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China Retains Market Advantage in Battery Development Despite US Raising Tariffs on Chinese Battery Imports to 25%, Says TrendForce

2024/05/23

Emerging Technologies

TrendForce posits that Chinese EVs account for less than 2% of the US EV market, making the actual impact of these tariff hikes minimal. However, the increased battery tariffs are expected to raise EV production costs for US automakers. This could complicate efforts to reduce overall vehicle costs and incentivize consumer purchases.

Press Releases
Accelerated Order Shift Effect from U.S. Tariff Barriers Boosts Utilization Rates at Taiwanese Semiconductor Foundries Beyond Expectations, Says TrendForce

2024/05/22

Semiconductors

TrendForce reports that this move has accelerated a shift in supply chains, resulting in increased orders for Taiwanese foundries, which are now seeing higher-than-expected capacity utilization rates. In the second half of this year, Vanguard's capacity utilization rate is expected to rise above 75%, PSMC's 12-inch capacity utilization rate will reach between 85 to 90%, and UMC's overall capacity utilization rates are projected to reach 70–75%.

Press Releases
HBM3e Production Surge Expected to Make Up 35% of Advanced Process Wafer Input by End of 2024, Says TrendForce

2024/05/20

Semiconductors

TrendForce reports that the three largest DRAM suppliers are increasing wafer input for advanced processes. Following a rise in memory contract prices, companies have boosted their capital investments, with capacity expansion focusing on the second half of this year. It is expected that wafer input for 1alpha nm and above processes will account for approximately 40% of total DRAM wafer input by the end of the year.

Press Releases
Sharp Announces Closure of Sakai Gen 10 Line, Supply Cut of 5 Million TV Panels Expected in 2025, Says TrendForce

2024/05/14

Display

TrendForce reports that while the immediate impact on this year's supply will be minimal, the closure will significantly affect the TV panel market in 2025. The facility, dedicated entirely to LCD TV panel production, is expected to reduce the total available market supply by nearly 5 million units next year, representing 2% of the global supply.

Press Releases
Shipments of OLED Monitors Hit 200,000 Units in 1Q24, Annual Forecast to Reach 1.34 Million, Says TrendForce

2024/05/14

Display

TrendForce’s latest report reveals a robust start to 2024 for OLED monitors, with shipments reaching approximately 200,000 units in the first quarter—marking a YoY growth of 121%.

Press Releases
Top 10 IC Design Houses’ Combined Revenue Grows 12% in 2023, NVIDIA Takes Lead for the First Time, Says TrendForce

2024/05/09

Semiconductors

In 2023, the combined revenue of the world’s top ten IC design houses reached approximately $167.6 billion, marking a 12% annual increase. This growth was primarily driven by NVIDIA, which saw a remarkable 105% increase in revenue, significantly boosting the overall industry. While Broadcom, Will Semiconductor, and MPS experienced only marginal revenue growth, other companies faced declines due to economic downturns and inventory reductions, says TrendForce.

Press Releases
2024 Apple iPad Pro Estimated to Ship Between 4.5 to 5 Million Units, Says TrendForce

2024/05/08

Display

However, these advancements come with a price increase; the next-generation iPad Pro will be priced $200 higher than its predecessor. Furthermore, the introduction of a 13-inch iPad Air could potentially dilute consumer interest, affecting demand for other models. As a result, TrendForce estimates the combined shipment of the 11-inch and 13-inch AMOLED iPad Pro models will only reach between 4.5 to 5 million units in 2024.

Press Releases
DRAM Contract Prices for Q2 Adjusted to a 13–18% Increase; NAND Flash around 15–20%, Says TrendForce

2024/05/07

Semiconductors

TrendForce’s latest forecasts reveal contract prices for DRAM in the second quarter are expected to increase by 13–18%, while NAND Flash contract prices have been adjusted to a 15–20% Only eMMC/UFS will be seeing a smaller price increase of about 10%.

Press Releases
HBM Prices to Increase by 5–10% in 2025, Accounting for Over 30% of Total DRAM Value, Says TrendForce

2024/05/06

Semiconductors

Specifically, HBM’s share of total DRAM bit capacity is estimated to rise from 2% in 2023 to 5% in 2024 and surpass 10% by 2025. In terms of market value, HBM is projected to account for more than 20% of the total DRAM market value starting in 2024, potentially exceeding 30% by 2025.

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