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TrendForce’s latest investigations reveal that the combined market share of the top five SSD module makers in the retail sector has surged from 59% in 2022 to 72% in 2023, reinforcing a trend of larger companies expanding their dominance. These major players are leveraging their scale to negotiate more favorable prices for NAND Flash, boosting their competitive edge and ensuring they have sufficient resources to stock up in preparation for market shifts.
TrendForce reports that NVIDIA has recently rebranded all its Blackwell Ultra products to the B300 series. Looking ahead to 2025, NVIDIA plans to strategically promote the B300 and GB300 lines—which utilize CoWoS-L technology—thereby boosting the demand for advanced packaging solutions.
TrendForce reports that the OLED monitor market is set to receive a boost with the introduction of new 31.5-inch OLED models. Panel makers are focusing on product differentiation and improved specifications, while several gaming brands are aggressively launching new models to capture market share. OLED monitor shipments are projected to reach 1.44 million units in 2024—representing YoY growth of 181%—with strong growth expected to continue in the coming years.
TrendForce’s latest findings reveal that NAND Flash products have been impacted by weaker-than-expected seasonal demand in the second half of 2024, leading to a decline in wafer contract prices in Q3. This downward trend is projected to deepen, with prices expected to drop by more than 10% in Q4.
TrendForce’s latest findings reveal that weaker consumer demand has persisted through 3Q24, leaving AI servers as the primary driver of memory demand. This dynamic, combined with HBM production displacing conventional DRAM capacity, has led suppliers to maintain a firm stance on contract price hikes.