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Press Releases
Micro LED Large-Sized Display Chip Market Estimated to Reach 2.7 Billion US dollars by 2026, Says TrendForce

2022/08/18

LED

According to the latest TrendForce research, "TrendForce 2022 Micro LED Self-Emitting Display Trends and Analysis on Supplier's Strategies," 4-inch wafers for Micro LED Large-Sized displays will reach approximately 114 million units by 2026 The chip market is expected to reach US$27 billion with a compound annual growth rate of approximately 241% from 2021 to 2026 According to TrendForce, Large-Sized displays are currently the most anticipated products among a number of Micro LED display applications However, the greater Micro LED market remains at a R&D and experimental stage as branded manufacturers have yet to launch mass-produced products There are still technical and cost bottlenecks that need to be completely overcome before mass production and commercialization are feasible including improvement of wafer wavelength uniformity, increasing mass transfer production capacity, and improvement of glass backplane metallization yield rate Therefore, future efforts to surmount technical bottlenecks will focus on wafers, mass transfer, and glass backplane metal processes After the relevant technologies are mature, costs can be quickly reduced and mass production and commercialization accelerated TrendForce will hold the Micro LED Forum 2022 on September 13 of this year This forum will reveal the current progress of various manufacturers in developing Large-Sized displays from the perspectives of epitaxy, mass transfer, backplane technology, and equipment development In terms of epitaxy equipment, this forum will discuss the methodology of manufacture Micro LED epitaxial wafers with wavelength uniformity, low defect rates, and low cost as a key to reducing wafer costs In this seminar, AIXTRON will introduce the MOCVD solution for mass production of Micro LED wafers In terms of mass transfer, Large-Sized display mass transfer technology is primarily based on stamp and laser transfer At this stage, stamp transfer technology is still mainstream but, due to the characteristics of red light wafer material, it is easy to cause wafer damage and stamping losses, resulting in a decrease in production yield In addition, transfer cost depends on the size of the transfer head and the utilization rate of the wafer Compared with stamp technology, laser transfer technology possesses the characteristics of speed, precision, and high efficiency, which will help to greatly reduce mass transfer cost in the future However, an intensive initial equipment investment has become one of the obstacles in Micro LED mass transfer technology development The Micro LED Forum 2022 features a large number of transfer equipment manufacturers including Contrel, K&S, and Ultra Display Technology The forum will also discuss new future developments in Micro LED Large-Sized displays starting from transfer technology In terms of driving backplanes, the active driving design scheme with seamless splicing technology has an opportunity to become the mainstream design used in Micro LED Large-Sized displays in the future Currently, side wire plating glass metallization technology has yet to become completely viable After this technology is perfected, rapid cost reduction will fully unlock the advantages of an active drive backplane The forum has also invited panel manufacturers that are actively deploying glass-driven backplanes such as AUO, BOE, and Luxnet to discuss development trends in related designs In addition, PanelSemi will also share the company’s experience and describe new opportunities for active flexible substrates Macroblock, which is focused on driver ICs, will analyze the role that Micro LED Large-Sized displays play in the metaverse TrendForce indicates, as Micro LED Large-Sized display technology and cost continues to improve, coupled with aggressive planning on the part of international branded manufacturers, there will be opportunities to accelerate the realization of commercialized Micro LED Large-Sized display products Future development trends will include commercial-grade cinema screens and indoor public display screens and consumer-grade TVs focused on home theaters Although current product pricing remains high, as the development of technology, equipment, and related components matures, Micro LED Large-Sized displays will be the first choice for the high-end display market in the future 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
Abetted by Green Factories, Global Smart Manufacturing Market Estimated to Reach US$620 Billion by 2026, Says TrendForce

2022/08/17

Emerging Technologies

According to TrendForce research, companies are moving actively on energy conservation and carbon reduction In the short term, the introduction of automation as an intelligent foundation will attract increasing attention from the industry and emerging market demands such as remote operations, virtual reality, and simulation operations will become more practical in the medium term This stage of development is expected to solve the dilemma posed by the slow progress of Industry 40, accelerate the development of related technologies, and drive the global smart manufacturing market to reach US$620 billion by 2026 According to TrendForce, there are quite a variety of ways for the manufacturing industry to move towards sustainable operation Looking at the common man-machine-material law in factory management, design of low-carbon machinery and equipment, selection of packaging materials, circular economy business model, use of renewable energy, and even the use of green construction facilities are all tools and means Considering cost and benefit, production process improvement and overall environmental monitoring are key areas of current Industry 40 greening technology Take the Sustainability Lighthouses selected by the World Economic Forum as an example, these smart factories utilize a plethora of Industry 40 technologies and focus on energy conservation and carbon reduction Compared with manufacturers focusing on energy optimization in 2021, the 2022 selection is more comprehensive with Western Digital, Schneider Electric, and Johnson & Johnson Janssen improving overall efficiency and migrating to green factories through technical tools such as digital twin unmanned factories, IIoT real-time energy management and control systems, and AI process management Looking further at overseas business opportunities for Taiwanese green factories, manufacturers with an existing overseas foundation will hold a relatively potential advantage and also be pressed to move their products and services closer in line with energy conservation and carbon reduction, such as Tongtai Machine & Tool forging green machine tools to maintain overseas competitiveness through strategies such as visual monitoring, digital twinning, and carbon inventory to reduce its carbon footprint, and using lightweight, innovative materials and power-saving motors in its designs TECO developed equipment systems that can reduce material loss and convert waste heat into green electricity HIWIN's intelligent ballscrew can identify the best lubrication timing to reduce lubricant use/waste and carbon emissions Delta Electronics uses low-carbon industrial automation as an entry point to focus on renewable energy power generation and energy storage systems, motor inverters, etc Since carbon neutrality cannot be achieved overnight, even if the use of intuitive green products and services or renewable energy are adopted, related supporting measures are still required to maximize benefits Therefore, more manufacturers are expected to accelerate their digital transformation and introduce industrial automation to lay green foundations in 2023, which will also become the main driving force for annual growth in the market In the medium and long term, companies can obtain data through automation to improve quality and then reduce waste and connect entire plants through digital virtualization Finally, companies can use the least resource intensive, environmentally friendly production process with integrated energy management, while maintaining market competitiveness and building a decarbonized business model for a circular economy Under the interlinked and multi-linear automatic, virtual, and low-carbon development framework, the critical core of a glorious decade for the smart manufacturing industry will be built with green manufacturing as a goal For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/

Press Releases
Global NEV Sales Reach 2.19 Million Units in 2Q22, TESLA Market Share Falls to 15.9%, Says TrendForce

2022/08/16

Emerging Technologies

The new car market remained under the shadow of supply chain shortages and the pandemic in 2Q22 but new energy vehicles (NEVs including battery electric vehicles, plug-in hybrid electric vehicles, and fuel cell vehicles) still outperformed gasoline vehicles and maintained positive growth According to TrendForce data, total sales of NEVs in 2Q22 reached 2192 million units, 535% YoY Sales of battery electric vehicles (BEV) reached 1608 million units, 649% YoY, and sales of plug-in hybrid electric vehicles (PHEV) were 580,000 units, 29% YoY In BEV brand rankings, although TESLA still tops the list, its market share has dropped sharply and the company’s single-quarter market share has dropped from 201% in 1Q22 to a new low of 159% Due to the loss of production capacity coming from TESLA's Shanghai plant in April caused by China's lockdown measures and the fact that mass production has yet to begin at TESLA's Berlin plant and Texas plant, capacity allocation has become a headache for Tesla At present, in addition to industriously increasing the mass production capacity of its new plants, Tesla is also upgraded its Shanghai plant in July to increase production capacity However, TrendForce believes that it is becoming increasingly difficult for TESLA to recover greater market share as traditional automakers are narrowing the gap with TESLA including in accelerating vehicle launches, increasing the variety of models, strengthening factory manufacturing capabilities, and accelerating iterations of assisted driving systems Second-ranked BYD has provided a wealth of options in terms of car models and its global market share has risen from 93% in 1Q22 to 112% Chinese brands landed six of the top 10 ranks in 2Q22 due to their huge market advantages Among the top 10 brands that do not rely on China as their most important market are Hyundai and KIA Their primary markets for BEVs are South Korea, Europe, and North America It is worth mentioning that luxury automakers BMW and Mercedes-Benz have climbed to 12th and 14th place after accelerating their transition to BEVs In terms of PHEVs, BYD ranked 1st with sales of 173,000 units in 2Q22 and a market share of 298% Furthermore, in addition to another automaker which focuses on PHEVs, Li Auto, making it onto the ranking, the top 10 also includes MG (acquired by Shanghai Automobile) and LYNK & CO (a joint venture established by Geely Automobile and Volvo), which have taken advantage of booming demand in China’s domestic market Contrarily, PHEVs in the European market have experienced negative annual growth for two consecutive quarters, inhibiting the growth of European brands PHEVs are hybrids that still emit carbon during in use, but are considered a good alternative for reducing carbon emissions in large and high-emission vehicles Jeep, owned by Stellantis, has remained in the top 10 for four consecutive quarters after turning intently to PHEV electric vehicle technology Although many obstacles remain for the production processes of the automotive market, TrendForce expects conditions to gradually improve in 2H22 The growth trend of NEVs will remain unchanged and the overall sales forecast remains optimistic The penetration rate of NEVs in the overall automotive market is expected to reach 13% in 2022 For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/

Press Releases
New US EDA Software Ban May Affect China's Advanced IC Design, Says TrendForce

2022/08/15

Semiconductors

TrendForce provides the following data for the EDA software market: Looking at the global EDA software market, market size is estimated to grow from US$81 billion to US$136 billion from 2020 to 2024, with a compound annual growth rate of 138% At present, the EDA software market is oligopolistic, consisting of major players Synopsys, Cadence, and Siemens According to TrendForce, Synopsys, Cadence, and Siemens account for 32%, 30%, and 13% of the market, respectively, in 2021, for a total 75% market share Before mentioning the recent EDA sanction, recall that the United States placed Huawei on its Entity List in 2019 At that time, American EDA companies including Synopsys and Cadence were affected by the Entity List ban and could not authorize the transfer EDA to Huawei’s HiSilicon EDA departments and industry revenue as a whole have not experienced a direct impact and the ban has indeed dealt an effective blow to Huawei Empyrean Technology is the leader of China's EDA industry but its technology, revenue scale, and overall influence still fall far behind the American EDA industry Empyrean Technology's "analog circuit design EDA" and "flat panel display circuit design EDA" are relatively mature while "digital circuit design EDA" and "foundry EDA" still lag significantly behind US-based EDA and have not yet touched upon GAA research and development Even if China purchased a large amount of authorized EDA software before the current sanction takes effect, the software must connect to the developer for license updates before it can be used This can be effectively controlled by the United States Although China's IC design has no need for GAA EDA in the short term, it is necessary for developing advanced 3nm process design in 3~5 years Without US-based EDA tools, Chinese IC design will experience developmental difficulties from initial chip design to back-end system design Chinese foundries also require the use of EDA and the constraints imposed by US-based equipment and software sanctions may affect the long-term development of China's semiconductor industry 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
Sustained by Upsurge in Bit Shipments, Global 2Q22 DRAM Revenue Grows by 6.5% QoQ, Says TrendForce

2022/08/15

Semiconductors

According to TrendForce investigations, 2Q22 DRAM industry revenue reached US$2559 billion, growing 65% QoQ The primary reason for 2Q22 revenue growth stemmed from an increase in bit shipments from certain DRAM suppliers Although PC and mobile DRAM were hit hard by inflation and weak demand, momentum in the server DRAM market remained strong in 1H22, driving quarterly shipment growth at the three top manufacturers to 5~10% In terms of revenue, the top manufacturers consisting of Samsung, SK Hynix, and Micron, all saw revenue growth with the two Korean companies accounting for a combined market share of 709% Micron benefited from demand for servers and automobiles with its 2Q22 revenue reaching US$627 billion, an increase of 97% QoQ and highest among the three Driven by revenue growth, each company’s operating margins moved up slightly with Samsung, SK Hynix, and Micron margins reaching 50%, 43%, and 415%, respectively Looking forward to 3Q22, due to escalating manufacturer-side inventory pressure, pricing support levels have fallen significantly and growth on the shipment-side has become labored due to the impact of customer inventory adjustment Revenue posted by Samsung, SK Hynix, and Micron is likely to decline In terms of production capacity planning, Samsung's wafer starts continued to increase this year, and each factory is close to full capacity While Samsung’s new P3L plant will start contributing to the production of DRAM products early next year and give priority to DRAM products using the 1alpha nm process, significantly increasing the proportion of 1alpha nm production SK Hynix's wafer starts also increased slightly, at campuses such as its M16 plant in South Korea and its Wuxi plant in China However, since M10 was migrated to logic products, total wafer starts only received a marginal boost The M16 plant still has room to expand but considering a pessimistic demand outlook, production at this plant is only expected to increase slightly in 2023 Micron has no new production capacity for overall wafer starts this year and the purpose of purchasing machinery is to maintain wafer start volume when processes advance At the same time, Micron introduced the 1alpha nm process in 2H21 and the 1beta nm will be put into production at its Japan factory at the end of this year After yield rate improves to a certain level, mass production at its Taiwan factory is expected in 2023 Micron is the fastest among the three major DRAM manufacturers when introducing processes In terms of Taiwanese factories, Nanya produces a higher proportion of Consumer DRAM Due to the impact of lockdown policies on domestic Chinese demand, shipments declined significantly and overall revenue decreased by 140% QoQ Construction of the company's new Fab5A plant has begun with a completion date of 2025 Until the new factory is completed, annual output is only expected to increase marginally PSMC's revenue calculation is primarily for its in-house standard DRAM products and does not include its DRAM foundry business DRAM revenue increased by approximately 218%, mainly due to the company's capacity allocation As its foundry production capacity was revised down, it marginally increased its in-house production of standard DRAM, but if foundry revenue is added, a decreased of 10% is realized Winbond's revenue declined slightly by 33%, mainly due to inventory corrections among Networking customers and a suspension of supply from TV manufacturers resulting in a decline in shipments At present, Winbond's Kaohsiung plant will be entirely dedicated to 25S nm production and mass production of the next-generation 20nm process is expected in mid-2023, effectively driving revenue growth 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/

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