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keyword:TrendForce339 result(s)

Press Releases
Outage at Taipower’s Hsinta Power Plant Found to Have No Impact on Memory Fabs and Foundries, Says TrendForce

2021/05/13

Semiconductors

The Hsinta Power Plant in Taiwan’s Kaohsiung City was shut down unexpectedly at 2:37 pm on May 13 (today local time) due to malfunction The effect of this incident has been felt across the entire island TrendForce has undertaken a swift survey on the damages and operation status of each supplier, and the results indicate that most DRAM and NAND Flash suppliers are provisioning power to their fabs normally; although some fabs experienced a reduction in voltage, this did not impact production Regarding foundry, the Southern Taiwan Science Park located in Tainan sustained a relatively higher impact, with power outages occurring in some fabs, though the uninterruptible power supplies came into operation and ensured the power outage had only limited impact, according to preliminary investigations With regards to DRAM production capacity, Taiwan accounts for about 21% of the global total On the other hand, with regards to NAND Flash capacity, Taiwan hosts production capacities from Macronix, PSMC, Winbond, with these capacities collectively accounting for about 1% of the global total Finally, with regards to foundry capacity in Taiwan, combined 12-inch capacities from TSMC, UMC, Vanguard, and PSMC account for about 56% of the global total, while their 8-inch capacities account for about 40% of the global total As the power outage occurred due to an unknown malfunction within the power plant, government-run utility Taipower has implemented rolling blackout in order to compensate for insufficient generation capacity Regarding the impact of this incident on Taiwan’s semiconductor industry, supplying power to local wafer fabs is going to be the top priority for Taipower because even the shortest power disruption can have a devastating effect on the operation of chip production lines and lead to considerable losses Currently, Taipower has no plan to extend rolling blackout to areas where wafer fabs (including DRAM, NAND Flash, and foundry plants) are located 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
Growth in Total Smartphone Production for 2021 Drops to 8.5% YoY Due to India’s Second Wave of Coronavirus, Says TrendForce

2021/05/10

Consumer Electronics

TrendForce’s investigations find that India has become the second largest market for smartphones since 2019 However, the recent worsening of the COVID-19 pandemic in the country has severely impaired India’s domestic economy and subsequently dampened various smartphone brands’ production volume and sales (sell-in) performances there TrendForce is therefore revising the forecasted YoY growth in global smartphone production for 2021 from 94% down to 85%, with a yearly production volume of 136 billion units and potential for further decreases going forward TrendForce further indicates that the top five smartphone brands (Samsung, Apple, Xiaomi, OPPO, and Vivo) have either set up assembly plants in India or sought assistance from EMS providers with operations in the country Hence, the share of made-in-India smartphones has been on the rise over the years, even though the majority of the domestically manufactured devices are still for meeting the demand of the home market Judging from the current state of Indian smartphone manufacturing, TrendForce expects the second wave to reduce the country’s smartphone production volume for 2Q21 and 3Q21 by a total of 12 million units, in turn resulting in a 75% YoY decrease in smartphone production in India for the whole year In India, the second wave of COVID-19 has heavily impacted the middle and upper classes and weakened the sales of smartphones in 2Q21 India’s demographic dividend has generated an enormous demand in the domestic smartphone market As well, the Indian government has been actively promoting domestic electronics manufacturing so as to boost the economy and create new job opportunities On one hand, the Indian government has instituted a more restrictive tariff policy to force the localization of the supply chain On the other hand, it is offering incentives to international smartphone brands so that they will expand the share of local device production According to local news, people from the more affluent middle and upper classes are being hit the hardest by the second wave This development will directly impact the country’s smartphone market in 2Q21 by weakening domestic consumer demand and in turn causing a drop in the ASP of smartphones Smartphone brands are therefore expected to closely monitor their inventories of whole devices and adjust their subsequent production plans accordingly The top four smartphone brands in India, which are Xiaomi, OPPO, Samsung, and Vivo, with respective market shares of 25%, 23%, 22%, and 16%, collectively account for about 86% of the country’s total sales As these brands primarily focus on the US$100-$250 product segment, the worsening pandemic has had an impact on all of them With regards to manufacturing operations, most factories are reportedly operating normally without being disrupted by the pandemic However, the accelerated spread of the coronavirus may adversely affect the lower and middle classes, who comprise the vast majority of the labor force Should the health crisis in India remain unaddressed, TrendForce believes that the country’s import/export operations may come to a standstill as a result, and transportation of key smartphone components may also be disrupted On the whole, if the pandemic were to remain uncontained in India throughout 2Q21, then the country’s economic outlook for 2H21 would likely be less than optimistic, and there would be a further reduction in global smartphone production for the year If these developments were to take place, then TrendForce proposes a “bear case scenario” in which the global smartphone production for the year increases by less than 8% YoY 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
Impact of Power Outage on TSMC Fab14 P7 Still Remaining Under Assessment, with Production of Automotive MCU and CIS Logic Products Hit Hardest, Says TrendForce

2021/04/15

Semiconductors

TSMC’s Fab14 P7 in the Southern Taiwan Science Park suffered a power outage on April 14th The cause of the power outage was an accidental severing of an underground power cable during construction work nearby According to TrendForce’s latest investigations, the facility accounts for around 4% of TSMC’s total 12-inch wafer foundry capacity and around 2% of the global 12-inch wafer foundry capacity, and TSMC is still assessing the exact figures for the wafers that have to be scrapped and the wafers that can be reworked According to the latest available information, power was fully restored to the fab site at 7:30 pm on April 14th The diesel uninterruptible power supply (DUPS) of the facility kicked in instantly when the power cable was cut, but there was still a short period of power interruption and voltage drop As a result, some of the equipment systems in the facility temporarily experienced operational irregularity or malfunction Based on past experiences with this type of incident, TrendForce believes that it will take 2-7 days to recalibrate the equipment systems so that they can return to normal operation For TSMC, this power outage incident has had implications on both revenue and production With respect to revenue, TrendForce’s own analysis indicates that the disposal of the wafers that are too damaged for rework will bring about a revenue impact of US$10-25 million This amount represents less than 01% of TSMC’s annual total revenue On the other hand, with respect to production, the Fab14 P7 facilities contain 45/40nm and 16/12nm production lines, and the outage will primarily impair end products including smartphones and automobiles, since automotive chips, which are in extreme shortage at the moment, are manufactured at the 45/40nm nodes, and 45/40nm capacities are among the most insufficient among all foundry capacities TrendForce further indicates that clients whose wafer inputs for automotive MCU and CIS logic products (manufactured at the 45/40nm nodes) are bearing the brunt of the outage’s impact mainly include NXP, Renesas, and Sony In particular, Sony CIS 40nm Logic products are primarily supplied for high-end smartphones However, as Sony manufactures these products in its in-house facilities as well, even if TSMC were to fully discard this batch of wafers, Sony’s supplies will remain relatively unaffected in the short run On the other hand, after the automotive market entered a gradual recovery in 2H20, automotive MCUs have been in shortage due to automakers’ insufficient inventory Furthermore, a fire broke out at Renesas’ Naka-based 12-inch fab on March 19, and the fab’s cleanrooms were severely damaged as a result As of now, manufacturing operations at the Naka fab have yet to resume Since TSMC has been allocating some of its production capacities in Fab14 to these products as a substitute for the Naka fab, TrendForce believes that the power outage incident will likely exacerbate the shortage of automotive MCUs 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

Press Releases
Foundry Revenue Projected to Reach Historical High of US$94.6 Billion in 2021 Thanks to High 5G/HPC/End-Device Demand, Says TrendForce

2021/04/15

Semiconductors

As the global economy enters the post-pandemic era, technologies including 5G, WiFi6/6E, and HPC (high-performance computing) have been advancing rapidly, in turn bringing about a fundamental, structural change in the semiconductor industry as well, according to TrendForce’s latest investigations While the demand for certain devices such as notebook computers and TVs underwent a sharp uptick due to the onset of the stay-at-home economy, this demand will return to pre-pandemic levels once the pandemic has been brought under control as a result of the global vaccination drive Nevertheless, the worldwide shift to next-gen telecommunication standards has brought about a replacement demand for telecom and networking devices, and this demand will continue to propel the semiconductor industry, resulting in high capacity utilization rates across the major foundries As certain foundries continue to expand their production capacities this year, TrendForce expects total foundry revenue to reach a historical high of US$946 billion this year, an 11% growth YoY TrendForce’s latest analysis also finds that shipments and production volumes of end products will continue to grow in the post-pandemic period Regarding host computers, the total (or global) shipments of servers and workstations are forecasted to undergo a yearly growth mainly driven by applications that are enabled by 5G and HPC As for various types of client (or end-user) devices, the annual total production volume of 5G smartphones, in particular, is forecasted to increase by around 113% YoY The penetration rate of 5G models in the smartphone market is also forecasted to rise to 37% in the same year Turning to notebook (or laptop) computers, their total shipments in 2021 will register a YoY growth rate of about 15% thanks to the proliferation of the stay-at-home economy Finally, the governments of many countries introduced consumption subsidies during the pandemic so as to stimulate the domestic economy Video streaming services have also grown dramatically with respect to content and demand because of the pandemic As a result, the TV market is seeing a wave of replacement demand as consumers want to purchase the latest models that offer higher resolutions (eg, 4K and 8K) and network connectivity (ie, smart TVs) The total shipments of digital TVs in 2021 are forecasted to undergo a YoY growth rate of around 3% The high demand for the aforementioned end devices has therefore resulted in a corresponding surging demand for various ICs used in these devices, including CIS, DDI, and PMICs In addition, the increasing adoption of cloud services, including IaaS, PaaS, and SaaS, has also generated a massive demand for various high-end CPUs and memory products used in the HPC platforms that power said cloud services On the whole, TrendForce believes that, with demand maintaining a healthy growth momentum for many kinds of end products, semiconductor components that are manufactured with the same foundry nodes will be competing for production capacity Some categories of ICs will therefore experience a more severe capacity crunch due to the product mix strategies of respective foundries In the short term, no effective resolution is expected for the undersupply situation in the foundry market Certain foundries will continue to expand their production capacities in 2021 as the semiconductor industry undergoes a structural change With regards to the expansion plans of various foundries this year, tier-one and tier-two foundries will prioritize the development of different process nodes More specifically, tier-one foundries, including TSMC and Samsung, will focus on the R&D, fab build-out, and capacity expansion for the 5nm and below nodes in response to the growing chip demand for HPC-related applications On the other hand, tier-two foundries, including SMIC, UMC, and GlobalFoundries will primarily focus on expanding their production capacities of the 14nm to 40nm mature process nodes in order to meet the massive demand for next-gen telecom technologies (such as 5G and WiFi6/6E) and other diverse applications (such as OLED DDI and CIS/ISP) Incidentally, it should be pointed out that SMIC’s capacity expansion plans have been constrained after the US Department of Commerce added SMIC to the Entity List, which prohibited the company from procuring US semiconductor equipment However, SMIC still possesses enough funds for procuring non-US equipment and building new fabs, as the company is not only actively expanding its existing 8-inch and 12-inch wafer capacities, but also proceeding with the construction of its new fab in Beijing Apart from the aforementioned companies, other foundries, including PSMC, Tower Semiconductor, Vanguard, and HHGrace, will prioritize the capacity expansion of their 8-inch wafers (which are used for the 55nm and above nodes) to meet the demand for large-sized DDI, TDDI, and PMICs These foundries, in contrast with their larger competitors, are primarily focusing on 8-inch capacity expansion due to the relatively high cost of DUV immersion systems used for the 40/45nm and below processes For these companies, it is much more economically feasible to instead undertake capacity expansions for the 55/65nm and above nodes 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
Revenue of Top 10 IC Design (Fabless) Companies for 2020 Undergoes 26.4% Increase YoY Due to High Demand for Notebooks and Networking Products, Says TrendForce

2021/03/25

Semiconductors

The emergence of the COVID-19 pandemic in 1H20 seemed at first poised to devastate the IC design industry However, as WFH and distance education became the norm, TrendForce finds that the demand for notebook computers and networking products also spiked in response, in turn driving manufacturers to massively ramp up their procurement activities for components Fabless IC design companies that supply such components therefore benefitted greatly from manufacturers’ procurement demand, and the IC design industry underwent tremendous growth in 2020 In particular, the top three IC design companies (Qualcomm, Broadcom, and Nvidia) all posted YoY increases in their revenues, with Nvidia registering the most impressive growth, at a staggering 522% increase YoY, the highest among the top 10 companies According to TrendForce’s latest investigations, Qualcomm was able to overtake Broadcom for the leading position in the top 10 list primarily due to two reasons: First, the sudden demand surge for network devices; and second, Apple’s decision to once again adopt Qualcomm’s baseband processors Incidentally, US sanctions against Huawei also prompted other smartphone brands to ramp up their production volumes in an attempt to seize additional market shares Taken together, these factors collectively drove up Qualcomm’s revenue last year Likewise, although the US-China trade war hampered Broadcom’s performances in 1H20, its smartphone RF front-end became a crucial part of Apple’s supply chain in 2H20 Even so, Broadcom fell to second place in the rankings, since its revenue growth was relatively minor The Mellanox acquisition substantially bolstered the depth and breadth of Nvidia’s data center solutions, which generated nearly US$64 billion in revenue, a 1212% increase YoY Owing to its data center solutions and gaming graphics cards, which performed well in the market, Nvidia posted the highest YoY revenue growth among the top 10 companies, at 522% as previously mentioned The three Taiwanese companies delivered remarkable performances as well In particular, MediaTek’s revenue underwent a 373% YoY increase in 2020, an overwhelming improvement over the 1% YoY increase in 2019 MediaTek’s growth last year took place due to several reasons, including the skyrocketing demand for notebooks and networking products, the success of MediaTek’s 5G smartphone processors, and improved specs as well as cost optimizations for MediaTek’s networking products Novatek’s revenue grew by 301% YoY, as the US-China trade war and the stay-at-home economy brought about by the pandemic resulted in strong sales of its driver ICs and TV SoCs Finally, Realtek benefitted from the high demand for its various offerings, most notably networking products and notebooks, although sales of its audio products and Bluetooth chips were also respectable Realtek’s revenue increased by 341% YoY Capitalizing on the capacity limitations of Intel’s 10nm process, AMD made significant inroads in the notebook, desktop, and server CPU markets, resulting in a $97 billion revenue, a remarkable 45% increase YoY Although Xilinx’s revenue declined by 56% YoY in the wake of the US-China trade war, recent QoQ changes in Xilinx’s revenue show that the company is well on its way to recovery going forward Although vaccines are being administered across the globe at the moment, the pandemic has yet to show any signs of slowdown in 1Q21 While device manufacturers remain active in procuring components, the shortage of foundry capacities is expected to persist throughout the year IC design companies are likely to raise IC quotes given the need to ensure sufficient foundry capacities allocated to IC products, in turn propelling IC design revenue to new heights in 2021 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

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