Search Results

Search Results

keyword


Sort by


Date Range

Resource Types


Research Fields


Filter by Keyword(s)




keyword:Alan Chen29 result(s)

Press Releases
Global Smartphone Shipments in 2014 Totaled 1.167B with Samsung and Apple as First and Second, TrendForce Reports

2015/01/20

Consumer Electronics

Global smartphone shipments totaled 1167 billion units in 2014, a year-on-year increase of 259%, with combined shipments of Chinese brands reaching 4534 million units Chinese vendors thus managed to encompass almost 40% of the global shipments and represent six of the top ten smartphone brands worldwide “2014 was definitely an impressive year for Chinese brands as they gained more share of the global market,” said Avril Wu, global smartphone analyst of TrendForce Even so, Wu noted that the pooled shipments of numerous Chinese brands were still less than the combined shipments of the 2014 brand leader, Samsung, and the second best, Apple Their shipments together accounted for 518 million units “This shows that the fierce competition among the brands relatively and severely narrowed their profit margins,” said Wu  Samsung and Apple retained their first and second spot in worldwide smartphone shipments  2014 was a difficult year for Samsung as its market share dropped to 28% compared with 325% of the previous year Nonetheless, Samsung retained its number one position According to Wu, Samsung’s large-size, high-end Galaxy Note series faced stiff challenges from iPhone 6 Plus, while its midlevel and low-end smartphone shipments were undercut by inexpensive Chinese brands As a result, Samsung’s overall shipment target had undergone downward revisions since the beginning of 2014, with annual growth in shipments only at 84% (around 3264 million units)  In 2014, Apple maintained its high annual growth rate of 245%, which translates to 1913 million units shipped worldwide for the entire year With 164% market share, Apple was a solid number two in the worldwide smartphone rankings Apple’s position was attributed to the success of its first large-size smartphone model, the iPhone 6 Plus This new category addressed Apple’s lack of smartphones with above 5” screens and thus significantly raised the fourth quarter shipping ratio  As for LG, its strategy of “promoting high quality products at low prices” paid off with strong market reception to its flagship smartphone models, ranging from G2/G2 Pro to the newest G3 “Right now G3 is the first smartphone outfitted with a 2K screen that gives users better viewing experience,” said Wu, “and this showed LG’s advantage of having a display panel manufacturer as under its wings” For that reason, LG was the dark horse of 2014 with its ranking jumped up to number four and annual shipment growth at 754% (70 million units shipped)    Chinese brands represent six of the global top ten due to their high C/P products and rising domestic demands in China  Lenovo officially completed its acquisition of Motorola from Google in the fourth quarter of 2014 The acquisition and reorganization process took almost a year since Lenovo’s announcement With the merger finalized, Lenovo’s total shipments in 2014 exceeded 90 million units and its annual growth surpassed 100% It ranked first place among Chinese smartphone vendors and third worldwide with its 79% global market share  With the introduction of the Honor 6 model in 2014, Huawei wholly changed its strategy of using smartphone chips from Qualcomm and MediaTek for its high-end products Honor 6 is packed with Kirin 920, a 4G chipset developed by Huawei’s subsidiary HiSilicon “HiSilicon’s product roadmap shows that in the future it will pursue R&D in midlevel and lower-end products,” said Alan Chen, Chinese smartphone analyst of TrendForce, “and Huawei also determines to eventually become self-reliant in chipset supply” With approximately 70 million units shipped and an annual growth around 70%, Huawei was ranked number five in the 2014 worldwide smartphone shipments The company benefitted from its unproblematic overseas expansion, its rapid growth within China, and its good working relations with telecom operators  As for the smartphone makers with the best cost-performance products, the title goes to Xiaomi Its flagship models cost around US$ 300 to US$ 350, but they match their high-end counterparts from international vendors in hardware specs Since its rise in China during the latter half of 2011, Xiaomi has been able to more than double its growth each year Its 2014 annual shipment growth exceeded 200% with 60 million units shipped, and at one point managed to edge out the leading vendors in China such as Samsung, Huawei, and Lenovo Xiaomi ranked six worldwide in 2014    Chen further stated that MediaTek’s success with complete reference design for 3G chips allowed the company to take over China’s smartphone market in the last few years, creating difficulties for the top manufacturer Qualcomm With Chinese telecom operators actively promoting 4G smartphones in 2014, however, Qualcomm came back strongly based on its adoption and enhancement of MediaTek’s model Qualcomm’s 4G solution for smartphone OEMs, which is better priced and more in tune with Chinese clients, threatened MediaTek’s standing in China According to TrendForce, 4G smartphone’s penetration rate in China was around 20% in 2014 and estimated to exceed 40% in 2015 

Press Releases
TrendForce:1HDec. NAND Flash Contract Price Shows Slight Decline due to OEM Price War Ceasefire

2014/12/16

Semiconductors

DRAMeXchange, a research division of TrendForce, indicates US NAND flash vendors are being less aggressive on price since the financial quarter has come to a close As module makers expect the price trend will continue declining and they have ample inventory, the majority are waiting until the end of the month to begin price negotiations Thus, there was little activity in the first half of December, and NAND flash contract prices either stayed flat or fell by 0-2%  With inventory stocking for the holiday sales season in the US and Europe finished, smartphone, tablet, and PC sales are each expected to drop by at least 10% in the first quarter of 2015, said Alan Chen, Senior Manager at DRAMeXchange As a result, eMMC, eMCP, and SSD demand from system OEM clients has been weak To reduce inventory pressure, NAND flash suppliers are increasing supply to module clients However, with weak memory card and universal flash drive sales, module makers are adopting more conservative purchasing strategies to avoid losses due to falling prices As overall demand from OEM and channel clients has dropped significantly, Chen expects the NAND flash price decline will continue into the first quarter of 2015     

Press Releases
TrendForce: In 2015, Lenovo, Huawei and Xiaomi will Compete to Be Top Chinese Smartphone Brand

2014/12/03

Consumer Electronics

Chinese vendors have been growing at an annual clip of more than 50 percent since entering the smartphone market in 2011 In 2014, they will ship more than 450 million units, a year-on-year increase of 50 percent, comprising 386 percent of worldwide smartphone shipments, according to the latest research by TrendForce  “Surging Chinese consumer demand for smartphones is the key reason Chinese handset brands have enjoyed such explosive growth,” said Alan Chen, a handset analyst at TrendForce But as the Chinese economy slows, carrier subsidies are cut and smartphone penetration reaches saturation, that torrid pace of expansion will slow to 17 percent annually – 530 to 540 million units – in 2015, Chen said Despite that slowing growth, Chinese brands will still comprise more than 40 percent of smartphone shipments globally in 2015 and very possibly more than 50 percent by 2016, he added  Huawei, Lenovo and Xiaomi battle to be top Chinese smartphone vendor  Huawei, Lenovo and Xiaomi are each expected to ship more than 60 million smartphones in 2014 That places them among the six largest global handset vendors, a group that also includes Samsung, Apple and LG Competition among Huawei, Lenovo and Xiaomi to become the top Chinese handset vendor will be fierce as all three are targeting to ship 100 million smartphones in 2015 “How Lenovo’s Motorola acquisition plays out and whether Xiaomi can replicate its home market success overseas will be key factors in determining who becomes the top Chinese brand in 2015,” Chen said  Inventory adjustment will last at least until the first quarter of 2015 while 4G penetration in the Chinese market may reach 40 percent  Because of cuts in carrier subsidies and the market’s ongoing transfer from 3G to 4G, smartphone inventory has risen, causing sales to appear weaker “Currently, inventory in the supply chain is undergoing an adjustment and will last to the first quarter of 2015,” Chen said “If all goes well, then growth will be evident in the second quarter of 2015” “Demand for 4G will drive this growth,” he added TrendForce forecasts 4G penetration will reach 15 to 20 percent this year in China on the back of carrier promotions and the launch of mid and low-range 4G SOC chips with a high price-to-performance ratio In 2015, 4G penetration is likely to rise to 40 percent in China  Chinese brands will battle for market share overseas  In 2014, while more than 30 percent of Huawei, ZTE and TCL’s smartphone shipments have gone to foreign markets, most Chinese brands remain focused on their huge home market Yet as the Chinese market nears saturation, Chinese brands are eager to find new sources of growth Other emerging markets, such as India and Latin America, could offer them new avenues to expand In these markets, smartphone penetration is low Chinese brands, which tend to compete aggressively on price, could also capitalize on the price sensitivity of consumers in emerging markets Developing a successful strategy for overseas expansion will be pivotal for Chinese smartphone brands to maintain robust growth in the years ahead   

Press Releases
SSD Controller IC Industry Restructure Benefits Marvell and Taiwanese Makers, says TrendForce

2014/07/03

Semiconductors

On May 29, 2014, Seagate Technology (Seagate) announced it acquired LSI’s Accelerated Solution Division (ASD) and FCD (Flash Components Division) assets from Avago Technology (Avago) for US $450 million Originally, FCD was responsible for LSI’s SSD controller R&D division, and formerly a SandForce research team The division’s main clients include suppliers in enterprise SSD, PC OEM SSD and retail SSD “Despite major restructuring in the SSD controller industry, US chip manufacturer Marvell will keep top position in the short to medium terms, whereas Taiwanese SSD controller manufacturers will show increased momentum,” said Alan Chen, Senior Manager, DRAMeXchange He forecasted impact from the industry restructure as following:  1 Enterprise SSD market: In-house Controller IC solution adoption becomes trend  Enterprise SSD market demand has been on the rise over recent years due to growth in mobile devices and cloud computing Because Enterprise SSD customers have very high requirements for storage device performance, data encryption and preservation, as well as customized specifications, manufacturers are merging or making purchases of other companies to increase their competitiveness in addition to strengthening controller chip and Firmware capabilities Seagate’s purchase of Avago’s ASD and FCD departments is to strengthen its server storage product competitiveness, and therefore is likely to put less emphasis on the PC OEM and Retail SSD markets in the future The largest SSD Enterprise manufacturers as of now are Intel and Samsung, which mainly use in-house control chip solutions to meet high customization demand from clients Thus, Chen believes that in the future Enterprise SSD providers will mainly use in-house controller chips and that Seagate’s Avago purchase will have limited impact on the Enterprise SSD controller chip market  2 The PC OEM SSD Market: Marvell to Maintain Strong Leading Position  At present the main providers of PC OEM SSD products are Samsung, Sandisk, Intel, Toshiba, Liteon IT, Micron and SK Hynix, which hold over a 90% market share In terms of controller chip solution strategies, Samsung completely uses in-house chips while Sandisk, Intel, Toshiba, and SK Hynix outsource orders in combination with in-house made products Micron and Liteon IT outsource all of their chip orders LSI and Marvell hold over a 90% share for receiving outsourced orders, hence following Seagate’s purchase of FCD, manufacturers began cooperating with Marvell in order to avoid purchasing controller chips from Seagate as well as lower operation risk Marvell is also the only manufacturer that has PCle controller chip mass-production experience With Apple already using PCIe in its notebook applications, other vendors are expected to begin upgrading their SSD interface specifications from SATA III to PCle Therefore, Marvell is expected to maintain a strong leading position in the market in the short to medium terms, according to Chen  Diagram 1: 2010-2017 PC SSD specifications development forecast  Source: DRAMeXchange, June, 2014 3 Retail SSD Market: Taiwan Makers to Play a Major Role  Retail SSD is also another market for Avago FCD, which currently holds over an 80% share, and module customers are heavily seeking out the company’s controller chip solutions The share is expected to be further divided among Jmicron, Phison and SMI, whose SATA III controllers, according to Chen, are already good enough to compete against Avago FCD’s products in the retail SSD market Many of the industry's module suppliers have already been known to use the Taiwanese manufacturers’ cost effective solutions before the acquisition of Avago’s ASD and FCD departments took place With the number of module clients anticipated to surge as a result of Seagate’s acquisitions, the Taiwanese makers have a good chance of seeing further shipment growth in the future

Press Releases
TrendForce: PCIe SSD and TLC SSD to Gain Spotlight in 2014 PC SSD Market

2013/12/16

Semiconductors

Two major trends will emerge in the 2014 SSD market, according to DRAMeXchange, a research division of TrendForce First, PCIe G2 (iePCIe Generation 20) will replace SATA III as the mainstream item in the high-end SSD market Second, SATA III TLC SSD will make an impact on the low to mid-end market sectors The SATA III interface boasts a maximum transfer speed of 600 MB/s, while the highest speed for PCIe (when using 2 lanes) is 1000 MB/s In the event that 4 lanes are used, the speed could reach up to as high as 2000 MB/s According to TrendForce’s senior manager, Alan Chen, the reasons PCIe G2 will replace SATA III as the mainstream in the high-end SSD market (ie for business or gaming related PC/NBs) are as follows: First, as the new Macbook Airs released in mid-2013 are already equipped with PCIe G2x2 SSDs, it is highly likely that the 2014 models will upgrade to PCIe G2x4 SSDs With Apple rapidly incorporating PCIe G2 SSDs into its own PC/NB product lines, other PC brands are likely to follow suit Second, in 2014, both Microsoft's Windows 81 and Intel's Broadwell CPU are expected to provide in-box drivers that are compatible with PCIe G2 SSDs In addition to bolstering the existing faith in the technology, the Wintel group's aforementioned decision will help lower the threshold for many of the SSD controller chip manufacturers that are hoping to use the PCIe G2 format The diagram below outlines the various development phases that TrendForce has predicted for the mainstream PC SSD interfaces as well as their corresponding NAND Flash specs With the price gap between PCIe G2 and SATA III SSDs shrinking, the former has a legitimate chance of becoming the mainstream PC SSD format in 2015 Notably, PC OEM vendors --not including Apple-- are still deciding on whether to adopt PCIe G2x2 or PCIe G2x4 for 2014 As the major PC OEM SSD vendors are expected to promote products next year that are based on the latter interface, TrendForce projects that the PCIe G2x4 format will ultimately win out From what the current information from the industry suggests, the Wintel group may only choose to focus on creating drivers that support PCIe G2x2 As these manufacturers generally possess the ability to provide their own driver solutions, their statuses are unlikely to be heavily restricted within the market With regard to the SATA III TLC SSDs, given how the C/P value of Samsung’s recent TLC SSD is being widely praised within the market, a number of SSD vendors have begun developing similar products that are geared towards 2014 With concerns looming over the general life span and data retention of TLC SSDs, the PC OEM clients are likely to only apply the component in their lower-end products during the initial phases Looking at the market, given that TLC SSDs are able to compete effectively against Hybrid HDDs (ieSSHDs) and SSD Cache solutions (ieDual Drive) in the areas of price and efficiency, TrendForce predicts that the competition among the three formats will become a lot more intense in the coming periods The major suppliers of PC OEM SSDs —for instance, Samsung, Sandisk, Intel, Toshiba, Liteon, Micron, and SK Hynix— account for nearly 90% of the market, and are known to employ different types of controller chip production strategies With regard to the SATA III SDD products, Samsung is generally known for producing its chip components in-house, whereas companies such as Intel, Toshiba, Sandisk, and SK Hynix use both the in-house and outsourcing approach Micron and Liteon, unlike the rest, typically outsource their entire SSD controller chip production to third party manufacturers The more well known SSD controller IC suppliers currently include LSI, Marvell, Jmicron, Phison, and SMI LSI and Marvell, in particular, account for over 85% of the market In the future, TrendForce projects that the rise of the TLC SSD and PCIe G2 SSD markets will encourage PC OEM SSD vendors to raise the proportion of controller chips outsourced and help accelerate the products’ time to market

  • Page 5
  • 6 page(s)
  • 29 result(s)