According to TrendForce’s research, the scale of the global market for military unmanned aerial vehicles (military UAVs, also known as military drones)will expand at a CAGR of 27.6% during the 2022~2025 period, from US$16.5 billion to US$34.3 billion.
TrendForce believes, regardless of the outcome of this probe, the tariff exemption that the US government has recently granted for PV module imports from Southeast Asia will remain in force. The exemption applies to modules that are to be imported before June 6, 2024 and installed at project sites before December 2024. Therefore, the initial ruling has no tangible impact during the interim period.
TrendForce reports that the recent easing of tight supply for components has led to rising shipments for enterprise servers. Furthermore, ODMs for the most part have been able to sustain the momentum of data center build-out with the demand from ByteDance and the tenders issued by Chinese telecom companies. Nevertheless, the performance of the enterprise SSD market on the whole has been impacted by falling NAND Flash prices. For 3Q22, the NAND Flash industry’s enterprise SSD revenue dropped by 28.7% QoQ to US$5.22 billion. Furthermore, all enterprise SSD suppliers recorded a negative performance for the period as well.
AMOLED Technology and Market Status—points out that the display panel industry has initiated plans for large-generation fabs that manufacture OLED panels. The migration of the OLED display technology to larger generations is driven by the recent improvements in related process technologies and materials. Also, brands have also been pushing for the adoption of OLED for larger display products. TrendForce forecasts that by 2025, the penetration rate of OLED panels among IT products will reach 2.8% on account of the gradual deployment of the supporting panel production capacity. Then, the OLED penetration rate in the IT segment is expected to take off noticeably in 2026, coming to 5.2%.
The adoption of the OLED display technology among smartphones is on a gradual rise. According to TrendForce’s latest research, the penetration rate of smartphones that feature an OLED panel (regardless of whether the OLED panel is the rigid, flexible, or foldable type) is projected to climb from around 47.7% in 2022 to 50.8% in 2023. Then, by 2026, the penetration will climb above 60%.