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24 November 2020
Owing to the shipment restrictions imposed by the U.S. government, Huawei announced on November 17 that it will sell its subsidiary Honor, including all business units and assets, in order to protect Honor’s brand equity and the livelihood of its employees, according to TrendForce’s latest investigations. Despite the change of ownership, however, “new Honor” still has to cope with the shortage of foundry capacity in 2021, leading to a forecasted market share of 2%, while Huawei’s market share is expected to reach 4%. It should be pointed out that Apple is expected to capture some demand that was previously aimed at Huawei’s high-end smartphones. At the same time, Huawei’s Chinese competitors Xiaomi, OPPO, and Vivo are expected to ramp up device production. Hence, the volume of new smartphones coming from these sources will exceed the estimated market share gap left by Huawei. Also, if the smartphone market does not have sufficient demand to accommodate the overly inflated production plans in 2021, then brands may have to readjust their production targets.
View More23 November 2020
Owing to the gradual legalization of marijuana cultivation and the pandemic-induced surge of recreational and medical marijuana markets in North America, horticultural LED has become one of the fastest-growing lighting markets in 2020, according to TrendForce’s latest investigations. Moreover, as the COVID-19 pandemic’s impact on the food supply chain starts to surface, capital expenditure (CAPEX) for indoor agricultural infrastructure has once again shown an upward momentum due to the rising demand for equipment replacement and procurement, resulting in a rapid growth in enterprise orders for horticultural LED. Global yearly horticultural LED revenue is expected to reach US $158 million in 2020, a 39.7% increase YoY.
View More19 November 2020
DRAM suppliers’ bit shipments exceeded expectations due to the demand surge from prior to the September 15 deadline of U.S. sanctions prohibiting the shipment of tech products to Huawei, according to TrendForce’s latest investigations. During that period, Huawei was aggressively building up its component inventory in response to the tightening of the export control rules. All suppliers posted a QoQ growth in their bit shipments. On the other hand, DRAM prices also made a downward turn in 3Q20. Among the different application segments of the DRAM market, the server DRAM segment exhibited the weakest procurement momentum due to server manufacturers experience excess inventory, leading to a general decline in DRAM prices. For most suppliers, the growth in bit shipments was not enough to offset the drop in quotes. Their quarterly revenues therefore registered a marginal QoQ decline. However, Micron managed to post a significant revenue growth despite headwinds, and its result helped raise the entire industry’s performance. In sum, the quarterly global DRAM revenue for 3Q20 increased by 2.0% QoQ to US$17.46 billion.
View More24 November 2020
Owing to the shipment restrictions imposed by the U.S. government, Huawei announced on November 17 that it will sell its subsidiary Honor, including all business units and assets, in order to protect Honor’s brand equity and the livelihood of its employees, according to TrendForce’s latest investigations. Despite the change of ownership, however, “new Honor” still has to cope with the shortage of foundry capacity in 2021, leading to a forecasted market share of 2%, while Huawei’s market share is expected to reach 4%. It should be pointed out that Apple is expected to capture some demand that was previously aimed at Huawei’s high-end smartphones. At the same time, Huawei’s Chinese competitors Xiaomi, OPPO, and Vivo are expected to ramp up device production. Hence, the volume of new smartphones coming from these sources will exceed the estimated market share gap left by Huawei. Also, if the smartphone market does not have sufficient demand to accommodate the overly inflated production plans in 2021, then brands may have to readjust their production targets.
View More19 November 2020
DRAM suppliers’ bit shipments exceeded expectations due to the demand surge from prior to the September 15 deadline of U.S. sanctions prohibiting the shipment of tech products to Huawei, according to TrendForce’s latest investigations. During that period, Huawei was aggressively building up its component inventory in response to the tightening of the export control rules. All suppliers posted a QoQ growth in their bit shipments. On the other hand, DRAM prices also made a downward turn in 3Q20. Among the different application segments of the DRAM market, the server DRAM segment exhibited the weakest procurement momentum due to server manufacturers experience excess inventory, leading to a general decline in DRAM prices. For most suppliers, the growth in bit shipments was not enough to offset the drop in quotes. Their quarterly revenues therefore registered a marginal QoQ decline. However, Micron managed to post a significant revenue growth despite headwinds, and its result helped raise the entire industry’s performance. In sum, the quarterly global DRAM revenue for 3Q20 increased by 2.0% QoQ to US$17.46 billion.
View More18 November 2020
Despite the COVID-19 pandemic’s negative impact on the global economy, several emergent trends, such as WFH, distance education, rising 5G smartphone penetration, and strong component demand from telecom infrastructure build-out, have resulted in a bullish semiconductor market against economic headwinds, according to TrendForce’s latest investigations. Global foundry revenue is projected to undergo a 23.8% increase YoY in 2020, the highest percentage in 10 years.
View More12 November 2020
Owing to the rise of the stay-at-home economy brought about by the COVID-19 pandemic, yearly Apple MacBook shipment for 2020 is expected to reach 15.5 million units, a 23.1% increase YoY, according to TrendForce’s latest investigations. Thanks to the November 11 release of the new Mac models and the Apple Silicon M1 processor, MacBook shipment is expected to set a record high in 2021 by reaching 17.1 million units and potentially growing by more than 10% YoY.
View More5 November 2020
As the COVID-19 pandemic caused flagship smartphones to turn in lower-than-expected sales performances in 1H20, the market share of AMOLED phones fell short of forecasts made in early 2020, according to TrendForce’s latest investigations. The market share of AMOLED phones for 2020 is expected to reach 33%, a 2% increase YoY, thanks to the release of Apple’s new iPhone 12 models in 2H20. LTPS LCD smartphones are likewise undergoing sluggish demand this year; their market share is projected to reach 38%, a 2% decrease YoY. On the other hand, the majority of smartphone market demand has reemerged for the entry-level and mid-range segments, thereby lending support to the demand for a-Si LCD smartphones, some of which are now in short supply. The market share of smartphones with a-Si displays is estimated to reach 29% this year, remaining relatively unchanged from 2019.
View More4 November 2020
Global monitor shipment is projected to grow by 5.4% YoY this year owing to strong shipment performances against the downtrend by monitor brands that primarily focus on the consumer markets; as of 2020, these brands have experienced three consecutive years of YoY shipment growth, according to TrendForce’s latest investigations. This strong shipment performance can be attributed to several pandemic-related factors, such as the rise of WFH and distance education as well as increasing monitor demand from the stay-at-home economy, and also to persistent purchasing momentum in the North American consumer markets.
View More23 November 2020
Owing to the gradual legalization of marijuana cultivation and the pandemic-induced surge of recreational and medical marijuana markets in North America, horticultural LED has become one of the fastest-growing lighting markets in 2020, according to TrendForce’s latest investigations. Moreover, as the COVID-19 pandemic’s impact on the food supply chain starts to surface, capital expenditure (CAPEX) for indoor agricultural infrastructure has once again shown an upward momentum due to the rising demand for equipment replacement and procurement, resulting in a rapid growth in enterprise orders for horticultural LED. Global yearly horticultural LED revenue is expected to reach US $158 million in 2020, a 39.7% increase YoY.
View More11 November 2020
Since the introduction of Sony’s large-sized modular Micro LED display in 2017, other companies, including Samsung and LG, have successively made advances in Micro LED development, in turn generating much buzz for the technology’s potential in the large-sized display market, according to TrendForce's latest investigations. Emissive Micro LED TVs are expected to arrive on the market between 2021 and 2022. Even so, many technological and cost-related challenges are yet to be solved, meaning Micro LED TVs will remain ultra-high-end luxury products at least during the technology’s initial stage of commercialization.
View More20 October 2020
After global LED giant Cree divested its lighting business in 2019, the companies today (Oct. 20) announced its plan to sell its LED business to SMART Global Holdings (SGH) for US$300 million. TrendForce indicates that Chinese manufacturers have quickly risen in the LED industry in recent years, benefiting from superior production capacities and cost optimization measures. These manufacturers are continuing to capture the existing market shares of major overseas LED companies, such as Nichia, OSRAM OS, Lumileds, and Cree. Furthermore, given the poor state of the global economy in the past two years, companies that were previously dominant in the LED industry must now deal with the difficult reality of having their business operations or stocks sold off to other companies.
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 More24 November 2020
Owing to the shipment restrictions imposed by the U.S. government, Huawei announced on November 17 that it will sell its subsidiary Honor, including all business units and assets, in order to protect Honor’s brand equity and the livelihood of its employees, according to TrendForce’s latest investigations. Despite the change of ownership, however, “new Honor” still has to cope with the shortage of foundry capacity in 2021, leading to a forecasted market share of 2%, while Huawei’s market share is expected to reach 4%. It should be pointed out that Apple is expected to capture some demand that was previously aimed at Huawei’s high-end smartphones. At the same time, Huawei’s Chinese competitors Xiaomi, OPPO, and Vivo are expected to ramp up device production. Hence, the volume of new smartphones coming from these sources will exceed the estimated market share gap left by Huawei. Also, if the smartphone market does not have sufficient demand to accommodate the overly inflated production plans in 2021, then brands may have to readjust their production targets.
View More12 November 2020
Owing to the rise of the stay-at-home economy brought about by the COVID-19 pandemic, yearly Apple MacBook shipment for 2020 is expected to reach 15.5 million units, a 23.1% increase YoY, according to TrendForce’s latest investigations. Thanks to the November 11 release of the new Mac models and the Apple Silicon M1 processor, MacBook shipment is expected to set a record high in 2021 by reaching 17.1 million units and potentially growing by more than 10% YoY.
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 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 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 More17 August 2020
Integrating smart manufacturing remains the key to enterprise survival in the face of the COVID-19 pandemic, according to TrendForce’s latest investigations. In addition to furthering the technical development of AR, teleoperation, and computer vision, smart manufacturing brings about other palpable benefits such as reducing human labor, and thus facilitating social distancing, through the adoption of unmanned transport machines, such as AGV (automated guided vehicles) and AMR (autonomous mobile robots). The global smart manufacturing market is expected to reach total revenue of US$400 Billion in 2024, with a 10.1% CAGR during the 2020-2024 period, as advancements in remote and contactless technologies contribute to the bulk of this growth.
View More25 November 2020
In today’s DRAM spot market, the market momentum is still depressed and the quotation still keeps dropping slightly. Only a few inquiries appear in the low-priced part, and the suppliers insist on the price and are unwilling to sell at a low price. Eventually, the trading condition is not ideal.In the mainstream category, the average price of DDR4 8G (1G*8) 2400 stays at 2.778 and the averag
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