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TrendForce’s latest investigations reveal that the global DRAM industry revenue reached US$26.02 billion in 3Q24, marking a 13.6% QoQ increase. The rise was driven by growing demand for DDR5 and HBM in data centers, despite a decline in LPDDR4 and DDR4 shipments due to inventory reduction by Chinese smartphone brands and capacity expansion by Chinese DRAM suppliers. ASPs continued their upward trend from the previous quarter, with contract prices rising by 8% to 13%, further supported by HBM’s displacement of conventional DRAM production.
TrendForce reports that the global notebook market in 2024 is projected to recover at a moderate pace, hindered by high interest rates and geopolitical uncertainties. Annual shipments are forecast to reach 174 million units, marking a 3.9% YoY increase. Looking ahead to 2025, reduced political uncertainty following the U.S. presidential election and the Federal Reserve’s rate cuts in September 2024 are expected to stimulate capital flow. Combined with the end-of-service for Windows 10 and demand for commercial device upgrades, global notebook shipments are predicted to grow by 4.9% to 183 million units in 2025.
TrendForce has outlined 10 key trends shaping the technology landscape in 2025. Highlights include:
TrendForce's latest findings report that global public EV charging pile deployment is being constrained by land availability and grid planning, compounded by a slowdown in the growth of the NEV market. The 2024 growth rate is a projected 30%—a sharp drop from the 60% recorded in 2023.
Global TV brand shipments reached 52.33 million units in 3Q24, reflecting a QoQ increase of 9.6% and a YoY growth of 0.5%. This surge was fueled by China’s end-of-July announcement of subsidies for first- and second-tier energy-efficient household appliances that offered 15%–20% discounts on retail prices through trade-in programs. Local TV brands ramped up production of models meeting subsidy requirements starting in August and helped aggressive promotions during the Mid-Autumn Festival and Golden Week. As a result, Q3 shipments exceeded initial projections by 1%.
