Search Results

Search Results

keyword


Sort by


Date Range

Resource Types


Research Fields


Filter by Keyword(s)




keyword:1418 result(s)

Press Releases
Market Penetration of Mobile Phone AMOLED Panels Forecast at 46% in 2022, AMOLED DDI Supply Still Tight, Says TrendForce

2022/01/04

Display

Benefiting from expanded introduction of AMOLED mobile phone models by Apple, Samsung and Chinese brands, the market penetration rate of AMOLED panels for mobile phones in 2021 was 42%, according to TrendForce's investigations In 2022, continuous investment undertaken by numerous panel factories to expand AMOLED production lines will drive AMOLED panel penetration rate to an estimated 46% However, TrendForce further asserts that the continued tight supply of AMOLED DDI and the willingness of mobile phone brands to expand the use of AMOLED panels will be the keys influencing AMOLED market penetration rate next year Continued tightness in AMOLED DDI supply for mobile phones The AMOLED DDI process requires dedicated medium voltage 8V processes at the 40nm and 28nm nodes However, the supply of dedicated process capacity in 2021 is limited In addition, Samsung’s Austin, Texas fab was shut down due to a snowstorm in early 2021, resulting in serious shortages of AMOLED DDI New capacity in 2022 includes UMC at the 28nm node and SMIC at the 40nm node However, since capacity and expanded capacity still cannot effectively meet the various brand’s demand for AMOLED DDI, Samsung’s fab will continue to reduce OLED DDIC production scale in the future Stocking issues are expected to plague AMOLED DDI continuing into 2022 TrendForce states, UMC’s primary expansion plan for 28nm AMOLED DDI will be completed by the end of 2023, so AMOLED DDI supply tightness is expected to be alleviated in 2023 In addition, other foundries have plans to develop dedicated AMOLED DDI processes but, due to a belated development schedule, these plans will not be able to address the AMOLED DDI shortage in 2022 Facing limitations on dedicated AMOLED DDI production capacity, traditional front-line DDI design houses are actively booking the majority of production capacity, while other DDI design houses are also competing for limited production capacity in order to enter the AMOLED panel factory supply chain Mobile phone brands expand their willingness to adopt AMOLED panels Facing the gradual maturity of AMOLED panel technology and the continuous improvement of production yields, AMOLED market penetration rate will increase from 42% in 2021 to 46% in 2022 This will reduce the market share of LTPS panels in the mid-tier market and drive panel makers to transfer LTPS production capacity to medium size applications However, mobile phone brands face the risk of AMOLED DDI continuing to being out of stock in 2022 In addition to the high price of AMOLED panels and the steady increase in the pricing of other semiconductor components, in order for mobile phone brands to maintain profitability and achieve annual shipment goals, TrendForce expects that a small number of AMOLED products may switch over to LCD panels to pad shipments in the mid-to-low-end mobile phone market, allowing LTPS panel makers to gain a bit of breathing room in the mid-end market 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
Xi’an Lockdown Update, Samsung to Adjust NAND Flash Production Manpower and Capacity Utilization, Says TrendForce  

2021/12/30

Semiconductors

Currently, the consequences of Xi’an’s lockdown on Samsung is weighted most heavily towards the difficulty of scheduling shifts for personnel, according to TrendForce’s investigations Due to restrictions on movement and other lockdown measures, Samsung must continue operations with limited manpower Samsung is currently making active adjustments to reduce impact on output and the local government expects a return to normalcy within one to two weeks However, if the pandemic is not properly controlled, short-term impact on the production utilization rate of the local factory campus cannot be ruled out, resulting in a slight decline in output As for raw materials required for production such as water and power, supply seems to remain sufficient, though Samsung is still confirming the specific degree of any impact Production has not been interrupted at Samsung’s Xi’an plant, the company’s remedy is reduced operational scale which may affect utilization rate   Following up on TrendForce’s previous press release, Samsung’s two major NAND Flash fabs in Xi’an are still manufacturing without experiencing significant disruptions at this moment However, with the local authority enforcing even stricter restrictions on the movements of people, Samsung has been compelled to perform some temporary operational adjustments to the two fabs With respect to end-products, facilities in the Xi’an region are primarily responsible for the assembly of consumer electronics such as UFS and client SSDs, meaning changes in the Xi’an fabs’ operations will have a direct impact on the procurement activities of smartphone and notebook computer manufacturers However, as Samsung’s inventory level is still relatively high, the company should be able to keep supplying these products to buyers with no issues in the short run, although the decline in the these products’ prices may moderate somewhat Judging by the performance of the NAND Flash spot market on December 29, TrendForce further indicates that most suppliers have now stopped giving price quotes for NAND Flash products after Samsung released an official statement on the Xi’an matter Regarding the forecast of NAND Flash contract prices for 1Q22, TrendForce will continue to closely monitor responses by Samsung as the pandemic progresses If the lockdown continues, the decline in NAND Flash contract prices may potentially see a further tapering 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
Shipments of LCD Monitors with Mini LED Backlighting Estimated at Approximately 51,000 units in 2021, Samsung Leads Market Share with 58%, Says TrendForce

2021/12/29

Display

High contrast and brightness Mini LED products have been developing aggressively, according to TrendForce’s investigations Therefore, several LCD monitor brands have launched high-end LCD monitor products with Mini LED backlighting (Mini LED wafer size is defined as between 75~500µm) In 2021, the price of Mini LED-backlit LCD monitors fell between US$2,300 and US$5,000 For example, a 315-inch Mini LED backlit model is priced approximately 4 to 8 times that of model of the same size featuring a traditional LED backlight This is a product that resides at the top of the pyramid Due to high pricing and its recent introduction, market scale is relatively limited Total shipments of LCD monitors equipped with Mini LED backlights is estimated at 51,000 units in 2021 Looking forward to 2022, QD OLED LCD monitors and OLED LCD monitors will join the ranks of products fighting for a share of the high-end LCD monitor market Mini LED LCD monitor shipments are forecast to reach 65,000 units at most in 2022, or an annual growth rate of 27% This year, Samsung was ranked first in market share in terms of Mini LED equipped LCD monitor brands Its Mini LED LCD monitor targets e-sports players and emphasizes high cost performance, which Samsung has converted into a 58% market share Dell focuses on professional creators as its main customer base, so its products are designed to meet highly-demanding specifications Dell takes second place with a market share of 29% ASUS also specializes in e-sports and comes in third with approximately 12% of the market  In addition, in terms of the market share of Mini LED backlit LCD monitors based on size, there are currently only three product sizes on the market, 49-inch, 315-inch and 27-inch Samsung has launched an exclusive 49-inch 32:9 model which accounts for the entirety of Samsung’s 58% market share Both Dell and ASUS have launched 315-inch models that account for a 39% market share Lastly, 27-inch models account for only a 3% market share    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
Samsung’s NAND Flash Production in Xi’an Remains Unaffected Amidst Lockdown, Says TrendForce

2021/12/24

Semiconductors

The Chinese city of Xi’an has been placed under lockdown due to a local outbreak of the Delta variant, although it remains uncertain as to when the lockdown will end, according to TrendForce’s latest investigations Samsung operates two memory fabs in Xi’an, both of which are responsible for the manufacturing of high-layer count 3D NAND Flash products, and wafer inputs at the two fabs account for 425% of Samsung’s total NAND Flash production capacity and 153% of the global total At the moment, the lockdown of the city is not expected to have a notable impact on these fabs Nevertheless, the municipal government has been authorized to enforce very severe restrictions on the movements of people and goods in and out of the city during this lockdown While Samsung has finished arranging most of the memory product shipments for the period from the end of 2021 to middle of January next year, the company could face logistical issues related to the Xi’an lockdown in the near future and experience delays in shipments Samsung’s clients, in turn, could have difficulties planning their procurement activities because deliveries of memory components are not in accordance with the originally set dates Additionally, the same logistical issues could cause delays in the deliveries of production-related materials to Samsung’s fabs in Xi’an However, the fabs have sufficient inventory to continue normal production over the next several months On the other hand, Xi’an is a strategically important location for both Samsung’s NAND Flash production and Micron’s memory packaging and testing operations TrendForce’s investigations indicate that the lockdown will likewise have no impact on Micron’s packaging and testing operations, although potential issues with logistics still remain to be seen In any case, while memory packaging and testing capacities in Xi’an account for a relatively low share of the company total, the lockdown may potentially affect spot prices of DRAM products in the short run Short-term DRAM and NAND Flash spot prices may bump up In terms of pricing, the spot price of NAND Flash has not fluctuated significantly due to the lockdown event Both buyers and sellers hold significant inventory in the current spot market Recent trading volume has been weak and price fluctuations have been small TrendForce will continue to observe subsequent reactions in the NAND Flash spot market and does not rule out the possibility of a short-term price bump due to the expected psychological impact triggered by the lockdown event In terms of NAND Flash contract pricing trends moving forward, since production is unaffected, TrendForce still maintains its original opinion, forecasting that average pricing in 1Q22 will fall by 10-15% However, because the impact of logistics is difficult to predict, the purchasing side may have to increase orders from other suppliers, further fueling a bargain-seeking mentality The possibility of seeing a flattening in the amplitude of contract price declines for various NAND Flash products in the first quarter of next year cannot be ruled out 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
Driven by NEVs, Power Battery Demand for Cathode Materials Forecast to Exceed 2.15 Million Tons in 2025, says TrendForce

2021/12/23

Energy

With the explosion of new energy vehicle (NEV) production and sales, the installed capacity of power batteries has also seen rapid growth, in turn promoting the rising demand for battery materials, according to TrendForce’s investigations Among battery materials, cathode materials are most in demand for power batteries and their shipments have benefited from the rapid growth of the NEV market It is estimated that the global demand for power battery cathode materials in 2021 will reach 600,000 tons and this number is expected to exceed 215 million tons by 2025 As the largest downstream application market for lithium batteries, electric vehicles account for more than 60% of total lithium battery consumption With estimated total consumption of lithium batteries for electric vehicles worldwide reaching 310GWh this year, corresponding demand for cathode materials will reach approximately 604,000 tons According to statistics from the China Association of Automobile Manufacturers, China's NEV sales reached 299 million vehicles between January and November of this year, accounting for approximately 50% of total global sales of NEVs, and becoming the key to boosting global demand for power battery installations During this period (January to November), the installed capacity of power batteries in the Chinese market reached 1283GWh, a YoY growth rate of 1531% The cumulative installed capacity of lithium iron phosphate batteries reached 648GWh, surpassing the 633GWh installed capacity of ternary batteries for the first time TrendForce believes, benefiting from strong market demand for electric vehicles, lithium battery material manufacturers (representative of cathode materials) have started a new round of large-scale production expansion this year and are expected to gradually release new production capacity in the next 2 to 3 years, relieving tight market demand At present, the overall capacity utilization rate of China's cathode material industry is not high Taking lithium iron phosphate materials as an example, the capacity utilization rate of China's lithium iron phosphate cathode materials in 2020 is approximately 44% and expected to rise to 56% this year Whether or not future global market demand of more than 2 million tons can be met will depend on whether new production capacity of cathode materials can come online according to schedule and whether the supply of key raw material lithium carbonate is sufficient For more information on reports and market data from TrendForce’s Department of Green Energy Research, please click here, or email Ms Grace Li from the Sales Department at graceli@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
  • 284 page(s)
  • 1418 result(s)