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keyword:TrendForce362 result(s)

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 EDA According to TrendForce, Synopsys, Cadence, and Siemens EDA 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
In the Era of Energy Storage, Global Installed Electrochemical Energy Storage Capacity Estimated to reach 1160GWh in 2030, Says TrendForce

2022/07/28

Energy

Large-scale utilization of renewable energy is the fundamental path to achieving a comprehensive decarbonization of the power grid During this process, new energy storage technology represented by electrochemical energy storage has become an important cornerstone for the sustained growth in the proportion of installed renewable energy According to TrendForce statistics, global installed capacity of electrochemical energy storage is expected to reach approximately 65GWh in 2022 and 1,160Gwh by 2030, of which 70% of storage demand originates from the power generation side, which is the primary source of momentum supporting the installed capacity of electrochemical energy storage TrendForce indicates, the global power generation structure is still dominated by fossil energy at this stage but with the future advancement of net-zero carbon emission targets in various countries around the world, the proportion of renewable energy in the power system will grow further In order to overcome the intermittency and volatility of wind and solar power inherent with large-scale access to new energy generation and electricity consumption, the entire power system will undergo a transition from "power source, grid, load" to "power source, grid, load, energy storage" Energy storage will become the fourth basic element of a new power system and new energy storage technology will become a driving force for decarbonization It is worth noting that the applications of energy storage involve various power scenarios such as generation side, grid side, user side, and distributed micro-grid The diversity of application scenarios determines the diversification of energy storage technologies Electrochemical energy storage technologies represented by lithium-ion batteries, sodium-ion batteries, flow batteries, etc have achieved rapid development domestically and abroad in recent years and their scale is moving from megawatt-level demonstration applications to gigawatt-level applications Specifically, thanks to the rapid development of power batteries, the lithium-ion battery industrial chain has entered a mature stage of commercialization and its application in the field of energy storage is also mainstream in the electrochemical energy storage market, with a market share of more than 90% However, due to constraints on lithium resources in recent years, the cost of using lithium-ion batteries has risen significantly In terms of sodium-ion batteries, although industrial layout is still in its infancy, compared with high-priced lithium resources, the advantages of its abundant raw material resources will gradually surface in large-scale applications and is expected to complement lithium-ion batteries in the future As for flow batteries, since this type of battery can better meet the long-term energy storage (energy storage duration ≥ 4h) needs of power systems, it will also usher in development opportunities in applications for large-capacity long-term energy storage in the future Raw materials utilized in flow batteries such as all-vanadium and zinc-bromine are readily available and easy to recycle and have entered the stage of demonstration applications 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
Aggressively Sought by Automakers, Market for Automotive SiC Power Components to Exceed US$1 Billion in 2022, Says TrendForce

2022/07/14

Semiconductors

In order to further improve the power performance of electric vehicles (EV), major global automakers have focused on a new generation of SiC (silicon carbide) power components and have successively launched a number of high-performance car models equipped with corresponding products According to TrendForce research, as more and more automakers begin to introduce SiC technology into electric drive systems, the market for vehicle SiC power components is forecast to reach US$107 billion in 2022 and will climb to US$394 billion by 2026 According to TrendForce, the automotive SiC power component market is currently dominated by major European and American IDMs The key suppliers STM, ON Semi, Wolfspeed, Infineon, and ROHM have long been deeply involved in this field and have close interactions with major automakers and Tier 1 manufacturers The affluence of the automotive market has also impressed the importance of stable supply capacity onto major manufacturers Therefore, they have moved successively into the upstream substrate materials field in an effort to exert full control on the supply chain For example, ON Semi acquired GT Advanced Technologies last year Major automakers have high hopes for SiC and are simultaneously and vigorously participating in the construction of supply chains From the perspective of China, the world's largest EV market, automakers such as SAIC and GAC have begun to deploy an entire SiC industry chain, which has created invaluable development opportunities for domestic suppliers At the same time, automakers such as BYD and Hyundai have launched their own chip research and development programs which have injected new vitality into the market In addition, the cost-effectiveness of using SiC power components has always been a market concern and its key lies in upstream substrate materials The industry is experimenting with various methods to further reduce costs including new crystal growth approaches (UJ-Crystal, Jing Ge Ling Yu), high-efficiency wafer processing technology (Soitec, Disco, Infineon, Lasic Semiconductor Technology), and following Wolfspeed in the direction of 8-inch wafer technology With continuing breakthroughs in SiC materials technology and the maturity of chip structure and module packaging process, the penetration rate of SiC power components in the automotive market is expected to maintain an upward trajectory and will gradually extend from current high-end vehicle applications to medium and low-end vehicles in order to accelerate the process of vehicle electrification 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
Driver IC Pricing Continues Fall with 8~10% Drop in 3Q22, Decline May Persist Until Yearend, Says TrendForce

2022/07/13

Display

According to TrendForce research, weak terminal demand debuting at the start of this year has led to a steady uptick in inventory pressure In order to effectively control inventory, IC stocking momentum has trended conservative Demand also reversed quickly for peripheral ICs that were in short supply in 2021 such as driver ICs, Tcons, and PMICs for panels, causing panel makers' demands on panel driver IC pricing to drop even more in 3Q22 With supply and demand imbalanced and inventory high, the driver IC price drop is expected to expand to 8~10% in 3Q22, and prices falling all the way until the end of the year cannot be ruled out TrendForce further stated, in order to consolidate supply-side momentum, Chinese panel driver IC vendors are more willing to meet the requirements of panel manufacturers, with price concessions reaching 10~15% Since it will be difficult for demand to bounce back in the short-term, a sustained decline in panel driver IC pricing cannot be ruled out and it is very likely that prices will return to the beginning of their run in 2019 faster than expected Despite sluggish demand in the terminal market and increasing inventory among panel makers and panel driver ICs, for foundries with their diversified product portfolios, even when demand for panel driver ICs had previously been revised downward in the short-term, foundries still adjusted their product mixes accordingly, utilized vacated production capacity in multiple ways, and effectively allocated and maintained utilization rate Driven by a shortage of chips in the past two years, foundry pricing has continued to rise in the last few quarters and has remained at a high level thus far However, driving IC manufacturers are now facing requests from downstream customers to reduce prices Pincered by upstream price hikes, these companies have been forced to temper wafer input planning Even the content of LTA (Long term agreement) supply contracts signed with foundries may need to be renegotiated When panel driver IC wafer input is greatly reduced and the adjustment of other product mixes cannot bridge the production capacity gap, the overall utilization rate of fabs is likely to see disruption in 2H22 In summary, TrendForce believes that for fabs, panel driver ICs are less profitable than other applications but they are one of the most efficient products used by fabs to round out capacity After driver ICs encounter a sharp drop in pricing and wafer input plans are diminished in 3Q22, it is subsequently necessary to observe whether foundry pricing remain the same as in 2Q22, or be moderately reduced to maintain a high utilization rate 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
Energy Revolution to Drive Energy Storage Market Development in Next 5-10 Years, Global Installed Capacity to Reach 362GWh by 2025, Says TrendForce

2022/06/16

Energy

Constrained by carbon neutrality and carbon peaking targets and enveloped by a bullish backdrop of declining system costs, the global installed capacity of wind and solar energy has shown a steady growth trend over the past five years According to TrendForce statistics, the cumulative installed capacity of global renewable energy in 2021 was approximately 3,064GW (gigawatts), with an average annual growth rate of approximately 8-10% and 88% as the highest application of wind and solar energy in any area TrendForce indicates, due to growth in the installed capacity of wind and solar energy, which increases the indirectness and volatility of power generation, energy storage has become an effective solution to the curtailment of wind and solar power (unutilized wind and solar energy), peak shaving, and frequency regulation (peak shaving refers to leveling peaks in electricity, balancing power generation and electricity consumption; frequency regulation refers to an effective way to change electricity quality and stabilize electricity frequency) demand Among all forms of energy storage, lithium battery energy storage technology represented by lithium iron phosphate has significant advantages over other energy storage technologies and is currently becoming the primary installed capacity of new energy storage around the world In 2021, the global energy storage market maintained a high growth rate Newly installed capacity was 296GWh, a YoY increase of 724% The global energy storage market is forecast to usher in rapid development in the next 5 to 10 years with newly installed capacity at approximately 362GWh Judging from the current growth rate of the energy storage market in various countries, China is soon to overtake Europe and the United States with primary growth momentum coming from the generation side TrendForce believes that China's new energy storage will move towards being large-scale and market-oriented, forming an energy storage structure that is generation based, policy-driven, storage mandatory, and supplemented by the grid side (Transmission & Distribution) and consumer side (End User; including household, industrial, and commercial use) China's energy storage market is expected to break through 100GWh by 2025 In the United States, due to the current stagnation in newly installed pumped hydro storage capacity, future growth will focus on electrochemical energy storage Newly installed capacity in the United States is predicted to reach 136GWh in 2025 In Europe, thanks to policies and economic promotion, demand for energy storage installations has surged Due to the Russian-Ukrainian war, the supply of natural gas and other energy sources in Europe has tightened and the cost of electricity has continued to rise, causing market panic The EU has now set a new energy installation target for 2030 which will stimulate demand for energy storage and newly installed capacity is predicted to reach 54GWh in 2025 Energy storage batteries and energy storage converters are core markets and the industrial chain is highly concentrated On the whole, the global energy storage industry chain competition pattern ranked according to degree of concentration is as follows: energy storage batteries, power conditioning systems (PCS), and system integration Industry concentration is expected to increase in the future In the past, the global energy storage battery market was mainly dominated by Korean players such as LG and Samsung SDI With the accelerated deployment of Chinese energy storage battery manufacturers BYD and CATL, the cost advantage of energy storage systems has been highlighted and the market share of Chinese players has continued to expand In terms of technology, Chinese energy storage battery manufacturers mainly use lithium iron phosphate while overseas manufacturers mainly use ternary lithium batteries However, due to safety concerns regarding ternary lithium batteries in recent years, general market acceptance is lower than that of lithium iron phosphate batteries Most energy storage PCS originate from solar inverter manufacturers and PCS are expected to maintain the competitive landscape of solar inverters in the future Competition among leading companies such as Sungrow and SMA will intensify and concentration will increase further System integration will present a relatively fragmented competition pattern with small and medium-sized companies in the majority and some leading upstream companies such as Sungrow and NextEra Energy in the mix 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/

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