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Shipments of smartphone panels forecasted to drop by 9% YoY
September 28, 2023
TrendForce projects that shipments of smartphone display panels (smartphone panels) will reach approximately 1.85 billion pieces in 2023, reflecting a YoY increase of 8.7%.
Market share of OLED automotive panels continues to grow
September 26, 2023
The latest “Automotive Display Market Analysis” from TrendForce indicates that the overall demand for automotive display panels (automotive panels) is gradually stabilizing and shows an upward trend as the automotive market as a whole slowly recovers, and promotional activities related to smart cockpits continue to expand.
Shipments of foldable smartphones could skyrocket
September 15, 2023
TrendForce’s latest insights reveal that by 2023, shipments of foldable smartphones could skyrocket to an impressive 18.3 million units, marking a 43% YoY surge. However, this only captures a slim 1.6% of the year’s total smartphone market.
Q2 NAND flash revenue up 7.4%
September 14, 2023
TrendForce’s latest research paints a vivid picture: Q2 saw the NAND Flash market still grappling with lackluster demand and being significantly outpaced by supply. The ASP of NAND Flash also took a hit, tumbling 10–15%.
Chip industry sees revenue increase after long decline
September 13, 2023
The semiconductor industry has reversed course and saw an increase in sales in 2Q23 after experiencing revenue decline for five consecutive quarters, reports Omdia.
NAND Flash prices expected to stabilise and rebound in Q4
September 11, 2023
In response to persistent softening in demand, Samsung has taken a decisive step: a sweeping 50% production cut from September, with the focus mainly on processes under 128 layers.
Samsung SDI to boost its Eropean R&D
September 11, 2023
The battery maker Samsung SDI is expanding its Hungarian R&D activities in Göd with an expenditure of around EUR 61.9 million.
Apple and Arm ink long-term deal
September 07, 2023
US electronics company Apple has reportedly signed a new deal with Arm for chip technology that "extends beyond 2040."
Top 10 foundries report a 1.1% quarterly decline in 2Q23
September 05, 2023
TrendForce reports an interesting shift in the electronics landscape: dwindling inventories for TV components, along with a surging mobile repair market that’s been driving TDDI demand, have sparked a smattering of urgent orders in the Q2 supply chain.
Global smartphone production reaches 272M units in Q2
September 04, 2023
TrendForce reports global smartphone production has faced back-to-back quarterly declines.
Suppliers hike wafer contract prices
August 31, 2023
Recently, the spot market for NAND Flash chips has seen a rise in active price inquiries for certain products, a movement driven by successful increases in wafer contract prices.
iPhone 14 Pro Max is most shipped smartphone in 1H23
August 30, 2023
The iPhone 14 Pro Max is the most shipped smartphone worldwide in the first half of this year, with Apple shipping a total of 26.5 million units according to Omdia's Smartphone Model Market Tracker - 2Q23.
Q2 DRAM industry revenue rebounds with a 20.4% increase
August 24, 2023
TrendForce reports that rising demand for AI servers has driven growth in HBM shipments. Combined with the wave of inventory buildup for DDR5 on the client side, the second quarter saw all three major DRAM suppliers experience shipment growth.
Global smartphone shipments continue to decline YoY for eighth consecutive quarter
August 17, 2023
Smartphone shipments totaled 265.9 million units in 2Q23 according to the latest Omdia smartphone preliminary shipment report.
New AI accelerator chips boost HBM3 and HBM3e to dominate 2024 market
August 14, 2023
TrendForce reports that the HBM (High Bandwidth Memory) market's dominant product for 2023 is HBM2e, employed by the NVIDIA A100/A800, AMD MI200, and most CSPs' (Cloud Service Providers) self-developed accelerator chips.
13 new 300mm wafer fabs being brought online in 2023
August 11, 2023
At the end of 2022, there were 167 semiconductor fabs processing 300mm wafers for the fabrication of ICs, including CMOS image sensors, and non-IC products such as power discretes.
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