Research Reports


Smartphones


Total Mobile DRAM Revenue Rose by 13.9% for 1Q24 Thanks to Ongoing Rally of Contract Prices

2024/05/31

DRAM , Smartphones

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Global market intelligence firm TrendForce reports that smartphone brands had mostly finished with stocking mobile DRAM components at low prices before the start of the Lunar New Year holiday...

Smartphone Market Bulletin_20240530

2024/05/30

Smartphones

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Based on the observations on inventory preparations for the 618 E-Commerce Festival, smartphone brands have not significantly raised their device production targets for 2Q24...

Smartphone Market Bulletin_20240516

2024/05/16

Smartphones

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The iPhone 16 series is scheduled for release in September, with all four models featuring a new SoC made with TSMC’s 3nm node instead of continuing with the SoC of the iPhone Pro models from last year...

Smartphone Market Bulletin_20240502

2024/05/02

Smartphones

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The trend of large smartphone brands becoming more dominant in the market is difficult to reverse. Currently, the global top nine brands hold a combined market share of 93%...

Smartphone Market Bulletin_20240418

2024/04/18

Smartphones

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Compared with the previous year, the smartphone market is no longer affected by the issue of high inventory. Therefore, the total smartphone production for 1Q24 reached 296 million units, marking a YoY increase of 18.6%...

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

2024/04/04

DRAM , NAND Flash , Wafer Foundries +2

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As indicted by the latest survey of global market intelligence firm TrendForce, an earthquake of 7.2 Richter scale occurred at the Eastern Coast of Taiwan at 7:58 a.m. on April 3rd. According to the survey, major clusters of Taiwan’s semiconductor industry...

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

2024/04/03

DRAM , NAND Flash , Wafer Foundries +2

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Global market intelligence firm TrendForce reports that on April 3rd at 7:58 am, an earthquake of 7.2 Richter scale occurred off the eastern coast of Taiwan...

Smartphone Market Bulletin_20240328

2024/03/28

Smartphones

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The downturn in the global economy has affected smartphone production during 1Q24, and the quarterly total production worldwide has not returned to the pre-pandemic level of above 300 million units...

Smartphone Market Bulletin_20240314

2024/03/14

Smartphones

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This year, emerging markets, including India, Indonesia, South America, Africa, and the Middle East, are expected to exhibit stronger performance in terms of smartphones...

Mobile DRAM Industry Analysis-1Q24

2024/03/12

DRAM , Smartphones

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Looking back on 2023, the focus during the first half of the year was on reducing channel inventory, and smartphone brands were passive in planning device production...

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