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Press Releases
Automotive Lighting Product Market Expected to Grow by 4% Annually in 2022 on the Back of Technological Progress and Pricing Backstops, Says TrendForce

2022/07/06

LED

According to TrendForce's latest "2022 Global Automotive LED Product Trend and Regional Market Analysis " report, although demand in the car market will decline in 2022 due to the impact of the Russian-Ukrainian war and China's pandemic resurgence, gains made in the penetration rate of LED headlights coupled with the development of advanced technologies such as intelligent headlights, logo lamps, and intelligent ambient lights will sustain a backstop for market demand in automotive lighting in 2022 At the same time, the soaring cost of plastics will compel automotive lighting product pricing to remain flat or even increase Therefore, TrendForce forecasts that the market value of the global automotive lighting will reach US$3268 billion in 2022, 4% YoY The top five international automotive lighting manufacturers Koito, Valeo, Marelli Automotive Lighting, Hella, and Stanley, maintained a combined market share of 65% in 2021 Whether conventional or electric, car manufacturers have strongly increased the penetration rate of LED headlights in recent years, stabilizing and increasing market share through enhancing product differentiation According to TrendForce investigations, the global penetration rate of LED headlights in passenger cars reached 60% in 2021The penetration rate of LED headlights in electric vehicles was as high as 90%, and the penetration rate in conventional and electric vehicles is expected to increase to 72% and 92%, respectively, in 2022 From a technical standpoint, many ADB Headlight technologies feature in intelligent headlights At this stage, Matrix LEDs with 12~100 LEDs is the mainstream design which utilizes individually controlled high performance LEDs to expand the field of drivers’ nighttime vision, effectively shortening drivers’ reaction time to oncoming obstacles and achieve better roadway lighting At the same time, Glare-Free High Beams reduce discomfort caused by the lights of vehicles ahead of the driver, oncoming vehicles, and pedestrians The market penetration rate of ADB headlights will only be 32% in 2022 With the gradual improvement of regulations on ADB headlights in various countries, the introduction of Micro LED Pixel Array into ADB headlights can greatly increase the pixels available for accurate independent digital control to 10,000~30,000 When there are more LED pixels, the illumination area can be more flexibly adjusted to increase driving safety and meet the needs of market regulations in various regions and assist lighting manufacturers in reducing the cost of headlight development, production, and logistics in different regional markets The market penetration rate of ADB headlights is forecast to have an opportunity to reach 132% in 2026, which will drive the market value of the overall automotive lighting to reach US$39496 billion in 2026, with a CAGR of 47% from 2021 to 2026 In addition, watch for major mergers and acquisitions in 2021-2022, such as Faurecia's acquisition of Hella to establish a merged Forvia and Plastic Omnium’s acquisition of AMLS (ams OSRAM Automotive Lighting Systems GmbH) and VLS’s automotive lighting business These mergers helped both Forvia and Plastic Omnium integrate interior lighting, mechanical components, in-cabin display, and sensing components for advanced driver assistance systems and autonomous driving trends In the long term, the trend of automotive lighting will develop towards Personalization, Communication Display, and Driver Assistance For more information on reports and market data from TrendForce’s Department of Optoelectronics 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/

Press Releases
Suppliers More Willing to Acquiesce on Price, 3Q22 DRAM Pricing Decline Expands to Nearly 10%, Says TrendForce

2022/07/04

Semiconductors

According to the latest TrendForce research, despite the rapid weakening of overall consumer demand in 1H22, DRAM manufacturers previously presented a tough stance on price negotiations and gave little ground, steadily conveying inventory pressure from buyers to sellers Facing uncertain peak-season demand in 2H22, some DRAM suppliers have begun effectively expressing clear intentions to cut prices, especially in the server field, where demand is relatively stable, in order to reduce inventory pressure This situation will cause 3Q22 DRAM pricing to drop from the previous 3~8% to nearly 10% QoQ If a price war is incited due to companies competing for sales, the drop in prices may exceed 10% PC OEMs have continuously downgraded their shipment prospects  With average DRAM inventory levels at more than two months, unless a huge price incentive exists, there is no urgent demand for procurement At the same time, thanks to continuous adoption of the advanced 1Z/1alpha process, supply continued to increase in 3Q22  DDR4 output could not be effectively reduced due to high pricing limiting the penetration rate of DDR5 The price decline of PC DRAM in 3Q22 is revised to 5~10% At present, server DRAM inventory clients have on hand is approximately 7 to 8 weeks and the buyers’ consensus is that the price of DRAM will continue to fall due to increased inventory pressure on sellers If manufacturers are willing to provide attractive quotations, buyers are willing to discuss the possibility of volume commitments As advanced manufacturing processes progress dynamically and terminal consumer products continue to weaken, server DRAM has become the only effective sales outlet Therefore, Korean manufacturers were the first to signal a willingness to discuss a quarterly pricing reduction of more than 5%, which expanded the decline of server DRAM to 5~10% in 3Q22 Smartphone production targets continued to be downgraded due to the sluggish economy  In addition, smartphone brands are also pessimistic regarding future prospects, casting a gloom over their attitude towards materials stocking However, the output of mobile DRAM still increased in 3Q22 due to the adoption of advanced processes among several manufacturers, increasing pressure on suppliers This increases the willingness of sellers to offer price concessions Given the polarized disparity between supply and demand, the pricing decline of mobile DRAM is forecast to expand to 8-13% this quarter Demand for graphics DRAM procurement has weakened due to inflation-related reduction in consumer products demand and a faltering cryptocurrency market At the same time, migrating graphics DRAM production capacity to other types of DRAM products in not as easy as migrating standard DRAM (Commodity DRAM) capacity Although demand has weakened, it is difficult for suppliers to quickly adjust output Therefore, they are also facing increasing inventory pressure Graphics DRAM pricing in 3Q22 is revised to decline 3-8% QoQ TV shipments lead the fall and demand related to networking and industrial applications have also shown signs of weakening The price of DDR3 is currently at a relatively high point and there is plenty of room for pricing to fall in the future Weak stocking momentum originating from DDR4-related applications does not rule out the possibility of a wider decline In addition to the expansion of output due to the introduction of advanced processes, Chinese and Taiwanese manufacturers will still add new production capacity in 2H22 The decline in consumer DRAM pricing is forecast to deepen to 8~13% this quarter 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/ The Webinar, ”COMPUFORUM 2022 Webinar: Diverse Market Opportunities Generated by Applications of Cyber-Physical Systems” will start from June 15, 2022 The TrendForce research team including Mark Liu, Caron Ju, Bryan Ao, and Alex Chen will present speeches regarding memory, servers, and datacenters, respectively 【Info】 When:Wednesday, June, 15 Where:COMPUFORUM 2022 Webinar (Free to access)

Press Releases
LCD Monitor Panel shipments Forecast to Drop 11.3% QoQ in 2Q22 with Weak Demand Continuing into 2H22, Says TrendForce

2022/06/30

Display

According to TrendForce research, terminal demand remains weak due to repercussions of the Russian-Ukrainian war, rising inflation, and China's pandemic lockdowns as monitor brands began to reduce purchasing of LCD monitor panels in 2Q22 LCD monitors panel shipments in 2Q22 are estimated at 425 million units, down 113% QoQ According to TrendForce analysis, monitor brands set fairly high shipment targets in early 2022 Coupled with the impact of LCD monitor panel shortages in 2021, monitor brands gravitated towards overbuying panels in 1Q22 to prepare for ensuing shipments Driven by strong demand from monitor brands, shipments of LCD monitor panels reached 479 million units in 1Q22, up 20% YoY, the highest level for the period since 2012 However, due to changes in the international political and economic landscape in February this year, the market for consumer models has cooled and monitor brands have successively revised their LCD monitor shipment targets downward and simultaneously lowered their panel purchase volumes In the face of interest rate hikes by the world's major central banks and slowing economic growth, companies have also begun exercising caution in terms of capital expenditures, which has slowed demand for business-grade LCD monitors In the past, inventory issues emerged and the overall market became oversupplied when monitor brands overstocked as consumer and business demand gradually cooled In addition, shipping and port congestion gradually eased in 1H22 The LCD monitors that were still in transit and accumulating in ports gradually arrived at distributors, resulting in a sharp rise in distribution inventory Faced with the dual pressure of high whole LCD monitor and panel inventory, monitor brands were forced to reduce panel purchases in 2H22 Therefore, TrendForce forecasts that LCD monitor panel shipments will continue to decline to 378 million units in 3Q22, representing a QoQ decline of 112% In 4Q22, there is a chance shipments will rebound marginally to 388 million units due to the sales surge initiated by monitor brands at the end of the year, representing a quarterly increase of 28% Annual shipments are forecast to reach 167 million units, a drop of 36% YoY 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
Market Value of Micro LEDs for AR Smart Glasses Display Chips Forecast to Reach US$41 Million by 2026, Says TrendForce

2022/06/29

LED

According to TrendForce's latest Micro LED research report, among many Micro LED display applications, Micro LED microdisplays will be the next new high-end product following on the heels of large-scale display development The market value of Micro LED AR smart glasses display chips is forecast to reach US$41 million by 2026 The reason for such a significant growth in market value in just one year from 2025 to 2026 is primarily due to the gradual maturity of technologies such as red chips, laser transfer, wafer bonding and full-colorization, which can improve yield and reduce production costs TrendForce indicates that the current status of Micro LED AR smart glasses is dominated by monochrome displays due to a full-color technology bottleneck and can only display basic informational functions such as information prompts, navigation, translation, and teleprompter applications In the future, after full-color technology matures, it will first be applied in special fields such as medical surgery/testing instruments, factory environment monitoring/maintenance tools, and military applications Only after the technology is sufficiently advanced and cost has been reduced for commercialization, will Micro LEDs have the opportunity to be applied to full-color consumer display products TrendForce indicates that the ideal display for transmissive smart glasses must meet the following three conditions First, in terms of controlling weight and dimensions, in order to reduce the burden of wearing such glasses as much as possible, the size of the corresponding display light engine should be approximately 1 inch or smaller Secondly, in terms of content recognition requirements, the brightness specification of the display must be at least 4,000 nits to ensure that it is not affected by external environment factors such as weather or venue Finally, resolution must be at least greater than 3,000 PPI, so that projected images can be read clearly However, few technologies can simultaneously meet the stringent aforementioned requirements for microdisplays The most popular technologies are Micro LED and Micro OLED, both of which are self-illuminating However, Micro LED is currently at an early stage of AR application technology development and challenges remain to be overcome Due to a significant increase in demand for resolution, increased pixels will inevitably lead to a simultaneous shrinking of chips In a situation where the size of the Micro LED needs to be reduced to at least 5um or less, wavelength uniformity issues in the epitaxial process will affect yield Secondly, a smaller chip also raises a problem with the external quantum efficiency (EQE) of the red chip exterior, which in turn affects the luminous efficiency of full-color and will face the challenge of only being able to display a single color Third, although the problem of full color can be overcome by combining blue light chips with quantum dot technology, many technical bottlenecks still remain to be overcome in the application of quantum dot technology in the Micro LED process at the current stage Fourth, when the Micro LED chip and the CMOS backplane are connected by wafer, if the RGB chip is transferred to the backplane using laser transfer, Micro LED chip transfer yield will be impacted when the energy control of the laser transfer area is not uniform Finally, quickly detecting the electrical and optical properties of the Micro LED microdisplay light engine on the backplane and repairing defective pixels after inspection are also key factors affecting process and cost TrendForce indicates, although there are still many obstacles to overcome in the application of Micro LED in AR smart glasses and development of full-color technology and a mass production schedule lags relative to Micro OLED, Micro LED outclasses Micro OLED performance in specifications such as contrast, responsiveness, lifespan, power conservation, etc Considering that it is difficult for the light efficiency of transmissive AR smart glasses to break through the 1% limit due to the limitations of optical waveguide element technology, Micro LED is still an excellent light engine technology option for microdisplays in the medium and long term For more information on reports and market data from TrendForce’s Department of Optoelectronics 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/

Press Releases
Server Shipments Maintain Growth in 3Q22, Though 2H22 Performance Concerns Linger, Says TrendForce

2022/06/28

Semiconductors

According to TrendForce research, observing recent server market dynamics, ODM’s prior production plans have begun to gradually cool Since the material mismatch cycle has improved significantly, server motherboard suppliers' stocking momentum began falling off in 2Q22 At the same time, pandemic lockdowns in Shanghai have impacted the production of some ODMs Particularly, enterprise orders led by Inventec have borne the brunt Production plans including those of Dell and HPE have been significantly delayed but overall shipment performance will not be affected in the short term Global server shipments are still forecast to grow by 65% QoQ in 3Q22, mainly due to continued support from demand generated by companies accelerating cloud migration post-pandemic TrendForce indicates that there is currently no sign of the four major North American CSPs reducing server order volume However, since the advent of the pandemic, the industry has faced supply chain issues and the server side has continued to be affected by a limited supply of scarce materials In order to achieve production goals, buyers have increased their orders and raised their material inventories as a bulwark against shortages causing an inability to ship whole devices This prompted data centers, OEM clients, and ODMs of all sizes to increase order volume estimates, resulting in a surplus of orders in the server market Therefore, TrendForce does not rule out the possibility of subsequent order adjustments by CSP players, which will lead to a slight downward revision in server shipments in 2022 In addition to the potential quandary of impending order adjustments foreshadowed by the overall market, server demand in the Chinese market is characterized by additional policy-related factors TrendForce indicates, since the implementation of the Chinese government's policy on energy consumption and Internet business in 2021, first-tier Internet service providers in mainland China have begun to adjust their server stocking plans in 2022 Up until now, Baidu, Alibaba, and Tencent have all lowered their procurement scale this year, with Tencent downgrading its purchasing in the most obvious fashion In addition, the three major BAT giants will be more reserved in terms of future cloud construction It is worth mentioning that among the four major CSP players in China, only ByteDance has grown this year despite prevailing trends ByteDance reduces the negative impact of domestic policies in China by actively expanding its e-commerce platform that combines its overseas TikTok business and new businesses ByteDance will still maintain an annual growth rate of nearly 70% in server purchases in 2022 However, a project to shift computing resources westward on the domestic front proposed by the Chinese government is driving the construction of forward-looking servers and began priming the cloud business of telecom operators in 2Q22 TrendForce observed, in addition to China Mobile, which previously displayed strong momentum, starting to gradually increase order volume, China Telecom and China Unicom have also generally increased the scale of their server tenders, and such momentum has been evenly distributed among OEMs in mainland China Therefore, despite the slowdown in the purchasing power of China's first-tier CSP players, the deployment of provincial government servers and the construction of telecommunications companies supported by state-owned assets have formed a demand backstop for China's server market this year Global server market will maintain positive growth in 2022, shipments expected to grow by 5% annually TrendForce believes, the demand side of the global server market has grown significantly in the past two years due to the impact of the pandemic but the pandemic has also caused chaos in the supply chain and logistics, causing uncertainty in industry development Although server demand in 2H22 is subject to downside risks due to the consequences of material mismatches, the annual growth rate of server shipments for the entire year can still reach approximately 5% Instead, it may be affected by inventory adjustments and overall economic downturn in 2023 IT capital investment is likely to slow and growth will not be as strong as in the past two years 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/   The Webinar, ”COMPUFORUM 2022 Webinar: Diverse Market Opportunities Generated by Applications of Cyber-Physical Systems” will start from June 15, 2022 The TrendForce research team including Mark Liu, Caron Ju, Bryan Ao, and Alex Chen will present speeches regarding memory, servers, and datacenters, respectively 【Info】 When:Wednesday, June, 15 Where:COMPUFORUM 2022 Webinar (Free to access)

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