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22 July 2024
TrendForce’s latest report on the memory industry reveals that DRAM and NAND Flash revenues are expected to see significant increases of 75% and 77%, respectively, in 2024, driven by increased bit demand, an improved supply-demand structure, and the rise of high-value products like HBM.
View More17 July 2024
TrendForce’s latest industry report on AI servers reveals that high demand for advanced AI servers from major CSPs and brand clients is expected to continue in 2024. Meanwhile, TSMC, SK hynix, Samsung, and Micron’s gradual production expansion has significantly eased shortages in 2Q24. Consequently, the lead time for NVIDIA’s flagship H100 solution has decreased from the previous 40–50 weeks to less than 16 weeks.
View More10 July 2024
The AI hardware boom is in full swing: TrendForce reports that the first half of this year witnessed a robust increase in AI server orders. Looking ahead, the latter half of the year promises more to come as NVIDIA’s Blackwell GB200 servers and WoA AI-powered notebooks hit mass production and begin shipping in Q3. This surge is driving ODMs to ramp up their inventory procurement and setting the stage for a spike in orders and shipments of high-capacitance MLCCs. The outcome is a welcome stabilization of market prices and a notable uptick in ASP for suppliers.
View More22 July 2024
TrendForce’s latest report on the memory industry reveals that DRAM and NAND Flash revenues are expected to see significant increases of 75% and 77%, respectively, in 2024, driven by increased bit demand, an improved supply-demand structure, and the rise of high-value products like HBM.
View More17 July 2024
TrendForce’s latest industry report on AI servers reveals that high demand for advanced AI servers from major CSPs and brand clients is expected to continue in 2024. Meanwhile, TSMC, SK hynix, Samsung, and Micron’s gradual production expansion has significantly eased shortages in 2Q24. Consequently, the lead time for NVIDIA’s flagship H100 solution has decreased from the previous 40–50 weeks to less than 16 weeks.
View More10 July 2024
The AI hardware boom is in full swing: TrendForce reports that the first half of this year witnessed a robust increase in AI server orders. Looking ahead, the latter half of the year promises more to come as NVIDIA’s Blackwell GB200 servers and WoA AI-powered notebooks hit mass production and begin shipping in Q3. This surge is driving ODMs to ramp up their inventory procurement and setting the stage for a spike in orders and shipments of high-capacitance MLCCs. The outcome is a welcome stabilization of market prices and a notable uptick in ASP for suppliers.
View More14 May 2024
TrendForce reports that while the immediate impact on this year's supply will be minimal, the closure will significantly affect the TV panel market in 2025. The facility, dedicated entirely to LCD TV panel production, is expected to reduce the total available market supply by nearly 5 million units next year, representing 2% of the global supply.
View More14 May 2024
TrendForce’s latest report reveals a robust start to 2024 for OLED monitors, with shipments reaching approximately 200,000 units in the first quarter—marking a YoY growth of 121%.
View More8 May 2024
However, these advancements come with a price increase; the next-generation iPad Pro will be priced $200 higher than its predecessor. Furthermore, the introduction of a 13-inch iPad Air could potentially dilute consumer interest, affecting demand for other models. As a result, TrendForce estimates the combined shipment of the 11-inch and 13-inch AMOLED iPad Pro models will only reach between 4.5 to 5 million units in 2024.
View More3 June 2024
Efforts to reduce the cost of Micro LED chips through size miniaturization are ongoing. Companies like LGE, BOE, and Vistar continue to invest in large display applications, while AUO has been focusing on developing smartwatch products. There is also growing demand for new display applications in head-mounted devices and for automotive uses. TrendForce’s “2024 Micro LED Market Trend and Cost Analysis Report” reveals that the market value of Micro LED chips is projected to reach $580 million by 2028, with a CAGR of 84% from 2023 to 2028.
View More1 April 2024
TrendForce’s latest LED industry report indicates that the global market is set to recover in 2024, with estimated revenues reaching US$13 billion—marking a YoY growth of 3%.
View More4 March 2024
TrendForce’s latest reports indicate a significant turning point for the LED lighting market in 2024, as an estimated quantity of 5.8 billion LED lamps and luminaires reach the end of their lifespan. This milestone is set to trigger a substantial wave of secondary replacements, breathing new life into the market and boosting total LED lighting demand to an impressive 13.4 billion units.
View More8 July 2024
TrendForce reports that June saw a significant drop in lithium prices due to a focus on inventory reduction in the downstream battery sector. Weak demand for lithium salts and sluggish shipments of lithium carbonate—compounded by short-term oversupply—drove lithium carbonate prices to a new low for the year. Prices fell from over CNY 100,000 per ton last month to the range of CNY 90,000 per ton.
View More6 June 2024
TrendForce research reveals that after experiencing low capacity utilization in the first quarter, the EV battery industry saw a significant recovery in market demand starting in March. April’s peak season led to a surge in demand, boosting lithium battery production and slightly raising EV battery prices. In May, the market continued its peak season trend with stable demand and prices. Monthly ASP for square ternary, square LFP, and pouch ternary cells were CNY 0.50/Wh, 0.43/Wh, and 0.52/Wh, respectively.
View More12 April 2024
This uptick in raw material costs has provided a solid foundation for EV battery prices in China to hold steady, with notable stability observed across various battery types, including square ternary, square LFP, and pouch-type ternary EV batteries, which posted average prices of CNY 0.48/Wh, 0.42/Wh, and 0.50/Wh, respectively.
View More14 June 2024
TrendForce reports that suppliers significantly reduced production targets in the first quarter of last year to address severe inventory accumulation in channels. Consequently, even though 1Q24 smartphone production was below pre-pandemic levels of over 300 million units, it still achieved a seemingly impressive 18.7% YoY growth, with a total shipment of 296 million units.
View More11 June 2024
As indicated by TrendForce’s latest survey, global NB shipment remains inhibited in market dynamics due to geopolitics and high interest rates throughout 2024. Generally speaking, demand for replacement of entry consumer and educational models served as the actuation for market activeness for 1H24, whereas the pending stabilization of the economy and additional launches of AI NBs in 2H24 would stimulate the need of upgrading to high-performance NBs among enterprises. Annual shipment is projected at 173.45 million units at a YoY growth of 3.6% in 2024.
View More3 June 2024
TrendForce reports that shipments of foldable phones are expected to reach 17.8 million units in 2024, making up only 1.5% of the smartphone market. Despite high repair rates and costs, market penetration is projected to climb to 4.8% by 2028.
View More14 March 2024
TrendForce’s projections foresee that the US satellite direct-to-device (D2D) market is expected to undergo significant growth, expanding from $430 million in 2023 to $6.5 billion by 2027 at a CAGR of 36%. This growth is driven by increasing subscriptions to satellite D2D services, potentially enabling telecom operators to expand beyond traditional mobile communication services into satellite communications.
View More13 April 2023
TrendForce predicts that the global market value of 5G NTN will jump from US$4.9 billion to $8.8 billion between 2023 to 2026—a CAGR of 7%. This rise in global market value will likely drive chip makers to begin developing 5G NTN technology.
View More19 January 2023
TrendForce forecasts that the value of the global 5G market will reach US$14.5 billion in 2023 thanks to the promotion of 5G private networks by enterprises and the upgrading of the equipment purposed for small cells and 5G FWA. Then, the global 5G market will further scale up to US$37 billion in 2026, with the CAGR for the 2023~2026 period coming to 11.0%. Applications related to the Metaverse will help spur the demand for 5G networks during the period.
View More9 July 2024
The EU has initiated provisional countervailing duties on Chinese-made BEVs as of July 4, 2024. While new tariff percentages have been announced, they show minimal change from the rates published on June 12. The tariffs include 17.4% for BYD, 19.9% for Geely, and 37.6% for SAIC. Additionally, automakers identified as cooperating with the investigation but not sampled will face a 20.8% tariff—affecting a total of 13 companies—while other automakers not listed will be subject to a 37.6% tariff.
View More4 June 2024
TrendForce’s latest data on the global EV inverter market shows that the traditional off-season for EVs led to a significant drop in traction inverter installations in 1Q24, reaching just 5.22 million units—a 27% decrease from 7.14 million units in 4Q23. BEVs accounted for 48% of these installations, down 5% from the previous quarter. Meanwhile, the share for HEVs and PHEVs increased from 47% to 52%, highlighting that range anxiety continues to be a key concern for consumers when purchasing vehicles.
View More30 May 2024
Notably, this is the first time in three years that the YoY growth rate of quarterly global NEV sales has dipped below 20%. BEV sales reached 1.8 million units, up 4.2% YoY, while PHEV sales skyrocketed 48.3% to 1.041 million units.
View More26 June 2024
TrendForce’s latest report, "Key Drivers of Satellite Industry Development: Strategies and Challenges of Major LEO Satellite Suppliers,” reveals that the rising penetration rate of LEO satellite services is urging component manufacturers across the globe to integrate into the supply chains of Starlink and OneWeb. The global satellite market value is projected to grow from $283 billion in 2021 to $357 billion by 2025, at a CAGR of 2.6%.
View More26 July 2024
In today's DRAM spot market, order visibility remains low, as buyers continue to assess inventory levels before making replenishment decisions. Spot quotations have been fluctuating, reflecting ongoing uncertainty, and final transaction activities indicate noticeable weakness. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 drops to USD 1.995, and the average price of DDR4
View More26 July 2024
Polysilicon： The mainstream concluded price for mono recharge polysilicon is RMB 34/KG, while mono dense polysilicon is priced at RMB 32/KG
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