Search Results

Search Results

keyword


Sort by


Date Range

Resource Types


Research Fields


Filter by Keyword(s)




keyword:1418 result(s)

Press Releases
Effects of Stay-at-Home Economy Retreat, Shipments of Notebooks in 2022 Expected to Reach 238 Million Units, Says TrendForce

2022/01/14

Consumer Electronics

Due to the pandemic, laptops shipments reached a record high of 240 million units in 2021, according to TrendForce's investigations However, the market has been abuzz recently and, as the global population of the fully vaccinated has exceeded 50%, relevant demand driven by the pandemic is expected to gradually weaken Shipment volume will decrease by 33% year-on-year, revised down slightly to 238 million units Chromebooks will account for approximately 123% of shipment volume, though it accounted for approximately 152% in 2021 The momentum of shipments has slowed down significantly which indicates that demand derived from the economic effect of remote working and teaching has subsided TrendForce further states that Chromebook shipments declined sharply by nearly 50% in 2H21 due to the end of the Japanese government’s education tender and an increase in US market share However, thanks to the sequential return to the office of European and American companies driving a wave of commercial equipment replacement, shipments of commercial laptops have grown rapidly to make up for the shortfall In turn, the shipment of laptops in 4Q21 hit the highest levels of the year, reaching 646 million units In addition, due to the severe shortage of IC materials in mature processes, the backlog of orders extends to 1Q22 and the off-season is expected to be short Compared with the average quarterly reduction of 15% in previous years, this year’s pullback is expected to be less than 10% It is worth noting that due to the shortage of container ships and issues with port congestion, shipping time has been prolonged, increasing by two to three times from manufacturers in mainland China to the United States compared to before the epidemic Notebook brands have all been shipping in advance and the proportion of air freight shipments has increased However, shipping time still exceeds expectations, which may flood the supply chain with duplicate orders from downstream customers, resulting in overstocked inventories and the risk of subsequent orders being canceled In addition, the wave of commercial equipment replacement driven by a return to the office will be a major variable that will affect the demand for notebooks in 2022, resulting in near-term buzz in the market TrendForce indicated that in the past, due to factors such as fewer working days during the Lunar New Year Holiday and labor shortages in mainland China, brands would often require large OEMs to produce and ship before the Lunar New Year This first quarter end-of-season surge will start from this month Even though changes in end-user demand is unclear, March will see the beginning of a production surge to end the first quarter If there is a major change in demand at that time, it may lead to an accumulation of distribution channel inventory, leading to a downward revision in demand, and a return to the normal equipment replacement cycle For more information on reports and market data from TrendForce’s Department of Display Research, please click here, or email Ms Vivie Liu from the Sales Department at vivieliu@trendforcecom For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/

Press Releases
Mobile Phone Camera Module Shipments Estimated at Approximately 4.92 Billion in 2022 with Triple Camera Modules as Mainstay, Says TrendForce

2022/01/12

Consumer Electronics

In recent years, the biggest trend of smartphone camera modules is the increasing number of rear camera modules, according to TrendForce’s investigations According to TrendForce research, triple camera modules surpassed dual camera modules to become mainstream in 2020 and drove the continued growth of smartphone camera module shipments Annual smartphone camera module shipments in 2022 are expected to reach 492 billion units, or 2% growth YoY However, the trend towards multiple cameras started to shift in 2H21 after a few years of positive growth The previous spike in the penetration rate of four camera modules was primarily incited by mid-range smart phone models in 2H20 when mobile phone brands sought to market their products through promoting more and more cameras However, as consumers realized that the macro and depth camera usually featured on the third and fourth cameras were used less frequently and improvements in overall photo quality limited, the demand for four camera modules gradually subsided and mobile phone brands returned to fulfilling the actual needs of consumers In addition, increases in the pricing of semiconductor chips such as PMICs and Driver ICs, as well as increased shipping costs, have driven the cost of mobile phones up sharply Without the ability to effectively pass this cost onto consumers, any remaining allowance to economically install low-end cameras has been effectively eliminated Camera resolution upgrades: fastest growing market share encompasses 49-64 million pixel cameras Although camera shipment growth has slowed, camera resolution continues to improve Taking primary cameras as an example, the current mainstream design is 13-48 million pixels, accounting for more than 50% of cameras in 2021 In second place are products featuring 49-64 million pixels which accounted for more than 20% of cameras last year with penetration rate expected to increase to 23% in 2022 The third highest portion is 12 million pixel products, currently dominated by the iPhone and Samsung's flagship series However, a 48 million pixel primary camera is expected to be introduced to the iPhone 14 Pro series (tentative name) that Apple will release this year, further reducing 12 million pixel products to a 15% share in 2022 In addition to the original Samsung and Xiaomi brands employing 108 million pixels cameras, Vivo and Honor also introduced similar resolution cameras in 2021 There is a chance 200 million pixel products will be ready for commercial use in 2022, driving the penetration rate of ultra-high pixel products to an expected level in excess of 5% in 2022 However, such ultra-high pixel products primarily focus on enlarging photographs without losing image quality Therefore, TrendForce believes that any marginal benefits these products bring to consumers will gradually decrease and the penetration rate will not grow as quickly as 49-64 million pixels products Overall, TrendForce believes that the number of camera modules mounted on smartphones will no longer be the main focus of mobile phone brands, as focus will return to the real needs of consumers Therefore, triple camera modules will remain the mainstream design for the next 2~3 years For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/

Press Releases
Impact of Components Shortage on Whole Device Shipments Continues, PCs and Notebooks Least Affected, Says TrendForce

2022/01/10

Semiconductors / Semiconductors

Driven by forces such as the pandemic, geopolitics, and the digital transformation of everyday life, there has been a shortage of global foundry production capacity for nearly two years and shortages have been especially severe for mature 1Xnm~180nm nodes, according to TrendForce’s investigations Although all foundries are furiously increasing capital expenditures to expand capacity, unrealized future expansion does not ease existing supply issues In addition, the uneven distribution of supply chain resources that has exacerbated the shortage of parts and components has yet to be definitively alleviated Circumstances as a whole will continue affecting shipments of related whole devices Only the PC category is expected to emerge largely unscathed in 1Q22 Moving into 1Q22, TrendForce states, due to the limited increase in production capacity, the market's supply situation is expected to be approximately the same as in 4Q21 However, some end products have entered their traditional off-season cycle and the slowdown in demand momentum is expected to alleviate the immediate pressure on OEMs and ODMs regarding supply chain stocking In terms of the whole servers, the FPGA delivery cycle is currently at over 50 weeks at most, while the delivery cycle of Lan chips has improved significantly, from the original 50+ weeks to approximately 40 weeks However, escalating purchase order activity caused by the uncertainty of the pandemic combined with an accumulated backlog of demand (Back order/backlog) have pushed the SMT capacity of ODMs to full load in general The aforementioned phenomenon have not only accelerated the consumption of ICs such as FPGA and PMIC, but the demand for additional purchase orders of FPGA, PMIC and MOSFET is still compelling The overall market remains tight and the production of server motherboards in the future may face hidden issues TrendForce has ascertained a more crucial matter Taking the L6 server as an example, its production scale in 1Q22 will be roughly the same as the previous quarter However, whole server shipments will show a seasonal decline with a decrease of approximately 8% QoQ  In terms of mobile phones, material shortages have gradually eased from the second half of 2021 partly due to the discretionary adjustment of mobile phone specifications Mobile phone brands can adjust their specifications and configurations based on available materials Currently, the supply of four components remains relatively tight Among them, 4G SoC (30-40 weeks) and OLED DDIC/Touch IC (20-22 weeks) have a significant impact on the market The former will affect brands that focus on selling 4G mobile phones The latter is affected by oligopolistic market structure and the adjustment of foundry capacity Thus, there are rumblings of insufficient supply Though the supply of the remaining two items, PMIC and A+G Sensor, remains tight, material shortage risk can be largely mitigated through alternative material replacements or the adjustment of specifications and configurations In terms of production, the 1Q22 supply chain will essentially carry on its performance from the previous quarter However, due to disappointing holiday demand at the end of 2021, mobile phone brands must adjust the distributed inventory level of finished products in a timely manner Combined with uncertainty caused by disruptions stemming from a winter-time pandemic, 1Q22 production performance is estimated to fall by approximately 13% QoQ In terms of PCs and laptops, starting from November 2021, material shortages have been partially alleviated Therefore, the shipment volume of PC ODMs in 4Q21 has been revised upwards Compared with mobile phones and whole servers, the impact of under/oversupply of materials on end PCs and notebooks is relatively minor Except for the SSD PCIe 30 controller, current tightness exhibited in component supply is due to delays in the transition of Intel’s new platform This temporary shortfall has led to a delivery cycle of approximately 8-12 weeks while any tightness in the supply of Type C IC, WiFi, and PMIC is gradually abating TrendForce expects that, as overall supply chain stability recuperates, notebook shipments from ODM brands in 1Q22 will only decrease by 51% QoQ However, if the component shortage factor is discounted, subsequent sales originating from various distribution channels will be another major variable TrendForce must consider For more information on reports and market data from TrendForce’s Department of Semiconductor Research, please click here, or email Ms Latte Chung from the Sales Department at lattechung@trendforcecom For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/

Press Releases
Fire at ASML’s Berlin Plant May Impact EUV Optical Component Supply, Says TrendForce

2022/01/05

Semiconductors / Semiconductors

A fire occurred at ASML’s factory in Berlin, Germany on January 3, according to TrendForce’s investigations ASML is the largest supplier of key equipment (including EUV and DUV) required for foundry and memory production According to TrendForce’s preliminary inquiry, approximately 200m2 out of a factory floor covering 32,000m2 was affected by the fire This factory primarily manufactures optical components used in lithography systems such as wafer tables, reticle chucks, and mirror blocks Reticle chucks used for affixing photomasks are in short supply Currently, the majority of components produced at this factory go towards supplying EUV machines while the lion’s share of demand for these products come from foundries If the fire delays component delivery, it cannot be ruled out that ASML will prioritize the allocation of output towards fulfilling foundry orders Lead time for this exclusive supply of key EUV machines has been long and may affect the timeframe of advanced manufacturing process transition   In terms of foundries, EUV is primarily used in advanced manufacturing processes smaller than the 7nm node Currently, the only companies in the world using this equipment for manufacturing are TSMC and Samsung including TSMC’s 7nm, 5nm, 3nm nodes, Samsung's EUV Line (7nm, 5nm and 4nm) built in Hwaseong, South Korea, and 3nm GAA node However, due to factors such as the shortage of global foundry production capacity and the active expansion of manufacturing, semiconductor equipment lead times are also stretching further into the future In terms of DRAM, Samsung and SK Hynix are already using EUV in their 1Znm and 1alpha nm processes, while US manufacturer Micron is expected to introduce EUV to their 1gamma nm process in 2024 According to TrendForce's current information, the lead time on ASML EUV equipment is approximately 12 to 18 months Due to this long equipment lead time, ASML is at liberty to wait for the completion of replace components for those lost in the fire during the time necessary for equipment assembly Overall, the ASML Berlin factory fire will have a greater impact on the manufacturing of EUV lithography equipment when it comes to foundries and memory According to TrendForce’s information, it cannot be ruled out that ASML will obtain necessary components from other factory campuses In addition, the current lead time for EUV equipment is quite long Therefore, the actual impact on EUV supply remains to be seen For more information on reports and market data from TrendForce’s Department of Semiconductor Research, please click here, or email Ms Latte Chung from the Sales Department at lattechung@trendforcecom For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/

Press Releases
Latest Assessment of Jan. 3 Earthquake in Taiwan Finds No Significant Impact on Local DRAM and Foundry Fabs, Says TrendForce

2022/01/04

Semiconductors / Semiconductors

An earthquake that was around magnitude 60 on the Richter scale occurred off the east coast of Taiwan at 5:46PM local time on January 3, 2022 As most local DRAM and foundry fabs are located in the northern and central parts of the island, TrendForce’s latest investigations reveal no notable damages to the equipment from the fabs Therefore, the production side is expected to continue normal operation, and the actual impact of the earthquake on the output of Taiwan’s DRAM and foundry industries will likely be limited Taiwan’s memory fabs, including those operated by MTTW, Nanya, and other smaller semiconductor companies, collectively account for about 21% of the global DRAM production capacity In the foundry industry, Taiwan’s fabs, including those operated by TSMC, UMC, Vanguard, PSMC, etc, together make up as much as 51% of the global production capacity Regarding the current state of the DRAM market, it is in midst of the conventional off-season However, the recent easing of component gaps in the supply chain is generating some stock-up activities in different application segments and thus bolstering the overall demand The headwinds of the off-season are not as strong as usual Also, there are now concerns brewing in the wider memory market about the supply side being affected by the COVID-19 lockdown in the Chinese city of Xi’an Consequently, memory spot prices have been registering daily hikes lately It is worth noting that increases in DRAM spot prices have been more significant than the increases in NAND Flash spot prices Regarding DRAM contract prices, TrendForce for now maintains its original forecast of QoQ drops in the 8-13% range for 1Q22 However, the latest earthquake that struck Taiwan could affect DRAM buyers’ behavior at any time How contract prices will actually end up is something that requires further observation As for DRAM spot trading, the memory spot market of Mainland China was still in midst of the year-end holiday on January 3 Hence, spot traders were passive for the most part TrendForce will continue monitoring the spot market to see if the earthquake is going to be a positive driver going forward Turning to the current state of the foundry market, the chip demand related to some categories of end products has slowed down a bit recently because of seasonality However, demand remains quite strong for chips that were previously in short supply, such as PMIC, Wi-Fi SoC, etc Foundry fabs on the whole are still operating with a fully loaded capacity because demand continues to outstrip supply The fabs of Taiwan-based foundries, including TSMC, UMC, PSMC, and Vanguard, are concentrated in Hsinchu, Taichung, and Tainan In those places, an earthquake intensity scale of 3 or under was recorded As such, no foundry fab in Taiwan has halted operation because of the earthquake, and all fabs are operating normally at the moment For more information on reports and market data from TrendForce’s Department of Semiconductor Research, please click here, or email Ms Latte Chung from the Sales Department at lattechung@trendforcecom For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/

  • Page 2
  • 284 page(s)
  • 1418 result(s)