Consumer Electronics


2024-03-20

[Insights] March Panel Prices Update, TV Brands Further Increased, Notebook Panel Prices Await Clear Direction

TrendForce has released the latest panel quotations for late March. TV panel prices further grew due to the increasing purchasing power; monitor panel demand continue to rise, surpassing expectations; for notebook panel, the lack of clarity in demand release has posed challenges for panel manufacturers to gauge price hikes, forcing them to maintain current prices to avoid further declines.

More details are as follows:

  • TV

In March, the purchasing power of TV brands further increased, driving a 7% quarterly growth in procurement for major brands in the first quarter. This also led to a rebound in panel manufacturers’ utilization rates to over 80%.

With the upcoming sports events in the second quarter, new product stocking, and promotional activities like China’s 618 sales, panel prices are expected to rise further. Despite the traditional off-season in the first quarter, brand procurement remains strong, with TV panel prices expected to see expanded increases in March.

Anticipated increases include 1 USD for 32-inch, 2 USD for 43-inch and 50-inch, 3 USD for 55-inch, and 5 USD for 65-inch and 75-inch.

  • Monitor

In March, the ongoing price hikes in TV panels have prompted some panel manufacturers to reallocate resources towards TV products. Additionally, while standard surveillance monitor panels continue to incur losses, sales of TV and laptop panels are profitable. This may lead to a reluctance among panel manufacturers to produce surveillance monitor panels.

On the demand side, due to the red sea crisis, some brands need to increase their inventory levels. Coupled with warming demand in certain regional markets and the anticipation of panel price hikes and potential supply shortages, current panel demand orders continue to rise, surpassing expectations. This trend is driving an upward trajectory in panel prices. LCD monitor panel prices, including Open Cell panels and panel modules, are expected to rebound across the board in March.

Open Cell panel prices are projected to increase by approximately 0.5 USD, while prices for 23.8-inch and 27-inch panel modules are expected to rise by 0.3 USD to 0.5 USD.

  • Notebook

Entering March, the notebook panel market has reached the end of the first quarter’s off-season. It is currently expected that inventory demand will gradually strengthen from the second quarter onwards. Meanwhile, TV panel prices have been on the rise since February, and monitor (MNT) panel prices are expected to increase from March. These factors have heightened expectations for price hikes in notebook panels.

However, brands are currently relatively conservative in releasing demand, perceiving a sluggish momentum. This lack of clarity in demand release has made it difficult for panel manufacturers to gauge price hikes, leaving them with no choice but to maintain panel prices to prevent further declines.

The expected price trend for notebook panels in March indicates that 16:9 panel models will remain stable overall, while 16:10 panel models may experience slight downward pressure, with anticipated decreases ranging from 0.2 USD to 0.3 USD.

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2024-03-13

[News] Intel Rumored to Temporarily Retain Chip Supply License to Huawei, While AMD Awaits Response

Intel has reportedly retained the export licenses that would have prohibited them from selling laptop processor (CPU) chips to the Chinese telecommunications giant Huawei. This signifies that Intel has temporarily preserved its business of providing chips worth hundreds of millions of dollars to Huawei.

According to sources cited by Reuters on March 12th, the US placed Huawei on a trade blacklist in 2019, alleging violations of US sanctions. However, at the end of 2020, the US Department of Commerce granted special licenses to some US suppliers, including Intel, allowing them to sell certain technology products to Huawei.

Still, some sources cited in the report believe that Intel’s license is expected to expire later this year and is unlikely to be renewed.

The sources cited in the same report also stated that Intel’s competitor, AMD, had applied for a similar license to sell comparable chips in early 2021 but did not receive approval from the US Department of Commerce. AMD subsequently protested, claiming that the US government’s differential treatment was unfair.

Regarding this matter, Intel, Huawei, the Commerce Department and the White House declined to comment. AMD did not respond to a request for comment.

As per TrendForce, Intel is forecasted to hold a market share of 68.8% in the CPU market in 2024, while AMD is expected to have a share of 20.2%.

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(Photo credit: iStock)

Please note that this article cites information from Reuters.

2024-03-13

[News] Apple Reportedly Begins Development of M4 Chip and May Utilize TSMC’s 2nm Process

Shortly after the release of the MacBook Air with the built-in M3 chip, a report from MacRumors has cited the report that Apple is already working on the development of the next-generation M4 chip, expected to be launched next year.

As per Mark Gurman revealed in a Q&A with Bloomberg, Apple has officially commenced the development of the M4 chip, which is expected to debut alongside the next-generation MacBook Pro. Reportedly, there’s a possibility that the M4 chip may adopt TSMC’s 2nm process. TSMC’s related process is scheduled to undergo first tool-in this year and commence mass production next year.

As per MacRumors’ report, following the introduction of the first in-house developed M1 chip by Apple in November 2020, Apple has consistently pursued chip upgrades. In June 2022, Apple unveiled the M2 chip, followed by the release of the M3 chip at the end of October last year.

With approximately a year and a half gap between each generation of chips, it is speculated by MacRumors that Apple will unveil the M4 chip in the first half of next year. Some sources cited in the report also believe that Apple’s accumulated experience in chip development in recent years may enable them to shorten the development timeline, potentially leading to the announcement of the M4 chip by the end of this year.

However, compared to the 3nm process used in the M3 chip, the 3nm process of the M4 chip could be an upgraded version, with improvements in both computational capability and energy efficiency.

During the earnings call in the fourth quarter of 2023, TSMC announced that its 2-nanometer process (N2) would utilize Nanosheet transistor structures and is anticipated to commence mass production in 2025, so the M4 chip may still adopt the 3nm process.

As for TSMC’s 2-nanometer process, a previous report from wccftech has indicated that Apple is expected to adopt the 2nm process for chip production in the iPhone 17 by 2025.

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(Photo credit: Apple)

Please note that this article cites information from MacRumors, Bloombergwccftech and TSMC.

2024-03-08

[News] Rumors Suggest Huawei P70 Series Release Delayed to April

Earlier rumors have suggested that the Huawei P70 series smartphones would be unveiled in March. However, according to sources cited by IJIWEI, the P70 series is expected to be delayed until April. It is anticipated to include three models: the P70, P70 Pro, and P70 Art.

Based on information from Weibo and X-platform sources cited in IJIWEI’s report, the Huawei P70 series is expected to feature high-density lithium batteries, wireless charging, and satellite communication technology across all models. In terms of imaging, the series is expected to be equipped with periscope telephoto lenses and a 50MP main camera. The main camera’s CIS is expected to be either the Sony IMX989 or OV50H. The display is expected to have a 1.5K resolution and support LTPO technology.

The Huawei P series smartphones are known for their imaging capabilities. Leaks cited by the report suggest that the P70 will feature a 2.5D curved screen and BeiDou Navigation Satellite System. The model, expected to be the P70 Art, is rumored to adopt the IMX989 one-inch main camera sensor with support for a physically variable aperture.

The P70 Art will also include a 50-megapixel ultra-wide-angle camera and an upgraded 4X periscope telephoto module, as per the report. Additionally, the dual-directional satellite communication technology of this phone is expected to see upgrades.

Regarding the processors of the Huawei P70 series, reports suggest that they will adopt the same model as the Mate 60 series, although the flagship variant of the P70 may have a different processor frequency compared to the standard version.

The Huawei P70 series is expected to bring many highlights in terms of configuration, design, imaging performance, and more. However, specific details such as the release date and parameter information will require further confirmation from Huawei officials.

Previously, analyst Ming-Chi Kuo from Tianfeng International Securities indicated in a report that Huawei is expected to launch a new flagship series, the P70, in the first half of 2024. Benefiting from upgraded camera specifications and the adoption of the in-house designed Kirin chip, the shipment volume of the models under Huawei’s P70 series is expected to see significant growth in 2024 compared to the 4–5 million units of the models under the P60 series in 2023.

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(Photo credit: Huawei)

Please note that this article cites information from IJIWEI.

2024-02-21

[Insights] Late February Panel Prices Update, TV Panel Prices Return to Rising Trend

TrendForce has released the latest panel quotations for late February.

TV panel prices shall rise in February due to low inventory stimulating demand; Monitor panel demand remains steady, with some increase due to TV panel price trends; Notebook panel demand declines, with prices expected to drop for FHD IPS and 16:10 models in February. More details are as follows:

  • TV

Despite the reduced demand, panel manufacturers continue to adjust supply capacity to match. Due to fewer working days in February and the Lunar New Year holiday, the average utilization rate is expected to drop to below 60%. 

With TV panel inventory not high in the supply chain, manufacturers’ production control strategies have successfully stimulated a gradual recovery in TV panel demand. Customers may advance some demand, so it is anticipated that TV panel prices will return to an upward trend in February.

Currently, it is expected that prices for 32-inch, 43-inch, and 50-inch panels will increase by 1 USD, while 55-inch panels will rise by 2 USD, 65-inch panels by 3  USD, and 75-inch panels by 2 USD in February.

  • Monitor

Although demand for monitor panels is currently in the off-season, factors such as reduced working days in February, panel production cuts, and unstable shipping conditions are prompting some customers to increase orders. 

Additionally, with the established upward trend in TV panel prices in February, there is a chance for monitor panel prices, especially Open Cell panels, which are more closely linked to TV panels, to stabilize. 

It is expected that in February, Open Cell panel prices may increase by 0.1 to 0.2 USD, while panel module prices will remain generally stable.

  • Notebook

The demand for notebook panels remains in the off-season during the first quarter, especially as some customers maintained momentum in the fourth quarter of last year, resulting in higher inventory levels. 

Therefore, they significantly reduced order volumes in the first quarter and also demanded panel manufacturers to maintain the trend of price reductions. In this weak demand environment, panel manufacturers are less likely to hold stable prices. 

Different strategies among panel manufacturers also increase the chances of continued downward trends in notebook panel prices, and the time for a comprehensive turnaround has not yet arrived. 

It is expected that in February, only TN models of notebook panel prices may remain stable, while FHD IPS models are expected to decline by 0.1 USD, and 16:10 models are expected to decline by 0.2 to 0.3 USD.

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