Benefiting from inventory stocking for smartphones and PCs alongside a recovery in automotive demand, the rebound in mature processes drove growth for UMC and HuaHong. TSMC's advanced processes a...
Mobile DRAM revenue surged due to peak season demand and soaring contract prices, intensified by supplier bidding wars. While smartphone production saw a slight short-term upward revision, rising memo...
This report will show surveys of the mainstream smartphone panel sizes' quote prices, which will be categorized by including different resolutions, specifications, modules or product formations such a...
As the mid-to-long term development remains an uncertain perspective of the market intelligence analysis, the Trendforce research team focuses on the five major applications, TV, monitor, NB, tablet,...
Soaring memory prices increase system costs and retail prices, hurting the consumer market. TrendForce thus lowered 2026 shipment forecasts for smartphones, notebooks, and game consoles. Game console...
In 3Q25, the smartphone industry benefited from the traditional peak season and the launch of new device models. Smartphone production registered both QoQ and YoY growth. However, moving into 4Q25, th...
Global smartphone shipments in 2025 are expected to see only slight year-on-year growth, with the Chinese market accounting for nearly one quarter of the world’s total. This market also exhibits a hig...
Seasonal stocking falls short, 1Q26 MLCC demand weakens, ODM shipments decline. Consumer markets in China and US weaken, orders for mobiles and laptops fall, DRAM prices rise. Suppliers control produc...
DRAM contract prices rise, vendors hoard. PC manufacturers face supply constraints. Spot market shrinks, module prices expected to increase. Inventory levels decline, especially for Chinese CSPs, ente...
Memory is entering a strong upward cycle, driving a significant rise in overall device BOM cost. To maintain profit margins, brands are adjusting their high-, mid-, and low-tier product mixes and impl...
CXMT, through expansions and yield improvement, has once again taken the crown for YoY growth of output bit for 2026. The supplier’s major product, mobile DRAM, highly corresponds to DRAM products req...
The 4Q25 contract negotiations for mobile DRAM used in smartphones are expected to conclude only after mid-November. Conversely, quotes for NAND Flash products are relatively certain. Due to productio...
4Q25 mobile DRAM contract prices have risen sharply due to tight supply-demand and competitive bidding among chipmakers, with smartphone applications seeing particularly large increases. This upward t...
CXMT, through capacity expansions, yield improvement, and related policies, has emerged swiftly in the LPDDR4X market. Its production capacity has helped replenished the supply void left behind by maj...
This report will show surveys of the mainstream smartphone panel sizes' quote prices, which will be categorized by including different resolutions, specifications, modules or product formations such a...
