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ST Maintains Top Spot with 32.6% Market, onsemi Rises to Second Place in 2023 Revenue Ranking for SiC Power Devices, Says TrendForce

2024/06/20

Semiconductors

TrendForce reports that the SiC power devices industry maintained strong growth in 2023, driven by the application of BEVs. The top five suppliers accounted for approximately 91.9% of total revenue; ST lead the pack with a 32.6% market share while onsemi rose from fourth place in 2022 to second place.

Press Releases
Foundry Market Shows Mixed Conditions with Price Adjustments for Specific Chinese Processes and Anticipated Price Increases for Taiwanese Advanced Processes, Says TrendForce

2024/06/19

Semiconductors

TrendForce reports that mid-year trends such as China’s 618 sales festival, the launch of new smartphones in 2H24, and the anticipated holiday sales season have driven inventory replenishment in the supply chain—positively impacting foundry capacity utilization and signaling a recovery from its operational low point.

Press Releases
Q1 Smartphone Production Increases Due to Low Base Last Year, Expected to Decline 5–10% in Q2, Says TrendForce

2024/06/14

Consumer Electronics

TrendForce reports that suppliers significantly reduced production targets in the first quarter of last year to address severe inventory accumulation in channels. Consequently, even though 1Q24 smartphone production was below pre-pandemic levels of over 300 million units, it still achieved a seemingly impressive 18.7% YoY growth, with a total shipment of 296 million units.

Press Releases
Contract Price Increases Offset Seasonal Slump, Boosting DRAM Q1 Revenue by 5.1%, Says TrendForce

2024/06/13

Semiconductors

TrendForce reveals that the DRAM industry experienced a 5.1% revenue increase in 1Q24 compared to the previous quarter. This growth—reaching US$18.35 billion—was driven by rising contract prices for mainstream products, with the price increase being more significant than in 4Q23. As a result, most companies in the industry continued to see revenue growth.

Press Releases
TrendForce: Top 10 Global Foundries at 4.3% QoQ Drop in 1Q24 Revenue as SMIC Climbed to 3rd Spot, Says TrendForce

2024/06/12

Semiconductors

As indicated by the survey of global market intelligence firm TrendForce, 1Q24 marked the entry of a traditional off-season for the consumer end, where the sporadic appearance of urgent orders within the supply chain were mostly replenishment of inventory among individual clients, and exhibited sluggishness in momentum on the whole. Simultaneously, automotive and industrial equipment applications have been receiving ongoing revisions in forecast under escalating economic risks, including inflation, geopolitical conflicts, and energy shortages. AI servers, attributed to the extensive CapEx input and competitions among major global CSPs, as well as the establishment of LLMs (Large Language Models) between enterprises, became the sole support for the supply chain throughout 1Q24. On account of aforementioned factors, the top 10 global foundries generated a total revenue of US$29.2 billion at a QoQ drop of 4.3% in 1Q24.

Press Releases
Penetration Rate of AI NBs to Arrive at 20% by 2025 as AI Applications Steadily Refine and Actuate Consumer Demand, Says TrendForce

2024/06/11

Consumer Electronics

As indicated by TrendForce’s latest survey, global NB shipment remains inhibited in market dynamics due to geopolitics and high interest rates throughout 2024. Generally speaking, demand for replacement of entry consumer and educational models served as the actuation for market activeness for 1H24, whereas the pending stabilization of the economy and additional launches of AI NBs in 2H24 would stimulate the need of upgrading to high-performance NBs among enterprises. Annual shipment is projected at 173.45 million units at a YoY growth of 3.6% in 2024.

Press Releases
May EV Battery Demand and Prices Remain Stable, June Prices Likely to Drop, Says TrendForce

2024/06/06

Energy

TrendForce research reveals that after experiencing low capacity utilization in the first quarter, the EV battery industry saw a significant recovery in market demand starting in March. April’s peak season led to a surge in demand, boosting lithium battery production and slightly raising EV battery prices. In May, the market continued its peak season trend with stable demand and prices. Monthly ASP for square ternary, square LFP, and pouch ternary cells were CNY 0.50/Wh, 0.43/Wh, and 0.52/Wh, respectively.

Press Releases
Taiwanese Chipmakers Expand Overseas to Capitalize on Geopolitical Shifts and De-Sinicization Benefits, Says TrendForce

2024/06/05

Semiconductors

On June 5th, Vanguard and NXP announced plans to jointly establish VisionPower Semiconductor Manufacturing Company (VSMC) in Singapore to build a 12-inch wafer plant. TrendForce posits that this move reflects the trend of global supply chains shifting “Out of China, Out of Taiwan”(OOC/OOT), with Taiwanese companies accelerating their overseas expansion to improve regional capacity flexibility and competitiveness.

Press Releases
EV Traction Inverter Installations Decline by 27% QoQ in 1Q24, with China's Tier 1 Manufacturers Emerging as Key Highlights, Says TrendForce

2024/06/04

Emerging Technologies

TrendForce’s latest data on the global EV inverter market shows that the traditional off-season for EVs led to a significant drop in traction inverter installations in 1Q24, reaching just 5.22 million units—a 27% decrease from 7.14 million units in 4Q23. BEVs accounted for 48% of these installations, down 5% from the previous quarter. Meanwhile, the share for HEVs and PHEVs increased from 47% to 52%, highlighting that range anxiety continues to be a key concern for consumers when purchasing vehicles.

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