will still reach around 170 million units. This figure is a downward correction of about 10% compared with the earlier projection of 190 million units (based on the series of export control rules levied against the company on May 15). Later revisions to the brand’s annual production volume will depend on the sufficiency status of materials.

View More

16 September 2020

Sluggish Server Production in 4Q20 to Be Accompanied by Expanded QoQ Decline of 13-18% in Server DRAM Prices, Says TrendForce

Due to server ODMs’ higher-than-expected inventory of server barebones in 3Q20, additional server orders from the ODMs’ clients came to a screeching halt, therefore resulting in a QoQ decrease in overall server orders for the quarter, according to TrendForce’s latest investigations. As ODMs gradually destock their inventories of server barebones in 4Q20, data center operators are expected to step up their server procurement activities as well, albeit to a far lesser extent than 2Q20. However, given the excess inventory of server barebones, one to two quarters are needed to correct this situation, meaning ODMs will be unlikely to restart their procurement of server DRAM and server components until late 2020 or early 2021. In light of the fact that server manufacturers still hold a relatively high inventory of server DRAM, TrendForce is now forecasting a 13-18% QoQ decline in server DRAM prices for 4Q20.

View More

3 September 2020

Persistently Strong Demand for Graphics Card to Drive up Graphics DRAM Prices in 4Q20, Says TrendForce

The global spread of the COVID-19 pandemic has resulted in WFH and distance education becoming the new tenets of everyday life, according to TrendForce’s latest investigations. The resultant booming stay-at-home economy has not only galvanized an explosive double-digit growth for NB (notebook computer) shipment this year, but also benefitted the graphics card market, whose remarkable shipment performance that began in 2Q20 is expected to persist in 2H20.

View More

2 September 2020

Despite Rebounding DRAM Spot Prices, Downward Pressure on Prices May Persist in 2H20, Says TrendForce

Spot prices have risen for certain types of memory chips recently, leading to significant market speculations on whether the entire memory industry could see a turnaround in the near future.

View More

25 September 2020

BOE to Control 28% of Global Large-Sized Display Panel Capacity in 2021 via CEC Panda Acquisition, Says TrendForce

After a period of back-and-forth negotiations, the sale of CEC Panda has finally materialized, as BOE formally announced on September 23 its plan to acquire an 80.831% share in CEC Panda’s Nanjing-based Gen 8.5 fab and 51% share in CEC Panda’s Chengdu-based Gen 8.6+ fab, according to TrendForce’s latest investigations. The acquisition is expected to be in its final stages by now. After BOE’s B17 (Gen 10.5) fab began operating in 2020, the company now possesses about 21.1% of the global large-sized panel capacity. On the other hand, CEC Panda’s Nanjing-based Gen 8.5 fab and Chengdu-based Gen 8.6 fab collectively accounts for about 4.7% of the global total. As such, if the acquisition takes place successfully, BOE will possess more than a quarter of the global large-sized panel capacity, and this share is expected to further increase to 28% in 2021. Within the context of the global display panel industry, the acquisition will not only bolster BOE’s leadership position, but also increase its influence considerably.

View More

21 September 2020

TV Panel Prices Projected to Rise by about 10% QoQ in 4Q20 Given Tight Supply of Large-Sized Panels, Says TrendForce

Display panel prices exhibited a remarkable QoQ increase in 3Q20, a rare occurrence in recent years, according to TrendForce’s latest investigations. In particular, prices for NB (notebook computer) panels increased by 5-10% QoQ during the quarter, while the corresponding increase in TV panel prices reached above 30%. Since the supply of large-sized panels is expected to exceed demand by a mere 0.2% in 4Q20, the shortage situation for certain panel applications is expected to persist, meaning panel prices may potentially increase by as much as 10% QoQ in 4Q20.

View More

8 September 2020

Display Driver IC Price Hike May Persist in 4Q20 as Supply Remains Tight in 2H20, Says TrendForce

Given the high demand for display panels, a tight supply situation for DDI has begun to surface in 2H20, according to TrendForce’s latest investigations. As prices of foundry services rose due to the tight supply of foundry capacity, IC suppliers’ DDI quotes to panel makers in turn also began rising in 3Q20. This uptrend in DDI quotes will potentially continue in 4Q20.

View More

1 September 2020

Total VCSEL Revenue Expected to Reach US$1.8 Billion in 2021 Owing to Integration of 3D Sensing and 5G, Says TrendForce

LED

In early 2020, TrendForce forecasted the release of more than 10 high-end smartphone models equipped with 3D sensing solutions this year, which would drive up 3D sensing VCSEL revenue* to US$1.404 billion. However, as the COVID-19 pandemic put a damper on global smartphone shipment, and the Indian consumer market exhibited strong demand for entry-level and mid-range smartphone models, smartphone brand vendors have subsequently slowed down their pace of integrating 3D sensing solutions into high-end models. TrendForce is revising its forecasted 3D sensing VCSEL (for mobile devices including smartphones and tablets) revenue down to $1.207 billion for 2020, a 12% increase YoY.

View More

11 August 2020

Global LED Smart Street Light Revenue Projected to Exceed US$1 Billion by 2024, Says TrendForce

LED

Downstream LED lighting demand is highly correlated with the state of the overall economy, according to TrendForce’s latest investigations. LED lighting manufacturers, such as Signify, Acuity Brands, Zumtobel, Leotek (a subsidiary of Lite-On Group), and Unilumin, have each released new outdoor smart lighting products and integrated smart lighting solutions, which are likely to raise the penetration rate of smart LED street lights. TrendForce predicts the global LED smart street light market (which includes only luminaires and single lighting control systems) to reach US$1.094 in total revenue, with a CAGR of 8.2% from 2019 to 2024.

View More

30 July 2020

Micro/Mini LED Revenue Projected to Reach US$4.2 Billion in 2024 as Major Brands Step Up Developmental Efforts, Says TrendForce

LED

Next-generation Micro/Mini LED display technologies have generated a market which companies hoping to recover from the pandemic-induced global economic downturn look to for the next wave of commercial opportunities. Furthermore, major brands including Samsung, Apple, Facebook, Google, LG, and Sony are also rushing to get a head start in Micro/Mini LED development, in turn galvanizing the growth of the overall supply chain. Total Micro/Mini LED revenue is projected to reach upwards of US$4.2 billion in 2024.

View More

13 August 2020

PV Module Prices to Rebound into Uptrend as Global Wafer Prices Surge Once Again, Says TrendForce

Polysilicon prices have seen continuous hikes in the past two weeks due to the explosion at Jiangsu Zhongneng’s chemical plant in Xinjiang and the impact of the COVID-19 pandemic, according to TrendForce’s latest investigations. In particular, mono polysilicon closing prices increased by more than 10% on average, which led wafer suppliers to increase wafer prices. As a result of rising wafer prices, the downswing in global PV module prices rebounded into an uptrend instead.

View More

29 July 2020

Total Inverter Shipment in Taiwan Once Again Sets Record High in 1H20, with Chinese Manufacturer Sungrow Making Its First Appearance in Top Three, Says TrendForce

The current progress of downstream PV system installation in Taiwan is considerably lagging behind the 2.2GW yearly installed PV capacity targeted by the Bureau of Energy, Ministry of Economic Affairs in 2020, according to TrendForce’s latest investigations. Taiwan’s cumulative installed PV capacity reached a mere 410MW during the first five months of the year. Furthermore, recent legislative changes by the Council of Agriculture have made an impact on Taiwan’s PV industry, meaning the Bureau’s target of 2.2GW this year is a tall order for the market to reach. However, total PV module shipment and inverter shipment in Taiwan have each closed in on the 1GW mark in 1H20, a historical high for both sectors.

View More

30 March 2020

TrendForce Presents Latest Analysis (Updated March 2020) of COVID-19 Pandemic’s Impact on Global High-Tech Industries

As the COVID-19 pandemic continues to accelerate and cause damage to the global economy and consumers’ purchasing power, TrendForce has compiled its latest report on the statuses of key electronics component and downstream industries, with data last updated on March 26, 2020. The report provides a deep dive into the pandemic’s influences on several high-tech industries.

View More

21 September 2020

China’s Smartphone Market Prepares for Reshuffling as Latest Sanctions Against Huawei Take Effect on September 15, Says TrendForce

Based on sanctions imposed on Huawei by the U.S. Bureau of Industry and Security on August 17, semiconductor components containing U.S.-originated technologies or software from September 15 onward can no longer be shipped to Huawei without permission from the U.S. Department of Commerce. TrendForce indicates that Huawei has been amassing a strategic reserve of components from U.S. suppliers since 2019 in hopes of lessening the impact of the tightening trade restrictions on its device production later on. According to TrendForce’s latest analysis, Huawei’s annual smartphone production for 2020 will still reach around 170 million units. This figure is a downward correction of about 10% compared with the earlier projection of 190 million units (based on the series of export control rules levied against the company on May 15). Later revisions to the brand’s annual production volume will depend on the sufficiency status of materials.

View More

10 September 2020

Notebook Computer Shipment Expected to Soar Past 180 Million Units in 2020, Setting Highest Record in Eight Years, Says TrendForce

Demand for notebook computers (NBs) across the globe experienced an explosive growth in 2Q20 due to increased WFH and distance education demand generated by the COVID-19 pandemic, according to TrendForce’s latest investigations. Of all product categories within the NB market, Chromebooks are expected to exhibit the highest percentage of YoY shipment growth for 2020. TrendForce currently projects total Chromebook shipment for 2020 to reach 24.3 million units, a 42.4% increase YoY. As WFH and distance education demand continues to propel the NB market, TrendForce expects total NB shipment to reach 55 million units for 3Q20, a 4% increase QoQ.

View More

25 August 2020

Smartphone Production Registers Largest YoY Drop on Record with 16.7% Decline in 2Q20, Although Rebound in 2H20 Appears Likely, Says TrendForce

The COVID-19 pandemic has compelled governments worldwide to impose border closures and regional lockdowns, which led to significant declines in various countries’ GDPs this year. As economic and social activities around the world have stagnated, the performance of the smartphone industry was severely damaged in 2Q20. According to TrendForce’s latest investigations, total smartphone production reached 286 million units in 2Q20, a slight QoQ rebound of 2.2%, but a 16.7% decrease YoY, which is the largest quarterly YoY drop in history.

View More

21 August 2020

TrendForce Analyzes Impacts of Expanded U.S. Sanctions Against Huawei on Five Major Tech Industries

On August 17, the U.S. Department of Commerce announced the latest revisions to its Entity List, which now includes 38 additional Huawei subsidiaries. Suppliers are prohibited from providing semiconductor products and components manufactured with U.S. equipment and software to Huawei and its subsidiaries. TrendForce provides the following analyses on the impacts that the expanded sanctions against Huawei have on five tech industries, including semiconductors, memory products, smartphones, display panels, and 5G communications.

View More

3 August 2020

Competition in Mobile Base Station Market to Intensify as Global 5G Development Enters Upswing, Says TrendForce

5G communications have seen various uses in telemedicine and industrial IoT during the spread of COVID-19 in 2020, according to TrendForce’s latest investigations. Primary applications of 5G during this period include contactless disinfection robots, remote work, and distance learning. Currently, China has been most aggressive in developing 5G networks, with more than 400 5G-related innovative applications in transportation, logistics, manufacturing, and healthcare in 1H20. At the same time, the emergence of 5G services has created a corresponding surge in base station demand.

View More

31 July 2020

Total Sales of Connected Cars Projected to Reach 74 Million Units in 2025 as Companies Rush to Seize Commercial Opportunities in 5G V2X, Says TrendForce

The share of connected cars is steadily rising in the new car market, owing to the rapid development of V2X in recent years, according to TrendForce’s latest investigations. As well, 3GPP, the standards-setting organization for telecommunications protocols, announced on July 3rd that it had approved Stage 3 of 5G Release 16 (R16). This marks the completion of 5G Phase 2, after which the industry will see a rising number of supported 5G applications, including autonomous driving. This represents a further expansion of V2X applications. As such, the number of connected cars sold in the new car market is projected to reach about 74 million units in 2025, an 80% penetration rate.

View More

17 August 2020

Smart Manufacturing Becomes Key to Enterprise Survival in Post-Pandemic Era with Forecasted Revenue of US$400 Billion in 2024, Says TrendForce

Integrating smart manufacturing remains the key to enterprise survival in the face of the COVID-19 pandemic, according to TrendForce’s latest investigations. In addition to furthering the technical development of AR, teleoperation, and computer vision, smart manufacturing brings about other palpable benefits such as reducing human labor, and thus facilitating social distancing, through the adoption of unmanned transport machines, such as AGV (automated guided vehicles) and AMR (autonomous mobile robots). The global smart manufacturing market is expected to reach total revenue of US$400 Billion in 2024, with a 10.1% CAGR during the 2020-2024 period, as advancements in remote and contactless technologies contribute to the bulk of this growth.

View More

31 July 2020

Total Sales of Connected Cars Projected to Reach 74 Million Units in 2025 as Companies Rush to Seize Commercial Opportunities in 5G V2X, Says TrendForce

The share of connected cars is steadily rising in the new car market, owing to the rapid development of V2X in recent years, according to TrendForce’s latest investigations. As well, 3GPP, the standards-setting organization for telecommunications protocols, announced on July 3rd that it had approved Stage 3 of 5G Release 16 (R16). This marks the completion of 5G Phase 2, after which the industry will see a rising number of supported 5G applications, including autonomous driving. This represents a further expansion of V2X applications. As such, the number of connected cars sold in the new car market is projected to reach about 74 million units in 2025, an 80% penetration rate.

View More

30 March 2020

TrendForce Presents Latest Analysis (Updated March 2020) of COVID-19 Pandemic’s Impact on Global High-Tech Industries

As the COVID-19 pandemic continues to accelerate and cause damage to the global economy and consumers’ purchasing power, TrendForce has compiled its latest report on the statuses of key electronics component and downstream industries, with data last updated on March 26, 2020. The report provides a deep dive into the pandemic’s influences on several high-tech industries.

View More


In-Depth Analyses


25 September 2020

Daily Express Sep.25,2020 Spot Market Today

In today’s DRAM spot market, the overall price trend keeps dropping and the demand condition shows limited. Although some inquiries appeared at the low price part, the transactions remain dull between both-side and the final trading volume is dull eventually. In the mainstream category, the average price of DDR4 8G (1G*8) 2400 stays at 2.960 and the average price of DDR4 512x8-2400 drops to

View More

24 September 2020

Daily Express Sep.24,2020 Spot Market Today

In today’s DRAM spot market, the market condition shows stagnant and the inquiries also remain limited. Moreover, some quotes are released from the factories, and part of the transactions are made at the low price part. To sum up, the overall trading volume still shows a downtrend eventually. In the mainstream category, the average price of DDR4 8G (1G*8) 2400 stays at 2.960 and the average

View More


Daily Express Sep.23,2020 Spot Market Today

23 September 2020

In today’s DRAM spot market, the demand momentum shows limited and the overall price drops slightly. Moreover, the buyers are not willing to accept the high price and show little willingness in bargaining. Hence, the overall trading volume is stagnant eventually. In the mainstream category, the average price of DDR4 8G (1G*8) 2400 stays at 2.960 and the average price of DDR4 512x8-2400 drops


Daily Express Sep.22,2020 Spot Market Today

22 September 2020

In today’s DRAM spot market, the market condition remains limited and the overall brand chips’ price shows a downtrend. Moreover, most of the buyer shows inactive in quoting and stay passive toward the market. Hence, the final trading volume is dull eventually. In the mainstream category, the average price of DDR4 8G (1G*8) 2400 drops to 2.960 and the average price of DDR4 512x8-2400 d



More Articles


Infographics




Videos