Research Reports


Tablets


Memory Surge Raises BOM, Trims 2026 Phone and NB View

2025/11/14

DRAM , NAND Flash , LCD +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 +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

NAND Flash Industry Analysis-3Q21

2021/09/06

Semiconductors , NAND Flash , Consumer Electronics +2

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An overview of the developments in the NAND Flash market during 3Q21 is as follow: The data center segment still exhibits strong demand...

NAND Flash Industry Analysis-2Q21

2021/05/31

Semiconductors , NAND Flash , Consumer Electronics +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 +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....

NAND Flash Industry Analysis-4Q20

2020/12/02

Semiconductors , NAND Flash , Consumer Electronics +3

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Brief comment on the 4Q20 NAND Flash market: as the demand end has yet to complete the reduction on inventory...

NAND Flash Industry Analysis-3Q20

2020/08/28

Semiconductors , NAND Flash , Consumer Electronics +3

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Brief comment on the 3Q20 NAND Flash Market: as the demand end enters the inventory adjustment phase...

NAND Flash Industry Analysis-2Q20

2020/05/28

Semiconductors , NAND Flash , Consumer Electronics +2

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Brief comments on the 2Q20 NAND Flash market: The impact of the coronavirus pandemic on the market has been extensive and the demand...

NAND Flash Industry Analysis-1Q20

2020/03/11

Semiconductors , NAND Flash , Consumer Electronics +2

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A brief commentary on the 1Q20 NAND Flash market: Uncertainty caused by the COVID-19 outbreak have overwhelmed market demand...

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