Research Reports

Memory Surge Raises BOM, Trims 2026 Phone and NB View

2025/11/14

DRAM , NAND Flash , LCD , OLED , Upstream Components , Panel Industry , Display Supply Chain , Notebook Computers , TVs , Smartphones , Tablets , Wearable Devices , Monitors / AIO , Others , MLCC +12

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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 implementing tiered hikes on retail prices. Soaring memory prices, coupled with a weak macro economy, create dual headwinds that will suppress production and shipment momentum for consumer electronics in 2026.

TrendForce--2025 Demand Outlook – 4Q24

2024/12/12

LCD , OLED , Panel Industry , Notebook Computers , TVs , Smartphones , Tablets , Wearable Devices , AI Server/HBM/Server +6

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“Industry Dynamics and Demand Outlook” is jointly produced by the following research divisions under TrendForce: Semiconductor Research, Display Research, and ICT Application Research. The report is an integration of their research expertise, and provides the followings: (1) Market Status; (2) Industry Dynamics; and (3) Industry Trends. This report aims to help members grasp on market dynamics, manage investment risks, and formulate business strategies by offering valuable forecasts on the industry.

Content:

1. AI Servers
2. Servers
3. Wearables
4. Notebooks
5. Monitors
6. Smartphones
7. Automotive Applications
8. Tablets
9. Televisions

Low Bases for YoY Comparison Will Result in Slight Growth in Memory Demand Bits for 2024 Despite Lack of Improvements in Macroeconomic Situation

2023/08/25

DRAM , NAND Flash , Notebook Computers , Smartphones , AI Server/HBM/Server +2

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According to the latest research from the global market research firm TrendForce, as of 2023, there has not been a notable turnaround in the global economy...

DRAM Demand Bit Growth Forecasted to Reach New Low in 2023 as Hyperinflation Continues to Impact Consumer Demand; NAND Flash Content per Box Could Increase Due to Price Elasticity of Demand

2022/07/27

Semiconductors , DRAM , NAND Flash , Consumer Electronics , Notebook Computers , Smartphones +3

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Global market intelligence firm TrendForce reports that shipments of NBs and smartphones in 1H22 were impacted by a demand freeze in the wider consumer electronics market...

Production Volume Could Drop for Some ODMs in 2Q22 Due to Enforcement of COVID-19 Lockdown in Shanghai

2022/04/12

Semiconductors , DRAM , NAND Flash , Consumer Electronics , Notebook Computers , Smartphones +3

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Global market intelligence firm TrendForce reports that another wave of COVID-19 outbreaks has swept through China in the recent period...

Supply Status Updates on Key Components of Major Categories of End Products, Vol. 2

2022/03/17

Display , LCD , Panel Industry , Consumer Electronics , Notebook Computers , TVs , Monitors / AIO +4

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Armed Conflict over Ukraine Could Impact Supply of Gases Used in Semiconductor Manufacturing and Thereby Ratchet Up Chip Production Costs

2022/02/15

Display , LCD , Panel Industry , Consumer Electronics , Notebook Computers , TVs , Monitors / AIO +4

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Supply Status Updates on Key Components of Major Categories of End Products, Vol. 1

2022/01/03

Display , LCD , Panel Industry , Consumer Electronics , Notebook Computers , TVs , Monitors / AIO +4

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NAND Flash Industry Analysis－2Q21

2021/05/31

Semiconductors , NAND Flash , Consumer Electronics , Notebook Computers , Smartphones , Tablets +3

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An overview of the developments in the NAND Flash market during 2Q21 is as follow: The recent wave of COVID-19 outbreaks in India has weakened the stock-up demand from smartphone brands...

NAND Flash Industry Analysis－1Q21

2021/03/08

Semiconductors , NAND Flash , Consumer Electronics , Notebook Computers , Smartphones , Tablets +3

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An overview of the developments in the NAND Flash market during 1Q21 is as follow: The clients in the server and data center segments have restarted procurement of components, but their demand is still relatively weak....