-
Research Report
Research Directory
Semiconductors
LED
Consumer Electronics
Telecommunications
Emerging Technologies
Economics
- Membership
- Price Trends
- Press Center
- Blog
- Events
- Contact Us
9 February 2023
According to TrendForce’s analysis, global car sales dipped by 0.1% YoY to 81.05 million vehicle units for 2022, showing almost no change from the 2021 figure. However, there is a chance for the global car market to return to positive growth this year. TrendForce currently projects that global car sales will increase by 3.8% YoY to 84.1 million vehicle units for 2023.
View More1 February 2023
According to TrendForce, Apple is expected to adopt Micro LED for its consumer electronic products in the close future. The Apple Watch will likely be the first among Apple’s products to feature a Micro LED display, and the adoption is anticipated to occur in 2024. Then, during the period from 2026 to 2030, the application scope of Micro LED could expand to encompass AR headset displays, smartphone displays, automotive displays, etc.
View More31 January 2023
TrendForce has lowered the YoY growth rate of their total server procurement quantity for this year from the original projection of 6.9% to the latest projection of 4.4%. With CSPs cutting demand, global server shipments are now estimated to grow by just 1.87% YoY for 2023.
View More31 January 2023
TrendForce has lowered the YoY growth rate of their total server procurement quantity for this year from the original projection of 6.9% to the latest projection of 4.4%. With CSPs cutting demand, global server shipments are now estimated to grow by just 1.87% YoY for 2023.
View More19 January 2023
TrendForce’s recent analysis of the foundry market reveals that demand continues to slide for all types of mature and advanced nodes. The major IC design houses have cut wafer input for 1Q23 and will likely scale back further for 2Q23
View More9 January 2023
However, the slump will have yet to reach the bottom at that time. Regarding the QoQ changes in the prices of the major categories of DRAM products for 1Q23, PC DRAM and server DRAM are projected to again register a drop that is near 20%. Conversely, mobile DRAM will experience the smallest price decline because its profit margin is ready the thinnest.
View More16 January 2023
Annual global shipments of foldable smartphones are projected to climb from around 12.8 million units for 2022 to around 18.5 million units for 2023, says TrendForce in its latest report on the market for OLED displays. Among the key components for a foldable smartphone, hinges play a critical role in determining the cost of the whole device. In a foldable smartphone, hinges are responsible for the durability or flex life of the foldable display, the visibility of the fold crease on the display, the feel of flipping the device, and many other functions that are vital to user experience. In other words, the quality of hinges will directly affect consumers’ willingness to purchase a foldable smartphone. With the penetration rate of foldable models rising in the smartphone market, the value of the global market for hinges used in foldable OLED smartphones will rise by 14.6% YoY to above the level of US$500 million for 2023.
View More11 January 2023
The ongoing Russia-Ukraine military conflict and high inflation will continue to affect the global economy and politics during 2023. The recent decline of the global economy, in particular, has significantly dampened the outlook on sales of whole TV sets since the performance of the TV market primarily depends on consumer demand. Therefore, TrendForce projects that shipments of TV panels will fall by 2.8% YoY to a total of 264 million pieces for 2023.
View More10 January 2023
According to TrendForce’s analysis of the supply chain for display panels, demand slowed dramatically in 2Q22 and thereby caused inventory level to rise sharply for display driver ICs (DDIs) within a short period. However, the market for DDIs is in a notably better state now in 1Q23 following two to three quarters of price decline, reduction in wafer input, and inventory consumption. Moreover, the first quarter is the critical period when DDI suppliers set their wafer input quantities. In order to effectively meet the demand for 2H23, DDI suppliers will need to finish arranging orders with their foundry partners by the end of 1Q23.
View More1 February 2023
According to TrendForce, Apple is expected to adopt Micro LED for its consumer electronic products in the close future. The Apple Watch will likely be the first among Apple’s products to feature a Micro LED display, and the adoption is anticipated to occur in 2024. Then, during the period from 2026 to 2030, the application scope of Micro LED could expand to encompass AR headset displays, smartphone displays, automotive displays, etc.
View More21 December 2022
According to TrendForce’s latest research, shipments of Mini LED backlit automotive display modules are estimated to total around 140,000 units this year because of their use by European, Chinese, and US carmakers.
View More11 November 2022
Ennostar’s subsidiary Epistar and PlayNitride’s wholly-owned subsidiary PlayNitride Display have announced that they have teamed up to build a production line for 6-inch Micro LED epi-wafers. Looking at the latest progress in the development of Micro LED, large-sized displays are regarded as the forerunners to the more advanced end products. Even though Micro LED has unresolved technological bottlenecks and cost-related issues, TrendForce is optimistic that this technology will eventually be adopted for the development of different kinds of displays and end products. Examples include transparent AR smart glasses, displays for wearable devices like smartwatches, automotive displays such as those embedded in a smart cockpit, and other transparent display products. Furthermore, the latest efforts in product development will likely create new high-end applications for Micro LED. TrendForce currently forecasts that the value of the market for Micro LED chips used in displays will reach US$542 million in 2024. Afterwards, the market will experience soaring growth starting in 2025 on account of the maturation of technologies.
View More23 December 2022
Based on recent wafer transactions, TrendForce estimates that prices (in RMB per piece) of M10 wafers have fallen by 19.5% MoM for December. Among different wafer sizes, M10 appears to have suffered the largest price drop.
View More6 December 2022
TrendForce believes, regardless of the outcome of this probe, the tariff exemption that the US government has recently granted for PV module imports from Southeast Asia will remain in force. The exemption applies to modules that are to be imported before June 6, 2024 and installed at project sites before December 2024. Therefore, the initial ruling has no tangible impact during the interim period.
View More24 October 2022
TrendForce indicates that the rapid rise in the penetration rate of the global new energy vehicle (NEV) market has stimulated an increase in the installed capacity of power batteries on a yearly basis. At the same time, the technological path of lithium iron phosphate batteries in the field of electrochemical energy storage has become the mainstream solution for new installed capacity in recent years and its market share is rising rapidly. As EV and energy storage batteries are retired on a large-scale in the future, TrendForce estimates that the global market for EV and energy storage battery recycling will exceed 1TWh by 2030, of which the scope of lithium iron phosphate battery recycling will account for more than a 58% share.
View More17 January 2023
As for 2023, the outlook on the performance of the notebook computer market remains uncertain at this moment. TrendForce expects the YoY decline to moderate to about 7.8%, but shipments are projected to total only 171 million units.
View More5 January 2023
TrendForce projects that LCD monitor shipments will return to the pre-pandemic level, coming to around 127 million units and registering a YoY decline of about 5.8%.
View More28 December 2022
However, this move still not enough to bring an immediate relief to the current capacity crunch. Given this situation, TrendForce has corrected down its projection on the total shipments of all iPhone 14 models in 2022 to 78.1 million units.
View More19 January 2023
TrendForce forecasts that the value of the global 5G market will reach US$14.5 billion in 2023 thanks to the promotion of 5G private networks by enterprises and the upgrading of the equipment purposed for small cells and 5G FWA. Then, the global 5G market will further scale up to US$37 billion in 2026, with the CAGR for the 2023~2026 period coming to 11.0%. Applications related to the Metaverse will help spur the demand for 5G networks during the period.
View More6 September 2022
According to TrendForce research, shipments of 5G FWA devices will reach 7.6 million units in 2022, an annual increase of 111%, due to the expansion of 5G coverage and growing market demand for Fixed Wireless Access (FWA) services. 5G FWA device shipments in 2023 are estimated at 13 million units. At present, Nokia, Huawei, Casa Systems, and TCL have launched relevant solutions, using Qualcomm, MediaTek, and UNISOC made chips. Taiwanese players include Arcadyan, Zyxel, Sercomm, Wistron NeWeb, Askey, and Alpha Networks. As installed capacity increases, new demand is created for communication equipment manufacturers and new business opportunities become available to upstream component suppliers.
View More1 August 2022
The entire world utilizes the building of 5G networks to meet the needs of individual users and vertical industries and, as the ubiquity of 5Q continues to broaden, its applications cover the medical, education, industry, and agriculture sectors, forming a business model that can be replicated and promoted, and accelerating development of its network scale. TrendForce estimates that Huawei, Ericsson, and Nokia will account for 74.5% of the global base station market in 2022.
View More9 February 2023
According to TrendForce’s analysis, global car sales dipped by 0.1% YoY to 81.05 million vehicle units for 2022, showing almost no change from the 2021 figure. However, there is a chance for the global car market to return to positive growth this year. TrendForce currently projects that global car sales will increase by 3.8% YoY to 84.1 million vehicle units for 2023.
View More7 December 2022
According to TrendForce’s research, the scale of the global market for military unmanned aerial vehicles (military UAVs, also known as military drones)will expand at a CAGR of 27.6% during the 2022~2025 period, from US$16.5 billion to US$34.3 billion.
View More24 November 2022
TrendForce’s latest research finds that global sales of new energy vehicles (NEVs), which encompass battery-electric vehicles (BEVs), plug-in hybrid electric vehicles (PHEVs), and fuel-cell vehicles (FCVs), rose by 70% YoY to 2.87 million units for 3Q22. Of the quarterly total, BEV sales accounted for 2.147 million units and registered a YoY growth of 75%, whereas PHEV sales accounted for 714,000 units and registered a YoY growth of 57%.
View More10 February 2023
In today’s DRAM spot market, the momentum shows not enough. However, the buyers hold a passive attitude toward the market. Although some suppliers adjust the price in order to meet the buying condition, the inquiries are still not ideal. As a result, the overall buying price is still in the downtrend. In the mainstream category, the average price of DDR4 8G (1Gx8) 2666 drops to USD 1.824, an
View More10 February 2023
Polysilicon Polysilicon prices saw a significant increase this week, where mono-Si compound feedings and mono-Si dense materials were conc
View More
