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6 September 2024
TrendForce reports that Apple's upcoming iPhone 16 series will be powered by the new A18 and A18 Pro processors and will feature a comprehensive DRAM upgrade to support Apple Intelligence. The excitement around Apple Intelligence has been building since WWDC24, and with a relatively low base in 2023, Apple’s four new models are expected to have a combined production volume of 86.7 million units in the second half of 2024, marking an 8% year-on-year increase. Looking at total production for 2024, Apple is currently close to Samsung, the market leader, and could potentially surpass Samsung by the end of the year to become the top smartphone manufacturer by market share for the first time.
View More5 September 2024
TrendForce’s latest findings reveal that global installations of EV traction inverters reached 6.45 million units in 2Q24, marking a 24% increase from the previous quarter. The growth was primarily driven by hybrid vehicles (including HEVs and PHEVs). Among the EV powertrains, PHEVs led with a 26% quarterly increase in installations, while BEVs followed with an 18% increase.
View More4 September 2024
TrendForce’s latest projections show global shipments of AMOLED smartphone panels are anticipated to surpass 840 million units in 2024, reflecting a remarkable growth of almost 25% from 2023. With leading smartphone manufacturers increasingly embracing AMOLED technology, shipments are predicted to surpass 870 million units in 2025, representing a YoY increase of 3.2%.
View More3 September 2024
TrendForce’s latest findings show that NVIDIA’s data center business is driving a remarkable surge in the company’s revenue, which more than doubled in the second quarter of its 2025 fiscal year to reach an impressive US$30 billion. This growth is largely fueled by skyrocketing demand for NVIDIA’s core Hopper GPU products. Supply chain surveys indicate that recent demand from CSP and OEM customers for the H200 GPU is on the rise, and this GPU is expected to become NVIDIA’s primary shipment driver from the third quarter of 2024 onward.
View More2 September 2024
TrendForce’s latest investigations have found that the arrival of China’s 618 mid-year shopping season as well as inventory levels of consumer electronics reaching healthier levels, have prompted customers to begin restocking components, resulting in urgent orders for wafer foundries. This surge in demand has significantly improved capacity utilization rates compared to the previous quarter. Additionally, strong demand for AI servers further boosted the total revenue of the world’s top ten wafer foundries by 9.6% in 2Q24—reaching $32 billion.
View More29 August 2024
TrendForce reports that memory module makers have been aggressively increasing their DRAM inventories since 3Q23, with inventory levels rising to 11–17 weeks by 2Q24. However, demand for consumer electronics has not rebounded as expected. For instance, smartphone inventories in China have reached excessive levels, and notebook purchases have been delayed as consumers await new AI-powered PCs, leading to continued market contraction.
View More4 September 2024
TrendForce’s latest projections show global shipments of AMOLED smartphone panels are anticipated to surpass 840 million units in 2024, reflecting a remarkable growth of almost 25% from 2023. With leading smartphone manufacturers increasingly embracing AMOLED technology, shipments are predicted to surpass 870 million units in 2025, representing a YoY increase of 3.2%.
View More27 August 2024
TrendForce’s latest investigations reveal that branded TV shipments in 1H24 reached 90.717 million units globally, representing a YoY increase of 0.8%. Demand varied across regions as China experienced weaker-than-expected TV sales due to a sluggish real estate market and changing viewing habits among younger consumers. In North America, persistently low-priced competition helped sustain demand, while in Europe, a combination of sporting events and a low base from the previous two years due to inflation contributed to better-than-expected TV shipments in the first half of the year.
View More26 August 2024
TrendForce’s latest investigations into backplane technology for displays reveal that OLED has become the mainstream display solution for smartphones, pushing the penetration rate of mid-to-high-end backplane technologies such as LTPS and LTPO in the smartphone market to nearly 57% in 2024. The penetration rate is expected to challenge 60% in 2025, thanks to improvements in yield and effective cost control. Additionally, AMOLED panels are rapidly expanding into other IT markets, which is projected to boost the penetration of oxide and LTPO backplanes.
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 More6 August 2024
TrendForce reports that demand for EV cells remained stable in July. However, the continued price decline for cathodes—coupled with falling prices for battery metals such as cobalt, nickel, and particularly copper—led to a reduction in the cost of battery materials and a slight drop in battery cell prices. In July, the prices of EV cells decreased by 2% compared to June. Monthly ASP for square ternary, square LFP, and pouch ternary EV battery cells were CNY 0.48/Wh, 0.41/Wh, and 0.50/Wh, respectively.
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 More6 September 2024
TrendForce reports that Apple's upcoming iPhone 16 series will be powered by the new A18 and A18 Pro processors and will feature a comprehensive DRAM upgrade to support Apple Intelligence. The excitement around Apple Intelligence has been building since WWDC24, and with a relatively low base in 2023, Apple’s four new models are expected to have a combined production volume of 86.7 million units in the second half of 2024, marking an 8% year-on-year increase. Looking at total production for 2024, Apple is currently close to Samsung, the market leader, and could potentially surpass Samsung by the end of the year to become the top smartphone manufacturer by market share for the first time.
View More4 September 2024
TrendForce’s latest projections show global shipments of AMOLED smartphone panels are anticipated to surpass 840 million units in 2024, reflecting a remarkable growth of almost 25% from 2023. With leading smartphone manufacturers increasingly embracing AMOLED technology, shipments are predicted to surpass 870 million units in 2025, representing a YoY increase of 3.2%.
View More4 September 2024
TrendForce reports that global smartphone production experienced a 3% quarterly dip, totaling 286 million units in 2Q24. The drop was largely attributed to the conclusion of new model releases for several brands and inventory adjustments as the second quarter wrapped up. In light of a sluggish market during what is typically the peak season, many brands are taking a cautious stand while planning production for the third quarter. Consequently, production is anticipated to see a modest QoQ increase to 293 million units. However, this still reflects an approximate 5% YoY decrease, falling below pre-pandemic levels.
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 More5 September 2024
TrendForce’s latest findings reveal that global installations of EV traction inverters reached 6.45 million units in 2Q24, marking a 24% increase from the previous quarter. The growth was primarily driven by hybrid vehicles (including HEVs and PHEVs). Among the EV powertrains, PHEVs led with a 26% quarterly increase in installations, while BEVs followed with an 18% increase.
View More22 August 2024
TrendForce’s latest findings show that global sales of NEVs—including BEVs, PHEVs, and FCVs—reached 3.769 million units in 2Q24. This represents a nearly 30% quarterly growth and a 24.2% YoY increase. While Tesla maintained its position as the leader in BEV market share, its sales declined compared to last year. BYD, in addition to its steady BEV sales, saw its PHEV market share surpass 36% in Q2.
View More19 August 2024
TrendForce reports that global AR device shipments are projected to reach 25.5 million units by 2030—with a CAGR of 67% from 2023 to 2030—thanks to product planning by AR brands and the advancement of AI technology and application ecosystems. Among these, the penetration of LEDoS technology is expected to rise significantly, reaching 44% by 2030, making it the mainstream technology in the market.
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 More6 September 2024
Polysilicon The mainstream concluded price for mono recharge polysilicon is RMB 34/KG, while mono dense polysilicon is priced at RMB 32/KG a
View More6 September 2024
In today's DRAM spot market, momentum has not improved. In the absence of strong buying orders, suppliers continuously lower quotations to meet demand, but buyers remain passive and conservative. Overall, chip prices continue to decline. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 drops to USD 1.971, and the average price of DDR4 512x8-2400/2666 drops to USD 1.250. The
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