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keyword:TrendForce362 result(s)

Press Releases
Driven by Digitalization and Sustainable Development, Global E-paper Market Estimated to Reach US$4.7 Billion or 50% YoY in 2022, Says TrendForce


Consumer Electronics

The global electronic paper (e-paper) industry is on the rise due to digitization trends and ESG sustainable development Based on e-paper’s power conservation and low carbon advantages, products such as e-paper tablets, electronic shelf labels, and electronic notebooks have quickly penetrated into the consumer and commercial markets According to TrendForce estimates, the size of the global e-paper market will be approximately US$465 billion in 2022, growing 481% YoY, and is expected to reach US$2034 billion by 2026 According to TrendForce, E Ink is currently the world's largest supplier of e-paper modules, electronic ink films, and other related materials, as well as finished products such as electronic shelf label (ESL) In addition to continuing improvement of its operational performance through new production lines, E Ink's biggest advantage comes from its alliances and partnerships with numerous manufacturers such as its partnerships with Qingyue Technology, Yes Optoelectronics, Jiangxi Xingtai Technology, and other e-paper module factories to develop and promote e-paper industrialization, technology sharing, and utilizing manufacturing and market advantages to expand the scope of e-paper application in the Chinese market In 2021, E Ink announced the expansion of 4 production lines in its old Hsinchu factory from the initial 2 material production lines to 6 material production lines The capacity of the last production line will come online in 1Q23 In addition, E Ink is currently planning to set up two new material production lines in its Hsinchu factory in 2024, with a production capacity equivalent to the total of the company’s three existing production lines E Ink also plans to build new factories in Guanyin (Taiwan) and Yangzhou (China) E-paper products such as e-paper tablets and ESL are primarily composed of three parts: display module, wireless chips, and battery The internal structure of an e-paper display (EPD) module consists of electronic ink coated onto a layer of plastic film which is then attached to a TFT panel This module needs to be controlled by a driver IC to form pixel graphics An e-paper TFT panel should be equipped with approximately 11 driver ICs As e-paper continues to trend towards large-size screens, the number of installed driver ICs will also increase, which will be beneficial for the performance of suppliers Fitipower, UltraChip, and Solomon Systech in the field of e-paper in the next five years This is especially true for ESL driver ICs which is a market equally divided among these three companies, in general In terms of Fitipower, the company’s main products are mostly concentrated in consumer electronic such as TVs and PCs, followed by ESL, e- paper, EPD, and TCON IC which account for 15% of overall revenue In terms of UltraChip, the visibility of its EPD IC orders has reached the end of 2022 and its STN driver IC orders are mostly in the fields of automotive, industrial instruments, and white goods The company has migrated part of its production capacity to a 12-inch plant According to TrendForce, approximately 75% of UltraChip's production capacity for electronic label driver ICs from 2020~2022 came from 12-inch wafer foundries and is currently actively promoting 12-inch 80nm and 70nm processes which are more cost-effective compared with its competitors who utilize 8-inch wafers foundries Solomon Systech's products include e-book readers and ESL The company’s main products are EPD driver ICs, OLED driver ICs, Mobile ICs, and large display ICs According to TrendForce, from the perspective of future trends in the e-paper market and the application of existing digital technologies, various e-paper products can be integrated into smart logistics, smart warehousing, smart retail and other fields to replace traditional paper Utilizing cloud platforms and IoT, shelf labels can be changed on the fly and inventory information can be obtained in real time, thereby reducing labor costs and traditional paper consumption The willingness of retail, logistics, and warehousing companies to adopt e-paper tablets, ESL, and other products will increase greatly, especially as digitalization and sustainable development continue to trend The development of e-paper products from black and white to colors has become a primary growth driver of e-paper market size 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 Batteries Enter Period of Rapid Development with Global Installed Capacity Expected to Exceed 3TWh in 2030, Says TrendForce



Driven by the global net zero emission target, the transformation of road transportation towards electrification is accelerating and the global new energy vehicle (NEV) industry is in a period of rapid growth, driving a surge in power battery demand By 2024, the installed capacity of the global power battery market is expected to increase from a GWh-scale to TWh, exceeding 3TWh by 2030, of which China's installed capacity of power batteries is expected to account for approximately 45% of the world total Responding to imminent TWh-scale market demand in the electric vehicle (EV) field, mainstream global power battery manufacturers are accelerating the expansion of production capacity Coupled with the broad market space of electrochemical energy storage, the speed and scale of battery manufacturers’ capacity expansion far exceeds prior periods According to TrendForce statistics, the world's top ten power battery manufacturers including mainstream battery manufacturers such as CATL, LG Energy Solutions, BYD, CALB, Samsung SDI, and Panasonic have planned to reach 42TWh of power & energy storage battery capacity by 2025 Chinese manufacturers account for approximately 31TWh with a speed and scale of battery capacity expansion that leads the world It is worth noting that TrendForce indicated, power & energy storage batteries are booming due to the rapid growth of EV and electrochemical energy storage market demand, unbalancing the supply and demand of key upstream new energy battery raw materials, especially for key precursor resources such as lithium, cobalt, and nickel The growth rate of supply falls short of downstream demand, restricting the rapid expansion of the power battery industry chain to the expansion cycle of precursor mineral resources such as lithium, cobalt, and nickel, and resulting in greater power battery manufacturing costs in recent years As a result, more and more downstream battery manufacturers and even EV companies have been investing in mineral resources in recent years in order to accelerate the supply of materials TrendForce believes, not only does the advent of the power battery industry’s TWh intelligent manufacturing era pose a huge challenge for the supply growth rate of upstream resources such as lithium, cobalt, and nickel in the industry chain, it also tests whether equipment manufacturers can quickly respond to customers' demand for continuous expansion of production capacity and large-scale manufacturing requirements to improve equipment energy efficiency and reduce costs At present, it is difficult for lithium-ion battery raw materials pricing represented by lithium carbonate and lithium hydroxide to decline significantly in the short term as prices are subject to the expansion cycle of mineral resources at the forefront of the power battery industry chain Before 2024, pressure to reduce battery cost will remain relatively high but the high price of lithium will also accelerate the large-scale application of sodium-ion battery technology in energy storage and low-speed EVs At the same time, upstream and downstream constituents of the industrial chain jointly increasing capital investment in upstream lithium, cobalt, and nickel resources will help to ease tight resource supply 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/

Press Releases
TrendForce Provides Data for Apple Conference


Consumer Electronics

On the eve of Apple's upcoming new product launch presentation, TrendForce, a global market research organization, is providing relevant reference data to aid in your reporting If you have any market questions regarding smart phones, smart watches, or other products please feel free to contact us, thank you! Data as follows: For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/

Press Releases
Commercial Notebooks Still Battered by Economic Headwinds, Dragging Global Notebook Shipments Down to 195 Million Units in 2022, Says TrendForce


Consumer Electronics

According to TrendForce research, global notebook shipments reached 4574 million units in 2Q22, down 177% QoQ and 245% YoY, setting a single-quarter post-COVID19 outbreak low In addition to the end of pandemic proceeds, Chromebook's educational outlook is no longer rosy Consumer demand has also been greatly reduced due to rising inflation in Europe and the United States and festering geopolitical issues At the same time, repeated lockdown measures in Eastern China have not only seriously impacted the stability of the notebook supply chain, but also the huge Chinese consumer market as well as all three major world economies Even though commercial demand in 1H22 seemed to have been backstopped by the return to the office, US interest rate hikes, rising inflation and high inventory, and narrowing corporate profits and even losses have led to a reduction of capital expenditures and recession The total number of notebook computers shipped worldwide in 1H22 was 100 million units, an annual decline of 147% The forecast for notebook shipments for the entirety of 2022 is revised down to 195 million units Looking at notebook market trends in 3Q22, companies in various countries are not only facing declining revenue but a vicious circle brought about by a collapse of the overall economy In addition, the frequency of interest rate hikes by central banks in various countries have also significantly increased the cost of running companies and they can only turn to reducing expenditures As a result, commercial momentum has fallen and the effect of canceled orders has spread from downstream channels to ODMs, in turn impacting demand in the notebook market With weak market conditions in the three major categories of business, consumer, and education, the traditional peak season 2H22 will be nonexistent Global shipments of notebook computers in 2H22 is only estimated at 937 million units, a decrease of 75% compared with 1H22 and a decline of 264% YoY According to TrendForce, the notebook industry experienced a significant correction this year In addition to the impact of the overall environment on terminal demand, previous orders had been repeatedly placed due to logistical constraints, material mismatch issues, and optimistic customer prospects, resulting in continued deterioration of the overall supply chain inventory problem Notebook brands will prioritize destocking in 2H22 which will suppress purchasing momentum towards ODMs 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
Server Shipment Growth and Spiking Pricing Push Total 2Q22 Enterprise SSD Revenue Growth to 31% QoQ, Says TrendForce



According to TrendForce research, material supply improvement and spiking demand for enterprise SSDs from North American hyperscale data center and enterprise clients in 2Q22 coupled with the Kioxia contamination incident in 1Q22 prompted customers to ramp up procurement to avoid future supply shortages Manufacturers also give priority to meeting the needs of server customers due to the high pricing of enterprise SSD In the second quarter, overall revenue of the enterprise SSD market increased by 313% to US$732 billion As the market leader, Samsung has grown its enterprise SSD revenue to US$326 billion with the recovery of enterprise SSD procurement Especially in the second quarter, when orders for other consumer products continued to decline, enterprise SSD became the company's outlet for reducing production capacity At present, Samsung has been continuously investing in the development of next-generation transmission specification products such as the CXL 20 product released at the Flash Summit in early August, in order to maintain a leading position in the market It is worth noting that the successor product to Samsung’s current 128-layer enterprise SSD is 236-layer but the mass production schedule of this process may fall in 2H23 SK Hynix and Solidigm will launch 176-layer enterprise SSD early next year In addition Micron has already mass-produced 176 layers while Samsung seems to be feeling cost pressure, especially since YMTC has just released a PCIe 40 enterprise SSD In view of this, Samsung plans to launch 176-layer products in China next year to compete with other manufacturers Under China's localization policy and the competition from high-level SSDs launched by other manufacturers, Samsung's enterprise SSD market share in China is bound to be challenged In the second quarter, Solidigm finally divested itself of master controller IC supply and posted significant growth, while SK hynix continued to expand its partnership with North American customers to grow PCIe SSD shipments The company's 128-layer product has gradually become a focus of supply, driving SK Group's enterprise SSD revenue growth by 321%, reaching US$179 billion SK Group's SSD business strategy is crystalizing and the company will mass-produce 176-layer TLC solutions next year In terms of QLC, Solidigm will introduce a 192-layer process and is even planning PLC (Penta Level Cell) products TrendForce indicates, as SK Group plans various products at different price points to meet all the storage needs of server customers, the company will have an opportunity to expand its market share and narrow the gap with leading manufacturers in the future Micron's revenue in the second quarter rose 317% quarter-on-quarter to $798 million, ranking third Although the company's 176-layer PCIe 40 products have yet to ramp up, its leading NAND Flash process and cost advantages over other manufacturers have attracted more companies willing to verify Micron's PCIe 40 products Micron continues to increase its enterprise SSD shipments to ensure that future revenue growth momentum will not decline due to weak consumer products Ranked fourth, WDC’s 2Q22 enterprise SSD revenue was US$766 million, doubling from the previous quarter, mainly due to the impact of the raw material pollution incident in the first quarter Customers have replenished inventory ahead of time to avoid the uncertainty of supply shortages while WDC has given priority to server customers in order to increase profit margins and thereby drive revenue WDC still hopes to improve the competitive strength of enterprise SSD products but, due to a lack of R&D manpower, the company’s focus will gradually shift to North American customers and its support of the Chinese market will gradually weaken, mainly because the verification process for North American hyperscale data center customers is relatively long and verification standards complicated In order to clearly ensure the increase of market share in the future, North America is preferred as the primary sales focus to enhance the competitive strength of WDC enterprise SSD In addition to rebounding purchase orders in 2Q22, its contamination incident also compelled some enterprise customers to purchase products in advance, driving Kioxia's revenue up to US$708 million, ranking fifth In addition to continuously increasing its proportion of PCIe 40 shipments, Kioxia also accelerated the launch of more enterprise SSD products In addition to mass production of PCIe 50 products in 2H22, the company also launched a new generation of SAS 30 solutions With Kioxia's apparent focus on the development of enterprise market products and the availability of PCIe 50 products, the company is estimated to have an opportunity to expand its market share of enterprise SSD products next year 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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