Search Results

Search Results

keyword


Sort by


Date Range

Resource Types


Research Fields


Filter by Keyword(s)




keyword:1493 result(s)

Press Releases
EVs and Charging Industry Poised to Take Off as the World Chases Decarbonization and Net Zero, Says TrendForce

2022/07/18

Emerging Technologies

According to TrendForce research, sales of electric vehicles (EVs) that can be externally charged or refueled such as BEVs, PHEVs, and FCVs are estimated to exceed 25% of global new vehicle sales by 2025 The main driving force in the market comes from accelerated worldwide decarbonization In order to meet the goals of carbon neutrality, nations and corporations will eliminate internal combustion vehicles that are highly dependent on fossil fuels and also major carbon emitters Many industries have ascended along with EVs and charging facilities are one of the largest non-vehicle business opportunities The extensiveness of charging facilities is key to the sustainable growth of EVs in any given country According to TrendForce's observations, national budgetary allocations will accelerate towards supporting the construction of charging facilities and establishing systems and standards In addition, the ratio of chargers per EV has also been separated from evaluation benchmarks based solely on quantity of chargers constructed Instead, proper planning is to be carried out according to different locations and specifications which means there are many developmental aspects of charging facilities worth noting, not just quantity constructed According to TrendForce, the development of charging technology is closely linked with vehicles and facilities including high-voltage fast charging, vehicle-to-grid (V2G), and Plug & Charge, all of which require vehicle and facility collaboration In addition, the imminence of global net zero not only accelerates the production and sales of EVs, it has also focused attention on power sources for supplying EVs Therefore, the use of renewable power generation in charging stations has also become an important trend Taiwan plans to ban the sale of internal combustion vehicles in 2040 and the "pledge to zero-emissions vehicles" signed at the COP26 United Nations Climate Change Conference also aims to achieve zero emissions for new cars and vans worldwide by 2040 and zero emissions in leading markets before 2035 This period will see a surge in the development of the EV and charging industries TrendForce will premiere our webinar "Charging Battle for a Low-Carbon Future, Key Deployment in the Electric Vehicle Industry" at 10:00AM on July 13 (Wednesday) The event will be attended by TrendForce Research Manager Caroline Chen and two industry representatives who will share their experience in the current development, key issues, and future trends related to EVs and extend their perspective into the growth prospects of charging facilities For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/

Press Releases
Aggressively Sought by Automakers, Market for Automotive SiC Power Components to Exceed US$1 Billion in 2022, Says TrendForce

2022/07/14

Semiconductors

In order to further improve the power performance of electric vehicles (EV), major global automakers have focused on a new generation of SiC (silicon carbide) power components and have successively launched a number of high-performance car models equipped with corresponding products According to TrendForce research, as more and more automakers begin to introduce SiC technology into electric drive systems, the market for vehicle SiC power components is forecast to reach US$107 billion in 2022 and will climb to US$394 billion by 2026 According to TrendForce, the automotive SiC power component market is currently dominated by major European and American IDMs The key suppliers STM, ON Semi, Wolfspeed, Infineon, and ROHM have long been deeply involved in this field and have close interactions with major automakers and Tier 1 manufacturers The affluence of the automotive market has also impressed the importance of stable supply capacity onto major manufacturers Therefore, they have moved successively into the upstream substrate materials field in an effort to exert full control on the supply chain For example, ON Semi acquired GT Advanced Technologies last year Major automakers have high hopes for SiC and are simultaneously and vigorously participating in the construction of supply chains From the perspective of China, the world's largest EV market, automakers such as SAIC and GAC have begun to deploy an entire SiC industry chain, which has created invaluable development opportunities for domestic suppliers At the same time, automakers such as BYD and Hyundai have launched their own chip research and development programs which have injected new vitality into the market In addition, the cost-effectiveness of using SiC power components has always been a market concern and its key lies in upstream substrate materials The industry is experimenting with various methods to further reduce costs including new crystal growth approaches (UJ-Crystal, Jing Ge Ling Yu), high-efficiency wafer processing technology (Soitec, Disco, Infineon, Lasic Semiconductor Technology), and following Wolfspeed in the direction of 8-inch wafer technology With continuing breakthroughs in SiC materials technology and the maturity of chip structure and module packaging process, the penetration rate of SiC power components in the automotive market is expected to maintain an upward trajectory and will gradually extend from current high-end vehicle applications to medium and low-end vehicles in order to accelerate the process of vehicle electrification 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
Power Outage at Micron's Japanese Plant, Impact on Production Capacity Limited, Says TrendForce

2022/07/13

Semiconductors

Micron's Japanese plant at Hiroshima suffered a power outage on July 8 According to TrendForce investigations, this plant's monthly wafer starts accounts for approximately 30% of Micron's total monthly wafer starts in 3Q22 In terms of global wafers starts, this plant’s proportion of wafer starts is approximately 7% The plant’s primary production process is 1Z nm, accounting for more than 50% of capacity, followed by 1Y nm, accounting for nearly 35% Although machinery initiated the uninterruptible power supply system when the outage occurred, due to the voltage drop, plant machinery required initialization and inspection The power outage persisted for approximately 5~10 minutes and the effect on production capacity was limited This Micron plant is mainly a R&D center and the next-generation 1beta nm process will be prioritized for production at this location Looking at its product categories, the plant primarily produces mobile DRAM related to smartphones at this stage TrendForce also indicates, weak global consumer electronics demand due to geopolitical conflicts and rising inflation since the beginning of the year has precipitated a high level of memory inventory among various manufacturers The impact of the power outage on Micron's production capacity is relatively low and Micron can also use its inventory to meet the needs clients, so there is no impact on the overall supply and demand in the DRAM market TrendForce has simultaneously observed that the spot market, which always responds immediately to market conditions, has not seen an increase in demand since the power outage nor is there a market response to customers' urgent orders The power outage will not reverse the current oversupply of memory TrendForce will maintain its original price forecast for 2H22, which means that DRAM prices will drop by approximately 10% in 3Q22 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
Driver IC Pricing Continues Fall with 8~10% Drop in 3Q22, Decline May Persist Until Yearend, Says TrendForce

2022/07/13

Display

According to TrendForce research, weak terminal demand debuting at the start of this year has led to a steady uptick in inventory pressure In order to effectively control inventory, IC stocking momentum has trended conservative Demand also reversed quickly for peripheral ICs that were in short supply in 2021 such as driver ICs, Tcons, and PMICs for panels, causing panel makers' demands on panel driver IC pricing to drop even more in 3Q22 With supply and demand imbalanced and inventory high, the driver IC price drop is expected to expand to 8~10% in 3Q22, and prices falling all the way until the end of the year cannot be ruled out TrendForce further stated, in order to consolidate supply-side momentum, Chinese panel driver IC vendors are more willing to meet the requirements of panel manufacturers, with price concessions reaching 10~15% Since it will be difficult for demand to bounce back in the short-term, a sustained decline in panel driver IC pricing cannot be ruled out and it is very likely that prices will return to the beginning of their run in 2019 faster than expected Despite sluggish demand in the terminal market and increasing inventory among panel makers and panel driver ICs, for foundries with their diversified product portfolios, even when demand for panel driver ICs had previously been revised downward in the short-term, foundries still adjusted their product mixes accordingly, utilized vacated production capacity in multiple ways, and effectively allocated and maintained utilization rate Driven by a shortage of chips in the past two years, foundry pricing has continued to rise in the last few quarters and has remained at a high level thus far However, driving IC manufacturers are now facing requests from downstream customers to reduce prices Pincered by upstream price hikes, these companies have been forced to temper wafer input planning Even the content of LTA (Long term agreement) supply contracts signed with foundries may need to be renegotiated When panel driver IC wafer input is greatly reduced and the adjustment of other product mixes cannot bridge the production capacity gap, the overall utilization rate of fabs is likely to see disruption in 2H22 In summary, TrendForce believes that for fabs, panel driver ICs are less profitable than other applications but they are one of the most efficient products used by fabs to round out capacity After driver ICs encounter a sharp drop in pricing and wafer input plans are diminished in 3Q22, it is subsequently necessary to observe whether foundry pricing remain the same as in 2Q22, or be moderately reduced to maintain a high utilization rate 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
Order Cancellations Strike, 8-inch Fab Capacity Utilization Rate Declines Most in 2H22, Says TrendForce

2022/07/07

Semiconductors

According to TrendForce investigations, foundries have seen a wave of order cancellations with the first of these revisions originating from large-size Driver IC and TDDI, which rely on mainstream 01Xμm and 55nm processes, respectively Although products such as MCU and PMIC were previously in short supply, foundries’ capacity utilization rate remained roughly at full capacity through their adjustment of product mix However, a recent wave cancellations have emerged for PMIC, CIS, and certain MCU and SoC orders Although still dominated by consumer applications, foundries are beginning to feel the strain of the copious order cancellations from customers and capacity utilization rate has officially declined Looking at trends in 2H22, TrendForce indicates, in addition to no relief from the sustained downgrade of driver IC demand, inventory adjustment has begun for smartphones, PCs, and TV-related peripheral components such as SoCs, CIS, and PMICs, and companies are beginning to curtail their wafer input plans with foundries This phenomenon of order cancellations is occurring simultaneously in 8-inch and 12-inch fabs at nodes including 01Xμm, 90/55nm, and 40/28nm Not even the advanced 7/6nm processes are immune Capacity utilization rate unbound, resources effectively allocated, material mismatch issues eased According to TrendForce research, the capacity utilization rate of eight-inch nodes (including 035-011μm) may decline the most Products utilizing these processes are primarily Driver IC, CIS, and Power-related chips (PMIC, Power discrete, etc) Among these products, Driver IC has been directly impacted by cooling demand for TVs and PCs, reflected by the most severe downward revision of wafer inputs At the same time, the supply of PMICs, which was still tight in 1H22, gradually achieved greater equilibrium after the redistribution of production capacity However, as demand continues to fall in 2H22, inventory adjustment has also begun for consumer PMICs and CISs Although there are still demand backstops for PMICs and power discrete originating from servers, automotive, and industrial applications, it is still difficult to make up the difference generated by driver IC, consumer PMICs and CISs order cancellations and the subsequent decline in the capacity utilization rate at some 8-inch fabs TrendForce believes that the overall capacity utilization rate of 8-inch fabs will be roughly 90~95% in 2H22, while some fabs manufacturing a greater proportion of consumer applications may have to fight an uphill battle to maintain production capacity at 90% The same situation has also occurred in mature 12-inch processes However, since 12-inch products are more diverse and their production cycle generally takes at least one quarter, coupled with upgrades to some product specifications, trends such as process transition have not been affected by broader short-term economic fluctuations As a result, overall production capacity utilization rate can still be maintained at a high operational watermark of approximately 95% Compared with operating rates that easily hit 100% in the past two years, production line operation has gradually normalized and stabilized, demonstrating a steady balancing of resource allocation In terms of advanced processes, these are utilized primarily to produce CPU, GPU, ASIC, 5G AP, FPGA, AI accelerator, etc Terminal applications remain dominated by smartphones and high-performance computing (HPC) Affected by the weak smartphone market, 5G APs have also experienced downward revisions of order volume but stocking momentum for HPC-related products remains stable Coupled with plans to announce a number of new products, TrendForce believes that 7/6nm capacity utilization rate will decline marginally to 95~99% in 2H22 due to product mix conversion, while 5/4nm processes will remain near full load, driven by several new products Looking forward to 2023, TrendForce believes, after nearly two and a half years of chip shortages, cooling of consumer product demand will ease the capacity utilization rate of wafer foundries in the short term and applications that were starved for chips in the past are now able to obtain a reallocation of resources The penetration rate of related applications such as 5G smartphones and electric vehicles has increased year by year while the stocking momentum of 5G base stations, infrastructure in various countries including automated security inspection measures, and server demand from cloud services will continue to support the capacity utilization rate of foundries at a level roughly above 90% However, some manufacturers that mainly produce consumer products may see capacity utilization rate fall below 90% At this time, foundries must rely on their own internal diversified planning and resource allocation of product applications to overcome the inflationary crisis of component inventory adjustments 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 3
  • 299 page(s)
  • 1493 result(s)