TrendForce’s latest projections show global shipments of AMOLED smartphone panels are anticipated to surpass 840 million units in 2024, reflecting a remarkable growth of almost 25% from 2023. With leading smartphone manufacturers increasingly embracing AMOLED technology, shipments are predicted to surpass 870 million units in 2025, representing a YoY increase of 3.2%. Traditionally, Korean panel makers have dominated the AMOLED panel supply chain. However, in recent years, Chinese suppliers have ramped up their production of flexible AMOLED panels...

The LED video wall market in China has recovered slower than expected in 2023 following the country’s reopening. Compared to the low point in 2022, however, the end-market demand shows an upward trend overall, particularly the demand in the Corporation & Education, Broadcast, and Retail & Exhibition sectors. North America is booming, with demand in the outdoor display, retail & exhibition, and virtual production sectors being major contributors for the growth momentum. Hit by the Russia–Ukraine war and soaring inflation, demand in Europe is returning ...

According to TrendForce’s analysis of car market demand in 2023, the global economy remains weak although inflation is slowing down in Europe and North America. Car manufacturers have been cutting vehicle prices to stimulate sales, but the act has caused fierce price competition. Due to fierce competition in the vehicle market, prices of automotive LEDs have dropped noticeably, consequently delaying several projects for LED product development. That being said, advanced technologies related to ADB headlights, Mini LED taillights, full-width taillights, logo lamps,...

May 22, 2023 ---- TrendForce forecasts a global downturn in AR and VR device shipments for 2023, predicting a shipment total of roughly 7.45 million units—an 18.2% YoY decrease. VR devices are expected to shoulder the majority of this decline, with projected shipments hovering around 6.67 million units. This dip is primarily attributed to weaker-than-expected sales of newly released high-end devices. Consequently, manufacturers are likely to pivot their sales strategies, shifting their focus to more cost-effective offerings. Conversely, shipments of AR devices are expec...

Integrated Systems Europe (ISE), a major AV systems integration show, was held between January 31 and February 3, 2023 in Barcelona, Spain. As the first international event of its kind after the COVID pandemic slowed down, the 2023 ISE event has garnered widespread attention among relevant businesses. The event attracted more than 850 exhibitors, among which video wall companies have high expectations for market development in 2023-2024. LED Video Wall At ISE 2023, Samsung showcased all of its LED and LCD video wall solutions. The product line...

According to TrendForce's latest "2023 Global LED Video Wall Market Outlook and Price–Cost Analysis" report, the global LED video wall market for virtual production applications in 2021 was worth approximately US$283 million, an annual increase of 136%. Despite being affected by inflation and the global economic downturn, the value of the virtual production LED video wall market is estimated to grow steadily to US$431 million in 2022, or 52% YoY, thanks to the adoption of virtual production technology by more studios.   According ...

In this press release, TrendForce details 10 major trends that are expected to take place across various segments in the tech industry, as follows: Advanced Foundry Processes Reach Transistor Structure Transition Period, Mature Processes Focus on Diversified Specialized Development Pure foundry processes transitioned from Planar Transistor to the FinFET generation starting from the 16nm node. After the development of the 7nm process and the introduction of EUV lithography technology, FinFET structure encountered physical limits at the 3nm node. Since th...

TrendForce indicates, overall utilization rate of LCD large generational fabs of Gen.5 and above (in terms of wafer starts) slipping to 60% in 4Q22 cannot be ruled out, which would be the lowest level in the past ten years. Sluggish panel demand and the fact that most panel makers have officially turned from profit to loss in 2Q22 are the key factors forcing panel makers to take a more rigorous approach to production control in 2H22. TrendForce states that the timing of purchasing volume adjustment on the part of IT brands lags relatively and its effect of shrinking orders q...

The LED video wall (Finished Product) market has weakened overall due to the ongoing Russia–Ukraine War and soaring inflation, while LED video wall manufacturers will pay more efforts to promote ≤P1.0 ultra-fine pitch displays to enter the high-end market and stabilize corporate revenue. Opportunities for the LED video wall market include corporation and education scenarios, home theaters, virtual production, retail, rental and events, sports, and government bids. In 2H22, the Chinese government will continue adopting the lockdown strategy against COVID-19 o...

According to TrendForce’s latest market research report 2022 Global LED Lighting Market Analysis-2H22, as TrendForce reported, the demand for residential and commercial lighting was slashed in 1H22 by gloomy economic outlook amid soaring inflation, energy cost hikes following the Russia–Ukraine war, real estate downturns, as well as the pandemic’s twist and turns. That being said, as countries in Europe and North America began reopening, returns of commercial activities boosted consumption—plus the rising demand for energy-saving revamp solutions i...

According to TrendForce's latest LED report, as a slowing pandemic drove the recovery of various global economic activities, global LED market value beat market expectations in 2021, reaching US$17.65 billion, or 15.4% YoY. From the revenue ranking of LED manufacturers, most constituents benefited from the rebound in market demand and showed significant revenue growth with the top three manufacturers accounting for 29.5% of the market. Nichia's backlight LED business revenue declined due to increasing OLED penetration. However, driven by the rapid growth o...

Oct. 20, 2021 ---- Apple’s latest AirPods 3 still feature an optical in-ear detection mechanism, according to TrendForce’s 2021 Infrared Sensing Market Trend - 3D Sensing, LiDAR, SWIR LED report. Through the integration of PPG (photoplethysmography) technology, the AirPods 3 contain an improved in-ear detection mechanism based on skin-detect sensors that are equipped with four SWIR (short-wave infrared) LED chips that have two different wavelengths, as well as two InGaAs photodiodes. Industry insiders indicate that the AirPods 3’s s...

Sep. 16, 2021 ---- In this press release, TrendForce details 10 major trends that are expected to take place across various segments in the tech industry, as follows: Micro/Mini LED display development will revolve around active matrix solutions A substantial number of technical bottlenecks in Micro LED development will still persist in 2022. While Micro LED manufacturing costs are expected to remain sky-high due to these bottlenecks, companies have not shown decreased willingness to participate in all segments of the Micro LED supply chain. On the contrary, the...

Jun. 30, 2021 ---- Affected by the emergence of the COVID-19 pandemic, global LED video wall revenue for 2020 reached a mere US$5.53 billion, a 12.8% YoY decrease, with the European and US markets suffering the most significant declines, according to TrendForce’s latest investigations. In 2021, as overall market demand recovers, and certain components in the upstream supply chain undergo price hikes due to shortage, LED video wall manufacturers have raised their product prices in response. Hence, LED video wall revenue for this year is expected to reach US$...

Some of the advantages of third-generation semiconductors SiC and GaN include their ability to operate under high voltages, high temperatures （for SiC）, and high frequencies（for GaN）. Not only do these advantages allow manufacturers to significantly reduce the physical sizes of chips, but peripheral circuit designs can also be simplified as a result, thereby further reducing the sizes of modules, peripheral components, and cooling systems. That is why SiC and GaN have become important strategic focuses of the global semiconductor industry. As part of its ongoing goa...

May 26, 2021 ---- Product prices across the overall lighting LED market are expected to increase by about 0.3%-2.3% QoQ in 2Q21, according to TrendForce’s latest investigations. This price hike can primarily be attributed to the fact that overall demand in the LED lighting market has been rebounding since 1Q21 and remaining in an uptrend since 2Q21. Furthermore, the industry-wide shortage of LED components in the upstream supply chain, caused by the onset of the COVID-19 pandemic, has yet to be addressed, thereby compelling lighting product manufacturers to ram...

According to the latest TrendForce’s report ‘2021 Global LED Lighting Market Outlook: Light LED and LED Lighting Market Trend (1H21)’, the global LED lighting market is more optimistic than previous estimates, it is estimated with an opportunity to grow 5.1% in 2021. In the short term, due to the rapid spread of COVID-19 around the world, the demand and consumption of LED lighting has been suppressed to some extent. In the medium and long term,there still exist uncertainties to each industry under the impact of pandemic. However, in ord...

(Image Source: pixabay) While major OEMs such as Apple and Samsung prepare to release their new notebook computers, tablets, and TVs that are fully equipped with Mini LED backlights this year, various companies in the LED supply chain began procuring Mini LED chips ahead of time in 4Q20, leading to an explosive demand growth for these chips, which in turn crowded out the LED suppliers’ production capacities for other mainstream LED chips, according to TrendForce’s latest investigations. Given this structure-wide shortage of LED chips, certain...

The COVID-19 pandemic has had a substantial impact on the LED industry in 2020, resulting in a considerable drop in market demand and a projected yearly revenue of merely US$15.127 billion, a 10% decrease YoY, according to TrendForce’s latest investigations. Although the YoY decline in 2020 represents a magnitude of historic proportions, as COVID vaccines become more widely available in 2021, long-term pent-up market demand will likely rebound from rock-bottom levels, resulting in a forecasted yearly revenue of $15.7 billion for the global LED industry next ye...

According to the latest report by the LEDinside research division of TrendForce, titled 2020 Global LED Video Wall Market Outlook – Meeting Room, Sales Channel and Price Trend, the demand for displays with high resolution and HDR capabilities has skyrocketed; thus, the LED fine pitch display (pixel pitch ≤ P2.5) market is expected to reach 27% CAGR in the 2019-2023 period. On the other hand, ultra-fine pitch displays have more momentum for growth because of their lower shipment numbers at the present. The ultra-fine pitch display (pixel pitch ≤ P...

The global research company TrendForce held 2018 Forum on Key Trends in Electronic Components Industry on December 7, 2017. Here are the key excerpts from the forum.

On 18th October, in 309A Meeting Hall in Beijing National Convention Centre, the Summit of Global Industry Development Trend of Intelligent and New Energy Vehicles, held by TrendForce and VehicleTrend, co-organized by Beijing Auto Square, supported by China Council for Promotion of International Trade Machinery Sub-Council, AutoKnow, Global Auto Media and China Electrotechnical Society, finished successfully.

Major technology companies have been developing solutions and platforms for 3D sensing, which is expected to be featured on the upcoming iPhone devices. Market intelligence TrendForce anticipates that from 2017 onward, the market for 3D sensing solutions used in mobile devices will witness leaping growth. The total value of the global market for 3D sensing modules used in mobile devices is estimated to reach US$1.5 billion in 2017 and is forecast to grow at a massive CAGR of 209% to around US$14 billion in 2020. Note that the 3D sensing module that is being discussed includes IR transmitter and receiver components.

Foxconn on July 26 announced the initiation of its “Flying Eagle Project” in North America and a US$10 billion investment to build a Gen-10.5 LCD panel fab in Wisconsin. According to WitsView, a division of TrendForce, this proposed plant will be mainly producing panels of 8K resolution. Display technologies behind 8K resolution are well developed and have existed for a while. Nonetheless, Foxconn’s Wisconsin plant represents the first-ever attempt to build LCD manufacturing capacity in North America. As LCD technology matures, having an integrated supply chain for its end products near or within the key regional markets will be crucial to the competitiveness of panel suppliers and consumer electronics brands.

LG Display (LGD) suffered a serious disruption to its production of large-size LCD panels on June 24, when a deadly accident occurred at its P8-1 panel fab in Paju, South Korea. The Gen-8.5 has been shut down for repair and investigation by the local authorities. WitsView, a division of TrendForce, states that this incident will have a major impact on the supply of large-size panels in the third quarter. While panel quotes have softened during the second quarter, the third quarter will see a return of seasonal demand from device vendors. The accident at P8-1 will contribute to a tightening of the supply and help prop up prices to some extent.

WitsView, a division of TrendForce, reports shipments of LCD TV sets for the first quarter of 2017 came to 44.05 million units, a decrease of 31% from the prior quarter and a year-on-year decline of 8.4%. Poor sales results in China during the Chinese New Year holiday period was a major factor behind the year-on-year shipment drop.

Following Sony’s introduction of CLEDIS (Crystal LED Integrated Structure) displays and Apple’s acquisition of LuxVue, more technology companies are exploring the possibilities of micro-LED in various display applications. LEDinside, a division of TrendForce, reports that there are now nearly 100 private companies and research organizations participating in the development of micro-LED displays. Besides Apple and Sony, there are other major technology brands that invest in micro-LED. Notable cases include the acquisition of InfiniLED by Facebook’s Oculus and the partnership agreement between Ostendo Technologies and KDX. By entering this field in advance, these companies hope to gain favorable positions in the future.

Among the possible new technologies to be incorporated in this year’s refresh of the iPhone series, 3D sensing has generated a lot of interests in terms of applications. A 3D sensing solution requires an RGB camera module an infrared (IR) sensor module that uses VCSEL (vertical-cavity surface-emitting laser) as a light source. With more high-end smartphones adopt 3D sensing, TrendForce estimates that the worldwide market scale of IR sensor modules for mobile devices will reach US$145 million in 2017.

WitsView, a division of the market intelligence firm TrendForce, estimates that worldwide shipments of LCD TV panels for 2017 will total 255.6 million units, down 1.8% in unit volume from 2016. This year’s increase in the average size of TV panels, however, will lead to an annual growth of 7.3% in total shipment area.

LEDinside, a division of TrendForce, reports that the global average sales price (ASP) of 40-watt equivalent LED replacement light bulbs came to US$6.8 this February, down 0.6% from the prior month. As for 60-watt equivalent counterparts, their global ASP in the same month stood at US$8.2, dropping 2.1% from January.