研究報告
2023-10-26
每二周
Smartphone市場快訊
為回填通路庫存水位及確保市占，部份中系品牌提高生產目標，帶動全球生產總數由先前年減4%略為收斂至3%；唯全年衰退格局不變...
報告分析師 |
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郭祚榮 |
黃郁琁 |
林大翔 |
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今年Huawei的購機客群主要來自於該品牌既有的換機需求，尚未顯著動搖Apple既有客群；隨著Huawei計劃提高旗艦系列的產出，預估明年對Apple會有較顯著影響...
Samsung 2024年Galaxy S系列將重新採用Exynos 2400 (self-designed AP)，占比約只有25-30%；2025年Samsung 3nm製程良率將成為是否量產下一代Exynos 2500的關鍵因素...
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 Package Service covers as below :
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服務項目:
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.
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NAND Flash Wafer Price Service covers as below :
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報告格式: PDF |
服務項目:
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. |
報告格式: PDF |
服務項目:
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
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更新頻率: 每季 報告格式: EXCEL |
服務項目:
Server DRAM 套餐Server DRAM Package Service covers as below :
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服務項目:
Quarterly Server DRAM latest market revenue/output update.
Monthly Server DRAM Contract Price update
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. |
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服務項目:
First-hand information for un-expecting issue and our point of view on the market news update.
We will provide an update on each wafer manufacturers status on the biweekly basis
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。 |
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服務項目:
銀級會員As DRAMeXchange Silver Membership, you are allowed to assess our services below:
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服務項目:
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 :
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報告格式: PDF |
服務項目:
SSD套餐_繁SSD Package Service covers as below :
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服務項目:
WW SSD Street Price collected by diverse brands and densities in major markets, including NA, Japan, and EU.
SSD Datasheet provides you with the latest SSD density and shipment forecast in PC, server, disk on module and MID market.
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 Package Service covers as below :
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服務項目:
Quarterly Mobile DRAM and Mobile NAND Flash latest market supply/demand update.
Mobile DRAM Contract Price Quarterly Update; eMMC/UFS Contract Price Quarterly Update.
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 Platinum member will receive all data including Silver and Gold membership coverage. NAND Flash Platinum Service covers as below :
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更新頻率: 每天 |
服務項目:
额外不定期的NAND Flash報告
白金_繁Memory Platinum members will receive all data including Silver and Gold membership coverage. Memory Platinum Service covers as below :
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服務項目:
DRAM/NAND Flash 不定期的額外報告
鑽石_繁Memory Diamond member will receive all data including Memory Platinum membership coverage. Memory Diamond Service covers as below :
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服務項目:
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 :
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服務項目:
DRAM白金DRAM Platinum member will receive all data including Silver and Gold membership coverage. DRAM Platinum Service covers as below :
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服務項目:
額外的不定期報告
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DRAM Diamond member will receive all data including DRAM Platinum membership coverage. DRAM Diamond Service covers as below :
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服務項目:
AI Server 套餐_繁AI Server套餐服務內容提列如下: |
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服務項目:
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）
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:
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:
Frequency:
Thursday of the published week
