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According to the Large Size Panel Cost Breakdown, the latest report by WitsView, a division of TrendForce, the overall production costs of large-size panels are estimated to drop by 1~1.5% QoQ in 3Q18, less than 2~2.5% in 2Q. This is because the components of panels have a relatively limited price drop influenced by the tight supply. Moreover, the panel makers still face the amortization of equipment capital expenditure for new technologies including narrow-bezel, Mini LED and inkjet printing OLED.
Driven by the release of new flagship Android models in the first half, the demands for smartphones in Q2 were higher than in Q1, expanding production volume by nearly 3% sequentially, according to DRAMeXchange, a division of TrendForce. This year, 6 GB memory has become a mainstream density for the high-end smartphone market, with the share of 8 GB becoming ever higher than in 2017. As supply remained tight, the second quarter’s contract prices still scored a slight sequential increase. Benefitting from their demand increase and price hikes, the Q2 sales for mobile DRAM grew 5.1% sequentially to US$8.869 billion, a record high.
DRAMeXchange, a division of TrendForce, reports that DRAM suppliers have in turn begun their 4Q18 contract negotiations with their clients since the mid-August. Looking ahead, DRAMeXchange expects that the quotations of DRAM products have an increasing chance to grow weak in 4Q18, although the industries previously expected a flat price trend. This weak quotation is mainly due to increasing supply yet fairly limited growth in demand.
The worldwide notebook shipments in 2Q18 grew above expectations by 10.2% QoQ and 2.8% YoY to 41.08 million units, according to the global market research firm TrendForce. Looking ahead to 3Q18, the traditional sales season and orders related to commercial tenders will drive demand growth in the notebook market with total shipments estimated to advance by 5-6% QoQ.
According to TrendForce, the sales of Apple’s iPhone 8, 8 Plus, and X that were released in 2017 were lower than expected for models that celebrate 10th anniversary of the iPhone line. Sales of the iPhone 8/X series were affected by the delayed launch. Moreover, the demand for iPhone X has not been as strong as anticipated because consumers still need time to adjust to the high prices. While the market performance of the iPhone 8/X series has fallen short of the high expectations, iPhone sales as a whole are sustained by the popularity of models from the earlier generations. TrendForce finds that total iPhone sales for the whole year of 2017 reached around 216 million units, roughly the same as the annual figure for 2016.