• Demand for NVIDIA’s Blackwell Platform Expected to Boost TSMC’s CoWoS Total Capacity by Over 150% in 2024, Says TrendForce


    However, the GH200 accounted for only approximately 5% of NVIDIA’s high-end GPU shipments. The supply chain has high expectations for the GB200, with projections suggesting that its shipments could exceed millions of units by 2025.


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  • DRAM Manufacturers Gradually Resume Production, Impact on Total Q2 DRAM Output Estimated to Be Less Than 1%, Says TrendForce


    Despite some damage and the necessity for inspections or disposal of wafers among suppliers, the facilities’ strong earthquake preparedness of the facilities has kept the overall impact to a minimum, says TrendForce.


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16 April 2024

Demand for NVIDIA’s Blackwell Platform Expected to Boost TSMC’s CoWoS Total Capacity by Over 150% in 2024, Says TrendForce

However, the GH200 accounted for only approximately 5% of NVIDIA’s high-end GPU shipments. The supply chain has high expectations for the GB200, with projections suggesting that its shipments could exceed millions of units by 2025, potentially making up nearly 40 to 50% of NVIDIA’s high-end GPU market.

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12 April 2024

Rebound in March Lithium Prices Supports Steady Prices for EV Batteries; Price Pressures Persist Despite Anticipated Demand Increase in Q2, Says TrendForce

This uptick in raw material costs has provided a solid foundation for EV battery prices in China to hold steady, with notable stability observed across various battery types, including square ternary, square LFP, and pouch-type ternary EV batteries, which posted average prices of CNY 0.48/Wh, 0.42/Wh, and 0.50/Wh, respectively.

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10 April 2024

DRAM Manufacturers Gradually Resume Production, Impact on Total Q2 DRAM Output Estimated to Be Less Than 1%, Says TrendForce

Following in the wake of an earthquake that struck on April 3rd, TrendForce undertook an in-depth analysis of its effects on the DRAM industry, uncovering a sector that has shown remarkable resilience and faced minimal interruptions. Despite some damage and the necessity for inspections or disposal of wafers among suppliers, the facilities’ strong earthquake preparedness of the facilities has kept the overall impact to a minimum.

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16 April 2024

Demand for NVIDIA’s Blackwell Platform Expected to Boost TSMC’s CoWoS Total Capacity by Over 150% in 2024, Says TrendForce

However, the GH200 accounted for only approximately 5% of NVIDIA’s high-end GPU shipments. The supply chain has high expectations for the GB200, with projections suggesting that its shipments could exceed millions of units by 2025, potentially making up nearly 40 to 50% of NVIDIA’s high-end GPU market.

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10 April 2024

DRAM Manufacturers Gradually Resume Production, Impact on Total Q2 DRAM Output Estimated to Be Less Than 1%, Says TrendForce

Following in the wake of an earthquake that struck on April 3rd, TrendForce undertook an in-depth analysis of its effects on the DRAM industry, uncovering a sector that has shown remarkable resilience and faced minimal interruptions. Despite some damage and the necessity for inspections or disposal of wafers among suppliers, the facilities’ strong earthquake preparedness of the facilities has kept the overall impact to a minimum.

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9 April 2024

U.S. Updates Advanced Semiconductor Ban, Actual Impact on the Industry Will Be Insignificant, Says TrendForce

These new regulations, which took effect on April 4th, are designed to prevent certain countries and businesses from circumventing U.S. restrictions to access sensitive chip technologies and equipment. Despite these tighter controls, TrendForce believes the practical impact on the industry will be minimal.

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3 April 2024

Impact of the April 3rd Earthquake on Taiwan’s Display Panel Industry Is Expected to Bolster Panel Prices, Says TrendForce

An earthquake with a magnitude of 7.2 occurred off the eastern coast of Taiwan at 7:58 AM on April 3rd. Continuous aftershocks have left most machinery at AU Optronics and Innolux in a state of shutdown. According to the latest investigation by TrendForce.

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1 March 2024

Q124 LCD TV Panel Shipments Estimated at 55.8 Million Units, Expected to Continue Growing in Q2, Says TrendForce

TrendForce estimates that shipments of LCD TV panels will reach 55.8 million units in the first quarter—a 5.3% QoQ increase. 

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21 February 2024

Global Foldable Phone Shipments to Reach 17.7 Million in 2024, Yearly Increase Slows to 11%, Says TrendForce

TrendForce reports that global shipments of foldable phones reached 15.9 million units in 2023, marking a 25% YoY increase and accounting for approximately 1.4% of the overall smartphone market.

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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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4 March 2024

Global LED Lighting Industry Set to Benefit from an Estimated 5.8 Billion Units of Secondary Replacement Demand for LED Lamps and Luminaires in 2024, Says TrendForce

LED

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.

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1 March 2024

Micro LED Apple Watch Production Faces Significant Changes as Collaboration with ams OSRAM Ends, Says TrendForce

LED

TrendForce notes that the original suppliers for the Apple Watch included ams OSRAM for Micro LED vertical chips from its 8-inch factory in Malaysia and South Korean panel giant LG Display for the glass driving backplane and mass transfer processes. Now, with the partnership dissolved, the 2026 debut seems increasingly out of reach.

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12 April 2024

Rebound in March Lithium Prices Supports Steady Prices for EV Batteries; Price Pressures Persist Despite Anticipated Demand Increase in Q2, Says TrendForce

This uptick in raw material costs has provided a solid foundation for EV battery prices in China to hold steady, with notable stability observed across various battery types, including square ternary, square LFP, and pouch-type ternary EV batteries, which posted average prices of CNY 0.48/Wh, 0.42/Wh, and 0.50/Wh, respectively.

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2 February 2024

EV Battery Prices Fell by 4–7% in January, Decrease Expected to Slow Down in February, Says TrendForce

TrendForce’s latest research indicates that the global lithium battery market remained subdued in January, with cell makers still working through their inventories and production rates lingering at low levels. The ASP of EV cells has continued to fall—the most significant drop was observed in EV pouch cells, which saw a MoM decline of 7.3% to CNY 0.51/Wh. While prices are expected to continue declining in February, the rate of decrease is likely to slow down.

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4 January 2024

EV Battery Prices Dropped Significantly in December but are Expected to Stabilize by 2Q24, Says TrendForce

TrendForce reveals that the ASP of Chinese EV cells saw a 6–10% decrease in December. The prices for EV square ternary cells, LFP cells, and pouch ternary power cells fell to CNY 0.51/Wh, CNY 0.45/Wh, and CNY 0.55/Wh, respectively.

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11 March 2024

Global Quarterly Smartphone Production Jumps 12.1% in 4Q23; Annual Total Drops 2.1% Down to 1.166 Billion Units, Says TrendForce

TrendForce’s latest insights reveal a significant rebound in global smartphone production, marking the end of an eight-quarter slump in 3Q23. In a strategic year-end surge, brands amped up production to capture more market share, propelling Q4 smartphone output up 12.1% to reach 337 million units.

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26 February 2024

AI Applications Spur Growth, Smartphone Camera Lens Market Expected to Rebound with 3.8% Increase in 2024, Says TrendForce

TrendForce forecasts a rebound in the smartphone camera lens market in 2024, with a 3.8% growth spurred by AI-driven smartphone trends to reach approximately 4.22 billion units. Samsung’s AI-packed flagship—the S24 series—is set to capture a larger market share thanks to its advanced Generative AI applications.

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21 February 2024

Walmart Acquires Vizio, Set to Overtake Samsung as the Largest TV Brand in the US, Says TrendForce

US retail giant Walmart announced on February 20th, that it has acquired smart TV brand Vizio for US$2.3 billion, aiming to accelerate the growth of its advertising business: Walmart Connect. Since its launch in 2021, Walmart Connect has seen double-digit annual growth in both its online and offline retail media advertising ventures. Vizio has been expanding its device ecosystem and its SmartCast TV OS, boasting over 18 million active users, according to TrendForce.

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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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21 March 2024

NVIDIA GTC Focuses on Empowering Healthcare and Manufacturing with High-Performance, Low-Energy Chips, Says TrendForce

Leveraging this foundation, NVIDIA is set to launch AI chips like the B100, B200, and GB200, prepping for a surge in advanced AI applications. With NVIDIA's quick iteration cycle, these improvements in cost-efficiency and energy consumption mean these products could dominate the market by 2025 after their expected late 2024 release.

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21 March 2024

EV Inverter Installations Reached 7.14 Million Units in 4Q23, with BEVs Being the Largest Demand Driver, Says TrendForce

TrendForce’s latest market report on EV installers reveals that their global installation volume reached 7.14 million units in 4Q23—a roughly 12% increase from 6.39 million units in 3Q23. This growth is primarily due to the increase in EV sales in the last quarter compared to the third quarter. Among these, the inverter market’s main driving force comes from BEVs.

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20 February 2024

BYD Set to Challenge Tesla for the Crown in EV Sales in 2024, Says TrendForce

TrendForce reports that global sales of NEVs, including BEVs, PHEVs, and FCVs, reached 13.03 million units in 2023—marking a growth rate of 29.8%. This represents a significant slowdown from the 54.2% growth rate in 2022. Of these, BEVs accounted for 9.11 million units with a growth rate of 24%, and PHEVs reached 3.91 million units, growing at 45%.

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In-Depth Analyses


18 April 2024

Daily Express Apr.18,2024 Spot Market Today

In today’s DRAM spot market, the market momentum is subdued, with order visibility remaining low. Only a small number of inquiries have been released by factories, resulting in some transactions at lower price levels. Overall, the chip prices continue to fluctuate. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 rises to USD 1.948, and the average price of DDR4 512x8-240

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17 April 2024

Daily Express Apr.17,2024 Spot Market Today

In today's DRAM spot market, There is a significant increase in prices released by manufacturers. However, there's a prevalent atmosphere of caution in the market, and actual demand remains weak. Both buyers and sellers are showing a passive attitude in negotiation. As a result, spot prices are fluctuating, with a mix of increases and decreases. In the mainstream category, the average pric

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Daily Express Apr.16,2024 Spot Market Today

16 April 2024

In today’s DRAM spot market, the demand momentum remains weak, with buyers holding a conservative and cautious attitude. Without actual buying support, spot chip prices have loosened slightly, and overall trading conditions are lackluster.  In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 rises to USD 1.945, and the average price of DDR4 512x8-2400/2666 remains at US


Daily Express Apr.15,2024 Spot Market Today

15 April 2024

In today’s DRAM spot market, the market sentiment is subdued with limited demand released from buyers and no significant stocking activity. Spot market momentum remains stagnant, and overall chip prices are stable with minimal changes. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 rises to USD 1.942, and the average price of DDR4 512x8-2400/2666 rises to USD 1.219. The


Daily Express Apr.12,2024 Spot Market Today

12 April 2024

In today’s DRAM spot market, overall momentum remains weak. Although sporadic inquiries appear, most buyers are primarily exploring prices without actual orders. As a result, the final trading situation is not ideal. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 rises to USD 1.937, and the average price of DDR4 512x8-2400/2666 remains at USD 1.214. The average price of



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