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24 November 2022
TrendForce’s latest research finds that global sales of new energy vehicles (NEVs), which encompass battery-electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs), and fuel-cell vehicles (FCVs), rose by 70% YoY to 2.87 million units for 3Q22. Of the quarterly total, BEV sales accounted for 2.147 million units and registered a YoY growth of 75%, whereas PHEV sales accounted for 714,000 units and registered a YoY growth of 57%.
View More23 November 2022
According to TrendForce’s investigation, NAND Flash bit shipments fell by 6.7% QoQ for 3Q22, and the overall NAND Flash ASP also kept sliding. On account of the unfavorable market situation, the NAND Flash industry recorded a total revenue of around US$13.71 billion for 3Q22. The QoQ revenue decline reached as much as 24.3%.
View More22 November 2022
Based on the latest data and research, TrendForce has further corrected down the projected YoY growth rate of whole server shipments for 2023 to 2.8%. Three factors are behind this revision. First, lead time has started to return to its usual length for most orders related to server components from 3Q23 onward. Seeing this, server OEMs and cloud service providers (CSPs) have also begun to correct the component mismatch issue by lowering demand for items that are in excess while maintaining a constant inventory level for items that are still in tight supply.
View More23 November 2022
According to TrendForce’s investigation, NAND Flash bit shipments fell by 6.7% QoQ for 3Q22, and the overall NAND Flash ASP also kept sliding. On account of the unfavorable market situation, the NAND Flash industry recorded a total revenue of around US$13.71 billion for 3Q22. The QoQ revenue decline reached as much as 24.3%.
View More22 November 2022
Based on the latest data and research, TrendForce has further corrected down the projected YoY growth rate of whole server shipments for 2023 to 2.8%. Three factors are behind this revision. First, lead time has started to return to its usual length for most orders related to server components from 3Q23 onward. Seeing this, server OEMs and cloud service providers (CSPs) have also begun to correct the component mismatch issue by lowering demand for items that are in excess while maintaining a constant inventory level for items that are still in tight supply.
View More16 November 2022
Global market intelligence firm TrendForce reports that for 3Q22, the revenue of the whole DRAM industry dropped by 28.9% QoQ to US$18.19 billion. This decline is the second largest to the one that the industry experienced in 2008, when the global economy was rocked by a major financial crisis. Regarding the state of the DRAM market in 3Q22, the QoQ decline in contract prices widened to the range of 10~15% as the demand for consumer electronics continued to shrink. Server DRAM shipments, which had been on a relatively stable trend compared with shipments of other types of DRAM products, also slowed down noticeably from the previous quarter as buyers began adjusting their inventory levels.
View More21 November 2022
Recent observations by market intelligence firm TrendForce suggests that the ongoing expansion of the US semiconductor trade restrictions against China could eventually spread to the display panel industry. Agencies within the US government are taking notice of China’s certain advantages in the development of display technologies and build-up of panel production capacity. However, the US will unlikely attempt to directly impose control over panel supply with new trade restrictions in the short term. On the other hand, the upstream portion of the supply chain, especially the sections concerning driver ICs and other related semiconductor chips, are starting to react to the tightening of the US sanctions against Chinese semiconductor companies. Furthermore, some electronics OEMs have recently been re-examining their panel supply chains to evaluate the sourcing of semiconductor components. While OEMs have yet to explicitly ban the use of panel-related chips from Chinese suppliers, they are actively developing backup plans that would seek alternative supply sources in case the US further broadens the scope its technology export rules on Chinese companies.
View More11 October 2022
In this press release, TrendForce details 10 major trends that are expected to take place across various segments in the tech industry, as follows:
View More6 October 2022
TrendForce indicates, overall utilization rate of LCD large generational fabs of Gen.5 and above (in terms of wafer starts) slipping to 60% in 4Q22 cannot be ruled out, which would be the lowest level in the past ten years. Sluggish panel demand and the fact that most panel makers have officially turned from profit to loss in 2Q22 are the key factors forcing panel makers to take a more rigorous approach to production control in 2H22.
View More11 November 2022
Ennostar’s subsidiary Epistar and PlayNitride’s wholly-owned subsidiary PlayNitride Display have announced that they have teamed up to build a production line for 6-inch Micro LED epi-wafers. Looking at the latest progress in the development of Micro LED, large-sized displays are regarded as the forerunners to the more advanced end products. Even though Micro LED has unresolved technological bottlenecks and cost-related issues, TrendForce is optimistic that this technology will eventually be adopted for the development of different kinds of displays and end products. Examples include transparent AR smart glasses, displays for wearable devices like smartwatches, automotive displays such as those embedded in a smart cockpit, and other transparent display products. Furthermore, the latest efforts in product development will likely create new high-end applications for Micro LED. TrendForce currently forecasts that the value of the market for Micro LED chips used in displays will reach US$542 million in 2024. Afterwards, the market will experience soaring growth starting in 2025 on account of the maturation of technologies.
View More8 November 2022
BOE has become the largest shareholder in HC Semitek following a RMB 2.1 billion capital investment deal, and they are now in a partnership with respect to the development of Micro/Mini LED businesses. BOE has been involved in Micro/Mini LED since 2017 and now possesses related offerings such as displays and backlight solutions. In 2020, BOE established BOE MLED Technology as a subsidiary dedicated to the R&D and manufacturing of Micro/Mini LED products. As for HC Semitek, it is a major Chinese LED chip supplier and has an overarching presence across the LED chip industry chain. Hence, it produces not only LED chips but also LED epi wafers, sapphire substrates, etc. According to the data from market intelligence firm TrendForce, HC Semitek took fourth place in the 2021 ranking of LED chip suppliers by external sales revenue. Besides this achievement, HC Semitek is also at the forefront of advanced LED technologies including Micro/Mini LED. In a ranking of LED chip suppliers based on the revenue that is solely from sales of Mini LED chips, HC Semitek is currently in third place following Epistar and San’an.
View More17 October 2022
According to TrendForce's latest "2023 Global LED Video Wall Market Outlook and Price–Cost Analysis" report, the global LED video wall market for virtual production applications in 2021 was worth approximately US$283 million, an annual increase of 136% (+136% YoY). Despite being affected by inflation and the global economic downturn, the value of the virtual production LED video wall market is estimated to grow steadily to US$431 million in 2022, or 52% YoY, thanks to the adoption of virtual production technology by more studios.
View More24 October 2022
TrendForce indicates that the rapid rise in the penetration rate of the global new energy vehicle (NEV) market has stimulated an increase in the installed capacity of power batteries on a yearly basis. At the same time, the technological path of lithium iron phosphate batteries in the field of electrochemical energy storage has become the mainstream solution for new installed capacity in recent years and its market share is rising rapidly. As EV and energy storage batteries are retired on a large-scale in the future, TrendForce estimates that the global market for EV and energy storage battery recycling will exceed 1TWh by 2030, of which the scope of lithium iron phosphate battery recycling will account for more than a 58% share.
View More14 September 2022
Driven by the global net zero emission target, the transformation of road transportation towards electrification is accelerating and the global new energy vehicle (NEV) industry is in a period of rapid growth, driving a surge in power battery demand. By 2024, the installed capacity of the global power battery market is expected to increase from a GWh-scale to TWh, exceeding 3TWh by 2030, of which China's installed capacity of power batteries is expected to account for approximately 45% of the world total.
View More28 July 2022
Large-scale utilization of renewable energy is the fundamental path to achieving a comprehensive decarbonization of the power grid. During this process, new energy storage technology represented by electrochemical energy storage has become an important cornerstone for the sustained growth in the proportion of installed renewable energy. According to TrendForce statistics, global installed capacity of electrochemical energy storage is expected to reach approximately 65GWh in 2022 and 1,160Gwh by 2030, of which 70% of storage demand originates from the power generation side, which is the primary source of momentum supporting the installed capacity of electrochemical energy storage.
View More2 November 2022
Zhengzhou, the capital China’s Henan Province, was hit with a wave of COVID-19 outbreaks in the middle of October. The spread of the disease eventually reached Foxconn’s manufacturing base, where the number of infections rose significantly in late October. This event has thus directly affected the performances of the iPhone production lines that are deployed within the base. In its latest investigation of this event, TrendForce finds that the capacity utilization rates of the iPhone production lines have climbed back to around 70% as the local outbreaks are being gradually brought under control.
View More2 November 2022
According to TrendForce, global notebook shipments in 4Q22 are likely to decline to 42.9 million units, down 7.2% QoQ and 32.3% YoY, lower than the same period before the pandemic. In addition, market demand is affected by negative factors such as inventory, the Russian-Ukrainian war, and rising inflation, leading to a downward revision of notebook market shipments in 2022 to 189 million units, a 23% decline YoY, with the proportion of shipments in the first and second half of the year at 53:47, the first top-heavy scenario in the past ten years.
View More25 October 2022
Looking at Apple's 2022 sales, the company began adjusting the proportion of new products after the initial wave of pre-orders. The market response after the release of the iPhone 14 Plus was lukewarm, escalating Apple's product adjustment process. The iPhone 14 Pro series boasts improved specifications yet unit prices are the same as last year's models, making pre-orders for the Pro series highly popular. In the past, the Pro series was the first choice for the earliest wave of users. In addition, the delayed launch of the 14 Plus this year has led to more concentrated buying than in previous years. TrendForce indicates that the production ratio of the two models of the iPhone 14 Pro series has been increased from the initially planned 50% to 60% and it cannot be ruled out that this ratio will continue rising to 65% in the future. At present, the overall proportion of new iPhone models in Apple's shipments will remain at 36% and the company’s 2022 iPhone shipment target is 240 million units, an annual increase of 2.8%.
View More6 September 2022
According to TrendForce research, shipments of 5G FWA devices will reach 7.6 million units in 2022, an annual increase of 111%, due to the expansion of 5G coverage and growing market demand for Fixed Wireless Access (FWA) services. 5G FWA device shipments in 2023 are estimated at 13 million units. At present, Nokia, Huawei, Casa Systems, and TCL have launched relevant solutions, using Qualcomm, MediaTek, and UNISOC made chips. Taiwanese players include Arcadyan, Zyxel, Sercomm, Wistron NeWeb, Askey, and Alpha Networks. As installed capacity increases, new demand is created for communication equipment manufacturers and new business opportunities become available to upstream component suppliers.
View More1 August 2022
The entire world utilizes the building of 5G networks to meet the needs of individual users and vertical industries and, as the ubiquity of 5Q continues to broaden, its applications cover the medical, education, industry, and agriculture sectors, forming a business model that can be replicated and promoted, and accelerating development of its network scale. TrendForce estimates that Huawei, Ericsson, and Nokia will account for 74.5% of the global base station market in 2022.
View More13 June 2022
In 2022, the United States, China, and the United Kingdom will actively promote the deployment of low Earth orbit (LEO) satellites. According to TrendForce, growth momentum comes from a sharp rise in International Telecommunications Union (ITU) demand for orbits, spectrum specifications, and global bandwidth. In addition, Satellite Internet is regarded as a primary communications solution for remote villages, rural areas, and sea and air transportation. A Hybrid Network can be developed to improve bandwidth and coverage through a combination of satellite communications technology and terrestrial networks. TrendForce forecasts that by 2023 the global output value of the satellite industry can reach US$308.3 billion, with an annual growth rate of 4.5%.
View More24 November 2022
TrendForce’s latest research finds that global sales of new energy vehicles (NEVs), which encompass battery-electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs), and fuel-cell vehicles (FCVs), rose by 70% YoY to 2.87 million units for 3Q22. Of the quarterly total, BEV sales accounted for 2.147 million units and registered a YoY growth of 75%, whereas PHEV sales accounted for 714,000 units and registered a YoY growth of 57%.
View More17 August 2022
According to TrendForce research, companies are moving actively on energy conservation and carbon reduction. In the short term, the introduction of automation as an intelligent foundation will attract increasing attention from the industry and emerging market demands such as remote operations, virtual reality, and simulation operations will become more practical in the medium term. This stage of development is expected to solve the dilemma posed by the slow progress of Industry 4.0, accelerate the development of related technologies, and drive the global smart manufacturing market to reach US$620 billion by 2026.
View More16 August 2022
The new car market remained under the shadow of supply chain shortages and the pandemic in 2Q22 but new energy vehicles (NEVs including battery electric vehicles, plug-in hybrid electric vehicles, and fuel cell vehicles) still outperformed gasoline vehicles and maintained positive growth. According to TrendForce data, total sales of NEVs in 2Q22 reached 2.192 million units, 53.5% YoY. Sales of battery electric vehicles (BEV) reached 1.608 million units, 64.9% YoY, and sales of plug-in hybrid electric vehicles (PHEV) were 580,000 units, 29% YoY.
View More25 November 2022
In today’s DRAM spot market, the market momentum shows dull. Meanwhile, the buyers still expect a downtrend and hold a wait-and-see attitude toward the market. As a result, the selling pressure of other chips still exists and the overall price of the chip keeps dropping. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 drops to USD 2.111, and the average price of DDR4 512
View More25 November 2022
Polysilicon Polysilicon prices continued to stabilize this week, where mono-Si compound feedings and mono-Si dense materials were respecti
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