Popular Keywords
- About Us
-
Research Report
Research Directory
Semiconductors
LED
Consumer Electronics
Emerging Technologies
- Selected Topics
- Membership
- Price Trends
- Press Center
- News
- Events
- AI Force
- AI Force
The latest analysis from DRAMeXchange, a division of TrendForce, forecasts that the ongoing oversupply will result in significant price declines for DRAM products during 1H19. Demand remains weak in 1Q19 due to the off-season and the high inventory level that was carried over from the previous quarter. Contract prices of DRAM products across all major application markets already registered declines of more than 15% MoM in January, and they will continue their descent in February and March. Regarding contract price trends in 1Q19, the PC DRAM market is forecasted to see a decline of more than 20% QoQ, while the server DRAM market may witness an even larger drop of nearly 30% QoQ.
The latest analysis of the panel market by WitsView, a division of TrendForce, finds that low prices and technological maturation have substantially widened the adoption of LTPS panels among smartphone makers. The share of devices featuring LTPS panels in the global smartphone market is projected to grow from 37.6% in 2018 to 41.6% in 2019. However, panel suppliers have ended large-scale expansions of their production capacity for LTPS panels since they are gradually shifting their technological focus for smartphone displays to AMOLED. On the whole, 2019 is expected to be a year during which the market for LTPS panels will be at its healthiest state in terms of supply and demand.
According to the latest report of WitsView, a division of TrendForce, global shipments of branded TV sets for 2018 totaled 219 million units, an increase of 4.1% compared with prior year, indicating a recovery from weak TV demand in 2017. Looking ahead to 2019, global branded TV shipments are expected to reach 223 million units, an increase of 1.6%
TrendForce reports that the global smartphone production volume for 4Q18 totaled 383 million units, staying at a constant level from the previous quarter. In response to the slacking consumer demand, branded smartphone makers scaled back their production in 4Q18 and paid more attention to inventory management. Looking ahead to 1Q19, they have set modest production targets due to the lower-than-expected sales in the previous quarter. Even though prices of components have been falling, smartphone makers will remain passive in their stock-up efforts since they are under inventory pressure. TrendForce forecasts that the global smartphone production volume for 1Q19 will come to 307 million units, showing a YoY drop of 10%.
Contract prices of server DRAM are expected to fall by more than 20% QoQ in 1Q19, steeper than the previous forecast of 15%, reports DRAMeXchange, a division of TrendForce. The demand outlook remains weak due to high inventory levels and seasonal headwinds. Moreover, uncertainties brought by the China-U.S. trade war would also lead to conservative demand.
