Global smartphone production fell by 15.5% YoY in 4Q22
March 10, 2023
Smartphone brands hoped that the promotional activities related to the year-end holiday season or initiated by e-commerce companies would lead to a significant reduction in channel inventory near the end of 2022.
Ad
Inventory correction is in final phase for NB panels in 1Q23
March 06, 2023
TrendForce estimates that shipments of display panels used in notebook computers (NB panels) will total 38.7 million pieces for 1Q23, showing a QoQ decline of 10.4% and a YoY decline of 45.6%.
Salcomp is looking to increase its workforce in India
February 14, 2023
Power supply specialist – and Apple supplier – Salcomp is reportedly planning to double its workforce in India over the next three years, targeting 25,000 employees in the country.
Global semiconductor revenue grew 1.1% in 2022
January 18, 2023
According to preliminary data from Gartner, global semiconductor revenue climbed 1.1% in 2022 to reach USD 601.7 billion, up from USD 595 billion in 2021. The top 25 semiconductor vendors collectively generated 2.8% more revenue in 2022, making up 77.5% of the market.
10 events that defined the industry in 2022
December 28, 2022
2022 has been, just like the years before it, a special year. Supply chain issues, geopolitical tension and the resurgence of the pandemic has kept the industry on its toes.
Total revenue of Top 10 IC design houses dropped 5% in Q3
December 15, 2022
According to Trendforce, the total revenue of the global top 10 IC design houses for 3Q22 showed a QoQ drop of 5.3%. Broadcom returned to the number two spot in revenue ranking by overtaking Nvidia and AMD.
Smartphone production fell to about 289M units in 3Q22
December 07, 2022
According to TrendForce’s latest research, global smartphone production totaled around 289 million units for 3Q22, showing a slight QoQ drop of 0.9% and a YoY drop of 11%.
Drop in capacity utilisation lowers projected iPhone shipments
November 03, 2022
Zhengzhou, the capital China’s Henan Province, was hit with a wave of COVID-19 outbreaks in the middle of October. The spread of the disease eventually reached Foxconn’s manufacturing base, where the number of infections rose significantly in late October.
Missing chips cost EUR 100 billion to the European auto sector
October 21, 2022
The chip shortage hit Europe hard, but the hardest blow was probably dealt to the European automotive industry.
Power Transistor sales and ASP will both increase 11% in 2022
October 06, 2022
Tight supplies, device shortages are driving up the average selling price of power transistors by the highest percentage since 2010, says update report.
A changing landscape – how will the EMS industry look in the future
October 03, 2022
While the pandemic might be behind us, it did set a “new normal” for the operations of EMS companies – now focussing even more on supply chain, remote monitoring and working, increased automated production and diversification of procurement sources.
CMOS image sensors stall in ‘perfect storm’ of 2022
September 16, 2022
Optoelectronics’ biggest product category is expected to suffer its first sales decline in 13 years because of a smartphone slump, low camera growth in handsets, and weak global economy, says update report
Top ten IC design house revenue spikes 32% in 2Q22
September 07, 2022
According to the latest TrendForce statistics, revenue of the top ten global IC design houses reached US$39.56 billion in 2Q22, growing 32% YoY.
2Q22 global smartphone production – only 292 million units
September 02, 2022
According to TrendForce investigations, 2H22 smartphone production planning was quite conservative as brands gave priority to adjusting distribution channel inventory.
DRAM module house revenue to grow 7% YoY
August 30, 2022
Spurred by pandemic-induced lifestyle changes in the past two years, demand for distance education grew and sales of electronic products boomed, driving the growth of DRAM module shipments.
Trendforce: Panel makers forced to reduce utilisation
July 28, 2022
Moving into 2H22, terminal brands continue to adjust their inventory, not only weakening panel demand, but also inducing a sustained drop in panel quotations.
NAND Flash 3Q22 price drop to broaden to 8~13%
July 26, 2022
TrendForce estimates, due to the rapid deterioration of the balance between supply and demand, the drop in NAND Flash pricing will expand to 8~13% in 3Q22, and this decline may continue into 4Q22.
NCAB reports net sales increase by 47%
July 22, 2022
PCB Supplier NCAB Group reports ”good performance” during the second quarter, despite continued problems with component shortages.
Fingerprint Cards to cut global workforce by 10%
July 18, 2022
"Extensive COVID-19-related restrictions were in effect in China for much of the second quarter, which had a significant negative impact on Fingerprints’ sales in the mobile segment in China, Swedish biometrics company," Fingerprint Cards reports.
TrendForce forecast DRAM pricing to drop by 3~8% in 3Q22
June 20, 2022
According to TrendForce research, despite the significance of peak season and rising DDR5 penetration, the 3Q22 DRAM market still succumbed to the negative impact of weak consumer electronics demand resulting from the Russian-Ukrainian war and high inflation, which in turn led to an increase in overall DRAM inventory.
Prices of consumer-spec MLCCs will drop further in 2H22
June 16, 2022
China sticking with its “Dynamic Zero-COVID Policy” and the ongoing global inflation is, according to TrendForce, impacting the MLCC market in terms of demand and inventory.
EMEA market development for passive components 2019 - 2021
June 09, 2022
The European Passive Components Industry Association (EPCIA) has provided a helicopter perspective of the market development for passive components from 2019 (pre-covid) to 2021.
Top 10 IC design companies revenue reached $39.43B in 1Q22
June 09, 2022
According to the latest TrendForce statistics, the top ten IC designers worldwide posted a combined revenue of USD 39.43 billion in 1Q22, or 44% growth YoY.
VIA is planning a new production site in the Philippines
June 08, 2022
VIA optronics AG says that it is planning for a new production site in the Philippines as the supplier of interactive display systems and solutions is looking to expand.
VIA optronics continues to grow at Nuremberg HQ
June 07, 2022
Display systems and solutions provider, VIA optronics AG, is continues to grow at its headquarters and production site in Nuremberg, Germany. The site now exceeds 200 employees as the company makes progress towards finalising the ongoing production ramp up.
Semiconductor growth still seen at 11% despite 2022 headwinds
June 02, 2022
New quarterly update shows higher gains in microprocessors and power discretes this year, but lowers sales increases in optoelectronics while the global economy faces greater risks, according to a new report from IC Insights.
Global 1Q22 smartphone production volume drops 12.8% QoQ
June 01, 2022
According to TrendForce, the multiplicative effect of the traditional off-season further weakened smartphone production performance in 1Q22 with global output only reaching 310 million units, a 12.8% decline QoQ.
The continuation of the shortage situation
May 30, 2022
2022 has not even passed the halfway point and has already presented new – major – challenges for the electronics manufacturing supply chain. While the industry is doing all it can to alleviate current supply chain constraints – it still has to fight earthquakes, lockdowns and logistical headaches.
Weakened demand and falling prices lead to NAND flash revenue decline
May 25, 2022
As manufacturers actively shifted production capacity to 128 layer products, the market turned to oversupply, resulting in a drop in contract prices in 1Q22, among which the decline in consumer-grade products was more pronounced, according to TrendForce research.
Sponsored content by Fusion
Manufacturers Reassess their Supply Chains
Prevailing obstacles since the COVID-19 Pandemic in 2020 have manufacturers reassessing their supply chain strategies. The following major disruptions that occurred entering 2022 added to existing setbacks, or created new ones altogether:
New post-pandemic low – 17.5M notebook panels shipped in April
May 20, 2022
According to TrendForce research, due to China's lockdowns and inventory adjustments by notebook brands, April notebook panel shipments totaled 17.5 million units, down 21.5% YoY, and a new low for shipments since April 2020 and the advent of the COVID-19 pandemic.
Load more news