• Global Cryptocurrency Mining Craze Becomes Key to Nvidia Overtaking Broadcom in Revenue for 1Q21, Says TrendForce


    Market leader Qualcomm saw growths in its smartphone, RF front end, IoT, and automotive departments in 1Q21, during which it posted a revenue of US$6.28 billion, a 53.2% increase YoY, placing Qualcomm firmly in the number one spot.


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  • Graphics DRAM Contract Prices Projected to Rise by 8-13% QoQ in 3Q21 Due to Tight Supply in Contract Market, Says TrendForce


    The supply fulfillment rates for orders from some medium- and small-size clients have been hovering around 30%. This undersupply situation is expected to persist through 3Q21, during which graphics DRAM contract prices are expected to rise by 8-13% QoQ.


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10 June 2021

Global Cryptocurrency Mining Craze Becomes Key to Nvidia Overtaking Broadcom in Revenue for 1Q21, Says TrendForce

While foundry capacities remained tight, prompting IC design companies to compete over limited foundry capacities in order to fulfill rising demand for various end devices, the top 10 IC designe (fabless) companies posted remarkable revenues in 1Q21, according to TrendForce’s latest investigations. In particular, thanks to the global mining craze brought about by the cryptocurrency market, Nvidia was able to surpass Broadcom in revenue and take the second spot among the top 10. On the other hand, fifth-ranked AMD scored a staggering YoY growth of 92.9%, which is the highest % increase on the top 10 list.

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9 June 2021

Graphics DRAM Contract Prices Projected to Rise by 8-13% QoQ in 3Q21 Due to Tight Supply in Contract Market, Says TrendForce

TrendForce’s latest investigations find considerable discrepancy between prices for graphics DRAM products in the contract market and in the spot market. Quotes for graphics DRAM products continue to rise in the contract market as the severe undersupply situation persists. Furthermore, the supply fulfillment rates for orders from some medium- and small-size clients have been hovering around 30%. This undersupply situation is expected to persist through 3Q21, during which graphics DRAM contract prices are expected to rise by 8-13% QoQ. Regarding the spot market, on the other hand, the value of ETH experienced continued uptrend from the start of 2021 until May, thereby driving up the demand for graphics cards, regardless of them belonging to the newer or older series. At the height of the graphics card boom, spot prices of graphics DRAM products were up to 200% higher than contract prices. Demand from miners for graphics cards are expected to be relatively muted before cryptocurrencies return to their previous bullish trends, and the gap between the spot and contract prices of graphics DRAM products will likely narrow in 3Q21 as a result.

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8 June 2021

Memory Prices Likely to Continue Rising in 3Q21 as Suppliers Keep a Low Level of Inventory, Says TrendForce

Memory suppliers are currently carrying a relatively low level of inventory because of aggressive stock-up activities of clients across different application segments in 1H21, according to TrendForce’s latest investigations. More specifically, inventories of DRAM suppliers and NAND Flash suppliers are averaging 3-4 weeks and 4-5 weeks, respectively. The overall procurement of server memory products is expected to intensify in 3Q21, so memory suppliers do not see the necessity in lowering quotes to drive sales. TrendForce forecasts that DRAM prices will rise further by 3-8% QoQ for 3Q21. On the other hand, thanks to the growing demand for enterprise SSDs and NAND Flash wafers, TrendForce has also corrected up the magnitude of the QoQ increase in NAND Flash prices for 3Q21 to 5-10% (compared with the previous projection of 3-8%).

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10 June 2021

Global Cryptocurrency Mining Craze Becomes Key to Nvidia Overtaking Broadcom in Revenue for 1Q21, Says TrendForce

While foundry capacities remained tight, prompting IC design companies to compete over limited foundry capacities in order to fulfill rising demand for various end devices, the top 10 IC designe (fabless) companies posted remarkable revenues in 1Q21, according to TrendForce’s latest investigations. In particular, thanks to the global mining craze brought about by the cryptocurrency market, Nvidia was able to surpass Broadcom in revenue and take the second spot among the top 10. On the other hand, fifth-ranked AMD scored a staggering YoY growth of 92.9%, which is the highest % increase on the top 10 list.

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9 June 2021

Graphics DRAM Contract Prices Projected to Rise by 8-13% QoQ in 3Q21 Due to Tight Supply in Contract Market, Says TrendForce

TrendForce’s latest investigations find considerable discrepancy between prices for graphics DRAM products in the contract market and in the spot market. Quotes for graphics DRAM products continue to rise in the contract market as the severe undersupply situation persists. Furthermore, the supply fulfillment rates for orders from some medium- and small-size clients have been hovering around 30%. This undersupply situation is expected to persist through 3Q21, during which graphics DRAM contract prices are expected to rise by 8-13% QoQ. Regarding the spot market, on the other hand, the value of ETH experienced continued uptrend from the start of 2021 until May, thereby driving up the demand for graphics cards, regardless of them belonging to the newer or older series. At the height of the graphics card boom, spot prices of graphics DRAM products were up to 200% higher than contract prices. Demand from miners for graphics cards are expected to be relatively muted before cryptocurrencies return to their previous bullish trends, and the gap between the spot and contract prices of graphics DRAM products will likely narrow in 3Q21 as a result.

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8 June 2021

Memory Prices Likely to Continue Rising in 3Q21 as Suppliers Keep a Low Level of Inventory, Says TrendForce

Memory suppliers are currently carrying a relatively low level of inventory because of aggressive stock-up activities of clients across different application segments in 1H21, according to TrendForce’s latest investigations. More specifically, inventories of DRAM suppliers and NAND Flash suppliers are averaging 3-4 weeks and 4-5 weeks, respectively. The overall procurement of server memory products is expected to intensify in 3Q21, so memory suppliers do not see the necessity in lowering quotes to drive sales. TrendForce forecasts that DRAM prices will rise further by 3-8% QoQ for 3Q21. On the other hand, thanks to the growing demand for enterprise SSDs and NAND Flash wafers, TrendForce has also corrected up the magnitude of the QoQ increase in NAND Flash prices for 3Q21 to 5-10% (compared with the previous projection of 3-8%).

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1 June 2021

Monitor Panel Shipment for 1Q21 Declines by 8.6% QoQ to 39.9 Million Units Due to IC Shortage and Samsung's Exit, Says TrendForce

Owing to the stay-at-home economy brought about by the onset of the COVID-19 pandemic, demand for IT products has been sky-high since 2Q20. However, monitor panel shipment for 1Q21 declined by 8.6% QoQ to 39.9 million units due to the shortage of components such as ICs in the upstream supply chain, as well as SDC’s (Samsung Display Co.) decision to shutter its monitor panel manufacturing operations, according to TrendForce’s latest investigations.

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12 May 2021

Monitor Shipment for 2021 Expected to Reach 150 Million Units Due to Strong Demand Generated by COVID-19 Pandemic, Says TrendForce

Owing to high demand generated by the proliferation of WFH and distance education, monitor shipment for 2020 reached 140 million units, an 8.6% growth YoY, which represents the highest growth in about 10 years, according TrendForce’s latest investigations. With demand persisting through 1H21, monitor shipment for 1Q21 underwent a staggering YoY increase of 34.1%, and this figure is projected to exceed 10% for 2Q21. Total monitor shipment for 2021 will likely reach 150 million units, a 7.3% growth YoY. Gaming monitors, which have been gaining attention in the monitor market, are expected to make up 17.3% of this total and reach 25.9 million units in shipment in 2021. In addition to being one of the most in-demand applications in the stay-at-home economy, this product category has long been a resource-intensive focus of monitor brands and panel suppliers alike.

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9 April 2021

Chinese Suppliers Take Top Three Spots in TV Panel Shipment Ranking, with Combined Shipment of More Than 50% of All Suppliers, Says TrendForce

As Samsung Display (SDC) decided to extend the manufacturing operations of its Korea-based Gen 8.5 LCD fab, and tier-two panel suppliers are still slow to reassign their production capacities from TV panels to IT panels, TrendForce expects total TV panel shipment for 2021 to reach 269 million units, which is relatively unchanged compared to 2020 levels. Panel suppliers will continue to focus on large-sized TV panels this year in response to several industry-wide developments, including M&A, reduced production capacities, improved manufacturing technologies, and increased panel demand. Furthermore, as the persistent price hike of TV panels continues to reduce the profit margins of TV sets, TV brands have started to gravitate towards larger, more profitable TV sizes. TrendForce therefore expects the average TV panel size this year to increase by 1.6 inches and move towards 50 inches.

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25 May 2021

Price Hike of Lighting LED Products in 2Q21 Projected to Propel Lighting LED Market Revenue for 2021 to US$6.709 Billion, Says TrendForce

LED

Product prices across the overall lighting LED market are expected to increase by about 0.3%-2.3% QoQ in 2Q21, according to TrendForce’s latest investigations. This price hike can primarily be attributed to the fact that overall demand in the LED lighting market has been rebounding since 1Q21 and remaining in an uptrend since 2Q21. Furthermore, the industry-wide shortage of LED components in the upstream supply chain, caused by the onset of the COVID-19 pandemic, has yet to be addressed, thereby compelling lighting product manufacturers to ramp up their procurement activities this year in order to avoid a component shortage, which they suffered last year. TrendForce hence expects this bullish trend in the LED supply chain to result in a US$6.709 billion yearly revenue for the lighting LED market in 2021, a 3.43% growth YoY.

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20 May 2021

Mini LED Backlight TV Shipment for 2021 Projected to Reach Three Million Units, Says TrendForce

For the past two years, brands such as Samsung, LG, TCL, and Xiaomi have successively released their own Mini LED backlight TVs, which are expected to reach a yearly shipment of about 2.6-3 million units in 2021 because Korean brands have successfully trailblazed the high-end market, and because Chinese brands have also been ramping up shipment via highly cost-effective models, according to TrendForce’s latest investigations.

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18 May 2021

LED Market Revenue for 2021 Projected to Reach US$16.53 Billion Mainly Due to Automotive/Mini LED Applications, Says TrendForce

LED

Owing to the impact of the COVID-19 pandemic in 2020, not only did LED revenue experience a downward trajectory, but this decline also reached a magnitude rarely seen in recent years, according to TrendForce’s latest investigations. However, as vaccinations begin taking place in 1H21, the LED market’s long-stifled demand is expected to rebound from rock bottom. Hence, global LED market revenue will likely undergo a corresponding recovery this year as well, with a forecasted US$16.53 billion, an 8.1% increase YoY, in 2021. Most of this increase can be attributed to four major categories, including automotive LED, Mini/Micro LED, video wall LED, and UV/IR LED.

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13 August 2020

PV Module Prices to Rebound into Uptrend as Global Wafer Prices Surge Once Again, Says TrendForce

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.

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29 July 2020

Total Inverter Shipment in Taiwan Once Again Sets Record High in 1H20, with Chinese Manufacturer Sungrow Making Its First Appearance in Top Three, Says TrendForce

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.

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30 March 2020

TrendForce Presents Latest Analysis (Updated March 2020) of COVID-19 Pandemic’s Impact on Global High-Tech Industries

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.

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24 May 2021

Global TV Shipment for 1Q21 Undergoes 11.5% Growth YoY to Reach 49.96 Million Units Thanks to Bullish Sales in North America, Says TrendForce

While demand for TVs underwent a slowdown in China and Europe due to the onset of the cyclical downturn, quarterly TV sales in North America reached a historical high in 1Q21 thanks to the proliferation of the stay-at-home economy and government-issued economic stimulus plans, such as the March 2021 handout of US$1,400 stimulus checks to most US citizens, according to TrendForce’s latest investigations. Bullish TV sales in North America propelled global TV shipment for 1Q21 to 49.96 million units, a 24.2% QoQ decrease but an 11.5% YoY increase.

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20 May 2021

Mini LED Backlight TV Shipment for 2021 Projected to Reach Three Million Units, Says TrendForce

For the past two years, brands such as Samsung, LG, TCL, and Xiaomi have successively released their own Mini LED backlight TVs, which are expected to reach a yearly shipment of about 2.6-3 million units in 2021 because Korean brands have successfully trailblazed the high-end market, and because Chinese brands have also been ramping up shipment via highly cost-effective models, according to TrendForce’s latest investigations.

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10 May 2021

Growth in Total Smartphone Production for 2021 Drops to 8.5% YoY Due to India’s Second Wave of Coronavirus, Says TrendForce

​​​​​​​TrendForce’s investigations find that India has become the second largest market for smartphones since 2019. However, the recent worsening of the COVID-19 pandemic in the country has severely impaired India’s domestic economy and subsequently dampened various smartphone brands’ production volume and sales (sell-in) performances there. TrendForce is therefore revising the forecasted YoY growth in global smartphone production for 2021 from 9.4% down to 8.5%, with a yearly production volume of 1.36 billion units and potential for further decreases going forward.

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16 October 2020

Key Summaries from TrendForce's Annual Forecast 2021 Event

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.

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6 October 2020

TrendForce Announces Top 10 Tech Industry Trends for 2021

In this release, TrendForce provides its forecast of 10 key trends in the tech industry for 2021.

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21 August 2020

TrendForce Analyzes Impacts of Expanded U.S. Sanctions Against Huawei on Five Major Tech Industries

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.

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13 May 2021

BEV Sales Undergo 153% YoY Increase in Newly Released Total NEV Sales Ranking for 1Q21, Says TrendForce

Total NEV (New Energy Vehicle, which includes both BEV and PHEV but excludes HEV) sales for the 1Q21 period reached 1.09 million units, according to TrendForce’s latest investigations. Of this figure, BEVs accounted for 750,000 units in sales, a 153% growth YoY, while PHEVs accounted for 340,000 units in sales, a 128% growth YoY. In particular, Chinese automakers collectively possessed the largest shares in the BEV market in 1Q21, and certain Chinese BEV manufacturers moved up in the rankings accordingly. Other than longstanding market leader Tesla, Chinese automakers Wuling Hongguang, BYD, and ORA occupied three of the top five spots.

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2 March 2021

Automakers Score Remarkable Performances in Top Five Ranking of EV Sales in 2020 Thanks to Affordable Models, Says TrendForce

Global sales of NEV (new energy vehicles, which include both BEV and PHEV) skyrocketed in the final two months of 2020, with various models setting historical sales records, according to TrendForce’s latest investigations. TrendForce estimates total NEV sales for 2020 at 2.9 million units, a 43% increase YoY, and further expects yearly sales to reach 3.9 million units in 2021. However, as the current shortage of automotive chips has had a considerable impact on the auto industry, some uncertainties still exist in the forecast of EV sales.

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28 January 2021

Automotive Market Set to Recover in 2021 with Yearly Sales of 84 Million Vehicles, While 12-inch Fab Capacities for Automotive Semiconductor Undergoes Most Severe Shortage, Says TrendForce

Not only did automotive market take a downward turn starting in 2018, but the severe impact of the COVID-19 pandemic in 2020 also led to noticeably insufficient procurement activities from major automotive module suppliers, according to TrendForce’s latest investigations. However, as the automotive market is currently set to make a recovery, TrendForce expects yearly vehicle sales to increase from 77 million units in 2020 to 84 million units in 2021. At the same time, the rising popularity of autonomous, connected, and electric vehicles is likely to lead to a massive consumption of various semiconductor components. Even so, since most manufacturers in the automotive supply chain currently possess a relatively low inventory, due to their sluggish procurement activities last year in light of weak demand, the discrepancies in the inventory levels of various automotive components, along with the resultant manufacturing bottleneck, have substantially impaired automakers’ capacity utilization rates and, subsequently, vehicle shipments.

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In-Depth Analyses


11 June 2021

Upstream and Downstream Sectors in a Stalemate as Polysilicon Inflation Narrows

Polysilicon  The inflation of polysilicon had slightly mitigated this week, where the downstream sector has been focused on testing market

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11 June 2021

Daily Express Jun.11,2021 Spot Market Today

In today’s DRAM spot market, the momentum is weak and there were only a few inquiries. Moreover, the buyers show passive in accepting the price while the price trend of DDR4 brand chips continues to uplift. Hence, the overall trading volume is dull eventually. In the mainstream category, the average price of DDR4 8G (1G*8) 2666 rises to USD 4.870 and the average price of DDR4 512x8-2400 stay

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Daily Express Jun.10,2021 Spot Market Today

10 June 2021

In today’s DRAM spot market, As there are still some actual demands of Samsung DDR4 4G/8G x8 and x16 from the factory, some of the actual demands focus on DDR4 512x16-2666 brand chips, the quotes in the spot market have slightly increase; however, the buyers are not willing to accept the higher price and the chances of obvious transactions is limited. In the mainstream category, the average


Daily Express Jun.9,2021 Spot Market Today

9 June 2021

In today’s DRAM spot market, some of the demands focus on DDR4 512x16-2666 brand chips which cause the slight increase in quotes of the spot market. However, the buyers are not willing to accept at the price part and the final trading volume is not ideal eventually. In the mainstream category, the average price of DDR4 8G (1G*8) 2666 stays at USD 4.763 and the average price of DDR4 512x8-240


Daily Express Jun.8,2021 Spot Market Today

8 June 2021

In today’s DRAM spot market, the market momentum shows stagnant. Even though there are obvious inquiries released from the factories, the buyers hold a passive attitude. Hence, the final transactions are limited and the overall price trend shows flat. In the mainstream category, the average price of DDR4 8G (1G*8) 2666 rises to USD 4.763 and the average price of DDR4 512x8-2400 rises to USD



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