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2024 Apple iPad Pro Estimated to Ship Between 4.5 to 5 Million Units, Says TrendForce

8 May 2024

However, these advancements come with a price increase; the next-generation iPad Pro will be priced $200 higher than its predecessor. Furthermore, the introduction of a 13-inch iPad Air could potentially dilute consumer interest, affecting demand for other models. As a result, TrendForce estimates the combined shipment of the 11-inch and 13-inch AMOLED iPad Pro models will only reach between 4.5 to 5 million units in 2024.

DRAM Contract Prices for Q2 Adjusted to a 13–18% Increase; NAND Flash around 15–20%, Says TrendForce

7 May 2024

TrendForce’s latest forecasts reveal contract prices for DRAM in the second quarter are expected to increase by 13–18%, while NAND Flash contract prices have been adjusted to a 15–20% Only eMMC/UFS will be seeing a smaller price increase of about 10%.

HBM Prices to Increase by 5–10% in 2025, Accounting for Over 30% of Total DRAM Value, Says TrendForce

6 May 2024

Specifically, HBM’s share of total DRAM bit capacity is estimated to rise from 2% in 2023 to 5% in 2024 and surpass 10% by 2025. In terms of market value, HBM is projected to account for more than 20% of the total DRAM market value starting in 2024, potentially exceeding 30% by 2025.

AI Demand Drives Rapid Growth in QLC Enterprise SSD Shipments for 2024, Says TrendForce

23 April 2024

North American customers are increasing their orders for storage products as energy efficiency becomes a key priority for AI inference servers. This, in turn, is driving up demand for QLC enterprise SSDs. Currently, only Solidigm and Samsung have certified QLC products, with Solidigm actively promoting its QLC products and standing to benefit the most from this surge in demand. TrendForce predicts shipments of QLC enterprise SSD bits to reach 30 exabytes in 2024—increasing fourfold in volume from 2023.

Demand for NVIDIA’s Blackwell Platform Expected to Boost TSMC’s CoWoS Total Capacity by Over 150% in 2024, Says TrendForce

16 April 2024

However, the GH200 accounted for only approximately 5% of NVIDIA’s high-end GPU shipments. The supply chain has high expectations for the GB200, with projections suggesting that its shipments could exceed millions of units by 2025, potentially making up nearly 40 to 50% of NVIDIA’s high-end GPU market.


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