“Industry Dynamics and Demand Outlook” is jointly produced by the following research divisions under TrendForce: Semiconductor Research, Display Research, and ICT Application Research. The report is an integration of their research expertise, and provides the followings: (1) Market Status; (2) Industry Dynamics; and (3) Industry Trends. This report aims to help members grasp on market dynamics, manage investment risks, and formulate business strategies by offering valuable forecasts on the industry.
Content:
1. AI Servers
2. Servers
3. Wearables
4. Notebooks
5. Monitors
6. Smartphones
7. Automotive Applications
8. Tablets
9. Televisions
3Q21 NAND Flash市场面短评：data center采购力道仍强，enterprise客户需求也随欧美逐步解封有所增长...
2Q21 NAND Flash市场面短评：虽然smartphone因印度疫情呈现衰退，但server与data center客户采购量明显增长以及notebook需求仍强...
1Q21 NAND Flash市场面短评：server、data center客户采购量略有恢复但仍属疲软...
4Q20 NAND Flash市场面短评：需求端去化库存尚未结束，server与data center客户采购量仍然疲软...
3Q20 NAND Flash市场面短评：需求端进入库存调整阶段，server/data center客户为调整半成品库存累积过高的状况...
2Q20 NAND Flash市场面短评：新冠肺炎疫情冲击层面广泛，仰赖实体通路的需求均受创严重...
1Q20 NAND Flash市场面短评：新冠肺炎疫情不确定性因素笼罩市场需求面，能否回稳仍须观察制造端复工状况...
根据集邦科技调查，由于中国于2/10陆续开工，本周的special report将着重于开工后实际状况的呈现...
