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

1 March 2024

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

Global Server Shipments Expected to Increase by 2.05% in 2024, with AI Servers Accounting For Around 12.1%, Says TrendForce

29 February 2024

Global server shipments are estimated to reach approximately. 13.654 million units in 2024, an increase of about 2.05% YoY. Meanwhile, the market continues to focus on the deployment of AI servers, with their shipment share estimated at around 12.1%.

High-End AI Server Demand from North America’s Top Four CSPs Expected to Exceed 60% in 2024, Says TrendForce

27 February 2024

TrendForce’s newest projections spotlight a 2024 landscape where demand for high-end AI servers—powered by NVIDIA, AMD, or other top-tier ASIC chips—will be heavily influenced by North America’s cloud service powerhouses. Microsoft (20.2%), Google (16.6%), AWS (16%), and Meta (10.8%) are predicted to collectively command over 60% of global demand, with NVIDIA GPU-based servers leading the charge.

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

26 February 2024

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.

TSMC’s Kumamoto Plant (JASM) Grand Opening on 24th February, Poised to Shape Japan’s Semiconductor Landscape Over the Next Decade, Says TrendForce

23 February 2024

TrendForce’s latest report reveals that in 2023, global foundry revenues hit US$117.47 billion, with TSMC capturing a dominant 60% share. This figure is expected to climb to around $131.65 billion in 2024, increasing TSMC’s share to 62%.


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