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Sustained Price Rally for DRAM and NAND Flash into 4Q24 Is Possible If Suppliers Prudently Control Output, Says TrendForce

19 January 2024

TrendForce’s latest analysis reveals that the downswing of DRAM contract prices, which had lasted for eight consecutive quarters since 4Q21, was finally reversed in 4Q23. Likewise, NAND Flash rebounded in 3Q23 after four quarters of decline. The persistence of this rally in memory prices during 2024 will largely hinge on suppliers’ ongoing and effective control over their capacity utilization rates.

2024 Apple Vision Pro Shipments Estimated Between 500–600 Thousand Units, Micro OLED Key to Cost and Volume, Says TrendForce

18 January 2024

As Apple prepares to open pre-orders for the Vision Pro, TrendForce reports that this device is a key strategic move by Apple to expand the virtual head-mounted device market and to mark its entry into the VR/AR market as a pioneer in technological innovation. If initial sales are strong, Vision Pro shipments could reach between 500–600 thousand units in 2024.

2024 Commercialization of Copilot to Boost AI Server and AI PC Development, Says TrendForce

17 January 2024

TrendForce anticipates 2024 to mark a significant expansion in edge AI applications, leveraging the groundwork laid by AI servers and branching into AI PCs and other terminal devices. The global AI server market—encompassing AI Training and AI Inference—is projected to exceed 1.6 million units, growing at an impressive rate of 40%. Additionally, CSPs are expected to ramp up their involvement in this sector.

Global Notebook Market Demand to Grow by 3.6% in 2024, with AI Innovation Applications Key to Future Growth, Says TrendForce

11 January 2024

TrendForce reveals that the global notebook market in 2023 struggled due to high inflation, with annual shipments reaching only 166 million units, a 10.8% YoY decrease. However, this decline was less severe compared to 2022.

Market Value of Consumer Electronics 3D Sensing VCSEL Forecast to Soar to US$1.404 Billion by 2028, Says TrendForce

10 January 2024

TrendForce’s latest report, “TrendForce 2024 Infrared Sensing Application Market and Branding Strategies” reveals a market decline for consumer electronics 3D sensing VCSEL in 2023 to US$847 million. This downturn has been attributed to a weak consumer market and pricing pressure.


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