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keyword:TrendForce325 result(s)

Press Releases
In View of the Upcoming Apple Event, TrendForce Presents Its Latest Estimates on Smartphone Production and Shipments of Other End Devices for 2021

2021/09/14

Consumer Electronics

Apple is set to unveil the successors to its current device lineups at this year’s fall product launch on September 14 Please see below for some of TrendForce's latest data pertaining to the global consumer electronics market: Although the tight supply of certain components due to complications resulting from the COVID-19 pandemic remains Apple’s primary production-related challenge, iPhone production will unlikely be drastically affected Total iPhone production for 2021 is expected to reach 2295 million units, a 156% YoY increase, with the upcoming iPhone 13 models accounting for about 37%-39% of Apple’s annual iPhone production In addition, iPhones are also expected to account for about 77% of total annual production of 5G smartphones in 2021, making them the market leader in this segment and representing a drastic increase from 39% in 2020 Regarding technical specifications, the Pro model of iPhone 13 is expected to include 1TB storage capacity as an optional upgrade Other improvements over previous models include the adoption of A15 processors manufactured with TSMC’s 5nm+ process technology All four iPhone 13 models will feature flexible AMOLED + On-cell designs for their display panels, while the Pro series will also feature a 120Hz refresh rate as well as LTPO technology for reduced power consumption Furthermore, all four models’ primary cameras will be equipped with sensor shift image stabilization The Pro model, in particular, will have its ultra-wide camera upgraded to a 6P lens, with the addition of autofocus capability as well Much like the iPhone 12, LiDAR functionality is available only for the Pro model of the iPhone 13 lineup In view of the lackluster sales performances of the iPhone 12 mini, which reached EOL ahead of time, the iPhone 13 mini is expected to account for less than 10% of total iPhone 13 production, since Apple will focus its sales efforts on the other three models TrendForce indicates that the global economy, markets, and personal incomes are all still experiencing the effects of the COVID-19 pandemic, which has also led to price hikes for electronic components and transportation services, thereby compounding Apple’s difficulties in setting retail prices for the new iPhone models TrendForce expects Apple to continue the aggressive pricing strategy that it adopted for last year’s models in order to attract smartphone buyers, raise its revenue from services via increased handset sales, and make up for the aggressive prices via increased service revenue

Press Releases
Global Smartphone Production Declines by 11% QoQ to 307 Million Units for 2Q21 Owing to Impact of COVID-19 Pandemic in Southeast Asia, Says TrendForce

2021/09/02

Consumer Electronics

The recent surges of COVID-19 cases in India, Vietnam, and other Southeast Asian countries have adversely affected the global smartphone market in terms of production and demand, according to TrendForce’s latest investigations The global smartphone production for 2Q21 fell by 11% QoQ to a total of 307 million units However, a YoY comparison shows an increase of around 10% for the quarter The global production for 1H21 came to a total of 652 million units, translating to a growth rate of almost 18% compared with 1H20, when the pandemic was in the initial phase While fourth-ranked Apple undergoes a transition period between old and new models, and Samsung experiences a slight dip in market share, smartphone brands have improved their respective product specifications Samsung’s smartphone production for 2Q21 reached 585 million units, which was the highest among all smartphone brands yet represented a 235% QoQ decrease Since India and Vietnam account for the majority of its smartphone production capacity, the severe COVID-19 outbreaks in both countries during 2Q21 had a significant impact on production volume This year, Samsung will remain as the top smartphone brand by quarterly and annual production However, it will face increasing difficulty in preserving its steadily shrinking market share in the future The competition will only intensify as rival brands have become excelled at smartphone design and manufacturing OPPO’s smartphone production fell by 66% QoQ to 495 million units for 2Q21 OPPO’s production figure includes devices from sub-brands Realme and OnePlus Xiaomi’s smartphone production also came to 495 million units for 2Q21, showing a QoQ drop of 2% Xiaomi’s production figure includes devices from sub-brands Redmi, POCO, and Black Shark On a YoY basis, OPPO posted a growth rate of 80%, whereas Xiaomi posted a growth rate of almost 70% The high YoY growth rates were attributed to them capturing some market share abandoned by Huawei and the recovery of China’s smartphone market Both OPPO and Xiaomi claimed second place in the quarterly ranking Vivo is another Chinese brand that faces a similar situation Its smartphone production, which includes devices from sub-brand iQoo, dropped by 81% QoQ to 34 million units Vivo took fifth place in the quarterly ranking Each of these three Chinese brands has made India its second largest base with respect to production and sales operations Hence, India’s recent COVID-19 surge affected the production and sales performances of all three brands in 2Q21 Regarding future plans, all three Chinese brands corrected down their annual production targets at the end of 2Q21 due to the COVID-19 surge in Southeast Asia and the capacity crunch in the foundry market Lowering the annual production target is going to alleviate the cash flow pressure by preventing the component gaps from widening and the inventory of whole devices from rising It should be pointed out that OPPO, Xiaomi, and Vivo have been very proactive in developing innovative products in the high-end segment of the smartphone market The high-end models from these three brands are not able to completely assume the market positions that have been held by the flagship models under Huawei’s P and Mate series Nonetheless, all three brands have posted strong results in both the domestic and overseas markets To capture more market share, Xiaomi and OPPO are leveraging their respective sub-brands Redmi and Realme that both offer high performance for price TrendForce therefore believes that these two brands will be more or less evenly matched in terms of production through this whole year Apple’s iPhone production reached its lowest point for the year, and its rank fell to fourth place in 2Q21 because the second quarter is the transition period between last year’s and this year’s iPhone series The quarterly total iPhone production fell by 222% QoQ to around 42 million units In the aspect of product development, Apple will be releasing four flagship iPhone models this September The major upgrades that come with the new series are the improved camera and the next-generation A15 processor that is manufactured with TSMC’s 5nm+ process Other upgrades relate to the optimization of the existing functions This year’s iPhone line-up can be regarded as an extension of the iPhone 12 series that was released in 2020 With regards to pricing, Apple will be maintaining its proactive approach so as to gain more market share On the other hand, there is the possibility that Apple’s device production during 2H21 will be affected by the recent spike of COVID-19 cases in Malaysia Due to the severity of the outbreak situation, shipments of ICs from that country have experienced delays With an annual production of 94 million units for 2021, LG officially terminated its smartphone manufacturing operations in 2Q21 LG signaled that it will be selling or shutting down its mobile phone unit at the start of this year, and then the company announced that it will formally close the mobile phone unit this April The development of new smartphone models was also suspended According to the shutdown plan, the production of LG smartphones has ceased since the end of 2Q21 Altogether, LG produced around 94 million units this year and is estimated to account for about 1% of the market share As for LG’s regional markets, the company was focusing on expanding its presence in the respective mid-range segments of the North American and Latin American markets With LG ceasing its smartphone production, the abandoned market share in North America will be mostly divided among Android phone brands Samsung, Lenovo, and brands owned by local telecom companies In Latin America, Lenovo and Xiaomi will likely benefit the most from LG’s exit Persistent uncertainties in the pandemic’s impact may continue to affect smartphone production in 2H21 Regarding the global smartphone production for the whole 2021, TrendForce has corrected down its estimation from the previous version of 136 billion units with a YoY growth rate 85% to the current version of 1345 billion units with a YoY growth rate of 73% Going forward, one of the two main focuses of observation will be on whether the pandemic will cause a further decline in smartphone sales For instance, while Europe and the US are currently experiencing a resurgence of infections, Southeast Asian countries have also been unable to subdue the most recent outbreaks In addition, the pandemic continues to pose a risk to the smartphone supply chain Take Malaysia for example It accounts for a significant share of the global production capacity for OSAT (ie, around 15%) With the country now becoming a COVID-19 hotspot, there have been disruptions in the supply of some key semiconductor components This, in turn, will negatively affect smartphone production during the second half of this 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/

Press Releases
Penetration Rate of Ice Lake CPUs in Server Market Expected to Surpass 30% by Year's End as x86 Architecture Remains Dominant, Says TrendForce

2021/08/12

Semiconductors

While the server industry transitions to the latest generation of processors based on the x86 platform, the Intel Ice Lake and AMD Milan CPUs entered mass production earlier this year and were shipped to certain customers, such as North American CSPs and telecommunication companies, at a low volume in 1Q21, according to TrendForce’s latest investigations These processors are expected to begin seeing widespread adoption in the server market in 3Q21 TrendForce believes that Ice Lake represents a step-up in computing performance from the previous generation due to its higher scalability and support for more memory channels On the other hand, the new normal that emerged in the post-pandemic era is expected to drive clients in the server sector to partially migrate to the Ice Lake platform, whose share in the server market is expected to surpass 30% in 4Q21 Volume ramp of CPUs based on the Eagle Stream platform will likely take place in 2Q22, while AMD is expected to reach a 15% share in the server market next year Regarding the mass production schedule of Intel CPUs based on the next-gen Eagle Stream platform, volume ramp is expected to occur in 2Q22 These processors, which feature embedded HBM, comprise a much more diverse product lineup compared to the previous generation Although Intel’s 2Q22 target represents a slight delay from the market’s previous expectation of a 4Q21 ramp-up, Eagle Stream CPUs will enter the final product qualification stage at the end of 4Q21, after which Intel will begin provisioning certain leading customers with a small batch of these CPUs in 1Q22, according to TrendForce’s survey of server ODMs As such, the mass production schedule of Sapphire Rapids will likely resemble the release of Ice Lake server processors earlier this year Genoa CPUs, AMD’s competitive equivalent of the Intel Eagle Stream, are expected to enter mass production on a similar schedule, since AMD’s wafer starts at the 5nm node have been relatively low-volume AMD’s server processors manufactured at the 14nm node and below have the competitive advantage in terms of price-to-performance, core count, and interface support Furthermore, after progressing to the 7nm node, these processors have been seeing gradually increased adoption by various public cloud service providers, including Google Cloud Platform, Microsoft Azure, and Tencent, throughout 2021 AMD CPUs have currently surpassed a 10% penetration rate in these three CSPs' servers Going forward, AMD will begin inputting wafers at the 5nm node at the end of 2021 in order to further optimize its processors’ cost, power consumption, and performance TrendForce therefore expects AMD CPUs to reach a 15% share in the global server market in 2022 While the ARM architecture is starting to gain popularity, ARM chips are mostly built-to-order due to the relatively small scale of client demand Processors based on the ARM architecture began seeing increased market penetration this year, with AWS’ self-designed Graviton chips enjoying the greatest market share In addition, Ampere and Marvell have also been releasing more agile and flexible ARM-based server processors, validation for which by CSPs is expected to kick off in 4Q21 The server market, however, is still dominated by x86 processors, which currently account for 97% of total server processor shipment In particular, AMD has transitioned most of its server offerings to processors manufactured at the 7nm and 7nm+ nodes by increasing wafer inputs at these nodes and replacing its old 14nm product lineups This transition has paid off, as some of AMD’s clients have gradually become receptive to these new products On the other hand, ARM- and RISC-based processors are currently built to order, mostly for the data center market TrendForce therefore believes that ARM CPUs will not be competitive with x86 CPUs in the server market before 2023 Support will extend to include PCIe G5 and DDR5 RDIMM, while CXL will improve memory performance It should be noted that Intel as the dominant leader in the market for x86 server CPUs has decided to have Eagle Stream support CXL (Compute Express Link) This interface further optimizes the memory coherence between the CPU and the memory components to which the CPU is connected The processor platform thus has the ultimate function of establishing a memory pool for all computing units within the server through memory virtualization, even though this function is not notably emphasized in the initial establishment of the product specifications, which originally sought to enable high-bandwidth and low-latency data transfer for the CPU The memory pool, in turn, enhances the interconnections (or the data transfer efficiency) among the CPU, memory, GPU, ASIC, FPGA, etc The new CXL interface will be able to offer significant improvements in terms of dealing with heavier workload in the future and conducting heterogeneous computing Moreover, CXL will be able to overcome the limits imposed on the current hardware architecture with respect to data transfer and thereby enable more effective integrated computing capability The build-out of data centers continues to grow because of the emergence of applications related to AI and Big Data Furthermore, the demand for larger cloud storage capacity has massively expanded as a result of enterprises’ increasingly rapid digital transformation efforts in the post-pandemic world At the same time, with the increase in CPU core count, how to raise computing performance via memory optimization has now become an important issue Eagle Stream can resolve this bottleneck by extending support to PCIe G5 for the SSD interface technology Compared with its predecessor, PCIe G5 offers twice the data transfer rate Therefore, hyperscalers are eager to adopt SSDs based on this standard As for DRAM, both Eagle Stream and Genoa extend support to the next-generation DDR5 server DRAM, which delivers a faster data transfer rate, making these new server CPUs superior to Ice Lake in all respects NAND Flash and DRAM suppliers have made plans to commence mass production of PCIe G5 SSDs and DDR5 RDIMMs at the end of 2Q22 in anticipation of demand generated by the release of the Eagle Stream and Genoa platforms for these next-gen products 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
Enterprise SSD Contract Prices Likely to Increase by 15% QoQ for 3Q21 Due to High SSD Demand and Short Supply of Upstream IC Components, Says TrendForce

2021/07/29

Semiconductors

The ramp-up of the Intel Ice Lake and AMD Milan processors is expected to not only propel growths in server shipment for two consecutive quarters from 2Q21 to 3Q21, but also drive up the share of high-density products in North American hyperscalers’ enterprise SSD purchases, according to TrendForce’s latest investigations In China, procurement activities by domestic hyperscalers Alibaba and ByteDance are expected to increase on a quarterly basis as well With the labor force gradually returning to physical offices, enterprises are now placing an increasing number of IT equipment orders, including servers, compared to 1H21 Hence, global enterprise SSD procurement capacity is expected to increase by 7% QoQ in 3Q21 Ongoing shortages in foundry capacities, however, have led to the supply of SSD components lagging behind demand At the same time, enterprise SSD suppliers are aggressively raising the share of large-density products in their offerings in an attempt to optimize their product lines’ profitability Taking account of these factors, TrendForce expects contract prices of enterprise SSDs to undergo a staggering 15% QoQ increase for 3Q21 Looking ahead to 4Q21, TrendForce expects a decline in server shipment to bring about a corresponding downward correction in enterprise SSD procurement capacity Meanwhile, clients will continue to validate higher-layer PCIe G4 products from Kixoia and Micron On the other hand, as the shortage of SSD components becomes alleviated going forward, enterprise SSD suppliers’ production capacities will likely increase as well As a result, enterprise SSD contract prices for 4Q21 will likely remain relatively unchanged from 3Q21 levels Suppliers are making a strong push to develop PCIe G5 and CXL products as these new interfaces become available for server applications next year Intel and AMD are expected to kick off mass production of Eagle Stream and Genoa CPUs, respectively, in 1H22 In addition to being compatible with PCIe G5, these server processors will also support the CXL (Computer Express Link) interface TrendForce’s investigations indicate that NAND Flash suppliers have been fast-tracking their production of PCIe G5 SSDs in response to the upcoming mass production of Eagle Stream As such, these SSDs are likely to see market release between 2Q22 and 3Q22 Micron, on the other hand, has also announced its development of CXL products Because CXL enables optimized data transmission between CPU and other components, such as memory, GPU, ASIC, and FPGA, memory solutions with CXL interface are likely to experience rapid growth in the hyperscale market, which is constantly in pursuit of faster data transmission speeds TrendForce believes that the release of increasingly fast data transmission interfaces will bring about a massive increase in the expenses and technological challenges associated with SSD controller IC development Enterprise SSD suppliers will subsequently have to jostle for market share by leveraging their respective unique competitive advantages 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
Rising Threat of COVID-19 in Southeast Asia Projected to Continue Hindering Global Smartphone Production in 2H21, Says TrendForce

2021/07/21

Consumer Electronics

Given the intensifying COVID-19 pandemic in India and Vietnam in April and May, TrendForce is revising its forecast of annual smartphone production for 2021 from 136 billion units down to 135 billion units in response to the second wave of coronavirus that has spread throughout India and Vietnam Even so, global smartphone production may undergo a further decline in 2H21, since the pandemic is showing no signs of an impending slowdown in Southeast Asia and is therefore likely to hinder demand from the region TrendForce indicates that the recent wave of outbreaks that began this May has worsened the epidemic situation in Vietnam The Vietnamese government has imposed lockdowns and travel restrictions on high-risk regions, but the number of confirmed COVID-19 cases has kept rising As Samsung primarily manufactures its smartphones in Vietnam, the company’s manufacturing operations therefore bore the brunt of the impact from the rising cases there Likewise, the Indian operations of Samsung also fell victim to the domestic surge of COVID-19 Hence, Samsung’s smartphone production for 2Q21 underwent a sharp QoQ decline of 235% to 585 million units Samsung has been gradually relocating its smartphone production southward to Vietnam since 2009 The northeastern Vietnamese provinces of Bac Ninh and Bac Giang are where Samsung’s device production facilities and supply chain are concentrated Due to the rapid spread of COVID-19 in the recent period, local authorities in these two provinces imposed various disease containment measures this May and June The measures have not affected the internal operation of Samsung’s local production facilities, but they have disrupted the supply of components and materials (eg, ICs, mechanical parts, packaging materials, etc) to the facilities As a result, the capacity utilization rates of Samsung’s smartphone production lines in Vietnam fell to around 60% at one time It should be noted that leading smartphone OEM Foxconn also has a production base for handheld devices, including Nokia feature phones and unbranded, white-box phones, in Bac Giang This facility accounts for 60% of Foxconn’s production capacity for feature phones, while the rest is mostly located in India Although the rising number of COVID-19 cases has somewhat hindered Foxconn’s manufacturing operations in Vietnam, the lackluster production volume of feature phones this year should primarily be attributed to the shortage of foundry capacities and to the weakening global demand for these handsets On the other hand, the pandemic is likely to have less of an impact on the production of white-box phones, since these handsets are still in the early phase of production, with relatively low volumes Looking ahead, TrendForce believes that the pandemic’s uncertain outlook remains the greatest threat to the smartphone industry As the pandemic escalates in Southeast Asian countries such as Indonesia, Malaysia, and Thailand, the ensuing impact on domestic smartphone demand will likely introduce further variables to global smartphone production in 2H21 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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