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TrendForce Reports 3Q17 DRAM Revenue Hit a New High With a 16.2% Sequential Increase; DRAM Prices to Rise by 10% on Average in 4Q17

13 November 2017

Revenue of the entire global DRAM industry climbed to a new historic high for the third quarter of 2017, reports DRAMeXchange, a division of TrendForce. Contract prices of various DRAM products jumped by about 5% on average in the third quarter from the second quarter on the back of the year-end busy season and limited bit supply growth. As the market still experienced tight supply, total DRAM revenue for the third quarter rose by 16.2% from the second quarter.

China Looks To Chip Away At Taiwan's Semiconductor Dominance

10 November 2017

TrendForce Projects Global Smartphone Production for 4Q17 to Grow by 6.3% YoY as iPhone X Drives Quarterly Total to Its Peak for the Year

9 November 2017

TrendForce’s latest analysis of the global smartphone market finds that sales are growing again due to the effects of the year-end busy season. The global smartphone production volume for the third quarter of 2017 totaled 384 million units, registering a year-on-year increase of 6%. Chinese brands together posted a much higher year-on-year growth of 20%. In terms of ranking by production volume, Samsung, Apple, Huawei, OPPO and Vivo still held their respective positions in the top five for the third quarter, while Xiaomi followed at sixth place.

Total Revenue of China’s IC Industry to Grow Above Global Average at Annual Rate of 19.86% for 2018, Says TrendForce

9 November 2017

According to its latest report Breakdown Analysis of China’s Semiconductor Industry, TrendForce estimates that the total annual revenue generated by the country’s domestic IC industry for 2017 will come to RMB 517.6 billion, representing an increase of 19.39% from 2016. TrendForce further forecasts that total revenue of China’s IC industry for 2018 will come to a new record high of around RMB 620 billion, with the annual growth again reaching around the 20% level. By contrast, the average revenue growth rate of the worldwide IC industry for 2018 is projected at 3.4%.

TrendForce Expects Taiwanese IC Design Houses to Be Under Greater Competitive Pressure If Broadcom’s Bid for Qualcomm Is Successful

7 November 2017

Fabless semiconductor giant Broadcom Limited (shortened here as Broadcom) announced on November 6 that the company is offering US$130 billion to acquire its rival Qualcomm. Qualcomm’s official response is that the company board is currently reviewing the proposal. This deal, if approved by Qualcomm’s board, represents another milestone for M&As in the global semiconductor sector as its value sets a new record high for the industry. Once completed, TrendForce expects the deal will expand Broadcom’s presence in the automotive electronics market. Furthermore, the joining of Broadcom and Qualcomm will impact the global foundry market and threaten the competitiveness of China's and Taiwan's IC industries in the future.