- Foundry Revenue Rises by 12% QoQ for 3Q21 Thanks to Peak Season, New Production Capacity, and Rising Prices, Says TrendForce
- Annual 6-inch SiC Wafer Demand from EV Market Expected to Reach 1.69 Million Units in 2025 as 800V Charging Architecture Nears, Says TrendForce
- Smartphone Production Undergoes Modest 5.7% QoQ Increase for 3Q21 Owing to Supply Chain-Related Component Shortages While Recovery to Pre-Pandemic Levels Remains Unlikely, Says TrendForce
- Industrial Metaverse Expected to Propel Global Smart Manufacturing Revenue to US$540 Billion by 2025, Says TrendForce
- Indonesia’s Export Restrictions on Nickel Likely to Intensify Global Shortage of Raw Materials for NEV Batteries, Says TrendForce
- 5G Technologies
- Artificial Intelligence
- Automotive Technologies
- Consumer Electronics
- Display Supply Chain
- Display Technologies
- Emerging Technologies
- IC Design
- IC Manufacturing, Package&Test
- Industry 4.0
- IR LED / VCSEL / LiDAR Laser
- LED Backlight
- LED Demand / Supply Data Base
- LED Display
- LED Lighting
- Lithium Battery and Energy Storage
- Micro LED / Mini LED
- Monitors / AIO
- NAND Flash
- Notebook Computers
- Panel Industry
- Upstream Components
- Wafer Foundries
- Wearable Devices
Monthly Archives: 三月 2021
Despite Cyclical Off-Season, High Demand Results in Historical High for Notebook Panel Shipment in 1Q21, Says TrendForce
The onset of the COVID-19 pandemic in turn generated a high demand for notebook computers. While demand began ramping up in 2Q20, subsequently resulting in a shortage in 3Q20 and 4Q20, the shortage in the notebook market has yet to be resolved even now, according to TrendForce’s latest investigations. The high demand for notebooks is estimated to propel the quarterly shipment of notebook panels to a historical high of 65.3 million units in 1Q21, which is a 3.5% increase QoQ and a 46.5% increase YoY.
Revenue of Top 10 IC Design (Fabless) Companies for 2020 Undergoes 26.4% Increase YoY Due to High Demand for Notebooks and Networking Products, Says TrendForce
The emergence of the COVID-19 pandemic in 1H20 seemed at first poised to devastate the IC design industry. However, as WFH and distance education became the norm, TrendForce finds that the demand for notebook computers and networking products also spiked in response, in turn driving manufacturers to massively ramp up their procurement activities for components. Fabless IC design companies that supply such components therefore benefitted greatly from manufacturers’ procurement demand, and the IC design industry underwent tremendous growth in 2020. In particular, the top three IC design companies (Qualcomm, Broadcom, and Nvidia) all posted YoY increases in their revenues, with Nvidia registering the most impressive growth, at a staggering 52.2% increase YoY, the highest among the top 10 companies.
Global Automotive LED Revenue Projected to Reach Nearly US$3 Billion in 2021 Owing to High Demand for Headlights and Display Panels, Says TrendForce
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. In 2H20, however, the gradual recovery of vehicle sales as well as the development of NEVs provided some upward momentum for the automotive LED industry, whose revenue for the year reached US$2.572 billion, a 3.7% decline YoY. Automotive LED revenue for 2021 is projected to reach $2.926 billion, a 13.7% growth YoY, thanks to the increasing demand for automotive headlights and display panels. As automakers continue to incorporate LED lighting solutions into new car models, the penetration rate of automotive LED will continue to undergo a corresponding increase as well.
TV Brands Projected to Place Top Priority on Large-Sized TVs and OLED TVs as Panel Prices Skyrocket, Says TrendForce
Owing to demand generated by the persistent stay-at-home economy last year and from the emerging markets in certain developing countries, global TV shipment for 2021 is expected to reach 223 million units, a 3.1% growth YoY, according to TrendForce’s latest investigations. The delay of UEFA Euro 2020 and the Tokyo Olympics until this summer will likely also play a role in driving up TV demand, regardless of whether live attendance will be allowed at the events. However, prices have increased repeatedly and considerably for not only IC components (used in TV set assembly), which are in shortage due to tight foundry capacities, but also TV panels. The price hike of TV panels has persisted since last June, with 32-inch panels, which are indicative of the rest of the TV panel market, reaching a massive 134% price hike for the period.
Fire at Renesas’s 12-Inch Wafer Fab Projected to Exacerbate Tight Supply of Automotive MCUs, Says TrendForce
A fire broke out at the 12-inch wafer production line of Renesas’s Naka Factory on March 19 due to an overcurrent in the plating equipment. Renesas said that the fire burned about 5% of the total area of the first floor. The Naka fab mainly manufactures MCUs and SoCs for automotive, industrial, and IoT-related applications. While Renesas officially aims to get the fab back to full operation within one month, TrendForce expects the immediate task of restoring the cleanroom and installing new equipment systems to take much longer than that. The repair of the production line will have to proceed meticulously so as to avoid the risks of manufacturing-related problems in the mass production of automotive chips later on. Three months is TrendForce’s conservative estimate for the fab to regain its former level of wafer-start capacity, meaning the tight supply of automotive MCUs will be further exacerbated going forward.