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While demand for TVs underwent a slowdown in China and Europe due to the onset of the cyclical downturn, quarterly TV sales in North America reached a historical high in 1Q21 thanks to the proliferation of the stay-at-home economy and government-issued economic stimulus plans, such as the March 2021 handout of US$1,400 stimulus checks to most US citizens, according to TrendForce’s latest investigations. Bullish TV sales in North America propelled global TV shipment for 1Q21 to 49.96 million units, a 24.2% QoQ decrease but an 11.5% YoY increase.
For the past two years, brands such as Samsung, LG, TCL, and Xiaomi have successively released their own Mini LED backlight TVs, which are expected to reach a yearly shipment of about 2.6-3 million units in 2021 because Korean brands have successfully trailblazed the high-end market, and because Chinese brands have also been ramping up shipment via highly cost-effective models, according to TrendForce’s latest investigations.
Revenues of the top 10 largest packaging/testing (OSAT, outsourced semiconductor assembly and test) companies reached US$7.17 billion in 1Q21, a 21.5% increase YoY, with most of these companies recording double-digit growths, according to TrendForce’s latest investigations. This bullish performance is primarily attributed to the fact that the post-pandemic new normal, which entails such activities as WFH and distance education, adopted by the general public had become commonplace, as well as the fact that vaccinations in Europe and North America began to somewhat abate the intensity of the pandemic in those areas, with cities successively terminating lockdown measures. Furthermore, demand for IT products, TVs, 5G devices, and automotive electronics persisted given the impending Tokyo Olympics. Finally, end-device manufacturers had been aggressively procuring components since 2H20, in turn leading to a tight production capacity for actors across the semiconductor supply chain. Hence, OSAT companies gradually increased their prices in response to strong demand from clients. Taken together, these aforementioned factors propelled the overall revenue performances from the OSAT industry in 1Q21.
Owing to the impact of the COVID-19 pandemic in 2020, not only did LED revenue experience a downward trajectory, but this decline also reached a magnitude rarely seen in recent years, according to TrendForce’s latest investigations. However, as vaccinations begin taking place in 1H21, the LED market’s long-stifled demand is expected to rebound from rock bottom. Hence, global LED market revenue will likely undergo a corresponding recovery this year as well, with a forecasted US$16.53 billion, an 8.1% increase YoY, in 2021. Most of this increase can be attributed to four major categories, including automotive LED, Mini/Micro LED, video wall LED, and UV/IR LED.
The Hsinta Power Plant in Taiwan’s Kaohsiung City was shut down unexpectedly at 2:37 p.m. on May 13 (today local time) due to malfunction. The effect of this incident has been felt across the entire island. TrendForce has undertaken a swift survey on the damages and operation status of each supplier, and the results indicate that most DRAM and NAND Flash suppliers are provisioning power to their fabs normally; although some fabs experienced a reduction in voltage, this did not impact production. Regarding foundry, the Southern Taiwan Science Park located in Tainan sustained a relatively higher impact, with power outages occurring in some fabs, though the uninterruptible power supplies came into operation and ensured the power outage had only limited impact, according to preliminary investigations.
