• Samsung Strike Has No Immediate Impact on Memory Production, with No Shipment Shortages, Says TrendForce


    Additionally, the spot prices for DRAM and NAND Flash had been declining prior to the strike announcement, and there has been no change in this downtrend since the announcement.


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13 June 2024

Contract Price Increases Offset Seasonal Slump, Boosting DRAM Q1 Revenue by 5.1%, Says TrendForce

TrendForce reveals that the DRAM industry experienced a 5.1% revenue increase in 1Q24 compared to the previous quarter. This growth—reaching US$18.35 billion—was driven by rising contract prices for mainstream products, with the price increase being more significant than in 4Q23. As a result, most companies in the industry continued to see revenue growth.

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12 June 2024

TrendForce: Top 10 Global Foundries at 4.3% QoQ Drop in 1Q24 Revenue as SMIC Climbed to 3rd Spot, Says TrendForce

As indicated by the survey of global market intelligence firm TrendForce, 1Q24 marked the entry of a traditional off-season for the consumer end, where the sporadic appearance of urgent orders within the supply chain were mostly replenishment of inventory among individual clients, and exhibited sluggishness in momentum on the whole. Simultaneously, automotive and industrial equipment applications have been receiving ongoing revisions in forecast under escalating economic risks, including inflation, geopolitical conflicts, and energy shortages. AI servers, attributed to the extensive CapEx input and competitions among major global CSPs, as well as the establishment of LLMs (Large Language Models) between enterprises, became the sole support for the supply chain throughout 1Q24. On account of aforementioned factors, the top 10 global foundries generated a total revenue of US$29.2 billion at a QoQ drop of 4.3% in 1Q24.

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11 June 2024

Penetration Rate of AI NBs to Arrive at 20% by 2025 as AI Applications Steadily Refine and Actuate Consumer Demand, Says TrendForce

As indicated by TrendForce’s latest survey, global NB shipment remains inhibited in market dynamics due to geopolitics and high interest rates throughout 2024. Generally speaking, demand for replacement of entry consumer and educational models served as the actuation for market activeness for 1H24, whereas the pending stabilization of the economy and additional launches of AI NBs in 2H24 would stimulate the need of upgrading to high-performance NBs among enterprises. Annual shipment is projected at 173.45 million units at a YoY growth of 3.6% in 2024.

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13 June 2024

Contract Price Increases Offset Seasonal Slump, Boosting DRAM Q1 Revenue by 5.1%, Says TrendForce

TrendForce reveals that the DRAM industry experienced a 5.1% revenue increase in 1Q24 compared to the previous quarter. This growth—reaching US$18.35 billion—was driven by rising contract prices for mainstream products, with the price increase being more significant than in 4Q23. As a result, most companies in the industry continued to see revenue growth.

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12 June 2024

TrendForce: Top 10 Global Foundries at 4.3% QoQ Drop in 1Q24 Revenue as SMIC Climbed to 3rd Spot, Says TrendForce

As indicated by the survey of global market intelligence firm TrendForce, 1Q24 marked the entry of a traditional off-season for the consumer end, where the sporadic appearance of urgent orders within the supply chain were mostly replenishment of inventory among individual clients, and exhibited sluggishness in momentum on the whole. Simultaneously, automotive and industrial equipment applications have been receiving ongoing revisions in forecast under escalating economic risks, including inflation, geopolitical conflicts, and energy shortages. AI servers, attributed to the extensive CapEx input and competitions among major global CSPs, as well as the establishment of LLMs (Large Language Models) between enterprises, became the sole support for the supply chain throughout 1Q24. On account of aforementioned factors, the top 10 global foundries generated a total revenue of US$29.2 billion at a QoQ drop of 4.3% in 1Q24.

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5 June 2024

Taiwanese Chipmakers Expand Overseas to Capitalize on Geopolitical Shifts and De-Sinicization Benefits, Says TrendForce

On June 5th, Vanguard and NXP announced plans to jointly establish VisionPower Semiconductor Manufacturing Company (VSMC) in Singapore to build a 12-inch wafer plant. TrendForce posits that this move reflects the trend of global supply chains shifting “Out of China, Out of Taiwan”(OOC/OOT), with Taiwanese companies accelerating their overseas expansion to improve regional capacity flexibility and competitiveness.

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14 May 2024

Sharp Announces Closure of Sakai Gen 10 Line, Supply Cut of 5 Million TV Panels Expected in 2025, Says TrendForce

TrendForce reports that while the immediate impact on this year's supply will be minimal, the closure will significantly affect the TV panel market in 2025. The facility, dedicated entirely to LCD TV panel production, is expected to reduce the total available market supply by nearly 5 million units next year, representing 2% of the global supply.

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14 May 2024

Shipments of OLED Monitors Hit 200,000 Units in 1Q24, Annual Forecast to Reach 1.34 Million, Says TrendForce

TrendForce’s latest report reveals a robust start to 2024 for OLED monitors, with shipments reaching approximately 200,000 units in the first quarter—marking a YoY growth of 121%.

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8 May 2024

2024 Apple iPad Pro Estimated to Ship Between 4.5 to 5 Million Units, Says TrendForce

However, these advancements come with a price increase; the next-generation iPad Pro will be priced $200 higher than its predecessor. Furthermore, the introduction of a 13-inch iPad Air could potentially dilute consumer interest, affecting demand for other models. As a result, TrendForce estimates the combined shipment of the 11-inch and 13-inch AMOLED iPad Pro models will only reach between 4.5 to 5 million units in 2024.

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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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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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6 June 2024

May EV Battery Demand and Prices Remain Stable, June Prices Likely to Drop, Says TrendForce

TrendForce research reveals that after experiencing low capacity utilization in the first quarter, the EV battery industry saw a significant recovery in market demand starting in March. April’s peak season led to a surge in demand, boosting lithium battery production and slightly raising EV battery prices. In May, the market continued its peak season trend with stable demand and prices. Monthly ASP for square ternary, square LFP, and pouch ternary cells were CNY 0.50/Wh, 0.43/Wh, and 0.52/Wh, respectively.

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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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11 June 2024

Penetration Rate of AI NBs to Arrive at 20% by 2025 as AI Applications Steadily Refine and Actuate Consumer Demand, Says TrendForce

As indicated by TrendForce’s latest survey, global NB shipment remains inhibited in market dynamics due to geopolitics and high interest rates throughout 2024. Generally speaking, demand for replacement of entry consumer and educational models served as the actuation for market activeness for 1H24, whereas the pending stabilization of the economy and additional launches of AI NBs in 2H24 would stimulate the need of upgrading to high-performance NBs among enterprises. Annual shipment is projected at 173.45 million units at a YoY growth of 3.6% in 2024.

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3 June 2024

[Press Release] Foldable Phone Shipments Gradually Rise, Market Penetration Expected to Reach Nearly 5% by 2028, Says TrendForce

TrendForce reports that shipments of foldable phones are expected to reach 17.8 million units in 2024, making up only 1.5% of the smartphone market. Despite high repair rates and costs, market penetration is projected to climb to 4.8% by 2028.

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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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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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4 June 2024

EV Traction Inverter Installations Decline by 27% QoQ in 1Q24, with China's Tier 1 Manufacturers Emerging as Key Highlights, Says TrendForce

TrendForce’s latest data on the global EV inverter market shows that the traditional off-season for EVs led to a significant drop in traction inverter installations in 1Q24, reaching just 5.22 million units—a 27% decrease from 7.14 million units in 4Q23. BEVs accounted for 48% of these installations, down 5% from the previous quarter. Meanwhile, the share for HEVs and PHEVs increased from 47% to 52%, highlighting that range anxiety continues to be a key concern for consumers when purchasing vehicles.

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30 May 2024

NEV Sales Increase 16.9% in the First Quarter of 2024 While PHEV Sales Surge Nearly 50%, Says TrendForce

Notably, this is the first time in three years that the YoY growth rate of quarterly global NEV sales has dipped below 20%. BEV sales reached 1.8 million units, up 4.2% YoY, while PHEV sales skyrocketed 48.3% to 1.041 million units.

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23 May 2024

China Retains Market Advantage in Battery Development Despite US Raising Tariffs on Chinese Battery Imports to 25%, Says TrendForce

TrendForce posits that Chinese EVs account for less than 2% of the US EV market, making the actual impact of these tariff hikes minimal. However, the increased battery tariffs are expected to raise EV production costs for US automakers. This could complicate efforts to reduce overall vehicle costs and incentivize consumer purchases.

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In-Depth Analyses


13 June 2024

Daily Express Jun.13,2024 Spot Market Today

In today’s DRAM spot market, the market momentum is stagnant. In order to lower the risks, most buyers are adopting a cautious and conservative attitude. The pressure on the spot supply side continues to increase. And without any support of actual orders, there is still room for the overall chip prices to decline. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 drops to

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12 June 2024

Daily Express Jun.12,2024 Spot Market Today

In today’s DRAM spot market, the pace of inventory clearance remains slow. Despite the continuous release of low-priced parts, there is no stimulation of buying orders. Factories are purchasing only based on actual orders, resulting in sporadic demand. All capacities of chips continue to weaken in price performance. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 drops t

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Daily Express Jun.11,2024 Spot Market Today

11 June 2024

In today’s DRAM spot market, the market remains bleak even after the Computex. The end-user demand continues to be weak, intensifying the buyers’ cautious wait-and-see attitude. The selling pressure from suppliers persists, leading to noticeable price declines, and overall trading conditions are subdued. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 drops to USD


Penetration Rate of AI NBs to Arrive at 20% by 2025 as AI Applications Steadily Refine and Actuate Consumer Demand, Says TrendForce

11 June 2024

As indicated by TrendForce’s latest survey, global NB shipment remains inhibited in market dynamics due to geopolitics and high interest rat


Daily Express Jun.7,2024 Spot Market Today

7 June 2024

In today's DRAM spot market, the market price trend continues on a downtrend, and the buyer's attitude are passive. The willingness to undertake low-priced parts is still limited, and the overall trading condition is not ideal. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 drops to USD 1.894, and the average price of DDR4 512x8-2400/2666 remains at USD 1.196. The ave



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