• Explosive Growth in Automotive DRAM Demand Projected to Surpass 30% CAGR in Next Three Years, Says TrendForce


    Driven by such factors as the continued development of autonomous driving technologies and the build-out of 5G infrastructure, the demand for automotive memories will undergo a rapid growth going forward, according to TrendForce’s latest investigations.


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  • Blackouts Affecting Samsung’s Texas-Based Line S2 Fab Expected to Impair 1-2% of Global 12-Inch Wafer Foundry Capacity, Says TrendForce


    TrendForce’s data show that the monthly 12-inch capacity of Line S2 accounts for nearly 5% of the global total. While the winter storm is estimated to impair about 1-2% of the global 12-inch wafer foundry capacity, the actual duration of the impact will still depend on the region’s temperature.


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24 February 2021

Revenue of Top 10 Foundries Expected to Increase by 20% YoY in 1Q21 in Light of Fully Loaded Capacities, Says TrendForce

Demand in the global foundry market remains strong in 1Q21, according to TrendForce’s latest investigations. As various end-products continue to generate high demand for chips, clients of foundries in turn stepped up their procurement activities, which subsequently led to a persistent shortage of production capacities across the foundry industry. TrendForce therefore expects foundries to continue posting strong financial performances in 1Q21, with a 20% YoY growth in the combined revenues of the top 10 foundries, while TSMC, Samsung, and UMC rank as the top three in terms of market share. However, the future reallocation of foundry capacities still remains to be seen, since the industry-wide effort to accelerate the production of automotive chips may indirectly impair the production and lead times of chips for consumer electronics and industrial applications.

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23 February 2021

Explosive Growth in Automotive DRAM Demand Projected to Surpass 30% CAGR in Next Three Years, Says TrendForce

Driven by such factors as the continued development of autonomous driving technologies and the build-out of 5G infrastructure, the demand for automotive memories will undergo a rapid growth going forward, according to TrendForce’s latest investigations. Take Tesla, which is the automotive industry leader in the application of autonomous vehicle technologies, as an example. Tesla has adopted GDDR5 DRAM products from the Model S and X onward because it has also adopted Nvidia’s solutions for CPU and GPU. The GDDR5 series had the highest bandwidth at the time to complement these processors. The DRAM content has therefore reached at least 8GB for vehicles across all model series under Tesla. The Model 3 is further equipped with 14GB of DRAM, and the next-generation of Tesla vehicles will have 20GB. If content per box is used as a reference for comparison, then Tesla far surpasses manufacturers of PCs and smartphones in DRAM consumption. TrendForce forecasts that the average DRAM content of cars will continue to grow in the next three years, with a CAGR of more than 30% for the period.

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19 February 2021

Blackouts Affecting Samsung’s Texas-Based Line S2 Fab Expected to Impair 1-2% of Global 12-Inch Wafer Foundry Capacity, Says TrendForce

In compliance with the local policy, Samsung’s Austin-based foundry Line S2 partially suspended operation on Tuesday, Feb 16 due to the winter storm affecting Texas. According to TrendForce’s investigation of the event, as the city’s public utility Austin Energy was able to warn of an impending power blackout ahead of time, the partial shutdown of the plant was not accidental but planned in advance. TrendForce’s data show that the monthly 12-inch capacity of Line S2 accounts for nearly 5% of the global total. While the winter storm is estimated to impair about 1-2% of the global 12-inch wafer foundry capacity, the actual duration of the impact will still depend on the region’s temperature. Assuming that Austin will gradually warm up on Friday, Feb 19, and a phased restoration of power will take place at the fab, TrendForce now expects Line S2 to return to full operation after at least one week.

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24 February 2021

Revenue of Top 10 Foundries Expected to Increase by 20% YoY in 1Q21 in Light of Fully Loaded Capacities, Says TrendForce

Demand in the global foundry market remains strong in 1Q21, according to TrendForce’s latest investigations. As various end-products continue to generate high demand for chips, clients of foundries in turn stepped up their procurement activities, which subsequently led to a persistent shortage of production capacities across the foundry industry. TrendForce therefore expects foundries to continue posting strong financial performances in 1Q21, with a 20% YoY growth in the combined revenues of the top 10 foundries, while TSMC, Samsung, and UMC rank as the top three in terms of market share. However, the future reallocation of foundry capacities still remains to be seen, since the industry-wide effort to accelerate the production of automotive chips may indirectly impair the production and lead times of chips for consumer electronics and industrial applications.

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23 February 2021

Explosive Growth in Automotive DRAM Demand Projected to Surpass 30% CAGR in Next Three Years, Says TrendForce

Driven by such factors as the continued development of autonomous driving technologies and the build-out of 5G infrastructure, the demand for automotive memories will undergo a rapid growth going forward, according to TrendForce’s latest investigations. Take Tesla, which is the automotive industry leader in the application of autonomous vehicle technologies, as an example. Tesla has adopted GDDR5 DRAM products from the Model S and X onward because it has also adopted Nvidia’s solutions for CPU and GPU. The GDDR5 series had the highest bandwidth at the time to complement these processors. The DRAM content has therefore reached at least 8GB for vehicles across all model series under Tesla. The Model 3 is further equipped with 14GB of DRAM, and the next-generation of Tesla vehicles will have 20GB. If content per box is used as a reference for comparison, then Tesla far surpasses manufacturers of PCs and smartphones in DRAM consumption. TrendForce forecasts that the average DRAM content of cars will continue to grow in the next three years, with a CAGR of more than 30% for the period.

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19 February 2021

Blackouts Affecting Samsung’s Texas-Based Line S2 Fab Expected to Impair 1-2% of Global 12-Inch Wafer Foundry Capacity, Says TrendForce

In compliance with the local policy, Samsung’s Austin-based foundry Line S2 partially suspended operation on Tuesday, Feb 16 due to the winter storm affecting Texas. According to TrendForce’s investigation of the event, as the city’s public utility Austin Energy was able to warn of an impending power blackout ahead of time, the partial shutdown of the plant was not accidental but planned in advance. TrendForce’s data show that the monthly 12-inch capacity of Line S2 accounts for nearly 5% of the global total. While the winter storm is estimated to impair about 1-2% of the global 12-inch wafer foundry capacity, the actual duration of the impact will still depend on the region’s temperature. Assuming that Austin will gradually warm up on Friday, Feb 19, and a phased restoration of power will take place at the fab, TrendForce now expects Line S2 to return to full operation after at least one week.

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2 February 2021

Panel Prices Will Remain High in 2Q20 Due to the Effect of the Furnace Explosion at AGC Fine Techno Korea, Says TrendForce

AGC Fine Techno Korea, which is a glass substrate manufacturing plant owned by AGC and located in the South Korean city of Gumi, suffered a furnace explosion that also led to injuries of plant personnel on January 29. TrendForce’s latest investigation projects that this incident will affect no more than 1% of the total global supply of glass substrates for display panels. However, demand is rising across the panel market. At this sensitive moment, any event that affects the supply of panel components could exert significant influence on panel prices. In the second half of 2020, glass substrate supplier NEG (that is based in Japan) experienced issues that constrained the supply and thereby fueled the rise in panel prices. TrendForce does not rule out the possibility that this latest incident will also further bolster panel prices to some degree.

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13 January 2021

Strong End-Demand to Result in 8.6% and 46.2% YoY Growths for Smartphone and Tablet TDDI IC Shipments for 2021, Respectively, Says TrendForce

Given the forecasted recovery of the smartphone market and the corresponding rise in TDDI IC demand throughout this year, total smartphone TDDI IC shipment for 2021 is expected to reach 760 million units, according to TrendForce’s latest investigations. Tablet TDDI IC shipment for 2021, on the other hand, is expected to reach 95 million units.

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12 January 2021

Limited IC Supply to Bottleneck Monitor Panel Shipment in 2021, Says TrendForce

The stay-at-home economy generated by the COVID-19 pandemic has resulted in persistent demand for IT products such as monitors, according to TrendForce’s latest investigations. However, the shortage of monitor panels has been increasingly severe since non-IT panels have been occupying most of manufacturers’ production capacities, while foundries’ wafer capacities dedicated to IC products have also become increasingly strained. Furthermore, Samsung Display (SDC) is set to shutter its panel manufacturing operations within 2021, during which its monitor panel market share is expected to drop to 1% from last year’s 12%, and as the ownership of CEC Panda’s Gen 8.5 production line transfers to BOE, other panel suppliers are likely to benefit from these events.

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25 January 2021

Mini LED Chip Revenue Likely to Reach US$270 Million in 2021 as Battle Over Mini LED Backlight TV Specs Takes Place, Says TrendForce

LED

As various TV manufacturers such as Samsung, LG, and TCL announced their new models equipped with Mini LED backlights at CES 2021, TrendForce’s 2021 Mini LED New Backlight Display Trend Analysis report shows that total Mini LED chip revenue from Mini LED backlight TVs to potentially reach US$270 million in 2021, as manufacturers gradually overcome technological bottlenecks and lower their overall manufacturing costs, according to TrendForce’s latest investigations.

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19 January 2021

Shortage Caused by Explosive Growth in Mini LED Demand to Result in 5-10% Price Hike for LED Chips, Says TrendForce

LED

While major OEMs such as Apple and Samsung prepare to release their new notebook computers, tablets, and TVs that are fully equipped with Mini LED backlights this year, various companies in the LED supply chain began procuring Mini LED chips ahead of time in 4Q20, leading to an explosive demand growth for these chips, which in turn crowded out the LED suppliers’ production capacities for other mainstream LED chips, according to TrendForce’s latest investigations. Given this structure-wide shortage of LED chips, certain LED chip suppliers have been raising the quotes on chips supplied to non-core clients and chips with relatively low gross margins. This price hike is estimated at about 5-10%.

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7 January 2021

LiDAR Revenue Expected to Reach US$2.9 Billion in 2025, with ADAS/Autonomous Vehicles as Primary Applications, Says TrendForce

LED

The LiDAR market encompasses such applications as ADAS, autonomous vehicles, industries, deliveries, and smart cities; while these applications are estimated to have driven the LiDAR market to reach US$682 million in revenue in 2020, total LiDAR revenue is projected to further expand to $2.932 billion in 2025, a 34% CAGR, according to TrendForce’s latest investigations.

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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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11 January 2021

Global TV Shipment Expected to Reach 223 Million Units in 2021, with Ultra-Large-Sized TVs Becoming Latest Focus for TV Brands, Says TrendForce

Thanks to the stay-at-home economy brought about the by the COVID-19 pandemic, TV shipment in North America saw the start of an upturn in late March last year, while demand in the European market also gradually ramped up in 2H20, according to TrendForce’s latest investigations. On the whole, global TV shipment rebounded from rock-bottom levels in April and peaked in October 2020. Nonetheless, recent shortages in IC products from upstream semiconductor suppliers led TV brands to push back their 4Q20 shipment schedules, resulting in a global TV shipment of 217 million units in 2020, a 0.3% YoY decline.

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6 January 2021

Global Notebook Computer Shipment Expected to Reach 217 Million Units in 2021, with Chromebooks Accounting for 18.5% of Total Shipment, Says TrendForce

Owing to the stay-at-home economy brought about by the COVID-19 pandemic in 2020, not only did yearly notebook computer shipment surpass 200 million units for the first time ever, but the 22.5% YoY growth was also the highest on record, according to TrendForce’s latest investigations. However, in comparison with 2Q20, during which production lines resumed operations, and notebook demand saw an uptick, the current global market is plagued by the ever-intensifying pandemic, with various countries instating border control and lockdown measures, making it impossible at the moment to accurately forecast the state of the notebook market in 2H21. Nevertheless, TrendForce currently expects global notebook shipment for 2021 to reach 217 million units, an 8.6% increase YoY. Incidentally, it should be noted that the increasing popularity of distance education has also galvanized a rising demand for Chromebooks, which have contributed substantially to the growth of the overall market. Chromebooks accounted for 14.8% of the global notebook shipment in 2020, while this rate is expected to rise to 18.5% in 2021.

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5 January 2021

Global Smartphone Production Expected to Reach 1.36 Billion Units in 2021 as Huawei Drops Out of Top-Six Ranking, Says TrendForce

Owing to the impact of the COVID-19 pandemic, global smartphone production reached a mere 1.25 billion units in 2020, a record-breaking 11% YoY decrease, according to TrendForce’s latest investigations. The top six smartphone brands ranked by production volume for 2020, in order, are Samsung, Apple, Huawei, Xiaomi, OPPO, and Vivo. The most glaring change from the previous year is Huawei’s market share.

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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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28 January 2021

Automotive Market Set to Recover in 2021 with Yearly Sales of 84 Million Vehicles, While 12-inch Fab Capacities for Automotive Semiconductor Undergoes Most Severe Shortage, Says TrendForce

Not only did automotive market take a downward turn starting in 2018, but the severe impact of the COVID-19 pandemic in 2020 also led to noticeably insufficient procurement activities from major automotive module suppliers, according to TrendForce’s latest investigations. However, as the automotive market is currently set to make a recovery, TrendForce expects yearly vehicle sales to increase from 77 million units in 2020 to 84 million units in 2021. At the same time, the rising popularity of autonomous, connected, and electric vehicles is likely to lead to a massive consumption of various semiconductor components. Even so, since most manufacturers in the automotive supply chain currently possess a relatively low inventory, due to their sluggish procurement activities last year in light of weak demand, the discrepancies in the inventory levels of various automotive components, along with the resultant manufacturing bottleneck, have substantially impaired automakers’ capacity utilization rates and, subsequently, vehicle shipments.

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15 December 2020

Tesla Takes Leadership Position in BEV Market While European Automakers Dominate Top Four PHEV Spots in 2020, Says TrendForce

The dual stimuli of policies and legislative changes for new energy vehicles (NEV) have brought about a corresponding growth of battery electric vehicles (BEV) and plug-in hybrid electric vehicles (PHEV) in 2020, according to TrendForce’s latest investigations. Market data compiled by TrendForce indicate that combined yearly sales of BEV and PHEV in 2020 reached about 2.4 million units, a 19.8% increase YoY. Aside from the vehicles’ sales growth against industry headwinds generated by the COVID-19 pandemic, there has been a noticeable change in the market share and sales ranking of NEV manufacturers this year owing to the increased number of models released as well as the growth of markets outside of China.

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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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In-Depth Analyses


24 February 2021

Daily Express Fab.24,2021 Spot Market Today

In today’s DRAM spot market, the market condition shows sluggish and the buyers hold a passive attitude toward the market since the suppliers raise the prices of some chips significantly.  Hence, only some specific items' inquiries appeared in the market and also there were some transitions made eventually. To sum up, the final trading volume remains limited. In the mainstream categ

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23 February 2021

Daily Express Fab.23,2021 Spot Market Today

In today’s DRAM spot market, the market demand is strong. The buyers are following up gradually to raise the storage volume, which leads the price to rise significantly. However, the suppliers stop providing quotations after midday since expecting an uptrend in the future. In the end, the trading volume is not enough. In the mainstream category, the average price of DDR4 8G (1G*8) 2666 rises

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Daily Express Fab.22,2021 Spot Market Today

22 February 2021

In today’s DRAM spot market, the overall spot price keeps rising. Most suppliers show little willingness to sell by using limited supply, and the price rises significantly. Meanwhile, the buyers are active in following up. However, the trading volume is limited eventually. In the mainstream category, the average price of DDR4 8G (1G*8) 2666 rises to 4.413 and the average price of DDR4 512x8-


Daily Express Fab.19,2021 Spot Market Today

19 February 2021

In today’s DRAM spot market, the overall spot price rises apparently. A few suppliers stop releasing quotations and hold a passive attitude toward the market. Meanwhile, the inquiries of buyers are frequent. However, the actual trading condition is limited eventually. In the mainstream category, the average price of DDR4 8G (1G*8) 2666 rises to 4.207 and the average price of DDR4 512x8-2400


Daily Express Fab.18,2021 Spot Market Today

18 February 2021

In today’s DRAM spot market, the price of each DDR3/DDR4 brand chip rises significantly. Most buyers show a high willingness to purchase since holding an optimistic attitude toward the trend in the future. The buyers follow up immediately once the suppliers release quotations. In the end, the trading volume can’t enlarge eventually. In the mainstream category, the average price of DDR4



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