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Press Release


  • Spot and Contract Prices Split Ways, with Contract Prices Plunging by Over 10% in July, Says TrendForce
    08-01-2019 TrendForce
    DRAMeXchange, a division of TrendForce, finds that although spot prices have increased by 24% on average since the start of July, the scale of the spot market is too small to relieve suppliers of their high inventory levels by any noticeable amount. Furthermore, end demand for memory products saw no improvement entering peak-season, putting contract prices on the slide yet again. Contract prices for market mainstream DDR4 8GB products have come to US$25.5, a 10.5% decline MoM from US$28.5. [ more ]
  • Limited Market Recovery Back to Peak-Season Condition and Yet-to-be-cleared Inventories Cause Mobile DRAM Prices to Continue Declining by Over 10% in 3Q19, Says TrendForce
    07-30-2019 TrendForce
    Investigations by DRAMeXchange, a division of TrendForce, show peak season demand growth and, in turn, production volume growth for the smartphone market in 3Q weakening in comparison to previous peak-seasons, for which production volume growths of 10% QoQ and above were the norm. The decline for total smartphone production this year is forecast to remain near 5%. Pull-ins have slowed in 1H, and we see suppliers yet to fully clear their large levels of inventories. Despite the Japan-South Korea incident over material exports, which resulted in rumors of price trend reversals circulating in the market, pressure to clear inventories still remained high. Adding the fact that though some DRAM suppliers have announced plans to reduce production capacity, the actual extent of those reductions were generally low,consisting mostly of capacity reductions for older processes or capacity reductions as a result of process switching. Until mainstream products become unprofitable, DRAM suppliers are unlikely to make large reductions to capacity. And though prices in spot markets have seen slight fluctuations, contract prices remain on a downwards trend overall. [ more ]
  • The Cell Phone 3D Sensing Market Enters Growth Stage, with VCSEL Revenue Possibly Reaching US$1.139 Billion, Says TrendForce
    07-22-2019 Joanne Wu
    According to the latest Infrared Sensing Application Market Trend Report by LEDinside, a division of TrendForce, seeing that smartphone shipments are predicted to decline for whole 2019 year, cell phone brands will be engaging in a 'specs -contest' with their flagship devices for the second half-year, and 3D sensing modules will become an important component in that race. Market revenue for VCSELs used by cell phones utilizing 3D sensing is projected to reach US$1.139 billion as a result of this trend. [ more ]
  • Suppliers ' Profits Cut Back, with Lighting LED Package Prices Slowing in Decline, Says TrendForce
    07-18-2019 Terri Wang
    According to the latest 2019 Chinese LED Chip and Package Industry Market by LEDinside, a division of TrendForce, growth in the global LED lighting market has slowed down noticeably due to the global economic recession and the US- China trade dispute. Revenues for lighting LED packages were affected as a result. In 2018, China's LED packaging market scale for general lighting applications stood at US$5.2 billion, with a visible slowdown glanced from a CAGR of only 3% throughout the forecast period, 2018-2023. [ more ]
  • Global Demand for PV Modules Temporarily Decreases in 3Q19, but Annual Demand May Still Go Above 120GW, Says TrendForce
    07-17-2019 Lions Shih
    Ever since China's 531 New Policy came into effect back in 2018, Chinese manufacturers impacted by the policy actively sought expansion overseas in order to lessen the risks from the policy. Adding that the distribution of global markets is becoming more diverse and dispersed, we see global demand for PV modules being pushed up as a result. EnergyTrend, a division of TrendForce, gives the following outlook for 2H19: Clients will slightly reduce pull-ins for 3Q, but this is expected to be a temporary state of rest for the market, which may still see demand for the whole 2019 year rise above 120GW. [ more ]
  • DRAM/NAND Prices Short Term Affected by Japan-South Korea Trade Tension and Toshiba Outage; Long Term Effects Depend on Inventory Levels, Says TrendForce
    07-16-2019 TrendForce
    DRAMeXchange, a division of TrendForce, points out that after the Toshiba outage in mid-June, the Japanese government announced that it will be controlling South Korea-bound exports of three key materials used in the manufacturing of semiconductors, smartphones and panels, causing module manufacturers in the memory industry downstream to give higher quotes. However, since DRAM and NAND Flash inventories remain high, and that this is not a complete barring of materials but a prolonging of procedures, the possibility of a short-term, structural reversal of supply and demand is low. [ more ]
  • Prices for Mid- and Large-sized LCD Panels Keep Falling in 3Q, Says TrendForce
    07-11-2019 Anita Wang
    According to WitsView, a division of TrendForce, prices for mid- and large-sized LCD panels are unlikely to stop falling in 3Q19, mainly due to the trade war that raged on in 2Q. Some LCD brands have already stocked up beforehand as well as raised inventory levels of completed devices in North American regions. Adding the fact that brands are stuck with relatively high inventories of both panels and completed devices as a result of low demand, brands are reducing panel procurement for 3Q, causing restocking momentum to weaken. [ more ]
  • Huawei Ban Temporarily Relaxed; Whether LTPS Panel Demand May Recover Requires Further Observation, Says TrendForce
    07-09-2019 TrendForce
    WitsView , a division of TrendForce , says that demand for LTPS devices were previously expected to grow steadily in 2019 and cause utilization for LTPS production lines to climb. But due to the effects of the Huawei ban, LTPS area produced is expected to shrink starting from 3Q, with the annual area produced expected to fall by about 7.2% compared to 2018, arriving at just 8.3 million square-meters. This is the first time in recent years that LTPS area faces the risk of decline. However, it is worth observing whether panel demand will recover swiftly as the US relaxes for now the sales ban on Huawei in the wake of G20. [ more ]