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Top15 semiconductor sales leaders 3Q21 forecast
September 14, 2021
The big three memory IC suppliers—Samsung, SK Hynix, and Micron—are each expected to post a 10% increase and Kioxia is anticipated to show an 11% jump in 3Q21 sales.
Memory suppliers, Sony, and TSMC benefit from strong demand and supply shortages
September 13, 2021
For the third quarter of this year (ending in September), sales growth outlooks for the top-25 suppliers range from 16th-ranked Sony’s 34% increase at the high end, to Intel’s 3% decline on the low end.
Global smartphone production declines by 11% QoQ to 307M units for 2Q21
September 09, 2021
The recent surges of COVID-19 cases in India, Vietnam, and other Southeast Asian countries have adversely affected the global smartphone market in terms of production and demand, according to TrendForce.
Revenue of Top10 OSAT companies for 2Q21 reaches USD 7.88bn
September 07, 2021
Despite the intensifying COVID-19 pandemic that swept Taiwan in 2Q21, the domestic OSAT (outsourced semiconductor assembly and test) industry remained largely intact, according to TrendForce.
Global PCB Top100: Bigger gets bigger and faster
August 24, 2021
Compared with last year's list, the number of companies in each region is 56 in China (+4), 25 in Taiwan (-2), 21 in Japan (+3), 14 in South Korea (+2), 4 in the United States (same), 5 in Europe (same), and 3 in Southeast Asia (-1).
NAND Flash contract prices to increase by 5-10% QoQ in 3Q21
July 16, 2021
The recent wave of COVID-19 outbreaks in India has weakened sales of retail storage products such as memory cards and USB drives, according to TrendForce’s latest investigations.
Annual notebook shipment likely to break records in 2021
July 12, 2021
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, reports TrendForce.
Malaysian lockdown expected to obstruct MLCC supply
July 01, 2021
The indefinite extension of Malaysia’s MCO (movement control order) 3.0 has posed severe challenges for the global MLCC market, according to TrendForce’s latest investigations.
iPhone production for 2021 projected to reach 223M units
June 22, 2021
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.
Lockdown in Malaysia to have no effect on chip companies
June 02, 2021
National governments in Southeast Asian countries, including Thailand, Vietnam, and Malaysia, have been instituting increasingly stringent pandemic control measures in response to the intensifying COVID-19 pandemic in these countries.
Quarterly revenue of top 10 foundries breaks records in 1Q21
May 31, 2021
Owing to soaring demands for various end devices, manufacturers have been ramping up their component procurement activities, and foundry capacities, as a result, have been in shortage since 2020, with various foundries raising their wafer prices and adjusting their product mixes to ensure profitability, according to TrendForce.
$30 billion in investments headed to the USA
May 27, 2021
On May 21, U.S. Commerce Secretary Gina M. Raimondo hosted a roundtable with Republic of Korea President Moon Jae-In, Minister of Trade, Industry, and Energy Sung Wook Moon and U.S. and South Korean CEOs. As a result, USD 30 billion in US investments were announced.
Top-15 semi companies log YoY growth of 21% in 1Q21
May 26, 2021
Excluding Intel, the group would have shown a 29% jump in 1Q21/1Q20 sales.
Growth in smartphone production for 2021 drops to 8.5% YoY
May 10, 2021
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.
Worldwide semiconductor revenue grew 10.8% in 2020 to $464B
May 07, 2021
Despite the impact of COVID-19 on the global economy, the semiconductor market performed strongly in 2020. Demand by industry was uneven throughout the year due to global lockdowns, remote work and education, and shifts in consumer buying behaviour, according to the IDC who believes that growth will accelerate this year, desipte market shortages.
Apple to invest $430 billion in the US over next five years
April 27, 2021
The accelerated commitment will fund a new North Carolina campus and job-creating investments in fields like silicon engineering and 5G technology. Ultimatly, the $430 billions will result in 20,000 new jobs across the US over the next five years.
Better display specs translate to higher sales for Apple
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April 22, 2021
Shipment of Apple's Mini LED iPad Pro expected to reach five million units in 2021, all thanks to improved display technology, says market researcher.
