• HBM3e 12-Hi Faces Yield Learning Curve and Customer Validation Challenges; 2025 HBM Supply Outlook Remains Uncertain, Says TrendForce


    Concerns over a potential HBM oversupply in 2025 have been growing in the market. TrendForce’s Senior Vice President of Research, Avril Wu, reports that it remains uncertain whether manufacturers will be able to ramp up HBM3e production as planned next year. Additionally, the steep learning curve


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  • TCL to Acquire LG Display’s Guangzhou Plant, CSOT to Secure Second Place in Global Large-Generation LCD Production Capacity, Says TrendForce


    TCL Group officially announced on September 26th its plans to acquire 80% equity in LG Display’s 8.5-generation LCD panel plant in Guangzhou (including 10% previously held by Shenzhen Skyworth) and 100% equity of the module factory through its subsidiary, CSOT. The acquisition—with a base price of


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30 September 2024

HBM3e 12-Hi Faces Yield Learning Curve and Customer Validation Challenges; 2025 HBM Supply Outlook Remains Uncertain, Says TrendForce

Concerns over a potential HBM oversupply in 2025 have been growing in the market. TrendForce’s Senior Vice President of Research, Avril Wu, reports that it remains uncertain whether manufacturers will be able to ramp up HBM3e production as planned next year. Additionally, the steep learning curve for achieving stable yields in HBM3e 12-Hi production makes it difficult to determine if a capacity surplus will occur.

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27 September 2024

TCL to Acquire LG Display’s Guangzhou Plant, CSOT to Secure Second Place in Global Large-Generation LCD Production Capacity, Says TrendForce

TCL Group officially announced on September 26th its plans to acquire 80% equity in LG Display’s 8.5-generation LCD panel plant in Guangzhou (including 10% previously held by Shenzhen Skyworth) and 100% equity of the module factory through its subsidiary, CSOT. The acquisition—with a base price of CNY 10.8 billion—includes the transfer of the necessary technology and support services to operate both facilities.

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26 September 2024

Meta Unveils First AR Glasses Prototype “Orion” that Employs LEDos Technology, Says TrendForce

LED

Meta has just unveiled its first-ever full-color AR glasses, Orion, at Meta Connect 2024. These innovative glasses utilize LEDoS (silicon-based Micro LED) technology and are impressively lightweight at just 98 grams. TrendForce’s recent analysis indicates that 2024 is set to be a crucial year for leading brands venturing into the near-eye display market within the metaverse. Nevertheless, Meta’s AR glasses are still struggling to achieve an optimal balance between FOV and resolution, as well as developing a more robust application ecosystem. It’s predicted that these devices may not be commercially available until after 2027.

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30 September 2024

HBM3e 12-Hi Faces Yield Learning Curve and Customer Validation Challenges; 2025 HBM Supply Outlook Remains Uncertain, Says TrendForce

Concerns over a potential HBM oversupply in 2025 have been growing in the market. TrendForce’s Senior Vice President of Research, Avril Wu, reports that it remains uncertain whether manufacturers will be able to ramp up HBM3e production as planned next year. Additionally, the steep learning curve for achieving stable yields in HBM3e 12-Hi production makes it difficult to determine if a capacity surplus will occur.

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23 September 2024

NVIDIA Blackwell Platform and ASIC Chip Upgrades to Boost Liquid Cooling Penetration to Over 20% in 2025, Says TrendForce

TrendForce’s latest reports reveal that the launch of NVIDIA’s Blackwell platform, expected in 4Q24, is set to significantly drive the adoption of liquid cooling solutions. Liquid cooling penetration is projected to grow from around 10% in 2024 to over 20% in 2025. This shift will be driven by rising global ESG awareness and the accelerated deployment of AI servers by CSPs, prompting a shift from air cooling to liquid cooling systems.

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19 September 2024

AI Deployment and Supply Chain Recovery from High Inventory Levels to Drive a 20% Annual Growth in Wafer Foundry Market Value by 2025, Says TrendForce

TrendForce posits that the wafer foundry market is expected to see a recovery in 2025, with an estimated annual growth of 20%—up from 16% in 2024. This positive outlook comes despite the weak end-market demand for consumer products, which has led component manufacturers to adopt a conservative stocking strategy and made the average capacity utilization rate of wafer foundries fall below 80% in 2024. Only advanced processes, such as 5/4/3nm nodes used for HPC products and flagship smartphones, have managed to maintain full capacity, and this situation is expected to persist into 2025. However, the visibility in the consumer end market remains low for 2025.

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27 September 2024

TCL to Acquire LG Display’s Guangzhou Plant, CSOT to Secure Second Place in Global Large-Generation LCD Production Capacity, Says TrendForce

TCL Group officially announced on September 26th its plans to acquire 80% equity in LG Display’s 8.5-generation LCD panel plant in Guangzhou (including 10% previously held by Shenzhen Skyworth) and 100% equity of the module factory through its subsidiary, CSOT. The acquisition—with a base price of CNY 10.8 billion—includes the transfer of the necessary technology and support services to operate both facilities.

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4 September 2024

AMOLED Panels Become Mainstream Display for Smartphones, with Shipments Set to Grow by Nearly 25% in 2024, Says TrendForce

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%.

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27 August 2024

Global TV Shipments Grow by 0.8% in 1H24; TCL Poised to Challenge Second Place, Says TrendForce

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.

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26 September 2024

Meta Unveils First AR Glasses Prototype “Orion” that Employs LEDos Technology, Says TrendForce

LED

Meta has just unveiled its first-ever full-color AR glasses, Orion, at Meta Connect 2024. These innovative glasses utilize LEDoS (silicon-based Micro LED) technology and are impressively lightweight at just 98 grams. TrendForce’s recent analysis indicates that 2024 is set to be a crucial year for leading brands venturing into the near-eye display market within the metaverse. Nevertheless, Meta’s AR glasses are still struggling to achieve an optimal balance between FOV and resolution, as well as developing a more robust application ecosystem. It’s predicted that these devices may not be commercially available until after 2027.

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3 June 2024

[Press Release] Micro LED Chip Market Value Expected to Reach $580 Million by 2028, Focusing on Head-Mounted Devices and Automotive Applications, Says TrendForce

LED

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.

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1 April 2024

Demand Rebounds, Global LED Industry Revenue Expected to Grow 3% in 2024 with Market Focus on Automotive Displays, Says TrendForce

LED

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%.

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11 September 2024

Battery Cell Prices Continue to Decline in August, but Demand Could Improve in September, Says TrendForce

TrendForce reports that the market for battery metals such as nickel, cobalt, and lithium remained weak in August, with prices for these raw materials continuing to fall. Most notably, the price of lithium spodumene concentrate dropped sharply in August—seeing a 16% quarterly decline—while some lithium concentrate prices fell below US$800/ton.

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6 August 2024

Battery Cell Prices Fell Slightly in July; Lithium Prices Dropped to Around CNY 80,000 per Ton, Expected to Continue Falling in August, Says TrendForce

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.

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8 July 2024

June Lithium Prices Hit New Low for the Year; Cell Prices Still Facing Downward Pressure, Says TrendForce

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.

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6 September 2024

iPhone 16 Series to Feature A18 Processor, Pricing May Match iPhone 15, Says TrendForce

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.

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4 September 2024

AMOLED Panels Become Mainstream Display for Smartphones, with Shipments Set to Grow by Nearly 25% in 2024, Says TrendForce

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%.

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4 September 2024

Global Smartphone Production Sees Slight Rebound in 3Q24 but Faces a 5% YoY Decline, Says TrendForce

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.

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14 March 2024

US Satellite Direct-to-Device Market Expected to Hit US$6.5 Billion by 2027, Taiwanese PCB and Antenna Manufacturers Set to Enter Supply Chain, Says TrendForce

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.

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13 April 2023

Global Market Value of Non-Terrestrial Networks Expected to Reach US$8.8 Billion in 2026, Development of 5G NTN Technology to Accelerate, Says TrendForce

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.

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19 January 2023

Value of 5G Market Will Reach US$37 Billion in 2026 as Applications Related to Metaverse Act as Notable Demand Driver, Says TrendForce

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.

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5 September 2024

BYD’s Self-Developed Inverters Tie Denso for Top Global Market Share in 2Q24, Says TrendForce

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.

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22 August 2024

Global NEV Sales Increase 24.2% in Q2; Chinese Subsidies Expected to Boost Market Share for Chinese Brands, Says TrendForce

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.

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19 August 2024

AR Device Shipments Expected to Reach 25.5 Million Units by 2030, with LEDoS Technology Becoming Mainstream, Says TrendForce

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.

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26 June 2024

Rising Penetration Rate of Satellite Services Drives Component Manufacturers into Satellite Supply Chains; Global Market Value Expected to Reach US$357 Billion by 2025, Says TrendForce

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%.

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In-Depth Analyses


4 October 2024

Daily Express Otc.4,2024 Spot Market Today

In today's DRAM spot market, trading performance is sluggish. Buyer demand is limited, and most are adopting a conservative wait-and-see approach. Overall, chip prices are on a steady downward trend. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 remains at USD 1.934, and the average price of DDR4 512x8-2400/2666 remains at USD 1.229. The average price of DDR3 512x8-1600/

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3 October 2024

Daily Express Otc.3,2024 Spot Market Today

In today's DRAM spot market, due to the ongoing impact of the typhoon in Taiwan, market momentum is stagnant. Order visibility is limited, and there are few quotations, with overall demand remaining weak. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 remains at USD 1.934, and the average price of DDR4 512x8-2400/2666 remains at USD 1.229. The average price of DDR3 512x8-

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Daily Express Otc.2,2024 Spot Market Today

2 October 2024

In today’s DRAM spot market, due to the impact of the typhoon in Taiwan, the market performance is quiet. There is no demand or inquiry, and no quotation during the China National Day long holiday. Overall, the market is stagnant. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 remains at USD 1.934, and the average price of DDR4 512x8-2400/2666 remains at USD 1.229. The


Daily Express Otc.1,2024 Spot Market Today

1 October 2024

In today’s DRAM spot market, market activity is extremely quiet due to the National Day holiday in China. Both quotations and inquiries are less apparent, with overall chip prices showing a steady and gradual decline. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 remains at USD 1.934, and the average price of DDR4 512x8-2400/2666 remains at USD 1.229. The average price


Daily Express Sep.30,2024 Spot Market Today

30 September 2024

In today's DRAM spot market, with the upcoming National Day holiday in China, inquiries and quotations have significantly decreased. The overall chip price trend continues to decline, and the final trading situation is not ideal. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 drops to USD 1.934, and the average price of DDR4 512x8-2400/2666 rises to USD 1.229. The average



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