 |
Global Semiconductor Capex Forecast to Drop 3% Again This Year (2020.04.19)
Using its “baseline” assumptions shown in the soon-to-be-released April Update to the 2020 edition of The McClean Report—A Complete Analysis and Forecast of the Integrated Circuit Industry (MR20), IC Insights is not lowering its current -3% 2020 semiconductor industry capital spending forecast due to the Covid-19 outbreak |
|
COVID-19 Impact on Global Semiconductor Production to be Moderate but Severe on IDMs: MIC (2020.04.14)
MIC (Market Intelligence & Consulting Institute), a government think tank and IT research institute in Taiwan, has foreseen a moderate impact of COVID-19 outbreak on the production of the global semiconductor industry. However, if COVID-19 lingers longer than expected, the industry will eventually be affected by the decrease in consumer market demand, says MIC |
|
Despite Strong 1H20 Server Shipment, COVID-19 May Disrupt 2H20 Shipment Schedule (2020.04.06)
According to the latest investigations by the DRAMeXchange research division of TrendForce, owing to strong orders for data center servers and traditional server brands’ preemptive stock-up demand to avoid pandemic-induced breaks in the server supply chain, overall server shipment is expected to remain on the upswing in 2Q20 |
|
ICT Spending in Malaysia to Reach US$25.2b in 2023, Says GlobalData (2020.03.16)
The information and communication technology (ICT) market in Malaysia is set to grow at a compound annual growth rate (CAGR) of 8.9% between 2019 and 2023.This growth from 2018 US$16.5bn to US$25.2bn in 2023, will mainly be supported by the rising adoption of ‘client computing’ and ‘cloud computing’, says GlobalData, a leading data and analytics company |
|
Global 5G Market Value in Healthcare Sector to Reach Nearly US$18B by 2026 (2020.02.20)
Global 5G market value in the healthcare sector is projected to reach USD 17.99 billion by 2026, according to MIC (Market Intelligence & Consulting Institute), Taiwan-based government tank and IT research institute.
“Applications most likely to adopt 5G include telemedicine such as remote consultation and remote biometrics |
|
Coronavirus Disrupts Display Panel Production in China, Spurring Supply Shortfalls and Rising Prices (2020.02.19)
The escalating coronavirus crisis is impacting production at display panel factories located in the semi-quarantined city of Wuhan, China, spurring a significant near-term reduction in the global supply of panels used in liquid crystal display televisions (LCDs) and other products |
|
Semiconductor R&D To Nudge Higher Through 2024 (2020.02.03)
The semiconductor business is defined by rapid technological changes and the need to maintain high levels of investment in research and development for new materials, innovative manufacturing processes for increasingly complex chip designs, and advanced IC packaging technologies |
|
Taiwanese Mobile Payment Users Aged 46-55 Grow by Over 30% in 2018-2019 (2020.01.20)
TAIPEI, Taiwan - Taipei-based government-backed IT research institute MIC (Market Intelligence & Consulting Institute) conducted an online-questionnaire survey in September 2019 on Taiwan’s smartphone users aged 18-65 and the findings reveal that the popularity of mobile payments in the consumer group aged 46-55 increased 31 |
|
Asia-Pacific will Lead 5G Technology Adoption by 2024 (2020.01.13)
Asia-Pacific (APAC) will be the leading region in terms of 5G technology adoption with 1.14 billion subscribers, accounting for 65% of global 5G subscriptions by 2024, says GlobalData, a leading data and analytics company.
An analysis of GlobalData’s Asia Pacific Mobile Broadband Forecast Pack reveals that APAC will be the largest region followed by North America, accounting for 44% and 32% share, respectively, in terms of revenue in 2024 |
|
Over 80% of Chinese Users on Three Major Multimedia Platforms iQiyi, Tencent, and Youku (2020.01.02)
As of June 2019, China’s had 850 million internet users with a penetration rate of 61.2%, according to government-backed research institute MIC (Market Intelligence & Consulting Institute).
“In the first half of 2019, 760 million short video consumers appeared, accounting for 88 |
|
High-end TV with Mini LED Backlighting Rises, Panel Makers Rush to Develop Active Matrix Technology (2019.12.30)
The increase in die bonding efficiency, the decrease in Mini LED chip cost, and the historical low of open cell prices all contributed to the significantly lowered costs of displays utilizing Mini LED backlighting. According to the New Display Technology Cost Analysis quarterly report from the WitsView research division of TrendForce, Mini LED backlighting has significantly lowered the cost of display modules used in 65-inch 4K TVs |
|
Chinese 5G Smartphone Users Outperform Korean Users Following 5G Commercial Launch in November (2019.12.10)
‘Mobile and network communications applications, products, and services in 2020 and 2021 will be built mostly around 5G and, currently, over 50 telecoms in 27 countries around the world have started their 5G network deployments,” said Chien-Hsun Lee, senior industry analyst of MIC |
|
3Q19 NAND Flash Revenue Grows 10% amidst Resurging Pre-Peak Season Demand for Shipment (2019.11.25)
According to the DRAMeXchange research division of TrendForce, 3Q19 NAND flash industrial revenue showed a nearly 15% growth of total bit shipment, owing to the seasonality-driven demand for products shipments and the additional product shipment made available in preparation for U |
|
Total Mobile Service Revenue in China Set to Reach US$165B in 2024 (2019.11.21)
Increase in the demand for mobile Internet connectivity and growing unique subscriber base is set to drive the total mobile service revenue in China from US$153bn in 2019 to US$165bn by the end of 2024, says GlobalData, a leading data and analytics company |
|
Asia/Pacific Spending on Security Solutions Projected to Reach 16.4 Billion in 2019 (2019.11.19)
According to the latest IDC Worldwide Semiannual Security Spending Guide, spending on security hardware, services, and software in Asia/Pacific is expected to reach USD 16.4 billion in 2019, an increase of 20.01% over previous year |
|
Over 70% of Taiwanese Netizens Plan to Purchase on Double 11: MIC (2019.11.11)
A survey of Taiwanese netizens found that over 70% of netizens express their willingness to make purchases on the upcoming Double 11 shopping festival, according to the MIC (Market Intelligence & Consulting Institute) of III (Institute for Information Industry) |
|
Top 5 Share of Semiconductor Industry Capex to Set New Record in 2019 (2019.11.06)
The share of semiconductor industry capital spending held by the top five companies’ (i.e., Samsung, Intel, TSMC, SK Hynix, and Micron) is forecast to reach an all-time high of 68% this year, surpassing the previous record high of 67% recorded in 2013 and 2018 |
|
Resurgence of 16:10 Aspect Ratio Laptop to Occupy 2% Share of Non-Apple Market in 2020, Says TrendFo (2019.11.04)
The gradual technical maturation of narrow bezels means a higher screen-to-body ratio and wider, thinner laptops. With this change in the physical appearance of laptops, manufacturers are once again looking to incorporate panels with a 16:10 aspect ratio |
|
2019 Microprocessor Slump Snaps Nine Years of Record Sales (2019.10.14)
MPU market being pulled down by weakness in smartphones and servers, as well as the fallout from the U.S. China trade war. A modest rebound is expected in 2020, followed by new all-time high sales in 2021.
The microprocessor market’s string of nine straight record-high annual sales between 2010 and 2018 is expected to end this year with worldwide MPU revenue dropping 4% to about $77 |
|
TrendForce Estimates a 13% QoQ Growth in Global Foundry Revenue for 3Q19 (2019.09.05)
The global demand for semiconductor components in the second half of the year will be noticeably stronger compared with the first half due to the effect of the traditional peak season. TrendForce currently estimates that the global foundry revenue in 3Q19 will increase by 13% QoQ |
