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Foundry revenue projected to reach historical high in 2021
April 15, 2021
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, says TrendForce.
Top 10 semiconductor vendors by 2020 revenue
April 13, 2021
Worldwide semiconductor revenue totaled USD 466.2 billion in 2020, an increase of 10.4% from 2019, according to final results by Gartner, Inc.
Chinese suppliers take top spots in TV panel shipment ranking
April 09, 2021
As Samsung Display (SDC) decided to extend the manufacturing operations of its Korea-based Gen 8.5 LCD fab, and tier-two panel suppliers are still slow to reassign their production capacities from TV panels to IT panels, TrendForce expects total TV panel shipment for 2021 to reach 269 million units, which is relatively unchanged compared to 2020 levels.
From ninth place in the global ranking to exiting the market
April 08, 2021
TrendForce’s investigations finds that LG manufactured merely 30.6 million smartphones last year, which represented a 2.4% market share. The Korean company took ninth place in the global ranking of smartphone brands by production volume in 2020.
Osram sits on the throne as the top automotive LED supplier
March 25, 2021
The COVID-19 pandemic heavily impacted the global auto market and in turn damaged the automotive LED industry in 1H20, according to TrendForce’s latest investigations. However, 2H20 saw a gradual recovery.
NAND Flash contract prices to increase by 3-8% QoQ in 2Q21
March 18, 2021
With Samsung, YMTC, SK Hynix, and Intel leading the charge, NAND Flash suppliers will maintain an aggressive effort to expand their production capacities throughout 2Q21, during which NAND Flash bit output will likely increase by nearly 10% QoQ, according to TrendForce’s latest investigations.
World domination for Samsung and TSMC
March 17, 2021
Keeping up with producing leading-edge IC technology has become increasingly expensive over the past 25 years. The investment required to implement the most advanced process technologies for logic devices has now driven out all but three companies—Samsung, TSMC, and Intel—from the leading edge portion of the market.
Texas weather to lower smartphone production by about 5%
March 12, 2021
It's very much a domino effect. The shutdown of Samsungs operations in Austin, Texas will in turn impair shipments of Qualcomm 5G RFIC, as well as other products which are important for the production of smartphones. TrendForce estimates that the interruption will lower 2Q21 smartphone production by about 5%.
Shortage drives up contract price of specialty DDR3 4Gb chips
March 09, 2021
As the three dominant DRAM suppliers (Samsung, SK Hynix, and Micron) are currently experiencing a shortage in their production capacities, the corresponding shortage situation in the DRAM market has yet to be resolved, according to TrendForce’s latest investigations.
Revenue per wafer climbs as demand surges
March 05, 2021
The success and proliferation of integrated circuits has largely hinged on the ability of IC manufacturers to continue offering more performance and functionality for the money. But despite high development costs, smaller nodes bring greater revenue per wafer.
4Q20 DRAM revenue undergoes modest 1.1% increase
March 04, 2021
Global DRAM revenue reached US$17.65 billion, a 1.1% increase YoY, in 4Q20, according to TrendForce’s latest report.
NAND Flash revenue shows mere 2.9% QoQ decline in 4Q/20
March 03, 2021
The quarterly total revenue of the NAND Flash industry came to USD 14.1 billion in 4Q20, showing a QoQ drop of 2.9%, according to TrendForce’s latest report.
David versus Goliath - Europe's standing on the global market
March 03, 2021
Europe's world market share of electronics is falling and is on its way to 8%. To put this in perspective, Apple and Samsung each claim the electronics annual demand of all of Europe - a single company as much as all of Europe!
Harman acquires 5G Edge and V2X specialist Savari
March 01, 2021
Samsung subsidiary, Harman International, is acquiring Silicon Valley-based automotive technology company, Savari, a developer of vehicle-to-everything communications (V2X) technology in 5G Edge and automotive devices.
TSMC ranks in Top10 in three wafer size categories
February 25, 2021
As of December 2020, only TSMC—the world’s largest foundry—was listed among the wafer capacity leaders in each of the three wafer size categories. It had the most 200mm wafer capacity last year and ranked second, trailing only Samsung, in 300mm wafer capacity.
Top 10 foundries expected to increase revenues by 20%
February 24, 2021
Demand in the global foundry market remains strong in 1Q21, according to TrendForce’s latest investigations. As various end-products continue to generate high demand for chips, clients of foundries in turn stepped up their procurement activities, which subsequently led to a persistent shortage of production capacities across the foundry industry.
Solas OLED settles patent disputes with LG Display
February 22, 2021
Solas OLED, an Irish company that specialises in OLED technologies that it licenses to consumer electronics manufacturers, has entered into a Settlement and License Agreement with LG Display, resolving a number of patent infringement actions brought by Solas against LG Display and a certain number of its customers, including Sony.
Logic ICs account for the largest share of China’s IC market
February 19, 2021
China became the largest IC market in the world in 2005 and has continued to grow in size since then. In 2020, the Chinese IC market increased to USD 143.4 billion, a 9% gain from USD 131.3 billion in 2019.
Texas winter to impair global 12-Inch wafer foundry capacity
February 19, 2021
As previously reporder by Evertiq, Samsung's Austin-based foundry Line S2 partially suspended operation on Tuesday, February 16 due to the winter storm affecting Texas. A move which is expected to impair 1-2% of the global 12-inch wafer foundry capacity, according to TrendForce
Samsung’s semiconductor plant in Austin sits powerless
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February 17, 2021
The winter weather in Austin, Texas is causing issues for several semiconductor manufacturers in the city following a decision by Austin Energy to cut the power to the companies.
