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Report
[Selected Topics] Analysis of In-house Development of Semiconductor Chips by Smartphone Brands

2023/10/23

Telecommunications

PDF

With the global semiconductor industry increasingly adopting specialization, the design and development of application processor (AP) and system on a chip (SoC) for smartphones are primarily undertaken by integrated circuit (IC) design companies. However, in the wake of Apple’s successful release of in-house developed chips, various smartphone brands have started to adopt the same strategy. For smartphone brands, developing semiconductor components in-house requires a significant initial investment. Additionally, a SoC consists of various modules and architectures, such as image signal processors (ISP) and modems. Chip designers are tested to see if they can achieve the best balance between performance and power consumption by optimizing the allocation of resources between these modules and architectures. Overall, developing semiconductor components in-house is a complex task for smartphone brands without sufficient prior experience and technological expertise. Nevertheless, driven by various motivations, smartphone brands still want to pursue this goal.

Report
[Selected Topics] Analysis on Upstream Supply Chain Dynamics for AIGC Industry

2023/07/13

Semiconductors

PDF

AIGC is being comprehensively implemented and gradually entering human life. Currently, major technology companies, leading application service providers, numerous startups, and national institutions are actively involved due to the profound impact anticipated from the application of AIGC. This report primarily focuses on the development of the upstream supply chain in the AIGC industry, specifically on AI framework developers, AI model developers, IC design houses, IC manufacturing, and OSATs, in order to grasp on industry trends.

Report
[Selected Topics] Comprehensive Analysis on Global IC Design Industry in 2023 (Presentation)

2023/05/26

Semiconductors

PDF

1. Overall Performanc 2. R&D Expenses among IC Design Houses 3. Inventory 4. Performance in Other Areas 5. Competition of Smartphone SoC Market 6. TRI’s View

Report
Foundry Market Bulletin_20230522

2023/05/22

Semiconductors , Wafer Foundries

PDF

Terminal sales that have yet to see a recovery, together with the worse-than-expected reduction of inventory among upstream IC design clients...

Report
IC Design Market Bulletin_20230306

2023/03/06

Semiconductors , Wafer Foundries

PDF

Leading Taiwanese driver IC supplier Novatek, despite poor market status, managed to accomplish a better-than-expected level of revenue in 4Q22...

Report
IC Design Market Bulletin_20230213

2023/02/13

Semiconductors , Wafer Foundries

PDF

Qualcomm generated US$7.892 billion of QCT (exclusively referring to IC products) revenue during 4Q22 under a YoY increase of 16.6% and a QoQ decrease of 11.6%...

Report
Foundry Market Bulletin_20210419

2021/04/19

Semiconductors , Wafer Foundries

PDF

TrendForce’s analysis of Qualcomm redirecting its AP-SoC orders from Samsung to TSMC finds that these products’ IC design and capacity allocation ...

Report
Few Suppliers Secured the License for Exporting to Huawei, but the Only Approved Memory Items Are Intel SSDs

2020/10/26

Semiconductors , DRAM +3

PDF

Global market intelligence firm TrendForce reports that Huawei and its IC design subsidiary HiSilicon were formally cut off from their supply of semiconductor components in mid-September when the latest export control rules issued by the US Department of Commerce came into effect...

Report
29. Display Driver IC Supply Chain and Market Status_3Q20

2020/09/08

Semiconductors , IC Design +6

PDF