Competitive Landscape

S1 Monthly LCD TV Panel Supply Chain Nov_24

S2 Monthly Notebook Panel Supply Chain Nov_24

Near-Eye Display: Market Trends and Display Technology Development Analysis

Near-eye displays (NEDs) adopt different optical engine modules and display components due to variations in interaction functionality and immersive experience requirements across practical application...

Global AI Server Market and Supply Chain Development Forecast for the Next Five Years

Content: 1. 2023-2028F Global AI Server Market Supply and Demand Analysis 2. 2023-2028F Forecast for Global AI Server Market 3. Future Trends and Outlook for Key AI Server Supply Chain Development...

IDMs Seize “China for China” Opportunities through Proactive Collaboration with Chinese Foundries in Development of Manufacturing Processes

TrendForce indicates that heightened geopolitical tensions are driving IDMs to seize ""China for China"" opportunities through collaborations with Chinese foundries...

Challenges under Trump Tariffs 2.0: In-Depth Analysis on Effects of High Tariffs for Mexico on Taiwan ODMs’ Server Shipment

US President-Elect Donald Trump posted unexpectedly on his social media platform Truth Social on November 26th 2024 that a large number of immigrants and drugs (especially fentanyl) are flooding into...

US Government’s Imposed Tariffs on Mexico to Yield Restricted Impact

TrendForce believes that US tariffs on Mexico will have a limited impact on Taiwanese server ODMs. While these ODMs have assembly plants along the US-Mexico border, they have been actively establishin...

NVIDIA GB200 Racks May Delay in Shipment(4Q24 and 1Q25); Steady Ramp Ups after Supply Chain is Settled(2Q25-3Q25)

TrendForce indicates that shipments of NVIDIA's GB200 rack solution may be delayed to 2Q25-3Q25 due to supply chain adjustments and optimizations. As NVIDIA's first AI server rack so...

Mobile DRAM Industry Analysis－4Q24

In 3Q24, global smartphone production totaled 306 million units, increasing by 7.0% compared with 2Q24 and remaining flat compared with the same period last year...

DRAM Industry Analysis－4Q24

The DRAM industry’s revenue totaled US$26.02 billion for 3Q24, marking a QoQ increase of 13.6%. This growth was driven by rising contract prices...

US Department of Commerce Released Updates on Export Controls on December 2; Numerous Export Licenses Now Require Review and Some Rules Have Expanded to Include 8-Inch Wafer Equipment

TrendForce indicates that the US Department of Commerce announced new export controls on December 2nd, further restricting China's access to advanced semiconductor technologies. The new measu...

Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

TrendForce indicates that the latest US export controls will restrict direct exports of HBM to China. As Chinese ASIC developers face difficulties obtaining HBM from foreign suppliers, they will have...

With Arrival of Peak Sales Season, 3Q24 Smartphone Production Rose 7% QoQ and Remained Flat YoY

TrendForce reports that global smartphone production grew by 7% QoQ in 3Q24, driven by peak seasonality and new iPhone launches, but remained flat YoY, indicating weak demand recovery. While the Andro...

HBM Market Dynamics and Forecast - 4Q24

The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast...

Apple’s New Devices and Early Stocking of Memory for GB200 Supported Positive Revenue Growth in 3Q24

TrendForce reports that mobile DRAM revenue grew by 4.7% QoQ in 3Q24, supported by Apple's new devices and early stocking for NVIDIA's GB200. Despite weak demand from the Android cam...