Shipments

AMOLED Set Shipment & Forecast_TV_3Q24

AMOLED Set Shipment & Forecast_NB_3Q24

AMOLED Set Shipment & Forecast_MNT_3Q24

AMOLED Set Shipment & Forecast_SP_3Q24

AMOLED Set Shipment & Forecast_3Q24

TFT-LCD Sufficiency Analysis_3Q24

S2 Monthly Notebook Panel Supply Chain Jul_24

MLCC Market Outlook 2Q24~3Q24

1. Overview of Global Macroeconomic Conditions in 2Q24 2. Market Shares of Top 10 MLCC Suppliers in 2Q24 3. Production Capacity and Shipments of Top 10 MLCC Suppliers 4. BB Ratio 5. Inventory Lev...

NAND Flash Industry Saw Constrained Shipments in 2Q24 Due to Weak Consumer Electronics Market, but Rising Demand for SSDs Used in AI Servers Drove Increase 14% in Revenue

According to the latest investigation by the global market intelligence firm TrendForce, server buyers were finishing up adjusting their inventories in 2Q24...

S6.Quarterly Long Term Shipment Forecast 3Q24

CRS_Monthly Branded Monitor Shipment Tracker_Aug 24_TPV

Downstream Monitor Brand Shipment Tracker_Aug 24

10.Monthly_Panel_Shipment_Jul_24

Foundry Market Bulletin_20240819

Despite resilient demand and restricted provision for TSMC’s advanced nodes 5/4nm and 3nm that has led to a price increase of roughly 5-10% for corresponding foundry and advanced CoWoS packaging start...

Server Market Bulletin_20240815

This week’s Bulletin provides an update on the latest dynamics of server ODMs, CPUs, and GPUs. According to previous analyses...