• HBM3 Initially Exclusively Supplied by SK Hynix, Samsung Rallies Fast After AMD Validation, Says TrendForce


    TrendForce highlights the current landscape of the HBM market, the supply bottleneck caused by both CoWoS packaging constraints and the inherently long production cycle of HBM—extending the timeline from wafer initiation to the final product beyond two quarters.


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  • Global Top 10 Foundries Q4 Revenue Up 7.9%, Annual Total Hits US$111.54 Billion in 2023, Says TrendForce


    The latest TrendForce report reveals a notable 7.9% jump in 4Q23 revenue for the world’s top ten semiconductor foundries, reaching $30.49 billion.


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18 March 2024

2024 HBM Supply Bit Growth Estimated to Reach 260%, Making Up 14% of DRAM Industry, Says TrendForce

TrendForce reports that significant capital investments have occurred in the memory sector due to the high ASP and profitability of HBM. Senior Vice President Avril Wu notes that by the end of 2024, the DRAM industry is expected to allocate approximately 250K/m (14%) of total capacity to producing HBM TSV, with an estimated annual supply bit growth of around 260%. Additionally, HBM’s revenue share within the DRAM industry—around 8.4% in 2023—is projected to increase to 20.1% by the end of 2024.

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14 March 2024

US Satellite Direct-to-Device Market Expected to Hit US$6.5 Billion by 2027, Taiwanese PCB and Antenna Manufacturers Set to Enter Supply Chain, Says TrendForce

TrendForce’s projections foresee that the US satellite direct-to-device (D2D) market is expected to undergo significant growth, expanding from $430 million in 2023 to $6.5 billion by 2027 at a CAGR of 36%. This growth is driven by increasing subscriptions to satellite D2D services, potentially enabling telecom operators to expand beyond traditional mobile communication services into satellite communications.

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13 March 2024

HBM3 Initially Exclusively Supplied by SK Hynix, Samsung Rallies Fast After AMD Validation, Says TrendForce

TrendForce highlights the current landscape of the HBM market, which as of early 2024, is primarily focused on HBM3. NVIDIA’s upcoming B100 or H200 models will incorporate advanced HBM3e, signaling the next step in memory technology. The challenge, however, is the supply bottleneck caused by both CoWoS packaging constraints and the inherently long production cycle of HBM—extending the timeline from wafer initiation to the final product beyond two quarters.

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18 March 2024

2024 HBM Supply Bit Growth Estimated to Reach 260%, Making Up 14% of DRAM Industry, Says TrendForce

TrendForce reports that significant capital investments have occurred in the memory sector due to the high ASP and profitability of HBM. Senior Vice President Avril Wu notes that by the end of 2024, the DRAM industry is expected to allocate approximately 250K/m (14%) of total capacity to producing HBM TSV, with an estimated annual supply bit growth of around 260%. Additionally, HBM’s revenue share within the DRAM industry—around 8.4% in 2023—is projected to increase to 20.1% by the end of 2024.

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13 March 2024

HBM3 Initially Exclusively Supplied by SK Hynix, Samsung Rallies Fast After AMD Validation, Says TrendForce

TrendForce highlights the current landscape of the HBM market, which as of early 2024, is primarily focused on HBM3. NVIDIA’s upcoming B100 or H200 models will incorporate advanced HBM3e, signaling the next step in memory technology. The challenge, however, is the supply bottleneck caused by both CoWoS packaging constraints and the inherently long production cycle of HBM—extending the timeline from wafer initiation to the final product beyond two quarters.

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12 March 2024

Global Top 10 Foundries Q4 Revenue Up 7.9%, Annual Total Hits US$111.54 Billion in 2023, Says TrendForce

The latest TrendForce report reveals a notable 7.9% jump in 4Q23 revenue for the world’s top ten semiconductor foundries, reaching $30.49 billion. This growth is primarily driven by sustained demand for smartphone components, such as mid and low-end smartphone APs and peripheral PMICs.

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1 March 2024

Q124 LCD TV Panel Shipments Estimated at 55.8 Million Units, Expected to Continue Growing in Q2, Says TrendForce

TrendForce estimates that shipments of LCD TV panels will reach 55.8 million units in the first quarter—a 5.3% QoQ increase. 

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21 February 2024

Global Foldable Phone Shipments to Reach 17.7 Million in 2024, Yearly Increase Slows to 11%, Says TrendForce

TrendForce reports that global shipments of foldable phones reached 15.9 million units in 2023, marking a 25% YoY increase and accounting for approximately 1.4% of the overall smartphone market.

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6 February 2024

Global Monitor Market Set for Recovery in 2024, with Shipments Projected to Increase by 2%, Says TrendForce

TrendForce’s latest findings reveal global monitor shipments declined 7.3% in 2023 down to 125 million units—a figure below pre-pandemic levels. Looking ahead to 2024, given the low shipment base in 2023, alongside the potential for a gradual economic recovery and the typical 4 to 5-year PC replacement cycle, PCs purchased during the pandemic are expected to be upgraded between the second half of 2024 and 2025. This is anticipated to drive a 2% increase in global monitor shipments in 2024, reaching approximately 128 million units.

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4 March 2024

Global LED Lighting Industry Set to Benefit from an Estimated 5.8 Billion Units of Secondary Replacement Demand for LED Lamps and Luminaires in 2024, Says TrendForce

LED

TrendForce’s latest reports indicate a significant turning point for the LED lighting market in 2024, as an estimated quantity of 5.8 billion LED lamps and luminaires reach the end of their lifespan. This milestone is set to trigger a substantial wave of secondary replacements, breathing new life into the market and boosting total LED lighting demand to an impressive 13.4 billion units.

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1 March 2024

Micro LED Apple Watch Production Faces Significant Changes as Collaboration with ams OSRAM Ends, Says TrendForce

LED

TrendForce notes that the original suppliers for the Apple Watch included ams OSRAM for Micro LED vertical chips from its 8-inch factory in Malaysia and South Korean panel giant LG Display for the glass driving backplane and mass transfer processes. Now, with the partnership dissolved, the 2026 debut seems increasingly out of reach.

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22 January 2024

Benefited from Enhancing Bio-Sensing Technology, the Market in Wearable Device Applications to Reach US$422 Million, Says TrendForce

LED

TrendForce maintains a positive outlook on bio-sensing tech in the wearables market. Substantial growth is predicted, with the market value for bio-sensing in smartwatches and smart bands expected to reach US$422 million by 2028, growing a CAGR of 14.7% from 2023.

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2 February 2024

EV Battery Prices Fell by 4–7% in January, Decrease Expected to Slow Down in February, Says TrendForce

TrendForce’s latest research indicates that the global lithium battery market remained subdued in January, with cell makers still working through their inventories and production rates lingering at low levels. The ASP of EV cells has continued to fall—the most significant drop was observed in EV pouch cells, which saw a MoM decline of 7.3% to CNY 0.51/Wh. While prices are expected to continue declining in February, the rate of decrease is likely to slow down.

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4 January 2024

EV Battery Prices Dropped Significantly in December but are Expected to Stabilize by 2Q24, Says TrendForce

TrendForce reveals that the ASP of Chinese EV cells saw a 6–10% decrease in December. The prices for EV square ternary cells, LFP cells, and pouch ternary power cells fell to CNY 0.51/Wh, CNY 0.45/Wh, and CNY 0.55/Wh, respectively.

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4 December 2023

EV Battery Prices Drop 3–4% in November, Market Demand Expected to Rebound in 2Q24, Says TrendForce

TrendForce’s latest investigations reveal that the battery industry’s operating rate fell in November due to a significant cooling in end-user demand. Falling prices of key raw materials like lithium, cobalt, and nickel led to a consistent downward trend in battery cell prices. In November, prices of Chinese EV battery cells dropped by approximately 3–4% MoM, consumer LCO cells decreased by 2.5%, and storage-type cells fell the hardest at 6.8%.

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11 March 2024

Global Quarterly Smartphone Production Jumps 12.1% in 4Q23; Annual Total Drops 2.1% Down to 1.166 Billion Units, Says TrendForce

TrendForce’s latest insights reveal a significant rebound in global smartphone production, marking the end of an eight-quarter slump in 3Q23. In a strategic year-end surge, brands amped up production to capture more market share, propelling Q4 smartphone output up 12.1% to reach 337 million units.

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26 February 2024

AI Applications Spur Growth, Smartphone Camera Lens Market Expected to Rebound with 3.8% Increase in 2024, Says TrendForce

TrendForce forecasts a rebound in the smartphone camera lens market in 2024, with a 3.8% growth spurred by AI-driven smartphone trends to reach approximately 4.22 billion units. Samsung’s AI-packed flagship—the S24 series—is set to capture a larger market share thanks to its advanced Generative AI applications.

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21 February 2024

Walmart Acquires Vizio, Set to Overtake Samsung as the Largest TV Brand in the US, Says TrendForce

US retail giant Walmart announced on February 20th, that it has acquired smart TV brand Vizio for US$2.3 billion, aiming to accelerate the growth of its advertising business: Walmart Connect. Since its launch in 2021, Walmart Connect has seen double-digit annual growth in both its online and offline retail media advertising ventures. Vizio has been expanding its device ecosystem and its SmartCast TV OS, boasting over 18 million active users, according to TrendForce.

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14 March 2024

US Satellite Direct-to-Device Market Expected to Hit US$6.5 Billion by 2027, Taiwanese PCB and Antenna Manufacturers Set to Enter Supply Chain, Says TrendForce

TrendForce’s projections foresee that the US satellite direct-to-device (D2D) market is expected to undergo significant growth, expanding from $430 million in 2023 to $6.5 billion by 2027 at a CAGR of 36%. This growth is driven by increasing subscriptions to satellite D2D services, potentially enabling telecom operators to expand beyond traditional mobile communication services into satellite communications.

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13 April 2023

Global Market Value of Non-Terrestrial Networks Expected to Reach US$8.8 Billion in 2026, Development of 5G NTN Technology to Accelerate, Says TrendForce

TrendForce predicts that the global market value of 5G NTN will jump from US$4.9 billion to $8.8 billion between 2023 to 2026—a CAGR of 7%. This rise in global market value will likely drive chip makers to begin developing 5G NTN technology.

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19 January 2023

Value of 5G Market Will Reach US$37 Billion in 2026 as Applications Related to Metaverse Act as Notable Demand Driver, Says TrendForce

TrendForce forecasts that the value of the global 5G market will reach US$14.5 billion in 2023 thanks to the promotion of 5G private networks by enterprises and the upgrading of the equipment purposed for small cells and 5G FWA. Then, the global 5G market will further scale up to US$37 billion in 2026, with the CAGR for the 2023~2026 period coming to 11.0%. Applications related to the Metaverse will help spur the demand for 5G networks during the period.

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20 February 2024

BYD Set to Challenge Tesla for the Crown in EV Sales in 2024, Says TrendForce

TrendForce reports that global sales of NEVs, including BEVs, PHEVs, and FCVs, reached 13.03 million units in 2023—marking a growth rate of 29.8%. This represents a significant slowdown from the 54.2% growth rate in 2022. Of these, BEVs accounted for 9.11 million units with a growth rate of 24%, and PHEVs reached 3.91 million units, growing at 45%.

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2 January 2024

China Projected to Export 1.2 Million NEVs in 2023 amid Tightening Tariffs by the US, Says TrendForce

TrendForce reports that the global sales volume of NEVs (including BEVs, PHEVs, and FCVs) is estimated to reach approximately 12.8 million units in 2023. Regional market sales shares are expected to be 60% in China, 22% in Western Europe, 11% in the United States, and 6% in other regions, with China’s market demand distinctly in the lead.

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30 November 2023

NEV Sales Hit 3.455 Million in 3Q23, BYD’s BEV Sales Hot on Telsa’s Heels, Says TrendForce

TrendForce’s latest investigations reveal groundbreaking developments in the NEV sector for 3Q23. Total sales of NEVs, including BEVs, PHEVs, and FCEVs, soared to 3.455 million units and registered a substantial 28.1% YoY growth. While BEVs accounted for about 70% of these sales, the standout performers this quarter were PHEVs, which saw a staggering YoY growth of 47.8%—contributing significantly to the momentum of the NEV market. 

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In-Depth Analyses


18 March 2024

Daily Express Mar.18,2024 Spot Market Today

In today’s DRAM spot market, the market momentum remains subdued with lackluster demand. There are sporadic inquiries and quotations, leading to sluggish actual trading conditions. Overall price trends fluctuate slightly within a narrow range. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 remains at USD 1.940, and the average price of DDR4 512x8-2400/2666 remains at US

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15 March 2024

Daily Express Mar.15,2024 Spot Market Today

In today’s DRAM spot market, demand is weak and the buyers are adopting a more cautious attitude, releasing demand only based on actual orders. The market atmosphere is rather subdued with stable overall price trends. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 remains at USD 1.940, and the average price of DDR4 512x8-2400/2666 remains at USD 1.216. The average price

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Polysilicon and Wafer Sectors Grapple with Oversupply, Cell and Module Prices Await Upturn

15 March 2024

Polysilicon: Polysilicon prices have maintained stable throughout the week. The mainstream concluded price for mono recharge polysilicon is


Daily Express Mar.14,2024 Spot Market Today

14 March 2024

In today’s DRAM spot market, since the factories’ inventory is slow to digest, the buying condition is slowing down and mostly conservative. SK Hynix’s brand chip price remains a downtrend, and the overall buying condition is dull. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 remains at USD 1.940, and the average price of DDR4 512x8-2400/2666 remains at US


Daily Express Mar.13,2024 Spot Market Today

13 March 2024

In today’s DRAM spot market, the market momentum is significantly dull. There are still not many actual orders seen on the market, and most buyers’ inquiries are just for reference. The overall chip prices are stable, and the final trading condition is not ideal. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 remains at USD 1.940, and the average price of DDR4 512



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