Monthly Archives: January 2021

Limited IC Supply to Bottleneck Monitor Panel Shipment in 2021, Says TrendForce

Posted on 2021-01-12 by AnitaWang

The stay-at-home economy generated by the COVID-19 pandemic has resulted in persistent demand for IT products such as monitors, according to TrendForce’s latest investigations. However, the shortage of monitor panels has been increasingly severe since non-IT panels have been occupying most of manufacturers’ production capacities, while foundries’ wafer capacities dedicated to IC products have also become increasingly strained. Furthermore, Samsung Display (SDC) is set to shutter its panel manufacturing operations within 2021, during which its monitor panel market share is expected to drop to 1% from last year’s 12%, and as the ownership of CEC Panda’s Gen 8.5 production line transfers to BOE, other panel suppliers are likely to benefit from these events.

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Power Outage at UMC’s Lixing Fabs Results in Large-Scale Voltage Drops in Vicinity, Forecasted to Cause Minor Impact, Says TrendForce

Posted on 2021-01-11 by TrendForce

An abnormality which caused a power outage in the GIS (gas insulated switchgear) equipment at UMC’s facilities on Lixing Road, Hsinchu, resulted in a voltage drop for other fabs located in the surrounding area, according to TrendForce’s latest investigations. Affected foundries include TSMC, Vanguard, and PSMC. However, TrendForce’s investigations also reveal that, apart from the temporary power outage at UMC’s Lixing fabs, facilities operated by TSMC, Vanguard, and PSMC experienced only a temporary voltage drop. While the uninterruptible power supplies of the facilities kicked in shortly after the outage, normal manufacturing operations resumed following certain equipment crashes that occurred during the transition from one power source to another. UMC’s Lixing fab has currently resumed operations after about four hours of power outage, and TrendForce expects the impact from this incident to be minimal.

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Global TV Shipment Expected to Reach 223 Million Units in 2021, with Ultra-Large-Sized TVs Becoming Latest Focus for TV Brands, Says TrendForce

Posted on 2021-01-11 by IrisHu

Thanks to the stay-at-home economy brought about the by the COVID-19 pandemic, TV shipment in North America saw the start of an upturn in late March last year, while demand in the European market also gradually ramped up in 2H20, according to TrendForce’s latest investigations. On the whole, global TV shipment rebounded from rock-bottom levels in April and peaked in October 2020. Nonetheless, recent shortages in IC products from upstream semiconductor suppliers led TV brands to push back their 4Q20 shipment schedules, resulting in a global TV shipment of 217 million units in 2020, a 0.3% YoY decline.

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LiDAR Revenue Expected to Reach US$2.9 Billion in 2025, with ADAS/Autonomous Vehicles as Primary Applications, Says TrendForce

Posted on 2021-01-07 by JoanneWu

The LiDAR market encompasses such applications as ADAS, autonomous vehicles, industries, deliveries, and smart cities; while these applications are estimated to have driven the LiDAR market to reach US$682 million in revenue in 2020, total LiDAR revenue is projected to further expand to $2.932 billion in 2025, a 34% CAGR, according to TrendForce’s latest investigations.

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Global Notebook Computer Shipment Expected to Reach 217 Million Units in 2021, with Chromebooks Accounting for 18.5% of Total Shipment, Says TrendForce

Posted on 2021-01-06 by TrendForce

Owing to the stay-at-home economy brought about by the COVID-19 pandemic in 2020, not only did yearly notebook computer shipment surpass 200 million units for the first time ever, but the 22.5% YoY growth was also the highest on record, according to TrendForce’s latest investigations. However, in comparison with 2Q20, during which production lines resumed operations, and notebook demand saw an uptick, the current global market is plagued by the ever-intensifying pandemic, with various countries instating border control and lockdown measures, making it impossible at the moment to accurately forecast the state of the notebook market in 2H21. Nevertheless, TrendForce currently expects global notebook shipment for 2021 to reach 217 million units, an 8.1% increase YoY. Incidentally, it should be noted that the increasing popularity of distance education has also galvanized a rising demand for Chromebooks, which have contributed substantially to the growth of the overall market. Chromebooks accounted for 14.8% of the global notebook shipment in 2020, while this rate is expected to rise to 18.5% in 2021.

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