Kioxia and WD led the charge from March, boosting their capacity utilization rates to nearly 90%—a move not widely adopted by their competitors, according to TrendForce.
TrendForce highlights the current landscape of the HBM market, the supply bottleneck caused by both CoWoS packaging constraints and the inherently long production cycle of HBM—extending the timeline from wafer initiation to the final product beyond two quarters.
19 March 2024
TrendForce reports that anticipation of NAND Flash price hikes into Q2 has motivated certain suppliers to minimize losses and lower costs in hopes of returning to profitability this year. Kioxia and WD led the charge from March, boosting their capacity utilization rates to nearly 90%—a move not widely adopted by their competitors.
View More18 March 2024
TrendForce reports that significant capital investments have occurred in the memory sector due to the high ASP and profitability of HBM. Senior Vice President Avril Wu notes that by the end of 2024, the DRAM industry is expected to allocate approximately 250K/m (14%) of total capacity to producing HBM TSV, with an estimated annual supply bit growth of around 260%. Additionally, HBM’s revenue share within the DRAM industry—around 8.4% in 2023—is projected to increase to 20.1% by the end of 2024.
View More14 March 2024
TrendForce’s projections foresee that the US satellite direct-to-device (D2D) market is expected to undergo significant growth, expanding from $430 million in 2023 to $6.5 billion by 2027 at a CAGR of 36%. This growth is driven by increasing subscriptions to satellite D2D services, potentially enabling telecom operators to expand beyond traditional mobile communication services into satellite communications.
View More19 March 2024
TrendForce reports that anticipation of NAND Flash price hikes into Q2 has motivated certain suppliers to minimize losses and lower costs in hopes of returning to profitability this year. Kioxia and WD led the charge from March, boosting their capacity utilization rates to nearly 90%—a move not widely adopted by their competitors.
View More18 March 2024
TrendForce reports that significant capital investments have occurred in the memory sector due to the high ASP and profitability of HBM. Senior Vice President Avril Wu notes that by the end of 2024, the DRAM industry is expected to allocate approximately 250K/m (14%) of total capacity to producing HBM TSV, with an estimated annual supply bit growth of around 260%. Additionally, HBM’s revenue share within the DRAM industry—around 8.4% in 2023—is projected to increase to 20.1% by the end of 2024.
View More13 March 2024
TrendForce highlights the current landscape of the HBM market, which as of early 2024, is primarily focused on HBM3. NVIDIA’s upcoming B100 or H200 models will incorporate advanced HBM3e, signaling the next step in memory technology. The challenge, however, is the supply bottleneck caused by both CoWoS packaging constraints and the inherently long production cycle of HBM—extending the timeline from wafer initiation to the final product beyond two quarters.
View More1 March 2024
TrendForce estimates that shipments of LCD TV panels will reach 55.8 million units in the first quarter—a 5.3% QoQ increase.
View More21 February 2024
TrendForce reports that global shipments of foldable phones reached 15.9 million units in 2023, marking a 25% YoY increase and accounting for approximately 1.4% of the overall smartphone market.
View More6 February 2024
TrendForce’s latest findings reveal global monitor shipments declined 7.3% in 2023 down to 125 million units—a figure below pre-pandemic levels. Looking ahead to 2024, given the low shipment base in 2023, alongside the potential for a gradual economic recovery and the typical 4 to 5-year PC replacement cycle, PCs purchased during the pandemic are expected to be upgraded between the second half of 2024 and 2025. This is anticipated to drive a 2% increase in global monitor shipments in 2024, reaching approximately 128 million units.
View More4 March 2024
TrendForce’s latest reports indicate a significant turning point for the LED lighting market in 2024, as an estimated quantity of 5.8 billion LED lamps and luminaires reach the end of their lifespan. This milestone is set to trigger a substantial wave of secondary replacements, breathing new life into the market and boosting total LED lighting demand to an impressive 13.4 billion units.
View More1 March 2024
TrendForce notes that the original suppliers for the Apple Watch included ams OSRAM for Micro LED vertical chips from its 8-inch factory in Malaysia and South Korean panel giant LG Display for the glass driving backplane and mass transfer processes. Now, with the partnership dissolved, the 2026 debut seems increasingly out of reach.
View More22 January 2024
TrendForce maintains a positive outlook on bio-sensing tech in the wearables market. Substantial growth is predicted, with the market value for bio-sensing in smartwatches and smart bands expected to reach US$422 million by 2028, growing a CAGR of 14.7% from 2023.
View More2 February 2024
TrendForce’s latest research indicates that the global lithium battery market remained subdued in January, with cell makers still working through their inventories and production rates lingering at low levels. The ASP of EV cells has continued to fall—the most significant drop was observed in EV pouch cells, which saw a MoM decline of 7.3% to CNY 0.51/Wh. While prices are expected to continue declining in February, the rate of decrease is likely to slow down.
View More4 January 2024
TrendForce reveals that the ASP of Chinese EV cells saw a 6–10% decrease in December. The prices for EV square ternary cells, LFP cells, and pouch ternary power cells fell to CNY 0.51/Wh, CNY 0.45/Wh, and CNY 0.55/Wh, respectively.
View More4 December 2023
TrendForce’s latest investigations reveal that the battery industry’s operating rate fell in November due to a significant cooling in end-user demand. Falling prices of key raw materials like lithium, cobalt, and nickel led to a consistent downward trend in battery cell prices. In November, prices of Chinese EV battery cells dropped by approximately 3–4% MoM, consumer LCO cells decreased by 2.5%, and storage-type cells fell the hardest at 6.8%.
View More11 March 2024
TrendForce’s latest insights reveal a significant rebound in global smartphone production, marking the end of an eight-quarter slump in 3Q23. In a strategic year-end surge, brands amped up production to capture more market share, propelling Q4 smartphone output up 12.1% to reach 337 million units.
View More26 February 2024
TrendForce forecasts a rebound in the smartphone camera lens market in 2024, with a 3.8% growth spurred by AI-driven smartphone trends to reach approximately 4.22 billion units. Samsung’s AI-packed flagship—the S24 series—is set to capture a larger market share thanks to its advanced Generative AI applications.
View More21 February 2024
US retail giant Walmart announced on February 20th, that it has acquired smart TV brand Vizio for US$2.3 billion, aiming to accelerate the growth of its advertising business: Walmart Connect. Since its launch in 2021, Walmart Connect has seen double-digit annual growth in both its online and offline retail media advertising ventures. Vizio has been expanding its device ecosystem and its SmartCast TV OS, boasting over 18 million active users, according to TrendForce.
View More14 March 2024
TrendForce’s projections foresee that the US satellite direct-to-device (D2D) market is expected to undergo significant growth, expanding from $430 million in 2023 to $6.5 billion by 2027 at a CAGR of 36%. This growth is driven by increasing subscriptions to satellite D2D services, potentially enabling telecom operators to expand beyond traditional mobile communication services into satellite communications.
View More13 April 2023
TrendForce predicts that the global market value of 5G NTN will jump from US$4.9 billion to $8.8 billion between 2023 to 2026—a CAGR of 7%. This rise in global market value will likely drive chip makers to begin developing 5G NTN technology.
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 More20 February 2024
TrendForce reports that global sales of NEVs, including BEVs, PHEVs, and FCVs, reached 13.03 million units in 2023—marking a growth rate of 29.8%. This represents a significant slowdown from the 54.2% growth rate in 2022. Of these, BEVs accounted for 9.11 million units with a growth rate of 24%, and PHEVs reached 3.91 million units, growing at 45%.
View More2 January 2024
TrendForce reports that the global sales volume of NEVs (including BEVs, PHEVs, and FCVs) is estimated to reach approximately 12.8 million units in 2023. Regional market sales shares are expected to be 60% in China, 22% in Western Europe, 11% in the United States, and 6% in other regions, with China’s market demand distinctly in the lead.
View More30 November 2023
TrendForce’s latest investigations reveal groundbreaking developments in the NEV sector for 3Q23. Total sales of NEVs, including BEVs, PHEVs, and FCEVs, soared to 3.455 million units and registered a substantial 28.1% YoY growth. While BEVs accounted for about 70% of these sales, the standout performers this quarter were PHEVs, which saw a staggering YoY growth of 47.8%—contributing significantly to the momentum of the NEV market.
View More19 March 2024
In today’s DRAM spot market, overall chip prices continue to decline, with a particularly noticeable downward adjustment in Reball chip prices. Buyers have limited acceptance of higher price parts, leading to a wait-and-see atmosphere and less than ideal market trading conditions. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 drops to USD 1.939, and the average price o
View More18 March 2024
In today’s DRAM spot market, the market momentum remains subdued with lackluster demand. There are sporadic inquiries and quotations, leading to sluggish actual trading conditions. Overall price trends fluctuate slightly within a narrow range. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 remains at USD 1.940, and the average price of DDR4 512x8-2400/2666 remains at US
View More