Shipments

TFT-LCD Sufficiency Analysis_2Q24

Smartphone Production Showed Significant YoY Growth in 1Q24 Due to Low Base for Comparison

Global market intelligence firm TrendForce reports that global smartphone production rose by 18.7% YoY to 296 million units for 1Q24. At the start of 2023...

Strike Plan of Samsung’s Union Currently Does Not Affect Memory Production nor Disrupt Company’s Product Shipments; Daily Declines in Memory Spot Prices Continue

The leaders of the National Samsung Electronics Union (NSEU), one of several unions at Samsung’s affiliates, announced at a press conference on May 29th...

15.Monthly Global LCD TV Brands Shipment Tracker_May 24

16. Monthly Mobile PC ODM & Brand Shipment Tracker_May_24

AMOLED Set Shipment & Forecast_TV_2Q24

AMOLED Set Shipment & Forecast_NB_2Q24

AMOLED Set Shipment & Forecast_MNT_2Q24

AMOLED Set Shipment & Forecast_SP_2Q24

AMOLED Set Shipment & Forecast_2Q24

S1 Monthly LCD TV Panel Supply Chain Apr_24

Foundry Market Bulletin_20240527

Samsung Foundry generated US$3.36 billion of revenue in 1Q24 at an approximate QoQ drop of 7.1%, and remained low in capacity utilization primarily due to clients’ off-season stocking activities...

S2 Monthly Notebook Panel Supply Chain Apr_24

Server Market Bulletin_20240523

This week’s Bulletin provides an update on the recent dynamics of server ODMs, CPUs, and GPUs. Continuing from previous interpretations...

10.Monthly_Panel_Shipment_Apr_24