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Press Releases
DRAM Manufacturers Gradually Resume Production, Impact on Total Q2 DRAM Output Estimated to Be Less Than 1%, Says TrendForce

2024/04/10

Semiconductors

Following in the wake of an earthquake that struck on April 3rd, TrendForce undertook an in-depth analysis of its effects on the DRAM industry, uncovering a sector that has shown remarkable resilience and faced minimal interruptions. Despite some damage and the necessity for inspections or disposal of wafers among suppliers, the facilities’ strong earthquake preparedness of the facilities has kept the overall impact to a minimum.

Press Releases
Suppliers Aim to Raise Contract Prices, But With Uncertain Demand, 2Q24 DRAM Price Increase Expected to Narrow to 3–8%, Says TrendForce

2024/03/26

Semiconductors

Additionally, significant price increases by suppliers since 4Q23 are expected to further diminish the momentum for inventory restocking. As a result, DRAM contract prices for the second quarter are projected to see a modest increase of 3–8%, says TrendForce.

Press Releases
Global Quarterly Smartphone Production Jumps 12.1% in 4Q23; Annual Total Drops 2.1% Down to 1.166 Billion Units, Says TrendForce

2024/03/11

Consumer Electronics

TrendForce’s latest insights reveal a significant rebound in global smartphone production, marking the end of an eight-quarter slump in 3Q23. In a strategic year-end surge, brands amped up production to capture more market share, propelling Q4 smartphone output up 12.1% to reach 337 million units.

Press Releases
Smartphone Demand Rebounds in 2H23, Q3 Production Rises 13% with Continued Growth Expected in Q4, Says TrendForce

2023/12/07

Consumer Electronics

TrendForce reports that smartphone production—fueled by reduced channel inventories and spikes in seasonal demand—saw a significant uptick in 3Q23. Global smartphone production in the third quarter reached approximately 308 million units, marking a 13% QoQ increase. Although this figure has yet to reach pre-pandemic levels, it represents a 6.4% YoY increase, effectively ending an eight-quarter streak of annual declines. 

Press Releases
Q4 Mobile DRAM and NAND Flash Contract Prices Forecast to Rise, Upward Trend May Continue into 1Q24, Says TrendForce

2023/10/26

Semiconductors

TrendForce reports that Q4 contract prices for mobile DRAM are poised to see an increased quarterly rise of 13–18%. But that’s not all—NAND Flash is also joining the party, with contract prices of eMMC and UFS expected to climb by approximately 10–15% in the same quarter. This quarter is set to star mobile DRAM, traditionally the underperformer in profit margins compared to its DRAM counterparts, as it takes the lead in this round of price increases.

Press Releases
Q4 DRAM Contract Prices Set to Rise, with Estimated Quarterly Increase of 3-8%, Says TrendForce

2023/10/13

Semiconductors

TrendForce reports indicate a universal price increase for both DRAM and NAND Flash starting in the fourth quarter. DRAM prices, for instance, are projected to see a quarterly surge of about 3-8%.

Press Releases
iPhone 15 Pro Max Boasts Exclusive Periscope Lens, Anticipated to Capture Nearly 40% of New Device Production, Says TrendForce

2023/09/08

Consumer Electronics

The Pro series, armed with smoother production cycles and the Pro Max’s exclusive periscope lens, is poised to be a consumer magnet and potentially propel the Pro series to constitute over 60% of Apple's new device production. However, with overall gloomy market sentiment and Huawei’s comeback in full swing, Apple’s total iPhone sales for the year may take a hit, expected to hover between 220 to 225 million units for a 5% YoY decline.

Press Releases
Global Smartphone Production Reaches 272 Million Units in Q2, Transsion Debuts in Global Top 5 for the First Time, Says TrendForce

2023/09/04

Consumer Electronics

TrendForce reports global smartphone production has faced back-to-back quarterly declines. After plunging nearly 20% in 1Q23, second-quarter numbers dwindled further by approximately 6.6%, settling at a modest 272 million units. The first half of 2023 clocked in at a mere 522 million units—marking a 13.3% YoY decline and setting a ten-year low for both individual quarters and the first half of the year combined.

Press Releases
After a Low Base Year in 2023, DRAM and NAND Flash Bit Demand Expected to Increase by 13% and 16% Respectively in 2024, Says TrendForce

2023/08/30

Semiconductors

TrendForce expects that memory suppliers will continue their strategy of scaling back production of both DRAM and NAND Flash in 2024, with the cutback being particularly pronounced in the financially struggling NAND Flash sector. Market demand visibility for consumer electronic is projected to remain uncertain in 1H24.