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TV panel prices have been maintaining their upswing in August, with 55-inch panels and 32-inch panels each registering price hikes of about 10%, according to TrendForce’s latest investigations. IT panel prices have also been gradually rising, thanks to stable demand from end-markets. Most panel manufacturers are thus expected to make a rebound out of the seven consecutive quarterly losses they had previously suffered and finally turn a profit, in either August or September. As such, the panel industry is projected to make a significant improvement in terms of profitability in 3Q20.
The last cyclical upturn in DRAM contract prices began at the start of 2020 and was led by server DRAM, according to TrendForce’s latest investigations. In 2Q20, the emergence of the COVID-19 pandemic shocked the global economy, but OEMs maintained or even stepped up procurement of components because they feared disruptions in the supply chain. As a result, DRAM suppliers’ bit shipments surpassed expectations for the quarter, in turn widening the overall increase in DRAM ASP and raising the global DRAM revenue by 15.4% QoQ in 2Q20 to US$17.1 billion.
Many enterprises transitioned their CAPEX in server procurement to OPEX in managed cloud services in 1H20 in the face of economic and other uncertainties from the COVID-19 pandemic, according to TrendForce’s latest investigations. These enterprises have subsequently slowed down their server procurement orders, in turn resulting in enterprise server suppliers, led by Dell and HPE, to revise down their yearly shipment targets starting in 3Q20. TrendForce has thereby also revised the forecasted 0.8% QoQ decline in 3Q20 server shipment down to 4.9%.
Integrating smart manufacturing remains the key to enterprise survival in the face of the COVID-19 pandemic, according to TrendForce’s latest investigations. In addition to furthering the technical development of AR, teleoperation, and computer vision, smart manufacturing brings about other palpable benefits such as reducing human labor, and thus facilitating social distancing, through the adoption of unmanned transport machines, such as AGV (automated guided vehicles) and AMR (autonomous mobile robots). The global smart manufacturing market is expected to reach total revenue of US$400 Billion in 2024, with a 10.1% CAGR during the 2020-2024 period, as advancements in remote and contactless technologies contribute to the bulk of this growth.
Polysilicon prices have seen continuous hikes in the past two weeks due to the explosion at Jiangsu Zhongneng’s chemical plant in Xinjiang and the impact of the COVID-19 pandemic, according to TrendForce’s latest investigations. In particular, mono polysilicon closing prices increased by more than 10% on average, which led wafer suppliers to increase wafer prices. As a result of rising wafer prices, the downswing in global PV module prices rebounded into an uptrend instead.
