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After Malaysia extended its MCO (movement control order) 3.0, the Filipino government also announced the implementation of ECQ (enhanced community quarantine) measures in Metro Manila until August 20 in response to the Delta variant’s rapid spread in Southeast Asia that began in July. According to the August edition of TrendForce’s MLCC Market Bulletin, Japanese MLCC supplier Murata operates a manufacturing facility in Tanauan City, primarily for large-sized automotive MLCC (0.06 x 0.03 inches to 0.12 x 0.06 inches) production. This facility manufactures capacitors that meet the auto industry’s requirements of high capacitance, high voltage, and high temperature tolerance, and its monthly automotive MLCC production capacity accounts for about 18% of the industry total. As demand from the automotive market increases, Murata’s Tanauan-based facility is expected to maintain a high capacity utilization rate going forward. Samsung likewise operates an MLCC manufacturing facility in the Philippines, albeit in Calamba City. While the Calamba facility is primarily responsible for manufacturing normal MLCC (which are low-end and mid-range MLCC with standardized size/specs), its monthly normal MLCC production capacity accounts for 15% of the industry total and is second only to Samsung’s Tianjin-based facility. As well, the Calamba facility operates at a capacity utilization rate of more than 90%.
Thanks to TV manufacturers’ aggressive procurement activities, global TV panel shipment for 1H21 reached 135.2 million pcs, a 3.5% YoY increase, according to TrendForce’s latest investigations. Notably, high-end OLED TV panels and 8K LCD TV panels showed diametrically opposed movements. The former product category reached a 2.6% market share in 1H21 (with room for further growth going forward) due to LGD’s capacity expansion as well as the narrowing gap between OLED panel prices and LCD panel prices. On the other hand, the latter’s market share fell to a mere 0.2% in 1H21 as panel suppliers were generally reluctant to manufacture 8K LCD TV panels due to these panels’ poor yield rates.
Annual revenue of Micro LED chips for TV is expected to reach US$3.4 billion in 2025 at a 250% CAGR across the 2021-2025 period, according to TrendForce’s latest report titled 2021 Mini / Micro LED Self-Emissive Display Trends and Analysis on Suppliers’ Strategies. This growth can mostly attributed to the early planning by display manufacturers to adopt Micro LED technology for large-sized displays; although the prohibitive cost of this technology is unlikely to be overcome in the short run, TrendForce still forecasts the aforementioned revenue in light of several factors: First, Micro LED technology enables the production of gapless, large-sized modular displays; second, displays featuring Micro LED technology are able to meet the standards of cinema-grade displays or high-end TVs; finally, Korean TV brands have been aggressively investing in Micro LED TV development.
The stay-at-home economy remains robust due to the ongoing COVID-19 pandemic, so the sales of gaming products such as game consoles and the demand for related components are being kept at a decent level, according to TrendForce’s latest investigations. However, the values of cryptocurrencies have plummeted in the past two months because of active interventions from many governments, with the graphics DRAM market entering into a bearish turn in 3Q21 as a result. While graphics DRAM prices in the spot market will likely show the most severe fluctuations, contract prices of graphics DRAM are expected to increase by 10-15% QoQ in 3Q21 since DRAM suppliers still prioritize the production of server DRAM over other product categories, and the vast majority of graphics DRAM supply is still cornered by major purchasers.
The ramp-up of the Intel Ice Lake and AMD Milan processors is expected to not only propel growths in server shipment for two consecutive quarters from 2Q21 to 3Q21, but also drive up the share of high-density products in North American hyperscalers’ enterprise SSD purchases, according to TrendForce’s latest investigations. In China, procurement activities by domestic hyperscalers Alibaba and ByteDance are expected to increase on a quarterly basis as well. With the labor force gradually returning to physical offices, enterprises are now placing an increasing number of IT equipment orders, including servers, compared to 1H21. Hence, global enterprise SSD procurement capacity is expected to increase by 7% QoQ in 3Q21. Ongoing shortages in foundry capacities, however, have led to the supply of SSD components lagging behind demand. At the same time, enterprise SSD suppliers are aggressively raising the share of large-density products in their offerings in an attempt to optimize their product lines’ profitability. Taking account of these factors, TrendForce expects contract prices of enterprise SSDs to undergo a staggering 15% QoQ increase for 3Q21.
