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Press Releases
Gan Solutions Expected to Surpass 50% Penetration Rate in Fast Charge Market in 2025 due to Increased Demand for 100+ Watt Fast Chargers, Says TrendForce

2021/10/26

Semiconductors

Apple recently unveiled its 140W MagSafe charger for the new MacBook Pro, marking the first time that Apple is adopting GaN technology As such, 100+ watt fast charge products have thus entered a period of growth, in turn accelerating the adoption of third-generation semiconductor devices in consumer applications, according to TrendForce’s latest investigations While GaN power transistor prices have dropped to nearly US$1 as of now, and GaN fast charge technologies continue to mature, TrendForce expects GaN solutions to reach a 52% penetration rate in the fast charge market in 2025 TrendForce also indicates that the vast majority of GaN fast chargers’ peak power fell within the 55W-65W range in 2020 GaN fast chargers with 55W-65W of peak power accounted for 72% of all GaN fast charger sales last year, with 65W being the mainstream, whereas GaN fast chargers with 100W and more in peak power accounted for only 8% Even so, the outlook for these high-power fast chargers appears relatively promising, as more and more companies release their own high-power fast chargers in response to consumers’ increasing energy consumption demand Fast chargers with a peak power of 140W are the most powerful solution currently available Within the 100+ watt product category, GaN fast chargers have reached a penetration rate of 62% These chargers are primarily supplied by Navitas and Innoscience With a market share of more than 70%, Navitas’ GaN chips are used in products from Baseus, Lenovo, and Sharge, among others On the other hand, PFC+LLC combo controllers have become the mainstream solution for 100+ watt fast chargers as these controllers allow for higher efficiency and smaller physical dimensions The combination of SiC diodes and GaN switches results in increased PFC (power factor correction) frequency As such, major manufacturers have quickly adopted the GaN+SiC wide bandgap semiconductor combo for their fast chargers For instance, Baseus released the world’s first ever 120W GaN (supplied by Navitas) + SiC (supplied by APS) fast charger in 2020 and saw excellent reception from the market SiC power device suppliers, including Global Power Technology, Maplesemi, and onsemi, have also been ramping up their shipments to PD (power delivery) fast charger manufacturers It should be pointed out that the fast charge interface has gradually become a standard feature in cars In light of the rise of the high-power in-car charging market, the power consumption and maximum battery capacity of electronic products will propel the widespread application of third-generation semiconductors, including GaN and SiC, going forward 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
Global Ranking of Top 10 SSD Module Makers for 2020 Shows 15% YoY Drop in Annual Shipment, Says TrendForce

2021/10/25

Semiconductors

The emergence of the COVID-19 pandemic led to severe delays in manufacturing and logistics In particular, governments worldwide began implementing border restrictions in 2Q20 to combat the ongoing health crisis, leading to a sudden decline in order volumes for channel-market SSDs, according to TrendForce’s latest investigations Annual shipment of SSDs to the channel (retail) market reached 1115 million units in 2020, a 15% YoY decrease In terms of market share by shipment, Kingston, ADATA, and Kimtigo once again occupied the top three spots, respectively Looking at the channel market for SSDs as a whole, NAND Flash suppliers (among which Samsung possessed the largest market share) accounted for around 35% of the total shipments in 2020, while SSD module makers accounted for the other 65% The top 10 module makers accounted for 71% of channel-market SSD shipments from all SSD module makers Taken together, these figures show that the market remained relatively oligopolistic in 2020 However, it should be noted that TrendForce’s ranking of SSD module makers for 2020 takes account of only products bound for the channel market and under brands owned by the module makers themselves; NAND Flash suppliers were therefore excluded from the top 10 ranking As the pandemic eliminated tier-2 and tier-3 suppliers at an increasingly rapid pace, the collective market share of the top 10 module makers continued to rise Kingston demonstrated the competitive advantage that it derived from having a global strategy while the pandemic took place The company saw its market share increase by 1% against market headwinds in 2020 and comfortably took the number one spot among the top 10 SSD module makers At the same time, Kingston sourced its SSD controller ICs from a diverse group of suppliers in order to avoid potential issues with SSD production due to insufficient foundry capacities By ensuring a stable supply of controller ICs, Kingston will likely raise its market share even further going forward On the other hand, ADATA had previously shifted the focus of its R&D and manufacturing operations to SSD products Not only did ADATA release high-end products ahead of most of its competitors, but it also raised its markets share thanks to the increased demand for its gaming products during the pandemic ADATA took the second spot on the top 10 list Kimtigo, ranked third on the list, shifted its focus to mid-range and high-end products due to their relatively high profitability Furthermore, Kimtigo successfully expanded its market share both overseas and online, in turn taking the number one position in China In light of China’s policies prioritizing domestic semiconductor production as well as Kimtigo’s ongoing efforts to cultivate a presence in tier-3 and tier-4 cities in China, the company will likely continue to increase its market share going forward Netac similarly possessed comprehensive sales networks in China and the overseas markets, in addition to having committed to long-term developments in online sales channels As the pandemic drove up online sales last year, Netac was able to leapfrog to fourth place in the rankings Likewise, Lexar saw a slight growth in its market share last year due to not only the comprehensive global sales network it had previously developed, but also its gradually maturing manufacturing operations and aftersales customer services The COVID-19 pandemic drove up orders for Teclast’s self-branded notebook computers and displays As a result, Teclast’s shipment of SSDs last year underwent an increase that in turn led to a corresponding increase in its market share As for Colorful and Galaxy, the two companies primarily focused on the gaming market Hence, the increase in demand for gaming consoles and high-end notebooks allowed Colorful and Galaxy to enjoy increased visibility in the SSD market Lenovo’s shipments fell slightly in 2020 because the other competing brands increased their efforts in developing the overseas markets As a result, its place in the ranking also dropped from 2019 As the ranking indicates, the competition among brands in the Chinese market remained very intense There is the possibility that the brands’ positions in the ranking will undergo more reshuffling for 2021 It should be pointed out that TrendForce has noted the participation of additional brands in the SSD module market in recent years One such brand is Gigabyte, which has registered remarkable performances Gigabyte grew its shipment of SSD products by more than 30% YoY in 2020 through leveraging its preexisting reputation in the motherboard and graphics card markets Although Gigabyte has yet to enter the top 10 list at the moment, it will likely do so within the coming years thanks to its comprehensive global sales network and the growing visibility of its SSD products Rise of YMTC strengthens China’s domestic NAND Flash production, and Chinese SSD manufacturers are gradually gaining a brand advantage As the trend of the localization of semiconductor manufacturing comes to the forefront of the Chinese memory market, YMTC is carrying out a massive capacity expansion plan In terms of layer technology, YMTC is steadily advancing to 128L and catching up to the major NAND Flash suppliers Among Chinese SSD brands, Biwin secured financial support from the China IC Industry Investment Fund (the Big Fund) this September; it is now expanding the production capacity of its plant in Huizhou Besides this, Biwin has also acquired sufficient product development capability to meet clients’ demand for customized products and services The company is therefore expected to experience a wave of growth in the future Turning to Taiwan-based SSD brands, Liteon’s shipments of branded SSDs have slowed down significantly after the company was fully incorporated into Kioxia in July 2020 Due to certain considerations pertaining to the allocation of internal resources, Kioxia will assign the Liteon SSD team to support the development of SSDs for PC OEMs In the future, Kioxia’s focus will not be on brand development As for other Taiwan-based SSD brands, they will unlikely return to the top 10 ranking because they have not been able to catch up to the brands based in Mainland China with respect to the economies of scale TrendForce believes that Taiwan-based brands will continue to be on the decline PCIe G4 SSDs become new main offerings, and module makers have adopted QLC solutions The effects of the COVID-19 pandemic have contributed to a significant increase in the average memory density of SSDs this year With 512GB becoming the mainstream capacity size, the cost advantage of QLC will become increasingly recognizable Hence, module makers will be introducing QLC products into their SSD offerings In the aspect of interface technologies, the proportion of SATA in the retail SSD market has been declining over the years, and module makers are switching to PCIe for their new products TrendForce’s research finds that PCIe products accounted for almost 30% of retail SSDs shipped in 2020 With shipments of PCIe G4 SSDs expected to grow rapidly in the future, module makers will assign PCIe as the mainstream interface for new products Also, an increasing number of Chinese IC design houses are now involved in the development of SSD controller ICs This, in turn, has led to more PCIe G4 SSD controllers entering mass production As China pursues the localization of semiconductor manufacturing, module makers will be tested to develop suitable solutions that can maintain growth in the Chinese market 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
NAND Flash Prices Projected to Enter Cyclical Downturn in 2022 Due to Modest Demand Growth and Competition for Higher-Layer NAND, Says TrendForce

2021/10/20

Semiconductors

Contract prices of NAND Flash products are expected to undergo a marginal drop of 0-5% QoQ in 4Q21 as demand slows, according to TrendForce’s latest investigations Hence, the current cyclical upturn in NAND Flash prices will have lasted for only two consecutive quarters Looking ahead, NAND Flash suppliers’ capacity expansion plans will be affected by the outlook on future trends and the supply of other non-memory components At the same time, attention will have to be paid to the demand projection At the moment, NAND Flash suppliers appear likely to downsize their capacity expansion activities for 2022, resulting in a 318% YoY increase in NAND Flash bit supply next year Annual bit demand, on the other hand, is projected to increase by 308% YoY With demand being outpaced by supply and competition intensifying among suppliers for higher-layer products, the NAND Flash market will likely experience a cyclical downturn in prices in 2022 YoY Growth of bit supply for 2022 is projected to reach 318% as competition for higher-layer NAND Flash remains fierce With demand surging for a significant part of this year, customers have accelerated their adoption of higher-layer NAND technologies Suppliers have also revised their production plans several times so as to raise output, reaching a YoY growth of nearly 40% in total NAND Flash bit supply in 2021 In light of the somewhat high base for comparison and the relatively weak demand outlook next year, TrendForce expects annual NAND Flash bit supply to increase by only about 318% YoY in 2022 NAND Flash bit demand will grow by just 308% due to high base for comparison and factors related to arrival of post-pandemic era The analysis of the demand side of the NAND Flash market finds that the shipment volumes of smartphones, notebook computers, and servers have been undergoing robust growths in 2021, resulting in a relatively high base period for comparison against next year’s figures Hence, substantial YoY increases in device production or shipment in 2022 will be difficult In addition, the procurement side still suffers from mismatched availability of components With NAND Flash supply being relatively healthy and device manufacturers carrying a growing NAND Flash inventory, NAND Flash procurement for the upcoming period will likely be limited TrendForce expects NAND Flash bit demand to increase by 308% YoY in 2022, which represents a slower growth compared with the increase in NAND Flash bit supply Regarding the smartphone market, the persistent shortage of components, including chipsets and driver ICs, is expected to exacerbate the decline in smartphone shipment during the traditional off-season of the first quarter As for the average storage capacity of handsets, one driver of growth is the iPhone series, which is adopting a 1TB solution for the first time with this year’s line-up (ie, iPhone 13 Pro/Pro Max) This will encourage brands in the Android camp to follow suit and have a 1TB solution featured in the future flagship models that are released in 2022, thus slightly increasing the shipment share of high-density solutions Furthermore, brands in the Android camp will be focusing on pushing models with 256GB or 512GB in response to Apple’s storage upgrade for this year’s iPhone lineup TrendForce forecasts that the NAND Flash bit demand related to smartphones will rise by around 285% YoY in 2022, which is noticeably lower than the growth rates that approached almost 30% for the years prior to 2021 Regarding the notebook market, orders for notebook computers will enter a period of downward correction in 2022 compared to the peak growth that took place in 2021 as increasingly widespread vaccinations lead to a gradual easing of border restrictions Although the workforce’s return to physical offices has now generated some upside demand for commercial notebooks, the demand for consumer notebooks and Chromebooks, which are highly contingent on the education sector, will undergo a sharp decline Taking these factors into account, TrendForce forecasts a modest 232% YoY growth in client SSD bit demand in 2022, which falls short of the growth in 2021 by a considerable margin Regarding the server market, CSPs’ continued procurement of servers in 2022 is expected to drive up annual server shipment by about 45% YoY In particular, the average storage capacity of enterprise SSDs is expected to experience a more significant growth next year compared to previous years due to the gradual release of new server CPU platforms with PCIe Gen 4 support, which features more PCIe lanes allocated to SSD data transfer These new CPUs will also come with substantial upgrades in terms of both core count and processing power Adoption of large-capacity enterprise SSDs enables servers equipped with such CPUs to achieve improved computing performance and in turn allows CSPs to cut down on the number of server nodes required, thereby optimizing the cost of data center build-out In terms of applications, computing demand from AI and big data will continue growing, and this growth will also contribute to the increase in the average storage capacity of enterprise SSDs next year In addition to the aforementioned developments, the release of Intel’s Sapphire Rapids platform, which supports PCIe Gen 5, will bring about a further bump in enterprise SSD data transfer speed, as well as average storage capacity, which is expected to increase by 335% YoY in 2022 Annual NAND Flash revenue is projected to increase by merely 7% YoY in 2022 while falling quotes offset growth in bit shipment NAND Flash ASPs have not shown significant downturns for two consecutive years since 2020 At the same time, as the COVID-19 pandemic drives up the demand for electronic products and cloud services, the overall growth in NAND Flash bit demand has been remarkable, resulting in an annual NAND Flash revenue growth of more than 20% YoY in both 2020 and 2021 Looking ahead to 2022, the YoY increase in NAND Flash bit demand will diminish due to the high base for comparison this year The NAND Flash market is projected to enter a period of price downturn, with an over 18% decline in NAND Flash ASP While such a decline offsets the rise in bit shipment, annual NAND Flash revenue will likely increase by merely 7% in 2022, the lowest YoY growth in three 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/

Press Releases
TrendForce:2021 The Third-Generation Semiconductor Power Application Market Report

2021/10/01

Semiconductors

1 Introduction Definition of third-generation semiconductors Power semiconductor development trend Brief introduction of the third-generation semiconductor power industry chain Third-generation semiconductor power application scenarios China's third-generation semiconductor investment 2 SiC power- semiconductor industry chain analysis Global SiC industry pattern Supply chain situation Equipment—Single crystal growth / Epitaxy / Chip manufacturing / Chinese supplier progress Key raw material—High purity Carbon powder SiC Substrate—Introduction / Company / Competitive landscape / Mass production process / Technical parameter comparison / Wafer size & price trends / Main preparation technology / China production line layout / China production capacity SiC Epitaxy—Competitive landscape / Main preparation technology SiC Power discrete & module—Introduction / Development History / Device structure / SBD / MOSFET / Full-SiC Module / Company / Competitive landscape / Patent landscape / Price / Market scale / China production line layout Foundry 3 GaN power- semiconductor industry chain analysis Global GaN industry pattern Supply chain situation Equipment—Epitaxy Key raw material—Gallium metal Si Substrate—Competitive landscape GaN Epitaxy—Introduction / Competitive landscape / Company business comparison / Main preparation technology GaN power device—Introduction / Development History / Device structure / HEMT / Company / Competitive landscape / Patent landscape / Supply chain / Price / Market scale / China production line layout Foundry 4 Analysis of third-generation semiconductor power application NEV—Core application scenarios of third-generation semiconductors / Supply chain / Main inverter / OBC / DC-DC converter / Lidar / Layout of Chinese SiC company / Layout of Chinese CarMaker / Progress in Adoption of SiC / Progress in Adoption of GaN / SiC/GaN penetration rate estimation / Power SiC market scale / Power GaN market scale Consumer—Core application scenarios of GaN / Supply chain / Development trend / Technical route / Market Distribution / Competitive landscape / GaN penetration rate estimation / Power GaN market scale PV & Energy storage—Introduction / Supply chain / SiC penetration rate estimation / Power SiC market scale 5 Analysis of China supply-demand relationship in the third-generation semiconductor power market SiC substrate supply pattern SiC wafer demand—NEV / Charging Station / PV & Energy storage N-Type substrate of SiC production capacity Summary of SiC wafer supply-demand relationship GaN-on-Si wafer demand—Consumer / Data center / NEV GaN-on-Si Epi-wafer production capacity Summary of GaN wafer supply-demand relationship 6 Analysis of major companies in the third-generation semiconductor power industry chain Wolfspeed Infineon  STM Onsemi Rohm Navitas GaN Systems TankeBlue SICC Sanan BYD Semiconductor Innoscience BASiC 7 The development trend and strategy suggestion of the third-generation 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

Press Releases
Navitas Takes Leadership Position in 2021 Ranking of GaN Power Devices Manufacturers with 29% Market Share by Shipment, Says TrendForce

2021/09/30

Semiconductors

Demand for fast chargers used for various consumer electronics has been quickly rising For instance, smartphone brands such as Xiaomi, OPPO, and Vivo led the industry by releasing fast chargers in 2018, subsequently gaining consumer acceptance via their fast chargers’ competitive advantages in cooling efficiency and compact physical dimensions At the moment, notebook computer manufacturers are also expressing a willingness to adopt fast charging technology Hence, the GaN power devices segment became the fastest-growing category in the third-generation semiconductor industry TrendForce expects annual GaN power devices revenue for 2021 to reach US$83 million, an impressive 73% YoY increase Regarding the ranking of GaN power devices suppliers, Navitas is projected to obtain a 29% market share (measured by total shipment) and overtake Power Integration for the top position this year Thanks to Navitas’ proprietary GaNFast power IC design and great relationships with its partners in the semiconductor supply chain, it has become the largest supplier of GaN power IC chips in the consumer electronics markets The company is currently partnering with leading global smartphone and PC OEMs, including Dell, Lenovo, LG, Xiaomi, and OPPO Given the rising demand for Navitas’ fast charge ICs from clients this year, the company is expected to transition its chip orders in 2H21 from TSMC’s Fab 2, which is a 6-inch wafer fab, to other 8-inch fabs instead, in order to resolve the issue of insufficient production capacity At the same time, Navitas is also targeting SAIC (Xiamen Sanan) as a potential supplier of foundry services With regards to other markets for GaN applications, Navitas will likely target the data center market first by releasing related products in 2022 Proven power management IC supplier PI (Power Integrations) was the longtime undisputed leader in the GaN power devices market For this year, PI has released the latest InnoSwitchTM4-CZ series of chips, based on its proprietary PowiGaNTM technology Featured in products such as Anker’s 65W fast chargers, the InnoSwitch4-CZ chips have received universal acclaim from the fast charge market In addition, PI’s recently released integrated AC-DC controller and USB PD controller ICs are expected to be major drivers of PI’s revenue growth this year With an estimated 24% market share, PI will likely take the runner-up spot in the ranking of GaN power devices suppliers for 2021 China-based Innoscience is expected to possess the third-highest market share in 2021 due to increased support from the Chinese government It should be pointed out that the market share of China-based Innoscience is projected to rise to 20% this year, the third highest among GaN suppliers Innoscience’s remarkable performance can primarily be attributed to the massive spike in its shipment of high-voltage and low-voltage GaN products In particular, Innoscience’s GaN power ICs, used for fast chargers, are now entering the supply chains of tier-one notebook manufacturers for the first time ever At the same time, while the company’s Suzhou-based 8-inch wafer fab has already kicked off mass production, Innoscience will gradually expand the competitive advantage derived from its IDM business model in the fast-evolving GaN industry Not only is the company currently actively cultivating its presence in applications including Lidar, OBC (onboard charger) for EVs, and LED power supplies, but it will also look to increase its market share even further next year via its diverse product mix Incidentally, the Chinese government has been increasing its support of the domestic third-generation semiconductor industry, while the ongoing China-US trade war has also forced Huawei and other companies in the downstream supply chain to reassess potential supply chain risks Taken together, these factors have now created the perfect opportunity for China’s third-generation semiconductor material and component suppliers in both qualification/validation and production of domestic substitutes, thereby further propelling the growth of the third-generation semiconductor industry in China According to TrendForce’s investigations, China invested in about 25 projects aimed at expanding the domestic production capacity of third-generation semiconductors in 2020 (excluding GaN-based optoelectronics materials and devices) These projects totaled more than RMB¥70 billion, a 180% YoY increase In particular, commercial products manufactured using SiC substrates, which are the most crucial materials in the third-generation semiconductor industry chain, are primarily based on 4-inch wafers in China, but the country is currently migrating to 6-inch wafers Although the technological gap between China and its global competitors is fast narrowing, China is still noticeably inferior in terms of monocrystalline quality, resulting in a relatively low self-sufficiency rate of high-performance SiC substrates TrendForce’s data indicate that, as of 1H21, about seven production lines have been installed in China for GaN-on-Si wafers, while at least four production lines for GaN power devices are currently under construction, also in China On the other hand, China possesses at least 14 production lines (including those allocated to pilot runs) for 6-inch SiC wafers 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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