DRAM price erosion expected through the end of 2020
Price jump that typically coincides with the introduction of new smartphone models in 3Q and 4Q is not expected due to disrupted buying patterns and cautious discretionary spending.
Cree divest its LED operations as LED supply chain continues its shift to Asia After global LED giant Cree divested its lighting business in 2019, the company has announced its plan to sell its LED business to SMART Global Holdings (SGH) for USD 300 million. TrendForce indicates that Chinese manufacturers have quickly risen in the LED industry in recent years, benefiting from superior production capacities and cost optimization measures.
While close to settling legal case with US, UMC to focus more on foundry business UMC has announced today (Oct. 22) that the legal case against the company filed by the U.S. Justice Department for stealing trade secrets could now be resolved as soon as possible, according to TrendForce’s latest investigations.
SK Hynix holds second highest NAND market share via acquisition of Intel’s NAND capacity SK Hynix has announced today (Oct. 20) that it will acquire Intel’s NAND Flash business and Dalian-based Fab 68, which is dedicated to 3D NAND Flash production, for USD 9 billion.
Chinese panel makers expected to occupy more than 50% share in monitor panel market in 2021 Chinese manufacturers are expected to raise their market share from 39% this year to 52% next year in the monitor panel market, and 36% to 39% in the notebook panel market, according to TrendForce’s preliminary shipment forecast of panel makers for 2021.
China forecast to represent 22% of the foundry market in 2020 However, market uncertainty looms as TSMC's shipments to HiSilicon ceased in mid-September, says IC Insights.
Advanced packaging market to witness steady growth of 8% during 2020-2026 According to a recent study from market research firm Global Market Insights, the advanced packaging market is set to grow from its current market value of more than $25 billion to over $40 billion by 2026, gaining remarkable traction over the 2020 to 2026 period.
Strong demand in 3Q20 results in highest single-quarter global TV shipments Owing to a 20% increase in TV demand in North America, as well as the fact that TV brands had deferred their shipment schedules in 1H20 due to the COVID-19 pandemic, the effects of the third-quarter cyclical upturn were further compounded in 3Q20, according to TrendForce’s latest investigations.
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Overall memory ASP to decline by nearly 10% given persistent oversupply in 4Q20 The memory market (including DRAM and NAND Flash) is still in a state of oversupply in 4Q20, according to TrendForce’s latest investigations.
Top 10 tech industry trends for 2021 As the DRAM industry officially enters the EUV era, NAND Flash stacking technology advances past 150L, says TrendForce as it provides its forecast of 10 key trends in the tech industry for 2021.
Global semiconductor sales increased 4.9% YoY in August Sales into the Americas increase 23.6% year-to-year; worldwide sales up 3.6% month-to-month
Two acquisitions make 2020 the second-highest year for semi M&As After a slow start, Analog Devices' agreement to buy Maxim and Nvidia's deal to acquire ARM raise the total value of M&A deals this year to more than USD 63.0 billion.
Top-10 semiconductor suppliers continue to grow in Q2 Building on Q1’s bullish growth in weak market conditions, the world’s top-10 semiconductor suppliers managed to continue their revenue growth at a rate of 2.4% in Q2 2020, PC and server sales continue to grow driven by COVID lockdown restrictions as working and learning from home are becoming the new norm.
Samsung to galvanise growth of mini LED backlight TV market Yearly Mini LED backlight TV shipment is projected to reach 4.4 million units for 2021, a 2% penetration rate in the overall TV market, as brands begin integrating Mini LED backlights into their TVs and continue to improve technologies as well as optimise costs, according to TrendForce’s latest investigations.
BOE to control 28% of global large-sized display panel capacity in 2021 After a period of back-and-forth negotiations, the sale of CEC Panda has finally materialised, as BOE formally announced on September 23 its plan to acquire an 80.831% share in CEC Panda’s Nanjing-based Gen 8.5 fab and 51% share in CEC Panda’s Chengdu-based Gen 8.6+ fab, according to TrendForce’s latest investigations.
Pure-play foundry market on pace for strongest growth since 2014 Application processors and other device sales for 5G smartphones act as a robust driver, says IC Insights.
China’s smartphone market prepares for reshuffling as new sanctions against Huawei take effect Based on sanctions imposed on Huawei by the U.S. Bureau of Industry and Security on August 17, semiconductor components containing U.S.-originated technologies or software from September 15 onward can no longer be shipped to Huawei without permission from the U.S. Department of Commerce.
Nvidia's $40 billion ARM purchase will test current M&A "ceiling" Potentially the largest acquisition in semiconductor history faces plenty of obstacles.
NA semi equipment industry posts August 2020 billings North America-based manufacturers of semiconductor equipment posted USD 2.65 billion in billings worldwide in August 2020 (three-month average basis), according to the August Equipment Market Data Subscription (EMDS) Billings Report published today by SEMI.
Sluggish server production in 4Q20 to be joined by decline in server DRAM prices Due to server ODMs’ higher-than-expected inventory of server barebones in 3Q20, additional server orders from the ODMs’ clients came to a screeching halt, therefore resulting in a QoQ decrease in overall server orders for the quarter, according to TrendForce’s latest investigations.
Total microprocessor sales to edge slightly higher in 2020 Sales expected to strengthen in 2021 with embedded processors and computer CPUs leading the growth
2H20 growth expectations vary among leading IC suppliers As expected, most IC suppliers experienced weaker demand and generally poor sales results in the first half of this year due to the Covid-19 pandemic and strained U.S./China trade relations. However, as reported by IC Insights, some key IC suppliers believe that the second half of this year will yield better results.
Notebook shipment expected to soar past 180 million units in 2020 Demand for notebook computers (NBs) across the globe experienced an explosive growth in 2Q20 due to an increase in working from home and distance education demand generated by the COVID-19 pandemic, according to TrendForce’s latest investigations.
COVID-19 drives rise in global fab equipment spending Soaring pandemic-inspired demand for chips that power everything from communications and IT infrastructures to personal computing, gaming and healthcare electronics will drive an 8% increase in global fab equipment spending in 2020 and a 13% increase in 2021, SEMI reports.Load more news
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