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13 May 2021
The Hsinta Power Plant in Taiwan’s Kaohsiung City was shut down unexpectedly at 2:37 p.m. on May 13 (today local time) due to malfunction. The effect of this incident has been felt across the entire island. TrendForce has undertaken a swift survey on the damages and operation status of each supplier, and the results indicate that most DRAM and NAND Flash suppliers are provisioning power to their fabs normally; although some fabs experienced a reduction in voltage, this did not impact production. Regarding foundry, the Southern Taiwan Science Park located in Tainan sustained a relatively higher impact, with power outages occurring in some fabs, though the uninterruptible power supplies came into operation and ensured the power outage had only limited impact, according to preliminary investigations.
View More13 May 2021
Total NEV (New Energy Vehicle, which includes both BEV and PHEV but excludes HEV) sales for the 1Q21 period reached 1.09 million units, according to TrendForce’s latest investigations. Of this figure, BEVs accounted for 750,000 units in sales, a 153% growth YoY, while PHEVs accounted for 340,000 units in sales, a 128% growth YoY. In particular, Chinese automakers collectively possessed the largest shares in the BEV market in 1Q21, and certain Chinese BEV manufacturers moved up in the rankings accordingly. Other than longstanding market leader Tesla, Chinese automakers Wuling Hongguang, BYD, and ORA occupied three of the top five spots.
View More12 May 2021
Owing to high demand generated by the proliferation of WFH and distance education, monitor shipment for 2020 reached 140 million units, an 8.6% growth YoY, which represents the highest growth in about 10 years, according TrendForce’s latest investigations. With demand persisting through 1H21, monitor shipment for 1Q21 underwent a staggering YoY increase of 34.1%, and this figure is projected to exceed 10% for 2Q21. Total monitor shipment for 2021 will likely reach 150 million units, a 7.3% growth YoY. Gaming monitors, which have been gaining attention in the monitor market, are expected to make up 17.3% of this total and reach 25.9 million units in shipment in 2021. In addition to being one of the most in-demand applications in the stay-at-home economy, this product category has long been a resource-intensive focus of monitor brands and panel suppliers alike.
View More13 May 2021
The Hsinta Power Plant in Taiwan’s Kaohsiung City was shut down unexpectedly at 2:37 p.m. on May 13 (today local time) due to malfunction. The effect of this incident has been felt across the entire island. TrendForce has undertaken a swift survey on the damages and operation status of each supplier, and the results indicate that most DRAM and NAND Flash suppliers are provisioning power to their fabs normally; although some fabs experienced a reduction in voltage, this did not impact production. Regarding foundry, the Southern Taiwan Science Park located in Tainan sustained a relatively higher impact, with power outages occurring in some fabs, though the uninterruptible power supplies came into operation and ensured the power outage had only limited impact, according to preliminary investigations.
View More11 May 2021
Demand for DRAM exceeded expectations in 1Q21 as the proliferation of WFH and distance education resulted in high demand for notebook computers against market headwinds, according to TrendForce’s latest investigations. Also contributing to the increased DRAM demand was Chinese smartphone brands’ ramp-up of component procurement while these companies, including OPPO, Vivo, and Xiaomi, attempted to seize additional market shares after Huawei’s inclusion on the Entity List. Finally, DRAM demand from server manufacturers also saw a gradual recovery. Taken together, these factors led to higher-than-expected shipments from various DRAM suppliers in 1Q21 despite the frequent shortage of such key components as IC and passive components. On the other hand, DRAM prices also entered an upward trajectory in 1Q21 in accordance with TrendForce’s previous forecasts. In light of the increases in both shipments and quotes, all DRAM suppliers posted revenue growths in 1Q21, and overall DRAM revenue for the quarter reached US$19.2 billion, an 8.7% growth QoQ.
View More20 April 2021
TrendForce’s investigations find that DRAM suppliers and major PC OEMs are currently participating in the critical period of negotiating with each other over contract prices for 2Q21. Although these negotiations have yet to be finalized, the ASP of mainstream DDR4 1G*8 2666Mbps modules has already increased by nearly 25% QoQ as of now, according to data on ongoing transactions. This represents a higher price hike than TrendForce's prior forecast of “nearly 20%”. On the other hand, prices are likewise rising across various DRAM product categories in 2Q21, including DDR3/4 specialty DRAM, mobile DRAM, graphics DRAM, and in particular server DRAM, which is highly related to PC DRAM and is therefore also undergoing a higher price hike than previously expected. TrendForce is therefore revising up its forecast of overall DRAM price hike for 2Q21 from 13-18% QoQ to 18-23% QoQ instead. However, the actual increase in prices of various DRAM product categories will depend on the production capacities allocated to the respective products by DRAM suppliers.
View More12 May 2021
Owing to high demand generated by the proliferation of WFH and distance education, monitor shipment for 2020 reached 140 million units, an 8.6% growth YoY, which represents the highest growth in about 10 years, according TrendForce’s latest investigations. With demand persisting through 1H21, monitor shipment for 1Q21 underwent a staggering YoY increase of 34.1%, and this figure is projected to exceed 10% for 2Q21. Total monitor shipment for 2021 will likely reach 150 million units, a 7.3% growth YoY. Gaming monitors, which have been gaining attention in the monitor market, are expected to make up 17.3% of this total and reach 25.9 million units in shipment in 2021. In addition to being one of the most in-demand applications in the stay-at-home economy, this product category has long been a resource-intensive focus of monitor brands and panel suppliers alike.
View More9 April 2021
As Samsung Display (SDC) decided to extend the manufacturing operations of its Korea-based Gen 8.5 LCD fab, and tier-two panel suppliers are still slow to reassign their production capacities from TV panels to IT panels, TrendForce expects total TV panel shipment for 2021 to reach 269 million units, which is relatively unchanged compared to 2020 levels. Panel suppliers will continue to focus on large-sized TV panels this year in response to several industry-wide developments, including M&A, reduced production capacities, improved manufacturing technologies, and increased panel demand. Furthermore, as the persistent price hike of TV panels continues to reduce the profit margins of TV sets, TV brands have started to gravitate towards larger, more profitable TV sizes. TrendForce therefore expects the average TV panel size this year to increase by 1.6 inches and move towards 50 inches.
View More31 March 2021
The onset of the COVID-19 pandemic in turn generated a high demand for notebook computers. While demand began ramping up in 2Q20, subsequently resulting in a shortage in 3Q20 and 4Q20, the shortage in the notebook market has yet to be resolved even now, according to TrendForce’s latest investigations. The high demand for notebooks is estimated to propel the quarterly shipment of notebook panels to a historical high of 65.3 million units in 1Q21, which is a 3.5% increase QoQ and a 46.5% increase YoY.
View More21 April 2021
During Apple’s Spring Loaded event, the Cupertino company announced the upcoming release of its latest 12.9-inch iPad Pro models featuring Mini LED display technology. According to TrendForce’s latest investigations, demand for the 12.9-inch iPad Pro has already been relatively high in the niche markets. Thus, given the thorough improvement in specs as well as the very slight price hike of merely $100 over the previous generation, TrendForce is not only revising up its shipment forecast for the 2021 version of the 12-inch iPad Pro from four million units to five million units this year, but also expecting this product to account for a 3.1% share in the global tablet market, compared to the previous forecast of 2.5%.
View More15 April 2021
The LED video wall driver IC market has been suffering from insufficient production capacities on the supply side since 2020, according to TrendForce’s latest investigations. In order to ensure a sufficient level of wafer capacities at foundries, LED video wall driver IC suppliers therefore began raising prices for certain driver IC products by about 5-10% at the end of last year, and this price hike is expected to persist through 2021 as well. On the demand side, various commercial activities and sporting events have been successively resuming as the COVID-19 pandemic is gradually brought under control. The resumption of these activities is expected to drive global LED video wall driver IC revenue for 2021 to US$360 million, a 13% growth YoY.
View More25 March 2021
The COVID-19 pandemic heavily impacted the global auto market and in turn damaged the automotive LED industry in 1H20, according to TrendForce’s latest investigations. In 2H20, however, the gradual recovery of vehicle sales as well as the development of NEVs provided some upward momentum for the automotive LED industry, whose revenue for the year reached US$2.572 billion, a 3.7% decline YoY. Automotive LED revenue for 2021 is projected to reach $2.926 billion, a 13.7% growth YoY, thanks to the increasing demand for automotive headlights and display panels. As automakers continue to incorporate LED lighting solutions into new car models, the penetration rate of automotive LED will continue to undergo a corresponding increase as well.
View More13 August 2020
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.
View More29 July 2020
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.
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 More10 May 2021
TrendForce’s investigations find that India has become the second largest market for smartphones since 2019. However, the recent worsening of the COVID-19 pandemic in the country has severely impaired India’s domestic economy and subsequently dampened various smartphone brands’ production volume and sales (sell-in) performances there. TrendForce is therefore revising the forecasted YoY growth in global smartphone production for 2021 from 9.4% down to 8.5%, with a yearly production volume of 1.36 billion units and potential for further decreases going forward.
View More12 April 2021
In response to consumers’ growing emphasis on camera performance as a major selling point of smartphones, smartphone brands have successively released multi-camera handsets to target this rising demand and seize market shares, in turn driving up the annual shipment volume of smartphone camera modules, according to TrendForce’s latest investigations. Case in point, despite the COVID-19 pandemic’s impact on the smartphone market in 2020, total smartphone camera module shipment still underwent a 3% growth YoY due to the increasing number of camera modules featured per handset as a result of smartphone brands’ competition over camera hardware. Given that the upward trajectory of smartphone camera module shipment will likely persist this year, TrendForce therefore forecasts an annual shipment volume of 5.07 billion units for 2021, an 11% growth YoY.
View More9 April 2021
As Samsung Display (SDC) decided to extend the manufacturing operations of its Korea-based Gen 8.5 LCD fab, and tier-two panel suppliers are still slow to reassign their production capacities from TV panels to IT panels, TrendForce expects total TV panel shipment for 2021 to reach 269 million units, which is relatively unchanged compared to 2020 levels. Panel suppliers will continue to focus on large-sized TV panels this year in response to several industry-wide developments, including M&A, reduced production capacities, improved manufacturing technologies, and increased panel demand. Furthermore, as the persistent price hike of TV panels continues to reduce the profit margins of TV sets, TV brands have started to gravitate towards larger, more profitable TV sizes. TrendForce therefore expects the average TV panel size this year to increase by 1.6 inches and move towards 50 inches.
View More16 October 2020
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.
View More6 October 2020
In this release, TrendForce provides its forecast of 10 key trends in the tech industry for 2021.
View More21 August 2020
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.
View More13 May 2021
Total NEV (New Energy Vehicle, which includes both BEV and PHEV but excludes HEV) sales for the 1Q21 period reached 1.09 million units, according to TrendForce’s latest investigations. Of this figure, BEVs accounted for 750,000 units in sales, a 153% growth YoY, while PHEVs accounted for 340,000 units in sales, a 128% growth YoY. In particular, Chinese automakers collectively possessed the largest shares in the BEV market in 1Q21, and certain Chinese BEV manufacturers moved up in the rankings accordingly. Other than longstanding market leader Tesla, Chinese automakers Wuling Hongguang, BYD, and ORA occupied three of the top five spots.
View More2 March 2021
Global sales of NEV (new energy vehicles, which include both BEV and PHEV) skyrocketed in the final two months of 2020, with various models setting historical sales records, according to TrendForce’s latest investigations. TrendForce estimates total NEV sales for 2020 at 2.9 million units, a 43% increase YoY, and further expects yearly sales to reach 3.9 million units in 2021. However, as the current shortage of automotive chips has had a considerable impact on the auto industry, some uncertainties still exist in the forecast of EV sales.
View More28 January 2021
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.
View More14 May 2021
Polysilicon Polysilicon quotations had elevated drastically this week, with no stoppages seen just yet. Most polysilicon businesses have si
View More13 May 2021
In today’s DRAM spot market, the market momentum keeps rising and the main inquiries focus on DDR4 512x16-2666 and DDR4 256x16-2666 brand chips. The factories release some demands at low prices while the suppliers put out a cost reduction. Eventually, the trading volume had increased. In the mainstream category, the average price of DDR4 8G (1G*8) 2666 drops to 4.838 and the average price of
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