Indonesia's export restrictions on nickel likely to impact EV battery market
November 26, 2021As the global automotive industry picks up the pace of electrification, there will be a corresponding increase in the demand for nickel, which is a key ingredient for automotive batteries, according to TrendForce’s latest investigations.
NAND Flash revenue rises by 15% QoQ for 3Q21
November 24, 2021The growth of the NAND Flash market in 3Q21 was primarily driven by strong demand from the data center and smartphone industries, according to TrendForce’s latest investigations.
Revenue ranking of the top 10 OSAT companies for 3Q21
November 23, 2021For 3Q21, the revenues of the top 10 OSAT outsourced semiconductor assembly and test) companies reached USD 8.89 billion, a 31.6% YoY increase, says TrendForce.
Global OSAT revenue reaches $8.89 billion in 3Q21
November 23, 2021As the global vaccination rate rose, and border restrictions in Europe and North America eased, social activities also began to enter a period of recovery, with the consumer electronics market seemingly ready for the arrival of the traditional peak season in 2H21, according to TrendForce’s latest investigations.
TV Shipment to undergo 12.4% YoY decline for 2H21
November 22, 2021Quarterly TV shipment for 3Q21 reached 52.51 million units, representing an 8.3% QoQ increase but a 14.7% YoY decrease, according to TrendForce’s latest investigations.
Smartphone production to return to pre-pandemic level in 2022
November 17, 2021Smartphones are essential to people’s daily lives and constitute a basic necessity. TrendForce therefore expects the smartphone industry to rebound and post marginal growth next year, assuming that economic activities worldwide will mostly return to normal by then.
DRAM industry’s revenue increases by 10% QoQ for 3Q21
November 16, 2021DRAM buyers were aggressively stocking up during 1H21 because quotes began to rise at the start of the year, and there were concerns about shortages in the supply chain, according to TrendForce’s latest investigations.
What happened to my chip supply?
November 15, 2021The pandemic did indeed send massive ripples through supply chains around the globe – but it was never the start of the semiconductor crisis, the semiconductor supply chain was on shaky legs long before COVID-19 shut down entire countries and trade.
Annual automotive MLCC demand for 2021 to reach 449B Pcs
November 08, 2021Various MLCC suppliers’ book-to-bill ratios as well quarterly shipments for 4Q21 now show signs of decline, according to TrendForce’s latest investigations.
Annual DRAM revenue for 2022 expected to reach $91.5B
November 04, 2021Despite the forecasted 18.6% YoY growth in total DRAM bit supply next year, the global DRAM market is still expected to shift from a shortage situation to an oversupply, according to TrendForce’s latest investigations.
Quarterly notebook panel shipment sets new high in 3Q21
November 02, 2021Owing to persistently strong demand for notebook panels and increased supply of such upstream components as ICs and TCONs, quarterly notebook panel shipment reached yet another historical high in 3Q21, with 72.27 million pcs shipped, representing an increase of 7.1% QoQ, according to TrendForce’s latest investigations.
Yearly shipment of notebooks with mini LED backlight for 2022 expected to reach 5M units
November 01, 2021Apple recently unveiled its newest lineup of 14.2-inch and 16.2-inch MacBook Pros, which represent the company’s latest effort to extend its application of display backlights with Mini LED technology from the 12.9-inch iPad Pro to the MacBook Pro range.
Annual foundry revenue to reach historical high in 2022
October 28, 2021While the global electronics supply chain experienced a chip shortage, the corresponding shortage of foundry capacities also led various foundries to raise their quotes, resulting in an over 20% YoY increase in the total annual revenues of the top 10 foundries for both 2020 and 2021, according to TrendForce’s latest investigations.
GaN solutions to hold major share of fast charge market in 2025
October 26, 2021Apple recently unveiled its 140W MagSafe charger for the new MacBook Pro, marking the first time that Apple is adopting GaN technology. As such, 100+ watt fast charge products have thus entered a period of growth, in turn accelerating the adoption of third-generation semiconductor devices in consumer applications, according to TrendForce’s latest investigations.
Global top 10 SSD module makers by market share
October 25, 2021The emergence of the COVID-19 pandemic led to severe delays in manufacturing and logistics. In particular, governments worldwide began implementing border restrictions in 2Q20 to combat the ongoing health crisis, leading to a sudden decline in order volumes for channel-market SSDs, according to TrendForce’s latest investigations.
NAND flash prices to enter cyclical downturn in 2022
October 21, 2021Contract prices of NAND Flash products are expected to undergo a marginal drop of 0-5% QoQ in 4Q21 as demand slows, according to TrendForce’s latest investigations.
Annual shipment of Airpods expected to reach 85 million sets
October 20, 2021The success of Apple's Airpods will benefit component suppliers Epistar, DOWA, II-VI/Finisar, says TrendForce
Taiwanese server ODMs to make up 90% of the production in 2021
October 13, 2021Escalating trade tensions between the US and China, rising geopolitical issues, increased tariffs, and uncertainties stemming from the COVID-19 pandemic’s emergence last year have compelled server ODMs to actively shift their operations closer to clients as well as engage in risk mitigation strategies, according to TrendForce’s latest investigations.
DRAM prices projected to enter a period of downswing in 2022
October 12, 2021DRAM contract prices are likely to exit a bullish period that lasted three quarters and be on the downswing in 4Q21 at a QoQ decline of 3-8%, according to TrendForce’s latest investigations.
When will this chip squeeze end? In 2H22 says TrendForceLoad more news
October 07, 2021A continued high demand and not enough capacity has seen the continuation of a very persistent chip shortage. But the question is, when can we expect this to end? Well, market intelligence provider TrendForce says it wont happen until the second half of 2022.