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22 March 2023
The prices of large-sized DDIs have been resistant to falling as it’s too difficult for wafer prices to return to their pre-pandemic levels. The ASP of DDIs is expected to remain level throughout 2Q23 or dip slightly by 1–3%.
View More17 March 2023
As a result, NAND Flash bit shipments rose by a mere 5.3% as ASP fell 22.8%. Global NAND Flash revenue was reported to be US$10.29 billion in 4Q22 — down 25% QoQ.
View More16 March 2023
Furthermore, increased production of camera lenses for budget smartphones means that production of phone camera modules is expected to increase by 3.6%, reaching a total output of 4.62 billion units in 2023, according to TrendForce research.
View More17 March 2023
As a result, NAND Flash bit shipments rose by a mere 5.3% as ASP fell 22.8%. Global NAND Flash revenue was reported to be US$10.29 billion in 4Q22 — down 25% QoQ.
View More13 March 2023
The quarterly total revenue of the top 10 foundries came to US$33,530 million, reflecting a drop of 4.7% from 3Q22. Moving into 1Q23, TrendForce projects that the quarterly total revenue of the top 10 will show an even steeper drop on account of seasonality and the uncertain macroeconomic situation.
View More9 March 2023
With the cooperation among them becoming more visible, TrendForce projects that the value of the global market for SiC power devices will reach US$2.28 billion in 2023, reflecting a YoY growth of 41.4%.
View More22 March 2023
The prices of large-sized DDIs have been resistant to falling as it’s too difficult for wafer prices to return to their pre-pandemic levels. The ASP of DDIs is expected to remain level throughout 2Q23 or dip slightly by 1–3%.
View More6 March 2023
TrendForce estimates that shipments of display panels used in notebook computers (NB panels) will total 38.7 million pieces for 1Q23, showing a QoQ decline of 10.4% and a YoY decline of 45.6%.
View More21 February 2023
With the reduced number of work days in January, Chinese brands pulled some orders forward and began shipments for these orders as early as the end of 2022. Therefore, the effect of the low season during 1Q23 has been more severe for them. TrendForce projects that the total TV shipments from Chinese brands in 1Q23 will register a larger-than-average QoQ drop of 30.6%.
View More1 February 2023
According to TrendForce, Apple is expected to adopt Micro LED for its consumer electronic products in the close future. The Apple Watch will likely be the first among Apple’s products to feature a Micro LED display, and the adoption is anticipated to occur in 2024. Then, during the period from 2026 to 2030, the application scope of Micro LED could expand to encompass AR headset displays, smartphone displays, automotive displays, etc.
View More21 December 2022
According to TrendForce’s latest research, shipments of Mini LED backlit automotive display modules are estimated to total around 140,000 units this year because of their use by European, Chinese, and US carmakers.
View More11 November 2022
Ennostar’s subsidiary Epistar and PlayNitride’s wholly-owned subsidiary PlayNitride Display have announced that they have teamed up to build a production line for 6-inch Micro LED epi-wafers. Looking at the latest progress in the development of Micro LED, large-sized displays are regarded as the forerunners to the more advanced end products. Even though Micro LED has unresolved technological bottlenecks and cost-related issues, TrendForce is optimistic that this technology will eventually be adopted for the development of different kinds of displays and end products. Examples include transparent AR smart glasses, displays for wearable devices like smartwatches, automotive displays such as those embedded in a smart cockpit, and other transparent display products. Furthermore, the latest efforts in product development will likely create new high-end applications for Micro LED. TrendForce currently forecasts that the value of the market for Micro LED chips used in displays will reach US$542 million in 2024. Afterwards, the market will experience soaring growth starting in 2025 on account of the maturation of technologies.
View More8 March 2023
According to TrendForce’s research, polysilicon prices began to plummet in December last year, so the major polysilicon suppliers started to limit market supply.
View More7 March 2023
According to TrendForce’s research, the average prices of battery-grade lithium carbonate and lithium hydroxide in China registered MoM drops of 9% and 8% respectively for February.
View More16 February 2023
TrendForce’s latest research on the global market for solar PV reveals that some of the unmet demand that emerged during the 2021~2022 period has been carried over to 2023. In the past two years, the supply chain for PV products experienced pandemic-related disruptions, and prices of PV modules (solar panels) were high due to a supply crunch for polysilicon.
View More16 March 2023
Furthermore, increased production of camera lenses for budget smartphones means that production of phone camera modules is expected to increase by 3.6%, reaching a total output of 4.62 billion units in 2023, according to TrendForce research.
View More9 March 2023
According to TrendForce’s latest research, quarterly global smartphone production totaled around 301 million for 4Q22, reflecting a QoQ growth of 4% and a YoY decline of 15.5%.
View More17 January 2023
As for 2023, the outlook on the performance of the notebook computer market remains uncertain at this moment. TrendForce expects the YoY decline to moderate to about 7.8%, but shipments are projected to total only 171 million units.
View More19 January 2023
TrendForce forecasts that the value of the global 5G market will reach US$14.5 billion in 2023 thanks to the promotion of 5G private networks by enterprises and the upgrading of the equipment purposed for small cells and 5G FWA. Then, the global 5G market will further scale up to US$37 billion in 2026, with the CAGR for the 2023~2026 period coming to 11.0%. Applications related to the Metaverse will help spur the demand for 5G networks during the period.
View More6 September 2022
According to TrendForce research, shipments of 5G FWA devices will reach 7.6 million units in 2022, an annual increase of 111%, due to the expansion of 5G coverage and growing market demand for Fixed Wireless Access (FWA) services. 5G FWA device shipments in 2023 are estimated at 13 million units. At present, Nokia, Huawei, Casa Systems, and TCL have launched relevant solutions, using Qualcomm, MediaTek, and UNISOC made chips. Taiwanese players include Arcadyan, Zyxel, Sercomm, Wistron NeWeb, Askey, and Alpha Networks. As installed capacity increases, new demand is created for communication equipment manufacturers and new business opportunities become available to upstream component suppliers.
View More1 August 2022
The entire world utilizes the building of 5G networks to meet the needs of individual users and vertical industries and, as the ubiquity of 5Q continues to broaden, its applications cover the medical, education, industry, and agriculture sectors, forming a business model that can be replicated and promoted, and accelerating development of its network scale. TrendForce estimates that Huawei, Ericsson, and Nokia will account for 74.5% of the global base station market in 2022.
View More1 March 2023
According to TrendForce’s latest report “Trends and Challenges in Development of AI Applications as Seen from AI Generated Content (AIGC)”, this new wave of interest is expected to bring benefits to the participants across the supply chain for GPUs and AI chips. These participants include NVIDIA, TSMC, Unimicron, AIChip, etc.
View More21 February 2023
According to TrendForce’s latest research, global sales of new energy vehicles (NEVs) rose by 63.6% YoY to 10.65 million units for 2022. Of this total, sales of battery-electric vehicles (BEVs) comprised 7.89 million units and registered a YoY growth rate of 68.7%.
View More9 February 2023
According to TrendForce’s analysis, global car sales dipped by 0.1% YoY to 81.05 million vehicle units for 2022, showing almost no change from the 2021 figure. However, there is a chance for the global car market to return to positive growth this year. TrendForce currently projects that global car sales will increase by 3.8% YoY to 84.1 million vehicle units for 2023.
View More24 March 2023
In today's DRAM spot market, the buying momentum is weak. Although factories have released demand inquiries, the target prices are far away and the supply side is unable to accept them temporarily. As a result, there is no transaction between both sides and the market trading volume is dull. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 drops to USD 1.686, and the averag
View More23 March 2023
Polysilicon Polysilicon prices continued to drop slowly this week, where mono-Si compound feedings and mono-Si dense materials were conclu
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