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According to the survey for January 2014 by WitsView, the display research division of the global intelligence provider TrendForce, the large-sized panel shipment for January attained 64.07 million units, dipping 13% MoM with most makers’ panel shipments for January showing drops while only SDC, BOE, and SHARP having reverse growth. The demand for February is expected to soften constantly for all panel applications and the overall large-sized panel shipment will stumble 10%. The TV panel will continue to decline 5%, while the monitor and NB panel shipments trim 3% and 8% respectively and the tablet panel shipment still declines around 20%.
Mobile DRAM contract prices dropped by 5~10% in January due to the channel clients’ inventory congestion and the new smartphone announcements scheduled for March, according to DRAMeXchange, a research division of TrendForce. The prices for the first tier manufacturers’ Discrete memory products experienced an estimated 5~10% decline, whereas those for LPDDR1 suffered a relatively larger reduction given the shift of focus towards LPDDR2 and LPDDR3 and the subsequently weakened LPDDR1 demand.
Mobile DRAM contract prices dropped by 5~10% in January due to the channel clients’ inventory congestion and the new smartphone announcements scheduled for March, according to DRAMeXchange, a research division of TrendForce. The prices for the first tier manufacturers’ Discrete memory products experienced an estimated 5~10% decline, whereas those for LPDDR1 suffered a relatively larger reduction given the shift of focus towards LPDDR2 and LPDDR3 and the subsequently weakened LPDDR1 demand.
The fierce battle between Apple and Samsung in the smart phone segment will spread to the tablet arena in 2014. According WitsView, the display research division of the global intelligence provider TrendForce, the two giant brands show distinct strategies in the tablet business units as Apple retains a conservative defendant measure to secure profits and Samsung sees shipment expansion as top priority with the urge to grow actively. With different strategy execution and effects, the shipment volumes of these two will be approaching with a market share gap narrowing to less than 10% in Q1 this year.
The news that SONY sells its VAIO PC unit is shocking but not surprising. Based on the survey by WitsView, the display division of the global intelligence provider TrendForce, SONY’s NB shipment declined near 35% from 2010 to 2013 with a worldwide market share dipping to below 4% in 2013, indicating its PC unit facing severe obstacles.
