Monthly Archives: March 2021

Progress in Importation of US Equipment Dispels Doubts on SMIC’s Capacity Expansion for Mature Nodes for Now, Says TrendForce

Posted on 2021-03-05 by SimonKuo

TrendForce believes that as some support from US-based equipment suppliers is forthcoming, SMIC should be able to continue its efforts in the optimization of the mature process modules and overcoming production bottlenecks to avoid a scission in raw materials and spare parts, and predicts the company to sit at a global market share of 4.2% in 2021.

Continue reading →
Posted in Semiconductors, Wafer Foundries | Tagged , , , , , , , , , , , , , , , | Comments Off on Progress in Importation of US Equipment Dispels Doubts on SMIC’s Capacity Expansion for Mature Nodes for Now, Says TrendForce

DRAM Revenue for 4Q20 Undergoes Modest 1.1% Increase QoQ in Light of Continued Rising Shipment and Falling Prices, Says TrendForce

Posted on 2021-03-04 by AvrilWu

Global DRAM revenue reached US$17.65 billion, a 1.1% increase YoY, in 4Q20, according to TrendForce’s latest investigations. For the most part, this growth took place because Chinese smartphone brands, including Oppo, Vivo, and Xiaomi, expanded their procurement activities for components in order to seize the market shares made available after Huawei was added to the Entity List by the U.S. Department of Commerce. These procurement activities in turn provided upward momentum for DRAM suppliers’ bit shipment. However, clients in the server segment were still in the middle of inventory adjustments during this period, thereby placing downward pressure on DRAM prices. As a result, revenues of most DRAM suppliers, except for Micron, remained somewhat unchanged in 4Q20 compared to 3Q20. Micron underwent a noticeable QoQ decline in 4Q20 (which Micron counts as its fiscal 1Q21), since Micron had fewer work weeks during this period compared to the previous quarter.

Continue reading →
Posted in DRAM, Semiconductors | Tagged , , , , , , , , , , , , , , , | Comments Off on DRAM Revenue for 4Q20 Undergoes Modest 1.1% Increase QoQ in Light of Continued Rising Shipment and Falling Prices, Says TrendForce

Owing to High Demand from Smartphone Manufacturers, NAND Flash Revenue Undergoes Mere 2.9% QoQ Decline in 4Q20, Says TrendForce

Posted on 2021-03-03 by BenYeh

The quarterly total revenue of the NAND Flash industry came to US$14.1 billion in 4Q20, showing a QoQ drop of 2.9%, according to TrendForce’s latest investigations. The total bit shipments of the NAND Flash industry in 4Q20 registered a QoQ increase of nearly 9%. This gain for the most part offset the negative impacts brought about by the QoQ decline of nearly 9% in the overall ASP of NAND Flash products, as well as by the unfavorable exchange rates that impaired some suppliers’ performances. At the same time, clients in the server and data center segments continued their inventory reduction efforts that had begun in 3Q20. Since their procurement drive remained fairly weak, contract prices of NAND Flash products continued their decline as well. However, NAND Flash suppliers were receiving substantial orders from OPPO, Vivo, and Xiaomi. On the whole, the strong demand in the smartphone segment mostly compensated for the weak demand in the server and data center segments. In the notebook computer segment, Chromebook devices were the primary sales driver, but the storage components of most Chromebooks are low-density solutions, meaning related NAND Flash demand is somewhat limited.

Continue reading →
Posted in NAND Flash, Semiconductors | Tagged , , , , , , , , , , , , , , , , , , , | Comments Off on Owing to High Demand from Smartphone Manufacturers, NAND Flash Revenue Undergoes Mere 2.9% QoQ Decline in 4Q20, Says TrendForce

Given 105% YoY Growth in 2020, Gaming Monitor Shipment Expected to Exceed 25 Million Units This Year, a 41% Growth YoY, Says TrendForce

Posted on 2021-03-02 by AnitaWang

Yearly gaming monitor (defined as having a refresh rate of at least 100Hz) shipment reached 18.4 million units in 2020, a 105% increase YoY, according to TrendForce’s latest investigations. This growth took place because monitor brands and panel suppliers poured considerable resources into this product category and because the stay-at-home economy generated a high demand for gaming monitors. TrendForce expects the gaming monitor market to remain in an upward trajectory in 2021, with a forecasted yearly shipment of about 25.9 million units, a 41% increase YoY.

Continue reading →
Posted in Display, Panel Industry | Tagged , , , , , , , , , , , , , | Comments Off on Given 105% YoY Growth in 2020, Gaming Monitor Shipment Expected to Exceed 25 Million Units This Year, a 41% Growth YoY, Says TrendForce

Automakers Score Remarkable Performances in Top Five Ranking of EV Sales in 2020 Thanks to Affordable Models, Says TrendForce

Posted on 2021-03-02 by CarolineChen

Global sales of NEV (new energy vehicles, which include both BEV and PHEV) skyrocketed in the final two months of 2020, with various models setting historical sales records, according to TrendForce’s latest investigations. TrendForce estimates total NEV sales for 2020 at 2.9 million units, a 43% increase YoY, and further expects yearly sales to reach 3.9 million units in 2021. However, as the current shortage of automotive chips has had a considerable impact on the auto industry, some uncertainties still exist in the forecast of EV sales.

Continue reading →
Posted in Automotive Technologies, Emerging Technologies | Tagged , , , , , , , , , , , , , , | Comments Off on Automakers Score Remarkable Performances in Top Five Ranking of EV Sales in 2020 Thanks to Affordable Models, Says TrendForce