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Press Releases
AI Demand Drives Enterprise SSD Contract Prices Up by 25% in Q2 and Boosts Supplier Revenues by Over 50%, Says TrendForce

2024/09/13

Semiconductors

TrendForce's latest reports reveal that the second quarter of 2024 saw a significant increase in demand for enterprise SSDs due to the increased deployment of NVIDIA GPU platforms and rising storage needs driven by AI applications, along with a surge in demand from server brands. The surge in demand for high-capacity SSDs for AI applications—coupled with suppliers’ inability to adjust capacity in the first half of the year—resulted in a supply shortage that drove average enterprise SSD prices up by more than 25% QoQ. This price increase led to a revenue growth of over 50% for suppliers.

Press Releases
Battery Cell Prices Continue to Decline in August, but Demand Could Improve in September, Says TrendForce

2024/09/11

Energy

TrendForce reports that the market for battery metals such as nickel, cobalt, and lithium remained weak in August, with prices for these raw materials continuing to fall. Most notably, the price of lithium spodumene concentrate dropped sharply in August—seeing a 16% quarterly decline—while some lithium concentrate prices fell below US$800/ton.

Press Releases
NAND Flash Shipments Growth Slows in 2Q24, Revenue Up 14% Driven by AI SSD Demand, Says TrendForce

2024/09/09

Semiconductors

TrendForce reports that NAND Flash prices continued to rise in 2Q24 as server inventory adjustments neared completion and AI spurred demand for high-capacity storage products. However, high inventory levels among PC and smartphone buyers led to a 1% QoQ decline in NAND Flash bit shipments. Despite this, ASP increased by 15% and drove total revenue to US$16.796 billion, a 14.2% growth compared to the previous quarter.

Press Releases
iPhone 16 Series to Feature A18 Processor, Pricing May Match iPhone 15, Says TrendForce

2024/09/06

Consumer Electronics

TrendForce reports that Apple's upcoming iPhone 16 series will be powered by the new A18 and A18 Pro processors and will feature a comprehensive DRAM upgrade to support Apple Intelligence. The excitement around Apple Intelligence has been building since WWDC24, and with a relatively low base in 2023, Apple’s four new models are expected to have a combined production volume of 86.7 million units in the second half of 2024, marking an 8% year-on-year increase. Looking at total production for 2024, Apple is currently close to Samsung, the market leader, and could potentially surpass Samsung by the end of the year to become the top smartphone manufacturer by market share for the first time.

Press Releases
BYD’s Self-Developed Inverters Tie Denso for Top Global Market Share in 2Q24, Says TrendForce

2024/09/05

Emerging Technologies

TrendForce’s latest findings reveal that global installations of EV traction inverters reached 6.45 million units in 2Q24, marking a 24% increase from the previous quarter. The growth was primarily driven by hybrid vehicles (including HEVs and PHEVs). Among the EV powertrains, PHEVs led with a 26% quarterly increase in installations, while BEVs followed with an 18% increase.

Press Releases
AMOLED Panels Become Mainstream Display for Smartphones, with Shipments Set to Grow by Nearly 25% in 2024, Says TrendForce

2024/09/04

Display , Consumer Electronics

TrendForce’s latest projections show global shipments of AMOLED smartphone panels are anticipated to surpass 840 million units in 2024, reflecting a remarkable growth of almost 25% from 2023. With leading smartphone manufacturers increasingly embracing AMOLED technology, shipments are predicted to surpass 870 million units in 2025, representing a YoY increase of 3.2%.

Press Releases
Global Smartphone Production Sees Slight Rebound in 3Q24 but Faces a 5% YoY Decline, Says TrendForce

2024/09/04

Consumer Electronics

TrendForce reports that global smartphone production experienced a 3% quarterly dip, totaling 286 million units in 2Q24. The drop was largely attributed to the conclusion of new model releases for several brands and inventory adjustments as the second quarter wrapped up. In light of a sluggish market during what is typically the peak season, many brands are taking a cautious stand while planning production for the third quarter. Consequently, production is anticipated to see a modest QoQ increase to 293 million units. However, this still reflects an approximate 5% YoY decrease, falling below pre-pandemic levels.

Press Releases
NVIDIA’s Data Center Business Fuels Explosive Growth in FY2Q25 Revenue; H200 Set to Dominate AI Server Market from 2H24, Says TrendForce

2024/09/03

Semiconductors

TrendForce’s latest findings show that NVIDIA’s data center business is driving a remarkable surge in the company’s revenue, which more than doubled in the second quarter of its 2025 fiscal year to reach an impressive US$30 billion. This growth is largely fueled by skyrocketing demand for NVIDIA’s core Hopper GPU products. Supply chain surveys indicate that recent demand from CSP and OEM customers for the H200 GPU is on the rise, and this GPU is expected to become NVIDIA’s primary shipment driver from the third quarter of 2024 onward.

Press Releases
Urgent Orders Boost Wafer Foundry Utilization in Q2; Global Top 10 Foundry Revenue Grows 9.6% while VIS Climbs Two Spots, Says TrendForce

2024/09/02

Semiconductors

TrendForce’s latest investigations have found that the arrival of China’s 618 mid-year shopping season as well as inventory levels of consumer electronics reaching healthier levels, have prompted customers to begin restocking components, resulting in urgent orders for wafer foundries. This surge in demand has significantly improved capacity utilization rates compared to the previous quarter. Additionally, strong demand for AI servers further boosted the total revenue of the world’s top ten wafer foundries by 9.6% in 2Q24—reaching $32 billion.

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