研究報告


半導體研究處

關於

TrendForce半導體研究處成立於2000年,專注於DRAM、NAND Flash、eMMC、SSD、伺服器、資料中心等等記憶體產業鏈與半導體產業鏈相關資訊。提供精準行情報價、深入分析資本與產能變化、前瞻市場趨勢、精闢研究報告等產業資訊。





研究報告






會員方案



  • SLC NAND Flash產業數據

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    SLC NAND Flash產業數據


    DRAMeXchange除針對主流NAND Flash市場提供產業分析以外,亦針對較利基的SLC NAND市場提供完整的供給與價格分析。

    更新頻率: 每天

    報告格式: EXCEL


    服務項目:

  • Consumer DRAM產業數據

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    Consumer DRAM產業數據


    除針對主流記憶體市場提供產業分析以外,亦針對較利基的Consumer記憶體市場(主要為*16顆粒)提供各家供應商完整的產品規劃、產出數量、以及價格走勢分析。

    報告格式: EXCEL


    服務項目:

  • 智慧型手機市場關鍵報告

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    智慧型手機市場關鍵報告


    The provide the first-hand data on branded smartphone production volumes and the latest intelligence on markets for key components,“Smartphone Market Decode” offers in-depth analyses on the developments of a wide range of mobile-related technologies (e.g. 3D sensing, in-display fingerprint scanning, advanced biometric recognition solutions, camera modules, wireless charging, AI-based applications, 5G networking, and more).

    This report assists enterprises in adapting to the rapidly changing market environment by providing the most real-time and professional knowledge that can be used to make the best operational decisions.

    報告格式: PDF


    服務項目:

  • 企業級SSD套餐

    Enterprise SSD產業數據

    Enterprise SSD合約價格

    查看更多

    企業級SSD套餐


    Enterprise SSD Package Service covers as below :

    • Enterprise SSD Contract Price
      • The Enterprise SSD contract prices are covering North America, Japan, Europe, and other markets and generally derived from the quarterly negotiations between enterprise SSD markets.
    • Enterprise SSD Quarterly Datasheet
      • Enterprise SSD Datasheet provides you with the latest SSD density and shipment forecast for server equipment and data centers. Also, enterprise SSD interface, form factor breakdown, and read / mixed read / write load / write intensify Enterprise SSD breakdown.

    服務項目:

    Enterprise SSD產業數據

      Enterprise SSD Datasheet provides you with the latest SSD density and shipment forecast for server equipment and data centers. Also, enterprise SSD interface, form factor breakdown, and read / mixed read / write load / write intensify Enterprise SSD breakdown.

    Enterprise SSD合約價格

      The Enterprise SSD contract prices are covering North America, Japan, Europe, and other markets and generally derived from the quarterly negotiations between enterprise SSD markets.

  • NAND Flash Wafer合約價格

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    NAND Flash Wafer合約價格


    NAND Flash Wafer Price Service covers as below :

    • TLC Wafer Spot Price (Weekly updated)
      • Normal member has a week lag relatively
    • Wafer Contract Price (Monthly updated)

    報告格式: PDF


    服務項目:

  • 伺服器鑽石產業數據

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    伺服器鑽石產業數據


    該產品結合TrendForce在記憶體領域的優勢,延伸對server端的數個面向做研究調查,其中包含

    1. CPU分布與競爭態勢
    2. 北美與中國地區cloud service provider對server採購量
    3. storage出貨預估
    4. 本年度server出貨動能預估
    5. 關鍵server品牌代工廠分佈
    6. 對server DRAM採購量變化
    7. 對SSD採購量變化與規格及介面預估
    8. enterprise與hyperscaler分別對記憶體消耗量占比。

    更新頻率: 每季

    報告格式: EXCEL


    服務項目:

  • Server DRAM 套餐

    伺服器DRAM產業數據

    伺服器模组價格

    查看更多

    Server DRAM 套餐


    Server DRAM Package Service covers as below :

    • Server DIMM Contract Price (Monthly updated)
    • Server DRAM Quarterly Datasheet
      • Quarterly Server DRAM latest market revenue/output update.
    • Server DRAM Quarterly Research Report

    服務項目:

    伺服器DRAM產業數據

      Quarterly Server DRAM latest market revenue/output update.

    伺服器模组價格

      Monthly Server DRAM Contract Price update

  • 晶圓代工專題

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    晶圓代工專題


    lFoundry Project Quarterly Datasheet

    The industry’s latest market revenue updates, capacity utilization rates, and technological developments. Including the world’s major regions (China, US, Taiwan, Korea, Japan, etc.) and leading wafer manufacturers (including, but not limited to: TSMC, UMC, Samsung and SMIC etc.). Also provides you major foundry client’s wafer input in advanced technology process.

    lFoundry Project Biweekly Market Bulletin

    We will provide an update on each wafer manufacturers status on the biweekly basis

    lSpecial Report

    First-hand information for un-expecting issue and our point of view on the market news update.

    lAnalyst Consulting Service

    Members could schedule quarterly conference call with DRAMeXchange Analysts.

    lBusiness Visiting

    Meet DRAMeXchange Analysts by person! Schedule business visiting with DRAMeXchange Analysts.


    服務項目:

  • MLCC 報告

    MLCC 市場快訊

    MLCC 產業數據

    MLCC 價格資訊

    查看更多

    MLCC 報告


    TrendForce 研究團隊長年深入研究記憶體市場,半導體市場以及光電產品市場後,將針對關鍵零組件MLCC產業市場進行研究,支撐我們研究的終端產品包括: smartphone, tablet, notebook, monitor, TVs, server, gaming, automotive, etc.,研究層面涵蓋產業動態以及材料價格動態進行追蹤與分析,進而提供各領域企業公司,從開發階段到供應鏈管理上,能夠完整掌握與超前部屬的綜效。


    服務項目:

    MLCC 市場快訊

      TrendForce將每兩周提供關鍵零組件市場產業動態更新。

    MLCC 產業數據

      各家廠商的Capex、Capacity更新與各廠商的庫存狀態,還提供了材料價格預測與庫存水位分析。

    MLCC 價格資訊

      TrendForce將提供每種尺寸關鍵商品規格的價格資訊,所有價格將被持續跟踪並收集且於每月月底更新。

    MLCC 季度報告

      針對該季度MLCC供應商各項數據指標差異進行分析與說明,以及下一季度MLCC產業狀況預測。

  • 銀級會員

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    銀級會員


    As DRAMeXchange Silver Membership, you are allowed to assess our services below:

    • DRAM/NAND Contract/Spot Price Information
    1. Download DRAM / NAND Flash daily spot prices or monthly contract prices from 2016 to current in excel format
    2. View DRAM / NAND Flash spot/contract price trend in chart format on a weekly, monthly, quarterly and yearly basis, or on customized basis
    3. Download DXI (DRAMeXchange Index) from 2016 to current in excel format
    4. Compare the price trend between different densities in chart format (only for mainstream chips, and also on a weekly, monthly, quarterly and yearly basis) 
    5. Historical Daily Express - a quick look at daily DRAM / NAND Flash spot markets from Nov. 28th, 2003 to current  
    • DRAM/NAND Market View
    • Daily News Alert

    服務項目:

  • 金級_繁

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    金級_繁


    Gold membership is the value-added membership that advances from Silver membership, Gold membership will enjoy all Silver membership Package and other services as below :

    • DRAM/NAND Contract/Spot Price Download
      • DRAMeXchange offers DRAM/NAND Contract and Spot Prices download, and as members, you can view the latest price information on the website.
    • DRAM/NAND Flash Contract Price Early Notice
      • DRAMeXchange offers a monthly DRAM/NAND Flash contract price early notice. This notice provides the latest price information and send to members before our website is updated.

    報告格式: PDF


    服務項目:

  • SSD套餐_繁

    全球SSD終端價格

    SSD產業數據

    PC-Client OEM SSD合約價格

    查看更多

    SSD套餐_繁


    SSD Package Service covers as below :

    • WW SSD Street Price
      • WW SSD Street Price collected by diverse brands and densities in major markets, including NA, Japan, and EU.
    • PC-Client OEM SSD Contract Price
      • The worldwide PC-Client OEM SSD contract prices are generally derived from the quarterly negotiations between SSD suppliers and top tier OEM/ODMs.
    • SSD Quarterly Datasheet
      • SSD Datasheet provides you with the latest SSD density and shipment forecast in PC, server, disk on module and MID market.

    服務項目:

    全球SSD終端價格

      WW SSD Street Price collected by diverse brands and densities in major markets, including NA, Japan, and EU.

    SSD產業數據

      SSD Datasheet provides you with the latest SSD density and shipment forecast in PC, server, disk on module and MID market.

    PC-Client OEM SSD合約價格

      The worldwide PC-Client OEM SSD contract prices are generally derived from the quarterly negotiations between SSD suppliers and top tier OEM/ODMs.

  • Mobile 套餐

    Mobile產業數據

    Mobile合約價格

    Smartphone市場快訊

    查看更多

    Mobile 套餐


    Mobile Package Service covers as below :

    • Mobile Contract Price Update
      • Mobile DRAM Contract Price Quarterly Update; eMMC/UFS Contract Price Quarterly Update.
    • Mobile Quarterly Datasheet
      • Quarterly Mobile DRAM and Mobile NAND Flash latest market supply/demand update.
    • Mobile DRAM Quarterly Research Report

    服務項目:

    Mobile產業數據

      Quarterly Mobile DRAM and Mobile NAND Flash latest market supply/demand update.

    Mobile合約價格

      Mobile DRAM Contract Price Quarterly Update; eMMC/UFS Contract Price Quarterly Update.

    Smartphone市場快訊

      Semiconductor Research offers an additional purchase which only applies to the above Mobile Package members, a comprehensive market update on the Mobile market momentum.

      We also provide our point of view on the instant hot topic analysis on the biweekly basis.

      *At least 20 publication reports in a year.

  • NAND Flash白金

    NAND Flash額外報告

    NAND Flash市場快訊

    查看更多

    NAND Flash白金


    NAND Flash Platinum member will receive all data including Silver and Gold membership coverage. NAND Flash Platinum Service covers as below :

    • NAND Flash Monthly Datasheet
      • DRAMeXchange offers you a complete analysis on NAND Flash industry supply/demand sufficiency, cost analysis and price forecast.
    • NAND Flash Quarterly Research Report
      • DRAMeXchange Research report covers NAND Flash production overview, shipment update, and forecast, new product and technology roadmap, industry and pricing trend.
    • Analyst Consulting Service
      • Members could schedule quarterly conference call with DRAMeXchange Analysts.
    • Business Visiting
      • Meet DRAMeXchange Analysts by person! Schedule business visiting with DRAMeXchange Analysts.

    更新頻率: 每天


    服務項目:

    NAND Flash額外報告

      额外不定期的NAND Flash報告

    NAND Flash市場快訊
      Additional purchase - Help the client to catch up on the NAND Flash market highlight on a weekly basis!

      It only applies to the above NAND Flash Platinum members, a comprehensive market update on the Contract, Spot and the NAND Flash market momentum.

      We also provide our point of view on the instant hot topic analysis on a weekly basis.

  • 白金_繁

    Memory額外報告

    查看更多

    白金_繁


    Memory Platinum members will receive all data including Silver and Gold membership coverage. Memory Platinum Service covers as below :

    • DRAM/NAND Flash Monthly Datasheet
      • DRAMeXchange offers you a complete analysis on DRAM and NAND Flash industry supply/demand sufficiency, cost analysis and price forecast.
    • DRAM/NAND Flash Quarterly Research Report
      • DRAMeXchange Research report covers DRAM/NAND Flash production overview, shipment update and forecast, new product and technology roadmap, industry and pricing trend.
    • Analyst Consulting Service
      • Members could schedule quarterly conference call with DRAMeXchange Analysts.
    • Business Visiting
      • Meet DRAMeXchange Analysts by person! Schedule business visiting with DRAMeXchange Analysts.

    服務項目:

    Memory額外報告

      DRAM/NAND Flash 不定期的額外報告

  • 鑽石_繁

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    鑽石_繁


    Memory Diamond member will receive all data including Memory Platinum membership coverage. Memory Diamond Service covers as below :

    • DRAM/NAND Flash Monthly Datasheet
      • DRAMeXchange offers you a complete analysis on DRAM and NAND Flash industry supply/demand sufficiency, cost analysis and price forecast.
    • DRAM/NAND Flash Quarterly Datasheet
      • DRAMeXchange Offers you a complete analysis on DRAM/NAND Flash industry wafer input, production output, technology node…etc. by each company.
    • DRAM/NAND Flash Quarterly Research Report
      • DRAMeXchange Research report covers DRAM/NAND Flash production overview, shipment update and forecast, new product and technology roadmap, industry and pricing trend.
    • Analyst Consulting Service
      • Members could schedule quarterly conference call with DRAMeXchange Analysts.
    • Business Visiting
      • Meet DRAMeXchange Analysts by person! Schedule business visiting with DRAMeXchange Analysts.

    服務項目:

  • NAND Flash鑽石

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    NAND Flash鑽石


    NAND Flash Diamond member will receive all data including NAND Flash Platinum membership coverage. NAND Flash Diamond Service covers as below :

    • NAND Flash Monthly Datasheet
      • DRAMeXchange offers you a complete analysis on NAND Flash industry supply/demand sufficiency, cost analysis and price forecast.
    • NAND Flash Quarterly Datasheet
      • DRAMeXchange Offers you a complete analysis on NAND Flash industry wafer input, production output, technology node…etc. by each company.
    • NAND Flash Quarterly Research Report
      • DRAMeXchange Research report covers NAND Flash production overview, shipment update and forecast, new product and technology roadmap, industry and pricing trend.
    • Analyst Consulting Service
      • Members could schedule quarterly conference call with DRAMeXchange Analysts.
    • Business Visiting
      • Meet DRAMeXchange Analysts by person! Schedule business visiting with DRAMeXchange Analysts.

    服務項目:

  • DRAM白金

    DRAM額外報告

    DRAM市場快訊

    查看更多

    DRAM白金


    DRAM Platinum member will receive all data including Silver and Gold membership coverage. DRAM Platinum Service covers as below :

    • DRAM Monthly Datasheet
      • DRAMeXchange offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.
    • DRAM Quarterly Research Report
      • DRAMeXchange Research report covers DRAM production overview, shipment update and forecast, new product and technology roadmap, industry and pricing trend.
    • Analyst Consulting Service
      • Members could schedule quarterly conference call with DRAMeXchange Analysts.
    • Business Visiting
      • Meet DRAMeXchange Analysts by person! Schedule business visiting with DRAMeXchange Analysts.

    服務項目:

    DRAM額外報告

      額外的不定期報告

    DRAM市場快訊
      Additional purchase - Help the client to catch up on the DRAM market highlight on a weekly basis!

      It only applies to the above DRAM Platinum members, a comprehensive market update on the Contract, Spot and the DRAM market momentum.

      We also provide our point of view on the instant hot topic analysis on a weekly basis.

  • DRAM鑽石

    查看更多

    DRAM鑽石


    DRAM Diamond member will receive all data including DRAM Platinum membership coverage. DRAM Diamond Service covers as below :

    • DRAM Monthly Datasheet
      • DRAMeXchange offers you a complete analysis on DRAM industry supply/demand sufficiency, cost analysis and price forecast.
    • DRAM Quarterly Datasheet
      • DRAMeXchange Offers you a complete analysis on DRAM industry wafer input, production output, technology node…etc. by each company.
    • DRAM Quarterly Research Report
      • DRAMeXchange Research report covers DRAM production overview, shipment update and forecast, new product and technology roadmap, industry and pricing trend.
    • Analyst Consulting Service
      • Members could schedule quarterly conference call with DRAMeXchange Analysts.
    • Business Visiting
      • Meet DRAMeXchange Analysts by person! Schedule business visiting with DRAMeXchange Analysts.

    服務項目:

  • AI Server 套餐_繁

    AI Server 季度報告

    AI Server 產業數據

    Server市場快訊

    查看更多

    AI Server 套餐_繁


    AI Server套餐服務內容提列如下:
    -每雙週出刊Server 市場快訊
    -季度出刊AI Server研究報告
    -季度出刊AI Server datasheet
    -季度的拜訪服務


    服務項目:

    AI Server 季度報告

      提供AI chips和AI Server供應商在主要數據指標或關鍵市場趨勢變化方面的差異進行了全面分析,並按季度提供AI Server行業狀況到2024年的預測。 (發佈時間:3月底、6月底、9月底、12月底)

    AI Server 產業數據

      TrendForce結合其在Foundry/Server行業的專業知識,結合供應鏈,準確預估AI芯片出貨量、AI Server應用比例、AI主要供應商分析、AI內存採用情況。

      服務內容包含下列頁面:

      1. Shipment of High End (AI Training)/Mid-Low End (AI Inference)
      2. Shipment of NVIDIA / AMD AI Chips / Intel and Other AI Chips
      3. Shipment of AI Server by Chips
      4. AI Server shipments by Major Suppliers (NVIDIA / AMD / Xilinx / Intel / Google..etc), by AI Type, by Chip name
      5. Analysis on Server Shipments, AI Server Shipments, and AI Server Proportion
      6. Analysis on AI Server Memory (HBM & GDDR)
      7. Information for Key AI Chips Spec.(發佈時間:3月底、6月底、9月底、12月底)
    Server市場快訊

      Additional fee:

      Single Purchase at USD 7,000/year

      Additional fee at USD 3,500/year

       (Upgrade from the Server DRAM Package)

      Language:

          English / Chinese / Simple Chinese

      Format:

          PDF

      Frequency:

          Thursday of the published week

  • HBM 套餐_繁

    HBM 季度報告

    HBM 產業數據

    HBM 市場快訊

    查看更多

    HBM 套餐_繁


    HBM 套餐服務內容提列如下:
    -每月出刊 HBM 市場快訊
    -季度出刊 HBM 研究報告
    -季度出刊 HBM Datasheet
    -HBM 專題報告
    -HBM 價格更新
    -季度的拜訪服務


    服務項目:

    HBM 季度報告

      這份全面的季度報告詳細介紹了市場趨勢、供應商比較和預測數據。它提供了關於HBM生產概覽、規格展望以及出貨量預測等分析。

    HBM 產業數據

      憑藉在記憶體市場的專業知識,這份報告提供了HBM市場份額、銷售價格、晶圓產能、需求等全面分析和預測。

      服務內容包含下列頁面:

      The content of it is as follows:
      (1) HBM Spec. Outlook
      (2) Market Share by HBM Chip Out
      (3) Breakdown by HBM Generation
      (4) Breakdown by HBM Layers
      (5) HBM Wafer Capacity
      (6) HBM Revenue by Product
      (7) HBM Consumption by AI chips
      (8) Supply and HBM Consumption
      (9) HBM ASP per Gb
      (10) Revenue Market Share
      (11) HBM Revenue by Suppliers

      (發佈時間:1月、4月、7月、10月)

    HBM 市場快訊

      包括對HBM市場的洞察,涵蓋重大發展和趨勢,並對主要廠商進行詳細的評論。

      (發佈時間:每月中)

    HBM 價格更新

      不定期更新最新的價格信息。

  • Foundry白金

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    Foundry白金


    |Foundry白金產業數據

    從DRAM及NAND Flash的終端需求變化延伸,往上游晶圓製造產能、技術演進以及產能利用率作分析;特別針對主要晶圓廠 (含TSMC、UMC、Samsung、SMIC、GlobalFoundries等公司) 提供各廠之間競合、工廠產能利用率以及晶圓代工後續市況的展望與預估。

     

    |Foundry市場快訊

    每兩週提供和更新各晶圓製造商的資訊。


    服務項目:

  • Foundry市場快訊

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    Foundry市場快訊


    We will provide an update on each wafer manufacturers status on the biweekly basis

    更新頻率: 每二周

    報告格式: PDF


    服務項目:

  • Foundry鑽石

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    Foundry鑽石


    |Foundry鑽石產業數據

    從全球主要晶圓製造廠 (含TSMC、UMC、Samsung、SMIC、GlobalFoundries等公司)產能、技術演進以及工廠產能利用率作延伸分析,涵蓋重點區域 (含中國、臺灣、韓國、日本…等國) 的競爭力分析;特別針對各廠之間競合、製程節點產能利用率、價格、以及先進製程主要客戶的投片變化。

     

    |Foundry市場快訊

    每兩週提供和更新各晶圓製造商的資訊。

     

    |Foundry專題報告

    對於突發事件的第一手資訊以及我們對市場新聞的看法。

    更新頻率: 不定期

    報告格式: PDF


    服務項目:


DXI 價格趨勢


DXI 價格趨勢




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