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30 May 2023
TrendForce predicts a dramatic surge in AI server shipments for 2023, with an estimated 1.2 million units—outfitted with GPUs, FPGAs, and ASICs—destined for markets around the world, marking a robust YoY growth of 38.4%.
View More25 May 2023
TrendForce reports a dramatic 21.2% QoQ decline in Q1 revenues for the DRAM industry, bringing total revenue down to US$9.663 billion. This significant dip represents the third consecutive quarter where revenues have fallen.
View More24 May 2023
According to TrendForce "AMOLED Technology and Shipment Tracker" that the continuing global economic downturn continues to exert pressure on the smartphone, with this year’s projected market size falling short of 1.2 billion units.
View More25 May 2023
TrendForce reports a dramatic 21.2% QoQ decline in Q1 revenues for the DRAM industry, bringing total revenue down to US$9.663 billion. This significant dip represents the third consecutive quarter where revenues have fallen.
View More18 May 2023
TrendForce reports that global economic headwinds have had a significant impact on the MLCC industry, with shipments from January to April of this year totaling 1.359 trillion units.
View More17 May 2023
TrendForce reveals that alongside the four major CSPs reducing their procurement volumes, OEMs like Dell and HPE have also scaled back their annual shipment volume forecasts at some point between February and April, predicting YoY declines of 15% and 12%, respectively.
View More24 May 2023
According to TrendForce "AMOLED Technology and Shipment Tracker" that the continuing global economic downturn continues to exert pressure on the smartphone, with this year’s projected market size falling short of 1.2 billion units.
View More8 May 2023
However, after LG Display scales down its P6, P7, and Guangzhou LCD production lines, total output will still be much lower than the same period last year, according to TrendForce latest research.
View More12 April 2023
An increasing penetration rate has allowed the global value of OLED materials to be estimated at US$2.23 billion in 2022, with a YoY growth rate of 30%. Production values are expected to reach US$3 billion by 2025, owing to the support of manufacturers.
View More1 February 2023
According to TrendForce, Apple is expected to adopt Micro LED for its consumer electronic products in the close future. The Apple Watch will likely be the first among Apple’s products to feature a Micro LED display, and the adoption is anticipated to occur in 2024. Then, during the period from 2026 to 2030, the application scope of Micro LED could expand to encompass AR headset displays, smartphone displays, automotive displays, etc.
View More21 December 2022
According to TrendForce’s latest research, shipments of Mini LED backlit automotive display modules are estimated to total around 140,000 units this year because of their use by European, Chinese, and US carmakers.
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 May 2023
Additionally, prices of lithium hexafluorophosphate (LiPF6)—a key raw material used in electrolytes— have recently started to rise again, prices of anode materials, iron phosphate, and lithium battery copper foil have almost bottomed out, and China’s EV battery industry chain is gradually stabilizing.
View More21 April 2023
The lowest quoted price has already dipped to CNY 180/kg (US$26.10), with average market transaction prices hovering around CNY 190/kg. TrendForce predicts that silicon prices will continue to fall in April and May, driven by an expansion in silicon capacity in 2Q23.
View More8 March 2023
According to TrendForce’s research, polysilicon prices began to plummet in December last year, so the major polysilicon suppliers started to limit market supply.
View More23 May 2023
TrendForce reports that the global pandemic and extended average device replacement cycles of 36 to 42 months have curtailed smartphone production growth.
View More16 May 2023
TrendForce reveals that Chinese brands—capitalizing on the anticipation for the 618 shopping festival and overseas channels restocking their inventories—have pushed global TV shipments in 1Q23 to an impressive 43.37 million units.
View More6 April 2023
TrendForce research reveals that global notebook shipments reached 33.9 million units in 1Q23—a 13% QoQ and 39% YoY decline. This drop is primarily attributed to the continued impact of economic headwinds on consumer market confidence, which has hindered notebook channels as they destock. As a result, notebook brands have reduced ODM orders in an attempt to regulate inventory pressure, with this pressure on notebooks and their components expecting to be eased in 2Q23 as channels increase demand MoM. TrendForce predicts this will drive 2Q23 notebook shipments to 37.63 million units, an 11% QoQ increase but a 17.7% YoY decline.
View More13 April 2023
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.
View More19 January 2023
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.
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 More30 May 2023
TrendForce predicts a dramatic surge in AI server shipments for 2023, with an estimated 1.2 million units—outfitted with GPUs, FPGAs, and ASICs—destined for markets around the world, marking a robust YoY growth of 38.4%.
View More22 May 2023
TrendForce forecasts a global downturn in AR and VR device shipments for 2023, predicting a shipment total of roughly 7.45 million units—an 18.2% YoY decrease.
View More1 March 2023
According to TrendForce’s latest report “Trends and Challenges in Development of AI Applications as Seen from AI Generated Content (AIGC)”, this new wave of interest is expected to bring benefits to the participants across the supply chain for GPUs and AI chips. These participants include NVIDIA, TSMC, Unimicron, AIChip, etc.
View More30 May 2023
In today's DRAM spot market, the overall market momentum is relatively flat during the Taipei International Computer Exhibition. Meanwhile, there is no sign of actual buying interest for price negotiations and various brand chips are mostly in a downward trend. Hence, the final trading condition is not ideal. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 drops to USD 1.5
View More29 May 2023
In today's DRAM spot market, the momentum shows lackluster. However, the market sentiment leans towards conservatism, with buyers lacking confidence. Therefore, the overall price of the chip curve continues to decline and actual trading volume is not ideal. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 drops to USD 1.530, and the average price of DDR4 512x8-2400/2666 sta
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