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According to WitsView, a division of TrendForce, although the US-China trade dispute reached a ceasefire after the Trump-Xi meeting at G20, TV brands have been engaging in preemptive stocking in 2Q due to fears of a 25% tariff to be placed into effect in 3Q as well as Samsung Display's (SDC) original decision to shut down their Gen 8.5 L8-1-1 plant. This caused TV panel prices to plunge in June to an unforeseeable extent.
According to the latest investigations by DRAMeXchange, a division of TrendForce, although the US and China have reopened trade negotiations, US server-related imports from China still face a 25% tariff, thus server ODMs will still add production lines in Taiwan as scheduled to avoid risks. North American Internet Service Providers (ISPs) such as AWS and Microsoft have already begun requesting collaborating ODMs to move their L6 (Level 6) server production lines to Taiwan to avoid potential tariff costs, whereas production plans for products shipped to non-US regions will remain as is.
LEDinside, a division of TrendForce, holds the annual pivotal conference, Micro LEDforum 2019: Key Technology and Application Market, today (2) at Room 201 of the National Taiwan University Hospital International Convention Center. Invited were Rohinni, TORAY, Konica Minolta, PARC, Plessey, Kyung Hee University, Macroblock, Ultra Display, the Industrial Technology Research Institute (ITRI) and other leading manufacturers and experts at home and abroad to give penetrating analyses into the breakthroughs, applications and business opportunities of critical technologies. LEDinside Research Director Roger Chu is also there to provide comprehensive insights into market trends. Seats were filled and the conference well received.
According to Witsview, a division of TrendForce, despite the relaxation of the US-China trade dispute in the wake of G20, demand for various end products in 2H will remain in a conservative mood until the situation becomes clear through subsequent negotiations, leading to a less-than-expected restocking demand for panels. Suppliers are already finding trouble profiting in 2Q due to continuously sliding panel prices. If the US-China negotiations hit a wall again, the continued trade conflict may drag down sales in the peak seasons of 2H. This may drastically raise the chances of panel prices crashing below cash costs and pressure businesses for the second half-year, forcing them to decide whether to reduce production.
DRAMeXchange, a division of TrendForce, says that Tsinghua Unigroup’s official statement on June 30th has revealed its newly composed DRAM group, with Diao Shijing, former director of the Electronic Information Department of the Ministry of Industry and Information Technology, as the group’s Chairman and Charles Kao as CEO. This forms a new milestone for China on the road to developmental independency of DRAM products after the US put JHICC on the Entity List.
