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7 July 2020
According to the latest investigations by TrendForce, Apple officially unveiled its self-designed Mac SoC processors based on the ARM architecture in June, with the market release of the first Mac device with Apple Silicon (which broadly refers to chips designed by Apple) scheduled to take place by the end of this year. The first Mac SoC, projected to cost under US$100, will be mass produced with TSMC’s 5nm process technology. The low cost of the Mac SoC makes it an extremely cost-competitive option.
View More6 July 2020
According to the latest investigations by TrendForce’s Department of Display Research, the market demand for display panels has been surging in recent months. In particular, after the 2Q20 period of sluggish purchasing momentum as a result of the COVID-19 pandemic, the TV panel market has seen its demand rebound quickly, in turn resulting in a higher-than-expected spike in TV panel quotes in July. Other than 75-inch panels, prices for all sizes of TV panels are likely to go into a noticeable uptrend in July, with a projected 8-10% MoM increase in 32-inch and 55-inch panels. Prices for 43-inch, 50-inch, and 65-inch panels, which are panel sizes with equally strong demand momentum, are expected to see average hikes of 6-8%, resulting in a rarely seen bull market for the display panel industry in recent years.
View More2 July 2020
The U.S. Department of Commerce announced on June 29 that the newly instituted Hong Kong national security law by the Chinese government will increase “the risk that sensitive U.S. technology will be diverted to [the Chinese government]”; the Department therefore put a temporary stop to the preferential treatment the U.S. had afforded to Hong Kong. TrendForce indicates that, as Hong Kong is a major site of chip warehousing for manufacturers and distributors worldwide, the U.S. government’s withdrawal of preferential treatment is meant to directly curtail the risk that companies may export products that contain sensitive information, through Hong Kong, to China. This action is thus expected to drastically change the current geographical concentration of semiconductor products and the production strategy of chip manufacturers.
View More7 July 2020
According to the latest investigations by TrendForce, Apple officially unveiled its self-designed Mac SoC processors based on the ARM architecture in June, with the market release of the first Mac device with Apple Silicon (which broadly refers to chips designed by Apple) scheduled to take place by the end of this year. The first Mac SoC, projected to cost under US$100, will be mass produced with TSMC’s 5nm process technology. The low cost of the Mac SoC makes it an extremely cost-competitive option.
View More2 July 2020
The U.S. Department of Commerce announced on June 29 that the newly instituted Hong Kong national security law by the Chinese government will increase “the risk that sensitive U.S. technology will be diverted to [the Chinese government]”; the Department therefore put a temporary stop to the preferential treatment the U.S. had afforded to Hong Kong. TrendForce indicates that, as Hong Kong is a major site of chip warehousing for manufacturers and distributors worldwide, the U.S. government’s withdrawal of preferential treatment is meant to directly curtail the risk that companies may export products that contain sensitive information, through Hong Kong, to China. This action is thus expected to drastically change the current geographical concentration of semiconductor products and the production strategy of chip manufacturers.
View More29 June 2020
According to the latest investigations by the DRAMeXchange research division of TrendForce, despite the reduced demand for consumer electronics and smartphones as a result of the COVID-19 pandemic, the NAND Flash market showed a short supply in 1H20, thanks to the corresponding rising demand for cloud services and distance education, as well as increased inventory procurement by some clients concerned with a possible breakage in the supply chain. On the whole, SSD currently dominates NAND Flash demand, while demand from the eMMC, UFS, and wafer markets, which are related to smartphones and consumer electronics, remains relatively sluggish.
View More6 July 2020
According to the latest investigations by TrendForce’s Department of Display Research, the market demand for display panels has been surging in recent months. In particular, after the 2Q20 period of sluggish purchasing momentum as a result of the COVID-19 pandemic, the TV panel market has seen its demand rebound quickly, in turn resulting in a higher-than-expected spike in TV panel quotes in July. Other than 75-inch panels, prices for all sizes of TV panels are likely to go into a noticeable uptrend in July, with a projected 8-10% MoM increase in 32-inch and 55-inch panels. Prices for 43-inch, 50-inch, and 65-inch panels, which are panel sizes with equally strong demand momentum, are expected to see average hikes of 6-8%, resulting in a rarely seen bull market for the display panel industry in recent years.
View More2 July 2020
According to the latest investigations by TrendForce’s Department of Display Research, the shipment of gaming monitors (defined as having frame rates of 100Hz or higher) is projected to reach upwards of 12.2 million units in 2020, a 37% increase YoY, owing to the wider variety and market availability of models with consumer-friendly prices.
View More30 June 2020
As Apple’s upcoming release of products featuring Mini LED backlight generates a growth in Mini LED demand, the company has also stimulated actors in the Mini LED supply chain to increase their production capacities. According to the latest investigations by the LEDinside research division of TrendForce, in 1Q21 Apple is expected to not only release its 12.9-inch, Mini LED backlight-equipped iPad Pro, but also open contract bids for its 14-inch and 16-inch MacBooks. Apple has currently chosen Taiwanese manufacturers of display-related components to supply its Mini LED backlights, since Taiwanese suppliers have an advantage in new product development given their superior product stability and technological maturity. Both upstream and downstream suppliers are expected to participate in the Mini LED supply chain, including LED chip manufacturer Epistar, testing and sorting providers FitTech and Saultech, SMT supplier TSMT, and PCB backplane manufacturer Zhen Ding Tech – all of which serve important roles in the development of new Mini LED backlight displays.
View More30 June 2020
As Apple’s upcoming release of products featuring Mini LED backlight generates a growth in Mini LED demand, the company has also stimulated actors in the Mini LED supply chain to increase their production capacities. According to the latest investigations by the LEDinside research division of TrendForce, in 1Q21 Apple is expected to not only release its 12.9-inch, Mini LED backlight-equipped iPad Pro, but also open contract bids for its 14-inch and 16-inch MacBooks. Apple has currently chosen Taiwanese manufacturers of display-related components to supply its Mini LED backlights, since Taiwanese suppliers have an advantage in new product development given their superior product stability and technological maturity. Both upstream and downstream suppliers are expected to participate in the Mini LED supply chain, including LED chip manufacturer Epistar, testing and sorting providers FitTech and Saultech, SMT supplier TSMT, and PCB backplane manufacturer Zhen Ding Tech – all of which serve important roles in the development of new Mini LED backlight displays.
View More19 June 2020
On June 18, 2020, Taiwan-based LED manufacturers Epistar and Lextar announced their plan to jointly establish a holding company through share conversion. TrendForce’s LEDinside research division offers its insight regarding the two companies’ partnership.
View More28 May 2020
According to the latest investigations by TrendForce, despite the slight slowdown in wearables shipment (including smartwatches and smart wristbands), the increasing demand for improved health monitoring functions has galvanized a strong momentum in the market for wearables-related components. For instance, to raise the accuracy of health monitoring functions, wearables manufacturers are projected to utilize more green LEDs and infrared LEDs while also increasing the size of photodiodes, in turn doubling the demand for PPG.
View More30 March 2020
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.
View More18 March 2020
According to the latest edition of the 2020 Solar Powering Taiwan: Special Report, published by the EnergyTrend research division of TrendForce, the Taiwanese PV market reached newly installed capacity of 1,411MW in 2019, which was 94% of the way to meeting its 1.5GW goal. Taiwan’s newly installed capacity in 2019 set a record since the market’s inception, in addition to landing it in the global GW-club.
View More17 February 2020
The following analysis shows TrendForce’s investigations of key component and other downstream technology industries, under the impact of the COVID-19 outbreak, with the latest data as of February 14, 2020.
View More11 June 2020
According to the latest investigations by TrendForce, the combined revenues of the top 10 foundries increased by more than 20% YoY in 2Q20. This growth took place as there was not a massive reduction in wafer start orders in 1Q20, while foundry clients expanded their orders in 2Q20 due to both increased production of existing devices and new applications generated by the COVID-19 pandemic. The comparatively low base period in 2Q19 also contributed to the YoY increase in foundry revenue in 2Q20.
View More9 June 2020
According to the latest investigations from the WitsView research division of TrendForce, issues with the NB (notebook computer) panel supply chain, such as material shortage, labor shortage, and logistic disruptions, were gradually resolved starting in April. The resolution of these issues, combined with rising WFH and distance education demand brought about by the COVID-19 pandemic, resulted in a strong wave of panel demand in 2Q20. TrendForce projects 2Q20 NB panel shipment to reach 53.3 million units, a 17.7% increase YoY and 33.6% increase QoQ.
View More28 May 2020
According to the latest investigations by TrendForce, despite the slight slowdown in wearables shipment (including smartwatches and smart wristbands), the increasing demand for improved health monitoring functions has galvanized a strong momentum in the market for wearables-related components. For instance, to raise the accuracy of health monitoring functions, wearables manufacturers are projected to utilize more green LEDs and infrared LEDs while also increasing the size of photodiodes, in turn doubling the demand for PPG.
View More11 June 2020
According to the latest investigations by TrendForce, the combined revenues of the top 10 foundries increased by more than 20% YoY in 2Q20. This growth took place as there was not a massive reduction in wafer start orders in 1Q20, while foundry clients expanded their orders in 2Q20 due to both increased production of existing devices and new applications generated by the COVID-19 pandemic. The comparatively low base period in 2Q19 also contributed to the YoY increase in foundry revenue in 2Q20.
View More30 March 2020
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.
View More5 March 2020
The smartphone supply chain is continuing to feel the effects of the COVID-19 outbreak. Owing to hindrances such as uneven factory work resumption statuses, a generally low rate of returning labor, and breaks in logistics and transportation, the supply chain has not been recovering as previously expected. The outbreak’s impact is projected to last 1-3 months, and the supply chain will not recover to normal levels until the second half of March at the earliest. Therefore, TrendForce is further reducing its previous projection of 1Q20 smartphone production from the pre-outbreak forecast of 307 million units to 270 million units, a 13.3% decrease YoY.
View More30 March 2020
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.
View More17 February 2020
The following analysis shows TrendForce’s investigations of key component and other downstream technology industries, under the impact of the COVID-19 outbreak, with the latest data as of February 14, 2020.
View More20 January 2020
Global market intelligence firm TrendForce is honored to announce its 20th anniversary in 2020. In addition to offering enterprise consultation services, TrendForce specializes in the comprehensive market analysis of the global technology sector. With over 20 years of industrial data and insights, TrendForce established Prophet, an AI solutions company, in 2017, growing its service areas to include the emerging digital transformation sector. For the past 20 years, TrendForce has been the leading generator of market information in Greater China’s technology industry. Within the next 20 years, the company is looking to build upon its current core competencies and become the preeminent market intelligence provider and enterprise consultancy on the global stage.
View More10 July 2020
In today’s DRAM spot market, the market condition shows weak due to the high inventory from the factories. Although the suppliers keep lower down their price, the transactions between both side remains limited and the final trading volume is not ideal eventually. In the mainstream category, the average price of DDR4 8G (1G*8) 2400 drops to 2.684 and the average price of DDR4 512x8-2400 drops
View More10 July 2020
Taiwan’s Market Update: The Amendments Made by the Council of Agriculture Set to Gravely Impact the Targeted Solar Installations The Council
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