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Tackling Supply Constraints: Will Apple’s 2023 iPhones Meet Expectations?
As the mass production of the new iPhone draws near, TrendForce, in April this year, raised concerns in the smartphone industry about several design changes made to the 2023 iPhone models almost half a year ahead of production. The industry is closely monitoring whether related components can keep u...
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TSMC 2023 Q2 Earnings Conference Full Transcript
TSMC held its Q2 earnings conference today (20th). TrendForce utilized AI tools to transcribe and made slight edits, presenting the full text of TSMC's operational status report delivered by Chairman Mark Liu, CEO C.C. Wei, and CFO Wendell Huang. ......
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Panel Prices for TVs, Laptops, and Monitors Enter Rising Phase in Late July
In Q3, TV panel purchasing momentum is strong, with an estimated 7~8% growth by QoQ. Manufacturers are confident in raising prices due to increased demand, aiming to turn TV panel production profitable. As a result, TV panel prices are expected to continue rising, with increases of 2~8 USD for diffe...
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Key Production Process of Micro LED Apple Watch to Allegedly Be Handed Over to LGD
According to research conducted by TrendForce, the much-anticipated Micro LED version of the Apple Watch is facing yet another delay and is now expected to be launched in the first quarter of 2026. The primary reason behind this delay is believed to be the need for reconfiguring the production suppl...
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NAND Flash Prices Up or Stable; DRAM Prices Continuing to Decline in Late July
DRAM Spot Market The situation in the spot market has not noticeably changed from last week and is still showing sluggish demand. Additionally, as mentioned in previous bulletins, there has been an influx of chips stripped from decommissioned server DRAM modules. These chips primarily come from the...
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