Popular Keywords
- About Us
-
Research Report
Research Directory
Semiconductors
LED
Consumer Electronics
Emerging Technologies
- Selected Topics
- Membership
- Price Trends
- Press Center
- News
- Events
The sales of iPhone X turned out to be less than market expectation, so Samsung has lowered the utilization rate of OLED production lines. The tight supply of OLED panels over the past two years has also been eased. According to WitsView, a division of TrendForce, Apple has initiated the trend of OLED panels, and it is estimated that the penetration rate of OLED panel in smartphones will reach 46% by 2021. Mini LED is overwhelmed by OLED’s technology maturity and competitive costs, so it might be hard for Mini LED to grow in the smartphone market in short term.
5G is expected to enter commercial operation in 2020, while vehicles become more intelligent, networked and electric, driving the development of SiC and GaN, the third-generation semiconductor materials. TrendForce estimates that the revenue for SiC substrates and GaN substrates will be US$180 million and US$3 million respectively in 2018.
According to the latest data of DRAMeXchange, a division of TrendForce, the top three Server DRAM suppliers are progressing towards the specification of 32GB RDIMM, and the 1Q18 quotes offered by Server DRAM suppliers will grow by only 4% compared with 4Q17 in order to ensure sales by favorable prices. In 2Q18, as domestic server demand from China rises, the server DRAM prices will continue to rise, says DRAMeXchange.
In 1Q18, the traditional off-season, SSD market has seen obviously less stock up orders from PC OEMs compared with 4Q17, according to DRAMeXchange, a division of TrendForce. SSD suppliers have cut prices to enhance PC OEMs’ willingness to adopt their new 64/72-layer 3D-SSD products. For 1Q18, the average contract prices of mainstream Client SSD for PC OEMs are estimated drop by 3-5% in SATA-SSD sector and 4-6% in PCIe-SSD sector compared with the previous quarter. This will indicate the stop of continuous price rise over the past year.
Apple’s launch of iPhone X has led to a wave of 3D sensing technology, bringing its key component—vertical cavity surface emitting laser (VCSEL)—into the spotlight. However, the number of VCSEL suppliers with mass production capacity is very limited due to technical barriers, leading to short supply of VCSELs and thus delaying Android camp’s plan to follow suit. TrendForce estimates the penetration rate of 3D sensing in smartphones will grow from 2.1% in 2017 to 13.1% in 2018, while Apple remains the major adopter.