• Sudden Drop in Cryptocurrency Prices Hurts Graphics DRAM Market in 3Q21, Says TrendForce


    It should be pointed out that, given the highly volatile nature of the graphics DRAM market, it is relatively normal for graphics DRAM prices to reverse course or undergo a more drastic fluctuation compared with other mainstream DRAM products.


    View More

  • Market Share of Top Three Suppliers of Base Stations Projected to Undergo Slight Decline in 2021 While Fourth-Ranked Samsung Scores Wins in Overseas Markets, Says TrendForce


    It should be pointed out that Samsung has similarly benefitted from its relatively low costs and successful 5G commercialization efforts, both of which helped propel its market share this year to 12.5% and secure the fourth place in the global ranking.


    View More

Press Center






Press Releases


4 August 2021

Annual Revenue of Micro LED Chips for TVs Expected to Reach US3.4 Billion in 2025 in Spite of Ongoing Challenges with Cost and Technology, Says TrendForce

LED

Annual revenue of Micro LED chips for TV is expected to reach US$3.4 billion in 2025 at a 250% CAGR across the 2021-2025 period, according to TrendForce’s latest report titled 2021 Mini / Micro LED Self-Emissive Display Trends and Analysis on Suppliers’ Strategies. This growth can mostly attributed to the early planning by display manufacturers to adopt Micro LED technology for large-sized displays; although the prohibitive cost of this technology is unlikely to be overcome in the short run, TrendForce still forecasts the aforementioned revenue in light of several factors: First, Micro LED technology enables the production of gapless, large-sized modular displays; second, displays featuring Micro LED technology are able to meet the standards of cinema-grade displays or high-end TVs; finally, Korean TV brands have been aggressively investing in Micro LED TV development.

View More

2 August 2021

Sudden Drop in Cryptocurrency Prices Hurts Graphics DRAM Market in 3Q21, Says TrendForce

The stay-at-home economy remains robust due to the ongoing COVID-19 pandemic, so the sales of gaming products such as game consoles and the demand for related components are being kept at a decent level, according to TrendForce’s latest investigations. However, the values of cryptocurrencies have plummeted in the past two months because of active interventions from many governments, with the graphics DRAM market entering into a bearish turn in 3Q21 as a result. While graphics DRAM prices in the spot market will likely show the most severe fluctuations, contract prices of graphics DRAM are expected to increase by 10-15% QoQ in 3Q21 since DRAM suppliers still prioritize the production of server DRAM over other product categories, and the vast majority of graphics DRAM supply is still cornered by major purchasers.

View More

29 July 2021

Enterprise SSD Contract Prices Likely to Increase by 15% QoQ for 3Q21 Due to High SSD Demand and Short Supply of Upstream IC Components, Says TrendForce

The ramp-up of the Intel Ice Lake and AMD Milan processors is expected to not only propel growths in server shipment for two consecutive quarters from 2Q21 to 3Q21, but also drive up the share of high-density products in North American hyperscalers’ enterprise SSD purchases, according to TrendForce’s latest investigations. In China, procurement activities by domestic hyperscalers Alibaba and ByteDance are expected to increase on a quarterly basis as well. With the labor force gradually returning to physical offices, enterprises are now placing an increasing number of IT equipment orders, including servers, compared to 1H21. Hence, global enterprise SSD procurement capacity is expected to increase by 7% QoQ in 3Q21. Ongoing shortages in foundry capacities, however, have led to the supply of SSD components lagging behind demand. At the same time, enterprise SSD suppliers are aggressively raising the share of large-density products in their offerings in an attempt to optimize their product lines’ profitability. Taking account of these factors, TrendForce expects contract prices of enterprise SSDs to undergo a staggering 15% QoQ increase for 3Q21.

View More

2 August 2021

Sudden Drop in Cryptocurrency Prices Hurts Graphics DRAM Market in 3Q21, Says TrendForce

The stay-at-home economy remains robust due to the ongoing COVID-19 pandemic, so the sales of gaming products such as game consoles and the demand for related components are being kept at a decent level, according to TrendForce’s latest investigations. However, the values of cryptocurrencies have plummeted in the past two months because of active interventions from many governments, with the graphics DRAM market entering into a bearish turn in 3Q21 as a result. While graphics DRAM prices in the spot market will likely show the most severe fluctuations, contract prices of graphics DRAM are expected to increase by 10-15% QoQ in 3Q21 since DRAM suppliers still prioritize the production of server DRAM over other product categories, and the vast majority of graphics DRAM supply is still cornered by major purchasers.

View More

29 July 2021

Enterprise SSD Contract Prices Likely to Increase by 15% QoQ for 3Q21 Due to High SSD Demand and Short Supply of Upstream IC Components, Says TrendForce

The ramp-up of the Intel Ice Lake and AMD Milan processors is expected to not only propel growths in server shipment for two consecutive quarters from 2Q21 to 3Q21, but also drive up the share of high-density products in North American hyperscalers’ enterprise SSD purchases, according to TrendForce’s latest investigations. In China, procurement activities by domestic hyperscalers Alibaba and ByteDance are expected to increase on a quarterly basis as well. With the labor force gradually returning to physical offices, enterprises are now placing an increasing number of IT equipment orders, including servers, compared to 1H21. Hence, global enterprise SSD procurement capacity is expected to increase by 7% QoQ in 3Q21. Ongoing shortages in foundry capacities, however, have led to the supply of SSD components lagging behind demand. At the same time, enterprise SSD suppliers are aggressively raising the share of large-density products in their offerings in an attempt to optimize their product lines’ profitability. Taking account of these factors, TrendForce expects contract prices of enterprise SSDs to undergo a staggering 15% QoQ increase for 3Q21.

View More

14 July 2021

NAND Flash Contract Prices Likely to Increase by 5-10% QoQ in 3Q21 as Quotes Continue to Rise, Says TrendForce

The recent wave of COVID-19 outbreaks in India has weakened sales of retail storage products such as memory cards and USB drives, according to TrendForce’s latest investigations. However, demand remains fairly strong in the main application segments due to the arrival of the traditional peak season and the growth in the procurement related to data centers. Hence, the sufficiency ratio of the entire market has declined further. NAND Flash suppliers have kept their inventories at a healthy level thanks to clients’ stock-up activities during the past several quarters. Moreover, the ongoing shortage of NAND Flash controller ICs continues to affect the production of finished storage products. Taking account of these demand-side and supply-side factors, TrendForce forecasts that contract prices of NAND Flash products will rise marginally for 3Q21, with QoQ increases in the range of 5-10%.

View More

27 July 2021

High-End Notebook Panels Projected to Surpass 20% Market Share in 2022 as Spotlight Falls on Oxide/LTPS/OLED Technologies, Says TrendForce

The massive rise in market demand for notebook computers in response to distance learning needs and WFH applications from 2020 to 2021 has generated not only a double-digit growth in notebook panel shipment, but also a price hike of more than 40% for notebook panels, according to TrendForce’s latest investigations. As various suppliers subsequently scramble to manufacture OLED, LTPS, and oxide panels, TrendForce forecasts these high-end notebook panels to reach a 17.8% market share in 2021 and 21.4% in 2022.

View More

28 June 2021

With Peak Demand Having Already Passed, Glut Ratio of Panels Likely to Rise to 2.6% in 2H21 Due to New Capacity Installations, Says TrendForce

In view of aggressive procurement activities for panels used in various applications, TrendForce forecasts a 2% glut ratio for the large-sized TFT-LCD panel market for 2021, representing a supply and demand situation that ranges from “healthy” to “slightly in shortage”. As a lack of components constrained panel shipment in 1H21, the overall panel market during this period had a 1.2% glut ratio, which was lower than the average range of 2.5-3% and represented a supply shortage in the panel market. Hence, panel prices were driven into an uptrend for the first half of the year.

View More

22 June 2021

Tight Supply of Smartphone AMOLED DDI Likely to Limit Future Growth of AMOLED Panel Market, Says TrendForce

Thanks to the increased adoption of AMOLED panels by major smartphone brands including Apple and Samsung, the penetration rate of AMOLED panels in the smartphone market is expected to reach 39.8% in 2021 and 45% in 2022, according to TrendForce’s latest investigations. As AMOLED panels see increased adoption, the consumption of AMOLED DDI will undergo a corresponding increase as well. However, not only are the process technologies used for AMOLED DDI manufacturing currently in short supply, but some foundries are also yet to finalize their schedules for expanding their AMOLED DDI production capacities. Given the lack of sufficient production capacity, the increase in AMOLED panel shipment may potentially be constrained next year.

View More

4 August 2021

Annual Revenue of Micro LED Chips for TVs Expected to Reach US3.4 Billion in 2025 in Spite of Ongoing Challenges with Cost and Technology, Says TrendForce

LED

Annual revenue of Micro LED chips for TV is expected to reach US$3.4 billion in 2025 at a 250% CAGR across the 2021-2025 period, according to TrendForce’s latest report titled 2021 Mini / Micro LED Self-Emissive Display Trends and Analysis on Suppliers’ Strategies. This growth can mostly attributed to the early planning by display manufacturers to adopt Micro LED technology for large-sized displays; although the prohibitive cost of this technology is unlikely to be overcome in the short run, TrendForce still forecasts the aforementioned revenue in light of several factors: First, Micro LED technology enables the production of gapless, large-sized modular displays; second, displays featuring Micro LED technology are able to meet the standards of cinema-grade displays or high-end TVs; finally, Korean TV brands have been aggressively investing in Micro LED TV development.

View More

30 June 2021

Global LED Video Wall Revenue for 2021 Projected to Increase by 13.5% YoY to US$6.27 Billion as Market Recovers, Says TrendForce

LED

Affected by the emergence of the COVID-19 pandemic, global LED video wall revenue for 2020 reached a mere US$5.53 billion, a 12.8% YoY decrease, with the European and US markets suffering the most significant declines, according to TrendForce’s latest investigations. In 2021, as overall market demand recovers, and certain components in the upstream supply chain undergo price hikes due to shortage, LED video wall manufacturers have raised their product prices in response. Hence, LED video wall revenue for this year is expected to reach US$6.27 billion, a 13.5% YoY increase.

View More

25 May 2021

Price Hike of Lighting LED Products in 2Q21 Projected to Propel Lighting LED Market Revenue for 2021 to US$6.709 Billion, Says TrendForce

LED

Product prices across the overall lighting LED market are expected to increase by about 0.3%-2.3% QoQ in 2Q21, according to TrendForce’s latest investigations. This price hike can primarily be attributed to the fact that overall demand in the LED lighting market has been rebounding since 1Q21 and remaining in an uptrend since 2Q21. Furthermore, the industry-wide shortage of LED components in the upstream supply chain, caused by the onset of the COVID-19 pandemic, has yet to be addressed, thereby compelling lighting product manufacturers to ramp up their procurement activities this year in order to avoid a component shortage, which they suffered last year. TrendForce hence expects this bullish trend in the LED supply chain to result in a US$6.709 billion yearly revenue for the lighting LED market in 2021, a 3.43% growth YoY.

View More

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.

View More

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.

View More

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.

View More

21 July 2021

Rising Threat of COVID-19 in Southeast Asia Projected to Continue Hindering Global Smartphone Production in 2H21, Says TrendForce

Given the intensifying COVID-19 pandemic in India and Vietnam in April and May, TrendForce is revising its forecast of annual smartphone production for 2021 from 1.36 billion units down to 1.35 billion units in response to the second wave of coronavirus that has spread throughout India and Vietnam. Even so, global smartphone production may undergo a further decline in 2H21, since the pandemic is showing no signs of an impending slowdown in Southeast Asia and is therefore likely to hinder demand from the region.

View More

19 July 2021

Taiwanese IPC Revenue for 1H21 Reaches NT$115.1 Billion Thanks to Global 5G Rollout and Transport Infrastructure Demand, Says TrendForce

As the Taiwanese IPC (industrial PC) market suffered from deferred orders due to supply chain and logistical disruptions that took place in 1H20, total domestic IPC revenue for 1H20 reached NT$105.4 billion, a 4.7% YoY decrease, according to TrendForce’s latest investigations. However, given that the pandemic was gradually brought under control in 1H21, the market was able to benefit from strong demand from China’s 5G infrastructure rollout, as well as from expanded investments by Europe and the US in public infrastructures such as roads and railways aimed at facilitating an economic recovery. Hence, Taiwan’s IPC revenue for 1H21 reached NT$115.1 billion, a 9.2% YoY increase.

View More

12 July 2021

Annual Notebook Shipment Likely to Break Records in 2021 at 236 Million Units, with Chromebook Demand Slowing Down in 2H21, Says TrendForce

While the stay-at-home economy generated high demand for notebook computers from distance learning and WFH applications last year, global notebook shipment for 2020 underwent a nearly 26% YoY increase, which represented a significant departure from the cyclical 3% YoY increase/decrease that had historically taken place each year, according to TrendForce’s latest investigations. The uptrend in notebook demand is expected to persist in 2021, during which notebook shipment will likely reach 236 million units, a 15% YoY increase. In particular, thanks to the surging demand for education notebooks, Chromebooks will become the primary growth driver in the notebook market. Regarding the shipment performance of various brands, Samsung and Apple will register the highest growths, with the former having Chromebooks account for nearly 50% of its total notebook shipment this year and the latter continuing to release MacBooks equipped with the M1 chip.

View More

28 July 2021

Market Share of Top Three Suppliers of Base Stations Projected to Undergo Slight Decline in 2021 While Fourth-Ranked Samsung Scores Wins in Overseas Markets, Says TrendForce

Chinese and European suppliers of base station equipment are expected to once again account for a global market share of more than 70% in 2021, and the top three suppliers (along with their respective market shares) are, in order, China-based Huawei (30%), Sweden-based Ericsson (23%), and Finland-based Nokia (20%), according to TrendForce’s latest investigations. Remarkably, although Huawei remains banned by the US government, the company still manages to dominate its competitors in terms of market share due to its products’ cost advantages as well as the enormous demand from the domestic Chinese market.

View More

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.

View More

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.

View More

23 June 2021

NEV Sales for 2021 Projected to Reach 4.35 Million Units, While IoT/Consumer Electronics Vendors Attempt to Enter NEV Market, Says TrendForce

As the pace of electrification accelerates in the global automotive market, and various governments worldwide implement subsidy policies that encourage consumer EV purchases, sales of new energy vehicles (NEV, which includes both BEV and PHEV) are continuing to rise as well, according to TrendForce’s latest investigations. NEV sales for 2021 are projected to reach 4.35 million units, a 49% increase YoY.

View More

13 May 2021

BEV Sales Undergo 153% YoY Increase in Newly Released Total NEV Sales Ranking for 1Q21, Says TrendForce

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 More

2 March 2021

Automakers Score Remarkable Performances in Top Five Ranking of EV Sales in 2020 Thanks to Affordable Models, Says TrendForce

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 More


In-Depth Analyses


3 August 2021

Daily Express Agu.3,2021 Spot Market Today

In today’s DRAM spot market, the momentum is still weak and the buyers hold a passive attitude along with limited willingness to accept the price. The overall price shows a downtrend while the final trading volume is sluggish. In the mainstream category, the average price of DDR4 8G (1G*8) 2666 drops to USD 4.485 and the average price of DDR4 512x8-2400 drops to USD 3.470. The average price

View More

2 August 2021

Daily Express Agu.2,2021 Spot Market Today

In today’s DRAM spot market, the overall price of brand ships keeps a downtrend. The demand is still weak and most inquiries are up in the air. Hence, the final trading volume is not ideal. In the mainstream category, the average price of DDR4 8G (1G*8) 2666 drops to USD 4.495 and the average price of DDR4 512x8-2400 drops to USD 3.513. The average price of DDR3 512x8-1600/1866 drops to USD

View More

Daily Express Jul.30,2021 Spot Market Today

30 July 2021

In today’s DRAM spot market, the buyer’s demand is weak as it's the end of the month. They show inactive toward quoting and remain a wait-and-see attitude. Hence, the price of the chips keeps a downtrend. In the mainstream category, the average price of DDR4 8G (1G*8) 2666 drops to USD 4.553 and the average price of DDR4 512x8-2400 drops to USD 3.563. The average price of DDR3 512x


PV Industry Price Trend: Cell Quotations Approach Cost Prices as M6 Cells and Modules Deplete Simultaneously

30 July 2021

Polysilicon Polysilicon prices had been slightly adjusted this week, with no apparent elevation in transaction volume as the end of the mo


Daily Express Jul.29,2021 Spot Market Today

29 July 2021

In today’s DRAM spot market, the momentum is silent. The suppliers release the quotes at the low-price in order to release the selling pressure; however, the stocking speed remains limited due to the high inventory from the factories and the purchase action is stagnant. As a result, the final trading volume is not ideal. In the mainstream category, the average price of DDR4 8G (1G*8) 2666 dr



More Articles


Infographics




Videos