Search Results

Search Results

keyword


Sort by


Date Range

Resource Types


Research Fields


Filter by Keyword(s)




keyword:dram1713 result(s)

Report
1Q23 Consumer DRAM Datasheet

2023/01/19

Semiconductors

EXCEL

Besides the mainstream product segments of the DRAM market, TrendForce’s research now encompasses specialty (consumer) DRAM products as well Analyses in this area pertain to product development plans and production outputs of suppliers, price trends, etc

Press Releases
Foundry Revenue Is Forecasted to Drop by 4% YoY for 2023 Due to Slow Inventory Consumption and Falling Wafer Input from Customers, Says TrendForce

2023/01/19

Semiconductors

TrendForce’s recent analysis of the foundry market reveals that demand continues to slide for all types of mature and advanced nodes The major IC design houses have cut wafer input for 1Q23 and will likely scale back further for 2Q23 Currently, foundries are expected to maintain a lower-than-ideal level of capacity utilization rate in the first two quarters of this year Some nodes could experience a steeper demand drop in 2Q23 as there are still no signs of a significant rebound in wafer orders Looking ahead to the second half of this year, orders will likely pick up for some components that underwent an inventory correction at an earlier time However, the state of the global economy will remain the largest variable that affect demand, and the recovery of individual foundries’ capacity utilization rates will not occur as quickly as expected Taking these factors into account, TrendForce currently forecasts that global foundry revenue will drop by around 4% YoY for 2023 The projected decline for 2023 is more severe when compared with the one that was recorded for 2019 TrendForce also points out that the latest geopolitical risks have led to a geographical realignment across the supply chain In the case of IC design houses, they are preparing to lower the share of chip production based in China, and the effect of this reallocation of foundry orders will be increasingly noticeable in 2H23 and become quite obvious by 2024 The supply and demand conditions of the foundry market will gradually become regionalized as well This, in turn, will cause divergences among foundries with respect to capacity utilization Hence, the recovery of the whole foundry industry’s capacity utilization will be influenced by not only seasonal patterns and clients’ inventory levels but also geographical distribution of orders within the supply chain This last factor warrants greater attention as well Order Reallocation Is More Significant in 8-Inch Wafer Segment, Mature Nodes Have a Higher and Steadier Capacity Utilization Rate Compared with Advanced Nodes in 12-Inch Wafer Segment Now, entering 1Q23, sales of consumer electronics including smartphones, notebook (laptop) computers, and TVs are in a slump because of the traditional low season Moreover, the sluggish pace of inventory consumption will affect foundry orders from IC design houses for components such as consumer-grade PMICs, MOSFETs, etc Due to these developments, 8-inch wafer foundries still suffer an ongoing decline in capacity utilization rate On the other hand, the 8-inch wafer orders for 2Q23 show a slight demand rebound This is mainly attributed to some orders involving special industrial computers and a few clients adjusting order allocation among foundry partners Nevertheless, the contribution from these sources of demand to the utilization of the overall 8-inch wafer foundry capacity is limited TrendForce’s latest investigation indicates that 8-inch wafer foundries’ capacity utilization rates will remain mostly constant between 1Q23 and 2Q23 For now, TrendForce does not believe a substantial recovery will occur in the near future Turning to 12-inch wafer foundries operating with the advanced nodes, TSMC is expected to keep a lower-than-ideal level of capacity utilization rate in 1H23 Then, TSMC should be able to raise the rate of its 7nm node in 2H23, though the increase will still be limited As for TSMC’s 5nm node, its rate will eventually return to the optimal level in 2H23 thanks to stock-up activities related to the releases of new devices during the traditional peak season Looking at Samsung, capacity utilization rate will stay low for its ≤8nm nodes through 2023 chiefly because its main clients Qualcomm and NVIDIA have opted to reallocate orders to other foundries Regarding 12-inch wafer foundries operating with the mature nodes, they will mostly retain a capacity utilization rate of 75~85% in 1H23 These foundries, which include TSMC, UMC, and GlobalFoundries, are actively expanding into application segments that offer a more stable level of demand Examples include automotive electronics, industrial equipment, and medical devices Thus, the mature nodes are able to maintain a relatively high capacity utilization rate TrendForce has also observed that the 28nm node has a higher rate compared with the 55/40nm nodes Furthermore, foundries that have a higher proportion of consumer-grade chips in the product mix have experienced a larger rate drop Their rates have mostly dipped to around 65~75% Capacity Utilization Rate Will Rally in 8- and 12-Inch Wafer Segments in 3Q23 Owing to Anticipation of Peak-Season Demand and Ongoing Realignment of Supply Chain In 2H23, significant geopolitical risks will likely persist Furthermore, some major OEMs have initiated a review of supply partners so that they can meet the requirements of the tenders released by the US government Therefore, they are going to continue with their efforts to relocate their supply chains Also, IC design houses have successively moved portions of their orders to foundries based outside China Most of these reallocated orders are for 8-inch wafer foundry Therefore, non-Chinese foundries such as UMC and Vanguard will likely see a slightly above-average hike in the utilization rate of 8-inch wafer foundry capacity during the second half of the year The market for end products as a whole has gone through about a year of inventory corrections Therefore, the momentum of stock-up activities will get stronger for certain consumer-grade chips later in 2023 as OEMs prepares for the traditional peak season TrendForce says some urgent orders and a few other orders involving products with special specifications will arrive and slightly boost foundry demand in 2Q23 Then, starting in 3Q23, capacity utilization rate will climb more noticeably in both the 8- and 12-inch wafer segments However, this rise in foundries’ capacity utilization rates could be constrained by the uncertain economic outlook Thus, foundries are not expected to return to the fully-loaded status within the short term More Than 20 New Wafer Fabs Will Be Built in Coming Years as Countries Provide Generous Subsidies to Support Their Construction and Foundry Industry Marches into New Era of Regionalization In the medium to long term, the foundry market will become more fragmented because the building and diversification of production capacity will take place across different regions TrendForce’s research finds that plans for a total of more than 20 new wafer fabs have been initiated in recent years Regarding the geographical distribution of these new fabs, Taiwan will have five, the US will have five, China will have six, Europe will have four, and another four will be located among South Korea, Japan, and Singapore Governments worldwide are now much more aware of the importance of local manufacturing due to recent geopolitical events, and semiconductor chips have gradually emerged as a strategic resource Therefore, apart from commercial interests and cost structure, foundries now have to give a greater consideration to certain countries’ subsidy policies and their clients’ need for local content At the same time, they will still need to maintain a healthy supply-demand balance for the whole market TrendForce believes a diverse range of offerings and an effective pricing strategy are the key factors that will enable foundries to maintain a successful operation in the future For more information on reports and market data from TrendForce’s Department of Semiconductor Research, please click here, or email Ms Latte Chung from the Sales Department at lattechung@trendforcecom For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/

Report
DRAM Market Bulletin_20230118

2023/01/18

Semiconductors

PDF

Because the Lunar New Year holiday will arrive soon, suppliers are not particularly energetic in offering quotes for all categories of DRAM products

Report
DRAM Monthly Datasheet Jan. 2023

2023/01/16

Semiconductors , Consumer Electronics

EXCEL

TrendForce offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast

Press Releases
Shipments of TV Panels Are Projected to Drop by 2.8% YoY for 2023 as Sluggish Economy Affects TV Sales, Says TrendForce

2023/01/11

Display

The ongoing Russia-Ukraine military conflict and high inflation will continue to affect the global economy and politics during 2023 The recent decline of the global economy, in particular, has significantly dampened the outlook on sales of whole TV sets since the performance of the TV market primarily depends on consumer demand Therefore, TrendForce projects that shipments of TV panels will fall by 28% YoY to a total of 264 million pieces for 2023 However, the shipment performances of the LCD and OLED segments of the TV panel market will diverge dramatically during 2023 South Korean panel makers already started to leave the market for LCD panels in 2022 and are reorienting the focus of their product development efforts towards OLED Going forward, the growth and diversification of OLED offerings will definitely contribute to the increase in shipments of OLED TV panels Furthermore, Samsung Electronics has been proactive in the adoption of the QD OLED TV panels provided by Samsung Display Shipments of QD OLED TV panels are forecasted to increase substantially by 265% YoY for 2023 and thereby notably contribute to the projected YoY growth rate of 78% for the total OLED TV panel shipments in the same year The aforementioned development will also help slightly raise the OLED penetration rate in the TV panel market to 31% in 2023 Conversely, shipments of LCD TV panels will be more severely affected by the weakening economy This is because the LCD segment of the TV panel market has already reached maturity and is in plentiful supply Shipment of LCD TV panels are projected to drop by 31% YoY to 256 million pieces for 2023 However, the current market situation is favorable for panel makers to promote ultra large-sized TV panels despite the cautious demand outlook There are two reasons for this First, freight transportation fees are falling to their usual level Second, quotes for ultra large-sized TV panels have dropped to a sweet spot TrendForce is optimistic that the average size of LCD TV panels will grow this year The increase is currently estimated to come to 15 inches, thus expanding the average size of LCD TV panels to almost 50 inches Chinese panel makers have a huge production capacity for LCD panels and remain highly competitive, so their collective market share for LCD TV panels is projected to climb further to 704% in 2023 Among them, BOE, CSOT, and HKC are expected to retain their positions as first, second, and third respectively in the ranking of LCD TV panel suppliers by shipments Chinese panel makers are also gaining a greater influence over the TV panel market as their supply concentration ratio continues to rise Turning to panel makers based in Taiwan, Innolux will be able to raise its market share for LCD TV panels to around 141% in 2023 The growth will be mainly attributed to the rerouting of the orders resulting from CEC-Panda scaling back its supply of 385-inch products As for AUO, its market share for LCD TV panels will also elevate slightly to 52% due to the growth of orders from its main clients Regarding Korean and Japanese panel makers, LGD will see its market share for LCD TV panels retreat to 46% in 2023 since its P7 fab in South Korea produced its last batch of LCD TV panels in December last year Sharp has been facing weak demand for the products from its fabs in Japan, but more new products are being manufactured at its Gen105 fab in Guangzhou, China Taking account of these developments, Sharp’s market share is forecasted to reach 57% in 2023 TrendForce points out that based on current observations, the risk of a supply-demand imbalance is going to be higher for IT panels than for TV panels during 2023 Since TVs have larger screens, the consumption of production capacity proceeds at a faster pace for TV panels TrendForce is not ruling out the possibility that panel makers could adjust their product mixes to give more weight to TV panels if they find that the production capacity for IT panels has been idling too long Such development would certainly affect the future supply-demand dynamics of the TV panel market as well Moreover, panel makers will be under pressure to turn from loss to profit this year, so the strategy for adjusting capacity utilization rate will be very important to them If suppliers fail to maintain discipline, then the whole panel market will unlikely return to a balanced state in 2023 For more information on reports and market data from TrendForce’s Department of Display Research, please click here, or email Ms Vivie Liu from the Sales Department at vivieliu@trendforcecom For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/

  • Page 2
  • 343 page(s)
  • 1713 result(s)