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TrendForce reports that NAND Flash prices continued to rise in 2Q24 as server inventory adjustments neared completion and AI spurred demand for high-capacity storage products. However, high inventory levels among PC and smartphone buyers led to a 1% QoQ decline in NAND Flash bit shipments. Despite this, ASP increased by 15% and drove total revenue to US$16.796 billion, a 14.2% growth compared to the previous quarter.
TrendForce reports that Apple's upcoming iPhone 16 series will be powered by the new A18 and A18 Pro processors and will feature a comprehensive DRAM upgrade to support Apple Intelligence. The excitement around Apple Intelligence has been building since WWDC24, and with a relatively low base in 2023, Apple’s four new models are expected to have a combined production volume of 86.7 million units in the second half of 2024, marking an 8% year-on-year increase. Looking at total production for 2024, Apple is currently close to Samsung, the market leader, and could potentially surpass Samsung by the end of the year to become the top smartphone manufacturer by market share for the first time.
TrendForce’s latest findings reveal that global installations of EV traction inverters reached 6.45 million units in 2Q24, marking a 24% increase from the previous quarter. The growth was primarily driven by hybrid vehicles (including HEVs and PHEVs). Among the EV powertrains, PHEVs led with a 26% quarterly increase in installations, while BEVs followed with an 18% increase.
TrendForce’s latest projections show global shipments of AMOLED smartphone panels are anticipated to surpass 840 million units in 2024, reflecting a remarkable growth of almost 25% from 2023. With leading smartphone manufacturers increasingly embracing AMOLED technology, shipments are predicted to surpass 870 million units in 2025, representing a YoY increase of 3.2%.
TrendForce reports that global smartphone production experienced a 3% quarterly dip, totaling 286 million units in 2Q24. The drop was largely attributed to the conclusion of new model releases for several brands and inventory adjustments as the second quarter wrapped up. In light of a sluggish market during what is typically the peak season, many brands are taking a cautious stand while planning production for the third quarter. Consequently, production is anticipated to see a modest QoQ increase to 293 million units. However, this still reflects an approximate 5% YoY decrease, falling below pre-pandemic levels.
