2022 notebooks shipments expected to reach 238M units
Due to the pandemic, laptops shipments reached a record high of 240 million units in 2021, according to TrendForce's investigations.
Smartphone camera module shipments to reach 4.92B in 2022 In recent years, the biggest trend of smartphone camera modules is the increasing number of rear camera modules, according to TrendForce’s investigations.
Semi content in electronic systems reached new high in 2021 The value of semiconductor content in electronic systems reached 33.2% last year, surpassing the previous record high set in 2018, says IC Insights.
European semiconductor sales up 26.3% YoY European semiconductor sales in November 2021 reached US$ 4.267 billion, an increase of 26.3% versus the same month one year ago, reports the European Semiconductor Industry Association (ESIA).
Component shortage continues to impact device shipments Driven by forces such as the pandemic, geopolitics, and the digital transformation of everyday life, there has been a shortage of global foundry production capacity for nearly two years and shortages have been especially severe for mature 1Xnm~180nm nodes, according to TrendForce’s investigations.
2022 Semi sales to grow 11% after surging 25% in 2021 Above average increases are expected in all major product categories, which will lift the global market to record-high revenues in 2022 despite growth rates easing from last year’s economic rebound, says report.
Mobile phone AMOLED panels to reach 46% market penetration in 2022 Benefiting from expanded introduction of AMOLED mobile phone models by Apple, Samsung and Chinese brands, the market penetration rate of AMOLED panels for mobile phones in 2021 was 42%, according to TrendForce's investigations.
Global semiconductor sales up 23.5% YoY in November Global semiconductor industry sales were USD 49.7 billion in the month of November 2021, an increase of 23.5% over the November 2020 total of USD 40.2 billion and 1.5% more than the October 2021 total of USD 49.0 billion, says SIA.
No major impact on Taiwan DRAM and foundry fabs following earthquake An earthquake that was around magnitude 6.0 on the Richter scale occurred off the east coast of Taiwan at 5:46PM local time on January 3, 2022.
Xi’an update: Samsung to adjust NAND Flash production Currently, the consequences of Xi’an’s lockdown on Samsung is weighted most heavily towards the difficulty of scheduling shifts for personnel, according to TrendForce’s investigations.
17 Semiconductor companies forecast >$10B in sales in 2021 17 companies forecast to have worldwide semiconductor (IC and O S D—optoelectronic, sensor, and discrete) sales of >$10.0 billion in 2021. Three semiconductor companies – AMD, NXP, and Analog Devices — are expected to join the noteworthy “megasuppliers” list in 2021.
Samsung’s Xi’an production unaffected amidst lockdown The Chinese city of Xi’an has been placed under lockdown due to a local outbreak of the Delta variant, although it remains uncertain as to when the lockdown will end, according to TrendForce’s latest investigations.
Server shipments forecast to increase 4~5% YoY in 2022 The new normal ushered in by the pandemic will not only become the driving force of digital transformation but will also continue to drive the server market in 2022, according to TrendForce’s investigations.
Semi capex on pace for 34% growth in 2021 to record $152B Foundries are forecasted to account for over one-third of semiconductor capex spending this year. New factories and equipment for 7/5/3nm processes highlight growing dependence on foundry business model.
Robot density nearly doubled globally The use of industrial robots in factories around the world is accelerating at a high rate: 126 robots per 10,000 employees is the new average of global robot density in the manufacturing industries – nearly double the number five years ago (2015: 66 units), reports the International Federation of Robotics (IFR).
Who's the biggest fabless IC design company in Q321? The semiconductor market in 3Q21 is red hot with total revenue of the global top 10 IC design (fabless) companies reaching USD 33.7 billion or 45% growth YoY, according to TrendForce’s latest investigations.
NAND Flash ASP to undergo 10-15% QoQ decline in 1Q22 Demand for NAND Flash products will undergo a noticeable and cyclical downward correction in 1Q22 as major smartphone brands wind down their procurement activities for the peak season and ODMs prepare for the New Year holidays, according to TrendForce’s latest investigations.
Semiconductor equipment sales to top $100B in 2021 Global sales of total semiconductor manufacturing equipment by original equipment manufacturers are forecast to reach a new high of USD 103 billion in 2021, surging 44.7% from the previous industry record of USD 71 billion in 2020, says SEMI.
Automotive LED market value forecast to reach $3.51 billion TrendForce’s 2020-2021 Global Automotive LED Product Trend and Regional Market Analysis research indicates, the global penetration rate of LED headlights exceeds 60% in 2021 with penetration in new energy vehicles (NEV) exceeding 90%, according to TrendForce’s latest investigations.
DRAM ASP expected to decline by 8-13% QoQ in 1Q22 Regarding the shipment of various end products in 4Q21, the quarterly shipment of notebook computers is expected to remain about the same as 3Q21 figures, as prior component gaps were partially resolved during the quarter, according to TrendForce’s latest investigations.
China makes policy to promote waste battery recycle industry Along with the swift development of the Chinese new energy vehicle industry (NEV), the number of retired power batteries has risen year over year with Chinese waste power battery volume estimated to exceed 18GWh in 2021 and reach 91GWh by 2025, according to the latest investigations by TrendForce.
IC market direction indicator points to 11% growth in 2022 At 26%, the 2021 IC market is forecast to log its highest growth rate since 2010, reports IC Insights.
Global semiconductor sales increase 24% YoY in October Worldwide sales of semiconductors were USD 48.8 billion in October 2021, an increase of 24.0% from the October 2020 total of USD 39.4 billion and 1.1% more than the September 2021 total of USD 48.3 billion, reports the Semiconductor Industry Association (SIA).
Global power management IC prices jump 10% in 2021 Due to material shortages caused by insufficient semiconductor supply, to date, power management IC (PMIC) prices remain on an upward trend, according to TrendForce’s latest investigations.
Foundry revenue rises by 12% QoQ for 3Q21, says TrendForce Although the demand for end products related to the stay-at-home economy slowed down as many countries saw rising vaccination rates and were partially lifting social distancing restrictions, the decline in foundry orders from this source was more than offset by the traditional peak season for smartphones, according to TrendForce’s latest investigations.
EV market continue to drive demand for 6” SiC wafers Demand from the global automotive market for 6-inch SiC wafers is expected to reach 1.69 million units in 2025 thanks to the rising penetration rate of EVs and the trend towards high-voltage 800V EV architecture, according to TrendForce’s latest investigations.
Global semiconductor market expected to grow 25.6% in 2021 World Semiconductor Trade Statistics (WSTS) expects the worldwide semiconductor market growth to rise from 6.8% in 2020 to an outstanding 25.6% in the year 2021, reports the European Semiconductor Industry Association.
Smartphone production see modest 5.7% QoQ increase in 3Q21 The smartphone market is showing an improvement in demand during the second half of this year due to the peak season for e-commerce promotional activities and the easing of COVID-19 outbreaks in regions such as Southeast Asia, according to TrendForce’s latest investigations.Load more news