• Specialty DRAM Prices Show Stability for Mainstream Chips in November, with 1% MoM Uptick in Average and High Prices for Low-Density DDR3 2Gb Chips


    Contract prices of mainstream products generally held steady in November following their stabilization in the prior month, according to TrendForce’s latest investigations.


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  • Global Smartphone Production Sets Highest QoQ Growth in Recent Years with 20% Increase in 3Q20 Despite COVID-19 Pandemic, Says TrendForce


    In 3Q20, the smartphone industry benefitted from the gradual easing of pandemic containment measures worldwide, the arrival of year-end holiday season, and the expanded production targets by smartphone brands looking to capture Huawei’s lost market shares.


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3 December 2020

Specialty DRAM Prices Show Stability for Mainstream Chips in November, with 1% MoM Uptick in Average and High Prices for Low-Density DDR3 2Gb Chips, Says TrendForce

Contract prices of mainstream products generally held steady in November following their stabilization in the prior month, according to TrendForce’s latest investigations. However, contract prices of low-density products (including DDR2 and DDR3 1/2/4Gb) rallied in advance due to the sentiment of tightening supply, with DDR3 4Gb seeing the most widespread adoption. Specifically, there are not many DRAM suppliers that provide low-density chips for specialty (or consumer) applications. On the other hand, the average and high prices of DDR3 2Gb chips, which were primarily promoted by Taiwan-based suppliers, crept up 1% from October, due to the gradual cutbacks in the two major Korean manufacturers’ supplies.

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2 December 2020

Global Smartphone Production Sets Highest QoQ Growth in Recent Years with 20% Increase in 3Q20 Despite COVID-19 Pandemic, Says TrendForce

In 3Q20, the smartphone industry benefitted from the gradual easing of pandemic containment measures worldwide, the arrival of year-end holiday season, and the expanded production targets by smartphone brands looking to capture Huawei’s lost market shares, according to TrendForce’s latest investigations. These factors together drove up global smartphone production to 336 million units in 3Q20, a 20% increase QoQ, which is the highest QoQ growth in recent years.

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27 November 2020

New Energy Vehicle Sales Grow Against Headwinds by 19.8% in 2020, with Significant Growth Expected for 2021, Says TrendForce

Thanks to subsidies by various governments worldwide, the New Energy Vehicle market, including BEVs and PHEVs, maintained a positive growth in sales performance despite the major downturn experienced by the overall automotive market, according to TrendForce’s latest investigations. Total New Energy Vehicle sales for 2020 are expected to reach 2.4 million units, a 19.8% increase YoY.

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3 December 2020

Specialty DRAM Prices Show Stability for Mainstream Chips in November, with 1% MoM Uptick in Average and High Prices for Low-Density DDR3 2Gb Chips, Says TrendForce

Contract prices of mainstream products generally held steady in November following their stabilization in the prior month, according to TrendForce’s latest investigations. However, contract prices of low-density products (including DDR2 and DDR3 1/2/4Gb) rallied in advance due to the sentiment of tightening supply, with DDR3 4Gb seeing the most widespread adoption. Specifically, there are not many DRAM suppliers that provide low-density chips for specialty (or consumer) applications. On the other hand, the average and high prices of DDR3 2Gb chips, which were primarily promoted by Taiwan-based suppliers, crept up 1% from October, due to the gradual cutbacks in the two major Korean manufacturers’ supplies.

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26 November 2020

NAND Flash Revenue for 3Q20 up by Only 0.3% QoQ Owing to Weak Server Sales, Says TrendForce

Total NAND Flash revenue reached US$14.5 billion in 3Q20, a 0.3% increase QoQ, while total NAND Flash bit shipment rose by 9% QoQ, but the ASP fell by 9% QoQ, according to TrendForce’s latest investigations. The market situation in 3Q20 can be attributed to the rising demand from the consumer electronics end as well as the recovering smartphone demand before the year-end peak sales season. Notably, in the PC market, the rise of distance education contributed to the growing number and scale of Chromebook tenders, but the increase in the demand for Chromebook devices has not led to a significant increase in NAND Flash consumption because storage capacity is rather limited for this kind of notebook computer. Moreover, clients in the server and data center segments had aggressively stocked up on components and server barebones during 2Q20 due to worries about the impact of the pandemic on the supply chain. Hence, their inventories reached a fairly high level by 3Q20. Clients are now under pressure to control and reduce their inventories during this second half of the year. With them scaling back procurement, the overall NAND Flash demand has also weakened, leading to a downward turn in the contract prices of most NAND Flash products.

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24 November 2020

New Honor Expected to Capture 2% Smartphone Market Share in 2021 Due to Limited Foundry Capacity, Says TrendForce

Owing to the shipment restrictions imposed by the U.S. government, Huawei announced on November 17 that it will sell its subsidiary Honor, including all business units and assets, in order to protect Honor’s brand equity and the livelihood of its employees, according to TrendForce’s latest investigations. Despite the change of ownership, however, “new Honor” still has to cope with the shortage of foundry capacity in 2021, leading to a forecasted market share of 2%, while Huawei’s market share is expected to reach 4%. It should be pointed out that Apple is expected to capture some demand that was previously aimed at Huawei’s high-end smartphones. At the same time, Huawei’s Chinese competitors Xiaomi, OPPO, and Vivo are expected to ramp up device production. Hence, the volume of new smartphones coming from these sources will exceed the estimated market share gap left by Huawei. Also, if the smartphone market does not have sufficient demand to accommodate the overly inflated production plans in 2021, then brands may have to readjust their production targets.

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12 November 2020

Apple's First in-House SoC for Macs Projected to Propel Yearly MacBook Shipment to 17.1 Million Units in 2021, Says TrendForce

Owing to the rise of the stay-at-home economy brought about by the COVID-19 pandemic, yearly Apple MacBook shipment for 2020 is expected to reach 15.5 million units, a 23.1% increase YoY, according to TrendForce’s latest investigations. Thanks to the November 11 release of the new Mac models and the Apple Silicon M1 processor, MacBook shipment is expected to set a record high in 2021 by reaching 17.1 million units and potentially growing by more than 10% YoY.

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5 November 2020

Market Share of LTPS Smartphone Panels in 2021 Likely to Be Constrained by Increasing AMOLED Panel Capacities and High a-Si Panel Demand, Says TrendForce

As the COVID-19 pandemic caused flagship smartphones to turn in lower-than-expected sales performances in 1H20, the market share of AMOLED phones fell short of forecasts made in early 2020, according to TrendForce’s latest investigations. The market share of AMOLED phones for 2020 is expected to reach 33%, a 2% increase YoY, thanks to the release of Apple’s new iPhone 12 models in 2H20. LTPS LCD smartphones are likewise undergoing sluggish demand this year; their market share is projected to reach 38%, a 2% decrease YoY. On the other hand, the majority of smartphone market demand has reemerged for the entry-level and mid-range segments, thereby lending support to the demand for a-Si LCD smartphones, some of which are now in short supply. The market share of smartphones with a-Si displays is estimated to reach 29% this year, remaining relatively unchanged from 2019.

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4 November 2020

Monitor Shipment Expected to Grow by 5.4% YoY in 2020, While Asus Undergoes Highest % Growth and Samsung Rises in Ranking, Says TrendForce

Global monitor shipment is projected to grow by 5.4% YoY this year owing to strong shipment performances against the downtrend by monitor brands that primarily focus on the consumer markets; as of 2020, these brands have experienced three consecutive years of YoY shipment growth, according to TrendForce’s latest investigations. This strong shipment performance can be attributed to several pandemic-related factors, such as the rise of WFH and distance education as well as increasing monitor demand from the stay-at-home economy, and also to persistent purchasing momentum in the North American consumer markets.

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23 November 2020

Yearly Revenue of Horticultural LED Expected to Grow by Nearly 40% in 2020, While COVID-19 Pandemic Unexpectedly Propels Market Demand, Says TrendForce

LED

Owing to the gradual legalization of marijuana cultivation and the pandemic-induced surge of recreational and medical marijuana markets in North America, horticultural LED has become one of the fastest-growing lighting markets in 2020, according to TrendForce’s latest investigations. Moreover, as the COVID-19 pandemic’s impact on the food supply chain starts to surface, capital expenditure (CAPEX) for indoor agricultural infrastructure has once again shown an upward momentum due to the rising demand for equipment replacement and procurement, resulting in a rapid growth in enterprise orders for horticultural LED. Global yearly horticultural LED revenue is expected to reach US $158 million in 2020, a 39.7% increase YoY.

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11 November 2020

Micro LED Chip Revenue Expected to Reach US$2.3 Billion in 2024, Primarily Used in Large-Sized Displays, Says TrendForce

LED

Since the introduction of Sony’s large-sized modular Micro LED display in 2017, other companies, including Samsung and LG, have successively made advances in Micro LED development, in turn generating much buzz for the technology’s potential in the large-sized display market, according to TrendForce's latest investigations. Emissive Micro LED TVs are expected to arrive on the market between 2021 and 2022. Even so, many technological and cost-related challenges are yet to be solved, meaning Micro LED TVs will remain ultra-high-end luxury products at least during the technology’s initial stage of commercialization.

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20 October 2020

Industry Giant Cree to Divest Its LED Operations as Part of Business Transformation, While LED Supply Chain Continues Its Shift to Asia, Says TrendForce

LED

After global LED giant Cree divested its lighting business in 2019, the companies today (Oct. 20) announced its plan to sell its LED business to SMART Global Holdings (SGH) for US$300 million. TrendForce indicates that Chinese manufacturers have quickly risen in the LED industry in recent years, benefiting from superior production capacities and cost optimization measures. These manufacturers are continuing to capture the existing market shares of major overseas LED companies, such as Nichia, OSRAM OS, Lumileds, and Cree. Furthermore, given the poor state of the global economy in the past two years, companies that were previously dominant in the LED industry must now deal with the difficult reality of having their business operations or stocks sold off to other companies.

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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.

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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.

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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.

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2 December 2020

Global Smartphone Production Sets Highest QoQ Growth in Recent Years with 20% Increase in 3Q20 Despite COVID-19 Pandemic, Says TrendForce

In 3Q20, the smartphone industry benefitted from the gradual easing of pandemic containment measures worldwide, the arrival of year-end holiday season, and the expanded production targets by smartphone brands looking to capture Huawei’s lost market shares, according to TrendForce’s latest investigations. These factors together drove up global smartphone production to 336 million units in 3Q20, a 20% increase QoQ, which is the highest QoQ growth in recent years.

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24 November 2020

New Honor Expected to Capture 2% Smartphone Market Share in 2021 Due to Limited Foundry Capacity, Says TrendForce

Owing to the shipment restrictions imposed by the U.S. government, Huawei announced on November 17 that it will sell its subsidiary Honor, including all business units and assets, in order to protect Honor’s brand equity and the livelihood of its employees, according to TrendForce’s latest investigations. Despite the change of ownership, however, “new Honor” still has to cope with the shortage of foundry capacity in 2021, leading to a forecasted market share of 2%, while Huawei’s market share is expected to reach 4%. It should be pointed out that Apple is expected to capture some demand that was previously aimed at Huawei’s high-end smartphones. At the same time, Huawei’s Chinese competitors Xiaomi, OPPO, and Vivo are expected to ramp up device production. Hence, the volume of new smartphones coming from these sources will exceed the estimated market share gap left by Huawei. Also, if the smartphone market does not have sufficient demand to accommodate the overly inflated production plans in 2021, then brands may have to readjust their production targets.

View More

12 November 2020

Apple's First in-House SoC for Macs Projected to Propel Yearly MacBook Shipment to 17.1 Million Units in 2021, Says TrendForce

Owing to the rise of the stay-at-home economy brought about by the COVID-19 pandemic, yearly Apple MacBook shipment for 2020 is expected to reach 15.5 million units, a 23.1% increase YoY, according to TrendForce’s latest investigations. Thanks to the November 11 release of the new Mac models and the Apple Silicon M1 processor, MacBook shipment is expected to set a record high in 2021 by reaching 17.1 million units and potentially growing by more than 10% YoY.

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16 October 2020

Key Summaries from TrendForce's Annual Forecast 2021 Event

TrendForce today (Oct. 16) held its Annual Forecast 2021 event at the NTUH International Convention Center. Key summaries of the event can be found here.

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6 October 2020

TrendForce Announces Top 10 Tech Industry Trends for 2021

In this release, TrendForce provides its forecast of 10 key trends in the tech industry for 2021.

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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.

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27 November 2020

New Energy Vehicle Sales Grow Against Headwinds by 19.8% in 2020, with Significant Growth Expected for 2021, Says TrendForce

Thanks to subsidies by various governments worldwide, the New Energy Vehicle market, including BEVs and PHEVs, maintained a positive growth in sales performance despite the major downturn experienced by the overall automotive market, according to TrendForce’s latest investigations. Total New Energy Vehicle sales for 2020 are expected to reach 2.4 million units, a 19.8% increase YoY.

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16 October 2020

Key Summaries from TrendForce's Annual Forecast 2021 Event

TrendForce today (Oct. 16) held its Annual Forecast 2021 event at the NTUH International Convention Center. Key summaries of the event can be found here.

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6 October 2020

TrendForce Announces Top 10 Tech Industry Trends for 2021

In this release, TrendForce provides its forecast of 10 key trends in the tech industry for 2021.

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In-Depth Analyses


4 December 2020

Daily Express Dec.4,2020 Spot Market Today

In today’s DRAM spot market, since the circuit breaker tripped in Micron’s factory, the suppliers stopped quoting immediately and only a few suppliers show little willingness to sell their stocks. While a few buyers accept the price for expecting the trend in the future, the overall trading condition is active eventually. In the mainstream category, the average price of DDR4 8G (1G*8)

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3 December 2020

Daily Express Dec.3,2020 Spot Market Today

In today’s DRAM spot market, the overall spot price hike apparently and a few supplies stop quoting to hold a passive attitude toward the market. Although the inquiries of buyers appear frequently, the trading condition is limited eventually. In the mainstream category, the average price of DDR4 8G (1G*8) 2400 rises to 2.817 and the average price of DDR4 512x8-2400 rises to USD 1.696. The av

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Daily Express Dec.2,2020 Spot Market Today

2 December 2020

In today’s DRAM spot market, the inquiries in the market are increasing and the overall chip price has rebounded and it also stopped declining. However, although the buyers are willing to accept the quotes, the final transaction volume still can not enlarge eventually. In the mainstream category, the average price of DDR4 8G (1G*8) 2400 rises to 2.774 and the average price of DDR4 512x8-2400


Daily Express Dec.1,2020 Spot Market Today

1 December 2020

In today’s DRAM spot market, the market condition is sluggish and the demand is dull. A few prices of DDR3 brand chips rise slightly, most buyers hold a passive attitude toward the market and the target price is still low. To sum up, other chips keep fluctuating, the trading condition is still not ideal. In the mainstream category, the average price of DDR4 8G (1G*8) 2400 stays at 2.770 and



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