The increase in die bonding efficiency, the decrease in Mini LED chip cost, and the historical low of open cell prices all contributed to the significantly lowered costs of displays utilizing Mini LED backlighting. According to the New Display Technology Cost Analysis quarterly report from the WitsView research division of TrendForce, Mini LED backlighting has significantly lowered the cost of display modules used in 65-inch 4K TVs. These display modules are estimated to see approximately 5-10% cost reductions compared to 2018 costs. This is expected to accelerate the widespread adoption of Mini LED.
According to the latest report by the LEDinside research division of TrendForce, titled 2020 Global LED Video Wall Market Outlook – Meeting Room, Sales Channel and Price Trend, the demand for displays with high resolution and HDR capabilities has skyrocketed; thus, the LED fine pitch display (pixel pitch ≤ P2.5) market is expected to reach 27% CAGR in the 2019-2023 period. On the other hand, ultra-fine pitch displays have more momentum for growth because of their lower shipment numbers at the present. The ultra-fine pitch display (pixel pitch ≤ P1.1) market is therefore projected to reach 58% CAGR.
According to the newest analysis from the DRAMeXchange research division of TrendForce, server DRAM prices are expected to lead the uptrend in 1Q20 DRAM prices because the supply has been constrained by unstable yield rates of 1Xnm processes. Also, Graphics DRAM prices will see a corresponding sharp rebound. Graphics DRAM is more sensitive to demand change than other types of memory products, so its price fluctuations can be dramatic as well. With OEM clients raising their stock-up demand, Graphics DRAM contract prices are projected to increase by over 5% QoQ, the highest among all memory products.
According to the DRAMeXchange research division of TrendForce, the global server market has slowed its growth in 2019 in light of factors such as the current global trade situation and the shift of ODM production lines. However, as the China-U.S. trade relations improved in 2H19, market demand also returned to form, with data centers being the main driver of market growth.
Since its domestic grid connections crossed the gigawatt mark in 2018, the Taiwanese solar energy market has come under international scrutiny, as the local government actively executes its two-year solar development program. The latest analysis from the EnergyTrend research division of TrendForce shows that cumulative PV installations in Taiwan reached 3.8GW in September 2019; the adjustments made in the 2020 draft of feed-in tariffs (FIT) are expected to help Taiwan achieve its goal of 6.5GW cumulative PV installations in 2020.
