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In-Depth Analyses
Memory Spot Prices were volatile this week, with Q2’s Average Price Decline worsening
TrendForce’s latest research indicates that, as production cuts to DRAM and NAND Flash have not kept pace with weakening demand, the ASP of some products is expected to decline further in 2Q23. DRAM prices are projected to fall 13~18%; NAND Flash is expected to fall between 8~13%. On the other ...
Insights
Samsung Starts the Foundry Battlefield with a Saying of Surpassing TSMC in 5 Years
Samsung recently announced that they will ahead of TSMC in the foundry market within 5 years. At the same time, Intel also claimed to become the second-largest player in the market before 2030. Currently, both Samsung and TSMC are adapting 3nm process to do the chip manufacturing, with the technolog...
In-Depth Analyses
Fierce Rivalry in AMOLED Panel Market Triggers Rapid Price Drop
Due to weak demand in the mobile phone market, the decline in prices of mobile phone panels, especially AMOLED panels, has accelerated this year. Under overcapacity pressure, the price decline has exceeded expectations. According to our survey, some brands actively introduced Ramless DDI flexible...
In-Depth Analyses
Apple Dominates the Refurbished Phone Market: What’s Driving its Success?
According to TrendForce's research, the global production volume of smartphones in 2022 is projected to reach 1.192 billion units, a YoY decrease of 10.6%, exceeding even the decline seen in the pandemic year. However, the market for refurbished smartphones is a completely different story. Resear...
Insights
Oversupply Worries in Semiconductor Industry in 2023
The market started worrying about the oversupply in semiconductor 2023, when the demand will start growing again depends on two factors: the situation of the macroeconomy and the inventory status. Since foundries’ capacity utilization rates started drop in 3Q22, chip supply as a whole has decre...
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