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keyword:TrendForce325 result(s)

Press Releases
Annual Notebook Shipment Likely to Break Records in 2021 at 236 Million Units, with Chromebook Demand Slowing Down in 2H21, Says TrendForce

2021/07/12

Consumer Electronics

While the stay-at-home economy generated high demand for notebook computers from distance learning and WFH applications last year, global notebook shipment for 2020 underwent a nearly 26% YoY increase, which represented a significant departure from the cyclical 3% YoY increase/decrease that had historically taken place each year, according to TrendForce’s latest investigations The uptrend in notebook demand is expected to persist in 2021, during which notebook shipment will likely reach 236 million units, a 15% YoY increase In particular, thanks to the surging demand for education notebooks, Chromebooks will become the primary growth driver in the notebook market Regarding the shipment performance of various brands, Samsung and Apple will register the highest growths, with the former having Chromebooks account for nearly 50% of its total notebook shipment this year and the latter continuing to release MacBooks equipped with the M1 chip Chromebooks have been accounting for an increasingly high share in the notebook market in recent years, and Chromebook shipment is expected to reach a historical peak this year at 47 million units, a staggering 50% YoY growth The vast majority (70%) of global Chromebook demand comes from the US, while Japan takes second place with 10% However, the US education notebook market is gradually saturated with Chromebooks, and the general public has also been returning to physical workplaces and classrooms following the lifting of domestic restrictions In addition, the Japanese GIGA School program, which equips student with computers and internet access, has notably slowed down its notebook procurement The global demand for education notebooks will therefore slightly lose momentum in 2H21 Regarding notebook brands, as Chromebooks occupy a relatively large allocation of notebook shipment by Acer and Samsung, the two companies are likely to bear the brunt of the education market’s downturn TrendForce therefore believes that the Chromebook market’s growth going forward will mainly depend on regions outside the US as well as non-education applications Global demand for notebooks will decelerate in 2H21, with the bulk of the slowdown taking place in 4Q21 It should be pointed out that certain recent rumors claim that the demand for notebooks will decline in 2H21 This decline can be primarily attributed to the fact that notebook brands are increasingly finding Chromebooks’ low margins to be unprofitable, while 116-inch panels, which are used in 70% of all Chromebooks, have also skyrocketed in price, and certain semiconductor components are in shortage In light of these factors, brands are starting to lower the share of Chromebooks in their overall notebook production for 2H21 TrendForce expects consumer demand in Europe and the US to gradually weaken in 3Q21 However, low inventory levels in the channel markets will still generate some upward momentum propelling the notebook market Hence, quarterly notebook shipment in 3Q21 is expected to remain unchanged compared to 2Q21 Furthermore, the pandemic has gradually been brought under control in Europe and the US due to increased vaccinations Therefore, the slowdown of demand in the overall notebook market and in education sector bids will not come into force until 4Q21, during which notebook shipment is expected to reach 58 million units, a 3% QoQ decrease At the same time, the fact that notebook manufacturers overbooked certain components, which subsequently resulted in additional inventory, will likely have implications in 4Q21 as well Going forward, although notebook demand will likely slow in 2022, the normalization of the hybrid-work model as well as the recovering demand for business notebooks will provide some upward momentum for annual notebook shipment next year, which will reach 220 million units, a minor downward correction of 6% YoY 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
Tight Supply of Smartphone AMOLED DDI Likely to Limit Future Growth of AMOLED Panel Market, Says TrendForce

2021/06/22

Display

Thanks to the increased adoption of AMOLED panels by major smartphone brands including Apple and Samsung, the penetration rate of AMOLED panels in the smartphone market is expected to reach 398% in 2021 and 45% in 2022, according to TrendForce’s latest investigations As AMOLED panels see increased adoption, the consumption of AMOLED DDI will undergo a corresponding increase as well However, not only are the process technologies used for AMOLED DDI manufacturing currently in short supply, but some foundries are also yet to finalize their schedules for expanding their AMOLED DDI production capacities Given the lack of sufficient production capacity, the increase in AMOLED panel shipment may potentially be constrained next year Regarding process technologies, the physical dimension of AMOLED DDI chips is generally larger compared to other chips, meaning each wafer yields relatively fewer AMOLED DDI chips, and more wafer inputs are therefore needed for their production The vast majority of AMOLED DDI is currently manufactured with the 40nm and 28nm medium-voltage (8V) process technologies In particular, as 40nm capacity across the foundry industry is in tighter supply compared to 28nm capacity, and TSMC, Samsung, UMC, and GlobalFoundries are the only foundries capable of mass producing AMOLED DDI, an increasing number of new wafer starts for AMOLED DDI are being migrated to the 28nm node instead Regarding wafer supply, the foundry industry is currently unable to fulfill client demand for 12-inch wafers Hence, 12-inch capacities allocated to AMOLED DDI production are relatively limited as well At the moment, only TSMC, Samsung, and UMC are able to allocate relatively adequate wafer capacities, although their capacity expansion efforts are still falling short of growing market demand In addition, while SMIC, HLMC, and Nexchip are developing their respective AMOLED DDI process technologies, they have yet to confirm any mass production schedules TrendForce therefore expects that the additional AMOLED DDI capacities to be installed next year will remain scarce, in turn further limiting the potential growth of the AMOLED panel market AMOLED DDI suppliers must overcome the issues of limited production capacity and technological difficulties in R&D Other than the issue of tight production capacities, the difficulty of AMOLED DDI development is further compounded by the fact that each panel manufacturer has its unique specifications of AMOLED panels For instance, panel manufacturers differ in terms of their display image uniformity (including the calibration of on-screen picture quality via eliminating display clouding, poor color/brightness compensation, and sandy mura) Hence, in order to address the discrepancies among panels manufactured by different companies, IC suppliers must adopt different compensating solutions and account for different parameters Panel manufacturers therefore are likelier to adopt DDI from IC suppliers whose solutions have already been in mass production If prospective IC suppliers were to enter the AMOLED DDI market, they would need to overcome various difficulties in AMOLED DDI development, including long processes of validation and revision, in order to mass produce at scale As well, each individual panel supplier requires its own different set of IP cores (referring to the various functional modules in an IC) and specifications, making it difficult to manufacture AMOLED DDI that is universally compatible with all AMOLED panels For instance, ICs that are supplied to Korean panel manufacturers by AMOLED DDI suppliers are incompatible with AMOLED panels from Chinese panel manufacturers, which require new wafer starts with their own requirements On the whole, other than certain DDI suppliers which have their own subsidiary foundries or have longstanding foundry partners capable of DDI production, TrendForce believes that fabless AMOLED DDI suppliers must not only secure a stable and sufficient source of foundry capacity, but also possess sufficient technological competency for mass production, in order to successfully expand their presence in the AMOLED DDI market 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
iPhone Production for 2021 Projected to Reach 223 Million Units Due to Increased Vaccinations and Impending Easing of Lockdowns in the US/Europe, Says TrendForce

2021/06/21

Consumer Electronics

This year, the US and Europe, which are Apple’s main markets for iPhone devices, are seeing an easing of the pandemic and expecting an economic recovery Furthermore, Apple is expected to benefit from Huawei’s abandonment of some market share for high-end smartphones, and the sales of the new iPhone devices in 2H21 will likely be boosted thanks to this development On the whole, the outlook on Apple’s performance in the smartphone market for the whole year is positive, according to TrendForce’s latest investigations Although the ongoing capacity crunch in the foundry industry will have a constraining effect on Apple in terms of ramping up its iPhone production and growing its market share in the future, TrendForce is still maintaining a cautiously optimistic view and forecasts that the annual total iPhone smartphone production for 2021 will grow by around 123% YoY to 223 million units, with additional room for a slight growth going forward Apple will prioritize the optimization of existing functions with the iPhone 12s series, while retail prices are expected to remain on par with last year’s release of iPhone 12 models Apple plans to unveil the next generation of iPhones, tentatively called the iPhone 12s series (official name has yet to be revealed), in September 2021, and the smartphone market has placed the spotlight on the new handsets’ physical appearances as well as retail prices Regarding the general outward appearance of the upcoming iPhone devices, the notch on top of the screen will shrink due to the decreased size of their sensor housings Apart from this, other upgrades will mostly relate to the optimization of existing functions and features All in all, the degree of innovation is not particularly significant in terms of appearance, and the four new models can be regarded as an extension to the iPhone 12 series Because of this, TrendForce also believes that Apple will continue the proactive pricing strategy that it adopted in 2020 so as to maintain its market share for high-end smartphones Even though prices of some key components have risen due to tightening supply, Apple is taking into account of the growth in the revenue of peripheral services in relation to the growth of iPhone sales This means that the starting price of the upcoming iPhone series will likely be relatively on par with the starting price of the iPhone 12 series For the latest iPhone models, Apple has made certain upgrades to the handsets TrendForce here summarizes the key components of the latest iPhone models, including the processor, display, memory, and camera The iPhone 12s series will feature the A15 processors manufactured at TSMC’s 5nm+ node Regarding the display, the new models will be equipped with flexible AMOLED panels with On-cell touchscreen technology; the two Pro models will also feature a 120Hz refresh rate Judging by the iPhone 12s series’ starting prices as well as the differences among various models’ retail prices, TrendForce expects the new handsets’ memory capacities to remain the same as their iPhone 12 counterparts On the camera front, Apple has upgraded all iPhone 12s handsets’ main cameras to include sensor-shift image stabilization technologies For the Pro models, not only are their ultra-wide cameras now equipped with 6P lens (which is an upgrade over the previous generation), but they are also capable of autofocus functions Notably, it should be pointed out that LiDAR scanners are available in the Pro models only On the whole, TrendForce expects the latest iPhone devices to account for about 39% of Apple’s total annual production volume for 2021 As all iPhone 12s handsets contain 5G modems, the share of 5G models in the overall iPhone production is projected to expand massively from 39% in 2020 to 75% in 2021 Furthermore, Apple is expected to focus on driving sales of the three non-mini models in the iPhone 12s series in view of the fact that the iPhone 12 mini (which reached End-of-Life ahead of time in 2Q21) suffered disappointing sales performances compared to other models in the iPhone 12 family 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
Supply of Large-Sized Panel DDI Likely to Remain Tight, with Shortage Also Expected for TCON Due to Limited Backend Packaging/Testing Capacities, Says TrendForce

2021/06/16

Display

The stay-at-home economy generated by the COVID-19 pandemic has galvanized a rising demand for IT products this year, with a corresponding increase in DDI demand as well, according to TrendForce’s latest investigations More specifically, large-sized DDI demand is expected to increase by as much as 74% YoY in 2021, although the availability of 8-inch foundry capacity in the upstream supply chain is expected to increase by a mere 25% YoY due to other chips with relatively higher margins occupying much of this capacity Foundries such as NexChip and SMIC are still continuing to install production capacities this year, and the supply of large-sized DDI will undergo a slight increase as a result However, these newly installed capacities will be unable to fully alleviate the scarcity of large-sized DDI, which may potentially persist until the end of 2021 While the supply of TCON similarly faces the issue of shortage, high-end TCON models bear the brunt of the impact In addition to the tight supply of large-sized DDI, the recent shortage of TCON (timing controllers) has also adversely affected the shipment volume of large-sized panels, especially for high-end TCON models The shortage of TCON can primarily be attributed to the fact that high-end TCON is mainly manufactured in 12-inch fabs, where various chips compete over limited wafer capacities In addition, backend logic IC packaging and testing capacities are similarly in short supply, thereby adding further risk to the supply of TCON In particular, manufacturing high-end TCON requires longer wire bonding time compared with mainstream TCON, meaning the current shortage of wire bonding capacity will lead to a widening shortage of high-end TCON While the expanding capacity of packaging and testing services for logic chips is yet to catch up to the surging demand for various end products, the shortage of high-end TCON will unlikely be alleviated in the short run Prices of large-sized DDI will undergo an increase once again in 3Q21 due to persistently tight supply TrendForce’s investigations indicate that, as 8-inch foundry capacities fall short of market demand, production capacities allocated to large-sized DDI have accordingly been crowded out by other chips Foundry quotes are also expected to undergo an increase once again in 3Q21 Hence, IC suppliers will accordingly raise their large-sized DDI quotes for clients in the panel manufacturing industry as well It should be pointed out that the demand for IT products is expected to slow down in response to increased vaccinations in Europe and the US, where governments have been gradually easing lockdown measures and border restrictions Therefore, demand for panels, which has remained in an upward trajectory since last year, will likely experience a gradual downward correction in 4Q21, thus narrowing the gap between supply and demand of large-sized DDI However, IC suppliers will not be able to address the tight supply of backend packaging and testing capacity in the short run, so panel suppliers will still need to contend with a shortage of TCON going forward On the whole, IC suppliers are unlikely to obtain sufficient 8-inch foundry capacities for manufacturing large-sized DDI, since 8-inch fabs will continue to operate at maximum capacity utilization rates for the next year IC suppliers must therefore flexibly adjust their large-sized DDI procurement in accordance with cyclical downturns of foundry demand In other words, the supply and demand situation of large-sized DDI and TCON will remain key to the supply and demand of panels in 2022 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
Enterprise SSD Prices Projected to Increase by More Than 10% QoQ in 3Q21 Due to Growing Procurement Capacity, Says TrendForce

2021/06/03

Semiconductors

Enterprise SSD procurement has been rising on the back of growing server shipments since 2Q21, according to TrendForce’s latest investigations In particular, the share of 8TB products in shipments of SSDs to data centers has shown the most noticeable growth, which is expected to persist through 3Q21 However, certain SSD components and parts may be in shortage due to insufficient foundry capacity TrendForce is therefore revising the QoQ hikes in contract prices of enterprise SSDs for 3Q21 to 10-15% from the previous projection of 5-10% TrendForce further indicates that the high demand for enterprise SSDs in 3Q21 is attributed to several factors First, North American cloud service providers (hyperscalers) have pretty much completed their inventory adjustments and now continue to expand their storage capacity Second, the flow of incoming orders to traditional server brands is getting stronger over the quarters as government agencies and SMBs increase their budgets for IT infrastructure Third, Intel and AMD are ramping up production for server CPUs based on their respective new processor platforms Following the adoption of new CPUs, the overall demand for enterprise SSDs has also shifted to higher-density products because clients want to upgrade their computing power and storage capacity Specifically, demand is mainly trending toward 4/8TB SSDs since raising NAND Flash density can lower the cost of SSD deployment Supply leader Samsung will likely gain control over enterprise SSD pricing in the market Regarding the supply end, Samsung has a higher flexibility in supplying SSDs compared to the other suppliers because it has a higher share of in-house components for its storage products Therefore, in view of the possible shortage in certain SSD components, Samsung will likely be able to further expand its market share for enterprise SSDs Furthermore, Samsung’s products are expected to account for more than 50% of enterprise SSDs (in terms of bits) shipped to data centers in North America in 3Q21 This dominance will likely further Samsung’s ability to dictate market prices going forward Intel, on the other hand, has been constrained in its ability to manufacture enterprise SSDs due to a shortage of PMICs In addition, Intel has mostly been fulfilling orders for QLC products As a result, Intel’s market share may potentially decrease in the TLC-dominant enterprise SSD sector Regarding other suppliers including Kioxia and SK Hynix, although they have been able to raise their market shares due to gradual adoption of their products by clients, they are unlikely to catch up to Samsung for the time being On the PC client SSD front, at the moment, demand for notebook computers has remained strong, while the supply of SSD controller IC is still relatively tight TrendForce therefore forecasts a slight 3-8% QoQ increase in client SSD contract prices for 3Q21 Regardless, suppliers will not slow down their process migrations Starting from 3Q21, 176L PC client SSDs will be available on the market, with a corresponding increase in supply bits in the upstream SSD supply chain 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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