Research Reports


Semiconductors


Smartphone Market Decode_2Q21

2021/05/27

DRAM , NAND Flash , Panel Industry +1

 ZIP

TrendForce, a global market intelligence firm for the technology sector, proudly presents “Smartphone Market Decode” – a quarterly research report that draws from the best resources and analyses from the company’s elite researchers. This work represents the synergy of the following teams under our wings: the Department of Semiconductor Research, the Department of Display Research, and the divisions at TRI for the study of advanced technologies.
In addition to first-hand data on the smartphone production volumes of the major electronics brands and the latest intelligence on the markets for key components, “Smartphone Market Decode” offers in-depth analyses on the developments of a wide range of mobile-related technologies. This report assists enterprises in adapting to the rapidly changing market environment by providing the most real-time and professional knowledge that can be used to make the best operational decisions.

Server DRAM Industry Analysis-2Q21

2021/05/26

DRAM , AI Server/HBM/Server

 PDF

Looking back at 1Q21, the market status of server had turned optimistic and active, and the inventory level that had returned to the healthy level in early 2020...

NAND Flash Market Bulletin_20210526

2021/05/26

NAND Flash

 PDF

A segment of the purchase end has started to discuss on the demand of 3Q21 and implement the preliminary price negotiation with suppliers...

DRAM Market Bulletin_20210526

2021/05/26

DRAM

 PDF

TrendForce maintains the view that contract prices that were arranged in April will...

Foundry Revenue Broke Records for Three Quarters Straight Due to Undersupply and Rising Prices; 2Q21 Could See New High

2021/05/25

Wafer Foundries

 PDF

TrendForce’s latest analysis of the foundry market finds that the quarterly total revenue of the top 10 foundries rose by 0.8% QoQ to a new record high of...

DRAM Industry Analysis-2Q21

2021/05/25

DRAM

 PDF

The demand for DRAM was even more compelling in 1Q21 primarily owing to three major dynamics, which are 1) the new norm of telecommuting and distance learning derived since the outbreak of the COVID-19 pandemic that resulted in an obstinately high demand dynamics for notebooks...

Pandemic-Induced Cloud Migration Dynamics in Asia Pacific May Alleviate Inventory Gap of Server Supply Chain

2021/05/20

DRAM , NAND Flash , AI Server/HBM/Server +1

 PDF

The COVID-19 pandemic had decelerated the global economic development over the past year, yet expedited on the progress of enterprise cloud migration. Businesses, regardless of scales...

Suppliers Sustained 12.4% QoQ Drop in Enterprise SSD Revenue in 1Q21 Owing to Incomprehensive Recovery in Demand

2021/05/19

NAND Flash , AI Server/HBM/Server

 PDF

The COVID-19 pandemic had ascended cloud services last year, and magnified the purchase volume of enterprise SSD...

Global NAND Flash Revenue Rose by 5.1% QoQ for 1Q21 as Demand for NBs and Smartphones Exceeded Expectations

2021/05/19

NAND Flash

 PDF

According to TrendForce’s analysis of the NAND Flash market for 1Q21, transaction prices for quarterly contracts still mostly showed a QoQ drop because...

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