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NEV Sales Hit 3.455 Million in 3Q23, BYD’s BEV Sales Hot on Telsa’s Heels, Says TrendForce

30 November 2023

TrendForce’s latest investigations reveal groundbreaking developments in the NEV sector for 3Q23. Total sales of NEVs, including BEVs, PHEVs, and FCEVs, soared to 3.455 million units and registered a substantial 28.1% YoY growth. While BEVs accounted for about 70% of these sales, the standout performers this quarter were PHEVs, which saw a staggering YoY growth of 47.8%—contributing significantly to the momentum of the NEV market. 

Global TV Shipments to Fall Below 197 Million Units for the First Time in 2023, Slight Growth of 0.2% Expected in 2024, Says TrendForce

28 November 2023

TrendForce’s latest research indicates that despite a decrease in the CPI in Europe and the US this year, consumer budgets are still constrained due to the current high-interest-rate environment, and the real estate bubble in China has suppressed TV demand. Moreover, a significant increase in TV panel prices this year has led brands to scale down promotional events, resulting in a decline in global TV shipments to 197 million units in 2023—a YoY decrease of 2.1%.

Manufacturers Anticipate Completion of NVIDIA’s HBM3e Verification by 1Q24; HBM4 Expected to Launch in 2026, Says TrendForce

27 November 2023

TrendForce’s latest research into the HBM market indicates that NVIDIA plans to diversify its HBM suppliers for more robust and efficient supply chain management. Samsung’s HBM3 (24GB) is anticipated to complete verification with NVIDIA by December this year. The progress of HBM3e, as outlined in the timeline below, shows that Micron provided its 8hi (24GB) samples to NVIDIA by the end of July, SK hynix in mid-August, and Samsung in early October.

NVIDIA Experiences Strong Cloud AI Demand but Faces Challenges in China, with High-End AI Server Shipments Expected to Be Below 4% in 2024, Says TrendForce

23 November 2023

Despite strong shipments of NVIDIA’s high-end GPUs—and the rapid introduction of compliant products such as the H20, L20, and L2—Chinese cloud operators are still in the testing phase, making substantial revenue contributions to NVIDIA unlikely in Q4. Gradual shipments increases are expected from the first quarter of 2024. 

Shifting Camera Integration Trends Expected to Cause an 8.9% Decline in Smartphone Camera Module Shipments in 2023, Says TrendForce

21 November 2023

TrendForce reports a significant 8.9% decrease in shipments of smartphone camera modules in 2023, totaling around 4.065 billion units. This downturn is attributed to a decline in smartphone production and evolving trends in camera integration by major brands.


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