Recent #TrendForce news in the semiconductor industry

2 months ago

➀ Tariffs have encouraged US memory buyers to get their orders in Q1, reducing inventories;

➁ DRAM prices expected to fall 0-5% QoQ in Q2, with HBM pricing to rise 3-8% due to HBM3e shipments;

➂ Samsung's HBM qualification progress slower than expected, but no significant capacity shift back to DRAM;

➃ SK hynix focusing on server and mobile DRAM, limiting PC DDR5 supply;

➄ DDR4 prices weak due to consumer demand and capacity expansion, with PC DRAM prices expected to remain flat QoQ in Q2;

➅ Server DRAM demand driven by top North American CSPs and AI server investment in China, with DDR5 prices expected to stabilise in Q2;

➆ Mobile DRAM demand improved, with LPDDR4X supply ample but prices expected to decline modestly;

➇ GDDR7 demand from next-gen graphics cards, with prices expected to hold flat or slightly down due to tight supply;

➈ GDDR6 prices expected to decline 3-8%, with suppliers bundling to stabilise pricing and clear inventory;

➉ Consumer DRAM seeing more aggressive purchasing, with DDR4 contract prices expected to rise 0-5% in 2Q25, and DDR3 prices likely to remain flat.

DRAMGDDRHBM3eSK HynixTrendForceddr5memorysemiconductor
2 months ago

➀ The market prospects for humanoid robots have improved with Jensen Huang's introduction of an open source foundational model called Isaac GR00T N1.

➁ TrendForce projects the total market value of the humanoid robot industry to reach nearly $4 billion by 2028.

➂ The Nvidia model, featuring comprehensive datasets and adaptable training capabilities, is expected to accelerate market adoption by speeding up AI model training and reducing time-to-market.

AIHumanoid RobotsMarketNVIDIATrendForcerobotics
3 months ago

➀ In 2024, EV and fuel cell vehicle sales grew by 25% to reach 16.9 million units, with China's market share expanding to 67%;

➁ Tesla maintained its top position in BEV sales, followed by BYD and SAIC-GM-Wuling, which saw significant growth;

➂ BYD dominated the PHEV segment with a 38% market share, and the industry is expected to see consolidation and potential mergers in 2025.

Automotive IndustryBYDChinaMarket ShareTechnology TrendsTeslaTrendForceelectric vehicles
5 months ago
➀ TrendForce estimates that 2024 shipments of VR and MR headsets will increase by 8.8% y-o-y to 9.6 million units; ➁ Three trends are identified: the dominance of low-cost devices, the shift from entertainment accessories to productivity tools, and OLEDoS becoming the preferred display technology for high-end near-eye devices; ➂ Meta leads the VR and MR device shipments with a 73% market share in 2024, driven by the affordable Quest 3S, while the high-end Quest Pro 2 is suspended.
AppleMarket ShareMetaSonyTrendForceVRheadsetshipments
6 months ago
➀ TrendForce's latest report indicates a record high for the global top 10 foundry revenue in 3Q24; ➁ Despite the overall economic situation not improving significantly, new smartphone and PC/notebook launches, along with strong demand for AI server-related HPC, contributed to the revenue growth; ➂ The report highlights the impact of advanced processes and Chinese policies on the global market.
AI ServerGlobal MarketHPCNotebookPCRevenueSupply ChainTrendForcefoundrysemiconductorsmartphone
6 months ago
➀ This article provides an overview of the top ten foundries for the second quarter of 2024, as reported by TrendForce. ➁ The list includes the most prominent companies in the semiconductor industry, highlighting their performance and market share during the quarter. ➂ It also mentions the significance of these foundries in the global semiconductor supply chain.
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6 months ago
➀ Hynix is set to sample HBM3e 16hi memory in the first half of 2025; ➁ Lightsynq Technologies emerges with $18 million in Series A funding for diamond optical interconnects in quantum computing; ➂ DigiKey is optimistic about the future of the electronics market; ➃ Texas Instruments aims to increase in-house manufacturing to 95% by 2030.
HynixDigiKeyHBM3ePackaging TechnologyQuantum ComputingTSMCTexas InstrumentsTrendForcememory
7 months ago
➀ This article highlights the top ten electric vehicle (EV) vendors for the second quarter of 2024. It includes a ranking of the companies based on their market performance and the importance of their role in the EV industry. ➁ The list is compiled by TrendForce, a market research firm known for its insights into the semiconductor and technology sectors. ➂ The article mentions the significance of these vendors in the context of the growing EV market and their contributions to the industry.
EVHybridTrendForcebattery
7 months ago
➀ TrendForce predicts a further 10%+ drop in NAND contract prices in Q4; ➁ PC client SSD contract prices will decline by 5–10% due to limited AI practical use cases; ➂ Q4 server OEM orders have declined due to delays in AI server deployments; ➃ Smartphone and notebook manufacturers are adopting inventory reduction strategies, with Q4 eMMC and UFS prices expected to drop 8-13%.
EnterpriseInventoryNANDNotebookSSDTrendForceWaferserversmartphone
8 months ago
➀ TrendForce expects Q4 memory prices to see a significant slowdown in growth; ➁ DRAM ASPs will increase by 8% to 13% due to the rising share of HBM; ➂ PC DRAM prices will remain flat compared to the previous quarter; ➃ Server DRAM bit shipments are expected to improve in Q4; ➄ Mobile DRAM prices are projected to decline by 5-10% in Q4; ➅ Graphics DRAM prices are expected to remain flat; ➆ Consumer DRAM demand remains weak.
TrendForcememory