Group 1: OLED Display Panel Market - The demand for OLED display panels remains strong, with a projected shipment growth rate of 69% for 2025, up from a previous estimate of 40% [1] - TrendForce has revised the expected shipment volume for OLED display panels in 2025 from 2.8 million units to 3.4 million units, following a significant growth of 132% in 2024 [1] Group 2: Enterprise SSD Market - The revenue of the top five enterprise SSD brands is expected to decline in Q1 2025 due to inventory digestion and challenges in AI product assembly [4][5] - The average selling price of enterprise SSDs has dropped nearly 20%, leading to a quarter-over-quarter revenue decrease for the top five brands [5] - Samsung, SK Group, Micron, Kioxia, and SanDisk are the top five enterprise SSD brands, with total revenues of $4.53 billion in Q1 2025, representing a market share of 95.1% [6]

Core Viewpoint - In June 2025, there is a slight downward trend in television panel prices, while prices for monitors and laptop panels remain stable [1][4]. Television Panels - The average price for a 65-inch television panel is $176, down by $1 or 0.6% from the previous month, with a range of $171 to $180 [6]. - The average price for a 55-inch television panel is $126, also down by $1 or 0.8%, with a range of $121 to $129 [7]. - The average price for a 43-inch television panel is $65, down by $1 or 1.5%, with a range of $63 to $66 [8]. - The average price for a 32-inch television panel is $36, with a minimum of $35 and a maximum of $37 [9]. Monitor Panels - In June, monitor panel prices remain unchanged from the previous month [10]. - The average price for a 27-inch IPS panel is $63, with a range of $57.6 to $65.8 [11]. - The average price for a 23.8-inch IPS panel is $49.9, with a range of $47.1 to $51.4 [12]. Laptop Panels - In June, prices for laptop panels across all sizes remain stable compared to the previous month [12]. - The average price for a 17.3-inch TN panel is $38.3, with a range of $37.7 to $39.8 [13]. - The average price for a 15.6-inch Value IPS panel is $40.3, with a range of $38.6 to $41.9 [14]. - The average price for a 14.0-inch TN panel is $26.9, with a range of $26.4 to $28.1 [15]. - The average price for an 11.6-inch TN panel is $25.1, with a range of $24.2 to $26.5 [16].

01 周价格表 | | | | | 更新日期:2025/6/18 | | --- | --- | --- | --- | --- | | 多晶硅 (Per KG) | 高点 | 低点 | मुख्य | 涨跌幅 | | N型复投料(RMB) | 37.500 | 34.500 | 36.000 | -1.37% | | N型致密料(RMB) | 35.500 | 33.500 | 33.500 | -1.47% | | N型颗粒硅(RMB) | 33.500 | 32.000 | 32.500 | -1.52% | | 非中国区多盟娃(USD) | 22.000 | 13.100 | 18.000 | 0.00% | | 硅片 (Per pc) | 高点 | 低点 | 均价 | 涨跌幅 | | N型183单晶硅片-183mm/130μm (RMB) | 0.920 | 0.900 | 0.900 | -3.23% | | N型210单晶硅片-210mm/130μm (RMB) | 1.270 | 1.250 | 1.250 | -1.57% | | N型210R单晶硅片-210*182mm/130μm (RM ...

Core Viewpoint - The Enterprise SSD market is experiencing a significant adjustment period, with major clients reducing order sizes, leading to a nearly 20% drop in average selling prices in Q1 2025. However, improvements are expected in Q2 due to increased demand driven by AI infrastructure and new product releases from key players like NVIDIA [1]. Group 1: Market Overview - In Q1 2025, the top five Enterprise SSD brands reported a decline in revenue due to seasonal effects and weak overall demand, indicating a market adjustment phase [1]. - The overall revenue for the Enterprise SSD market is projected to recover to positive growth in Q2 2025, supported by expanding AI infrastructure needs and increased storage capacity from Chinese CSPs [1]. Group 2: Company Performance - **Samsung**: Ranked first, Samsung's revenue decreased by 34.9% to $1.89 billion in Q1 2025, impacted by seasonal effects and weak demand. However, the company is seeing growth in its PCIe 5.0 product shipments, indicating a steady market share increase in advanced interface technology [4]. - **SK Group**: The second-ranked SK Group, which includes SK hynix and Solidigm, experienced a revenue drop of over 50% to $0.99 billion in Q1 2025 due to strategic adjustments by major clients in AI infrastructure. The company is accelerating the development of next-generation storage technologies [5]. - **Micron**: Micron's revenue for Q1 2025 was $0.85 billion, with a relatively stable performance despite market fluctuations, showing a 27.3% decline in revenue [6]. - **Kioxia**: Kioxia's revenue fell by 21.8% to $0.57 billion in Q1 2025, affected by traditional seasonal downturns and lower-than-expected orders from Server OEM clients [7]. - **SanDisk**: SanDisk reported a revenue of $0.23 billion in Q1 2025, with an upward trend in product shipments. The company is focusing on developing high-capacity storage products, including a new 1PB SSD [8].

Core Viewpoint - Despite overall economic pressures, the OLED display panel market is experiencing strong growth, with a projected 132% year-on-year increase in shipments for 2024, leading to an upward revision of the 2023 shipment forecast from 2.8 million to 3.4 million units, representing a year-on-year growth adjustment from 40% to 69% [1]. Group 1: Market Dynamics - The overall panel market is facing some impact from tariff policies, but the OLED display panel segment remains relatively unaffected, driven by high acceptance among gaming players, prompting brands to expand their product lines [3]. - Samsung Display (SDC) and LG Display (LGD) continue to dominate the OLED display panel supply, with SDC shifting focus to OLED displays due to growth bottlenecks in OLED TV panels, aiming to maintain high utilization rates and profitability [5]. Group 2: Demand and Supply Outlook - LGD, initially constrained by losses in its LCD business, has revised its OLED display shipment target for 2023 from below 700,000 units to 800,000 units, with potential further adjustments to 1 million units due to strong customer demand and supply shortages [5]. - Gaming brands like ASUS and MSI are actively promoting OLED display products, with ASUS expected to exceed a demand of 500,000 units for OLED panels, significantly increasing demand for WOLED panels, which has influenced LGD's more aggressive stance on OLED displays [5].

Group 1 - The global wafer foundry industry experienced a seasonal revenue decline of approximately 5.4% in Q1 2025, totaling $36.4 billion, influenced by international market conditions and preemptive inventory stocking by clients [1][2] - TSMC remains the market leader with a revenue of $25.5 billion in Q1 2025, despite a 5.0% quarter-over-quarter decline, increasing its market share to 67.6% [2] - The top ten wafer foundries collectively generated $36.4 billion in revenue, accounting for 97% of the total market share [2] Group 2 - Global smartphone production reached 289 million units in Q1 2025, reflecting a 3% decrease compared to the same period in 2024, with stable production performance across brands [3][4] - Samsung led smartphone production with 64 million units, marking a 21% quarter-over-quarter increase, while Apple saw a significant 40% decline in production to 48 million units [5] Group 3 - The top ten fabless IC design companies reported a revenue increase of approximately 6% in Q1 2025, reaching $77.4 billion, driven by strong demand for AI-related products and preemptive inventory stocking [6][8] - NVIDIA led the fabless market with a revenue of $42.4 billion in Q1 2025, reflecting a 12% quarter-over-quarter growth and a 72% year-over-year increase [8]

June 12, 2025 产业洞察 根据TrendForce集邦咨询最新调查， 2025年第一季全球智能手机生产总数达2.89亿支，虽然较2024 年同期减少约3%，但各品牌生产表现相对平稳 。其中，中国第一季的销售得益于政策红利，带动销 量微幅成长。展望第二季生产表现，因国际形势的不确定性，市场需求受到抑制，各品牌的生产表现 预估持平第一季。 | Ranking | Brand | Production | QoQ | Market share | | --- | --- | --- | --- | --- | | 1 | Samsung | 64 | 21% | 22% | | 2 | Apple | 48 | -40% | 17% | | 3 | Xiaomi | 42 | -7% | 14% | | 4 | OPPO | 27 | -26% | 9% | | 5 | Vivo | 24 | -16% | 8% | | 6 | Transsion | 22 | -20% | 7% | 各主要品牌表现： 三星（ Samsung ） 苹果（ Apple ） Apple（苹果）随着新机铺货进入尾声，第一季生 ...

Core Insights - The semiconductor chip demand is expected to exceed previous seasonal lows due to early stocking of terminal electronic products and the construction of AI data centers, leading to a strong performance in the IC design industry [1] Group 1: AI Data Center Sector - NVIDIA's revenue for Q1 2025 reached $42.3 billion, a 12% quarter-over-quarter increase and a 72% year-over-year increase, maintaining its position as the top revenue earner despite anticipated losses in Q2 due to H20 development limitations [3] - AMD's revenue for Q1 2025 was approximately $7.44 billion, a 3% quarter-over-quarter decrease but a 36% year-over-year increase, with plans to ramp up production of the new MI350 platform in the second half of the year [3] - Broadcom achieved a record semiconductor revenue of $8.34 billion in Q1 2025, a 15% year-over-year increase, as it expands its AI network solutions [4] Group 2: Mobile Devices and Communication - Qualcomm's Q1 2025 revenue was nearly $9.47 billion, a 6% quarter-over-quarter decrease due to seasonal factors and increased competition from Apple's in-house chips, prompting a focus on AI mobile and automotive sectors for growth [4] - MediaTek ranked fifth globally in Q1 2025 with revenue of $4.66 billion, driven by demand for its Dimensity series chips in China [5] - Realtek's revenue increased by 31% quarter-over-quarter to over $1.06 billion, fueled by inventory increases from PC clients and rising demand for Wi-Fi 7 and automotive Ethernet [5] Group 3: Other Notable Performers - Chipone's revenue grew to over $820 million in Q1 2025, a 6% quarter-over-quarter increase, benefiting from consumer subsidy policies in China [5] - OmniVision's revenue decreased by 2% quarter-over-quarter to $730 million, but it made significant progress in image sensors and automotive electronics [5] - ChipSys's revenue reached nearly $640 million in Q1 2025, a record high, driven by strong demand for power controllers in AI data centers [5]

Core Viewpoint - The TSS Semiconductor Industry Forum highlighted the significant impact of AI on the global semiconductor market, emphasizing the need for strategic adjustments across various sectors within the industry [1][3]. Group 1: AI's Influence on Semiconductor Demand - The demand for high-performance computing chips driven by AI applications is expected to grow significantly, with advanced processes and packaging technologies being the primary growth drivers in the foundry sector, projected to grow by 19.1% in 2025 [6]. - Advanced process technology, particularly 2nm, will begin mass production in the second half of this year, while advanced packaging capacity is expected to expand with an annual growth rate of 76% [6]. - Despite global geopolitical pressures, the resilience of AI development is evident, with transformations in AI servers and models driving future industry growth [6]. Group 2: Opportunities and Challenges in IC Design - The global IC design market is projected to reach $647.3 billion in 2024, reflecting a year-on-year growth of 25.6%, largely fueled by strong AI demand [9]. - While AI applications are thriving, non-AI sectors are experiencing limited growth due to a sluggish global economy, leading to prolonged inventory adjustments, particularly in automotive and industrial semiconductor markets [9]. - Chinese semiconductor manufacturers are gaining ground in mature process technologies, breaking the previous monopolies held by leading firms [9]. Group 3: Storage Demand in the AI Era - AI's high requirements for flash memory performance, capacity, and energy efficiency are pushing manufacturers to invest heavily in R&D for advanced NAND Flash technologies [12]. - The intense competition in the flash memory market is pressuring manufacturers to reduce costs while meeting AI's high-performance demands [12]. - The explosive growth in AI demand may lead to short-term supply shortages and price increases, but potential market corrections could result in oversupply and price declines [12]. Group 4: Trends in the Robotics Industry - The AI wave is driving the continuous upgrade of smart terminal devices, with humanoid robots expected to become a key export in the next generation of computing, potentially reaching a global market value of $4 billion by 2028 [15]. - Chips are critical components in humanoid robots, responsible for data processing, AI inference, and motion control, which will determine their intelligence and application depth [15]. - The evolution of AI models and the increasing demand for edge computing will push humanoid robot chips towards higher efficiency, lower power consumption, and greater integration [15]. Group 5: HBM Market Dynamics - HBM, characterized by TSV and stacking technologies, is expected to see significant advancements in bandwidth and capacity due to process node upgrades [18]. - The HBM market is projected to see the HBM/e generation account for over 90% of shipments by 2025, with suppliers needing collaborative development capabilities to enhance their technological barriers [18]. - NVIDIA continues to dominate the HBM consumption market, and the balance between supply and demand remains crucial as HBM's share of overall memory capacity increases [18]. Group 6: AI Server Market Insights - The AI server market is evolving, with major cloud service providers expanding their in-house ASIC chip development capabilities [21]. - NVIDIA's recent introduction of the NVLink Fusion solution indicates its strategic move into the ASIC domain to enhance its technology ecosystem [21]. - TrendForce provides in-depth observations on the development opportunities in the AI market and the long-term trends for AI servers [21]. Group 7: Wide Bandgap Semiconductor Trends - SiC is establishing a leadership position in high-voltage applications, particularly in electric vehicles and industrial sectors, despite short-term pressures in the EV market [24]. - GaN is approaching large-scale application, transitioning from low to high-power applications, with significant potential in automotive and AI data centers [24]. - The shift towards 8-inch wafers is expected to dominate the GaN market, with 12-inch wafers anticipated to enter mass production within the next decade [24].

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