The prices of mainstream LED package products remained stable in the Chinese market for July 2018, says LEDinside, a division of TrendForce.
Cobalt prices have reached another record high in 1Q18, according to the data from EnergyTrend, a division of TrendForce. As the result, the prices of lithium-ion battery cells are estimated to increase by 5~15% QoQ in 3Q18, but would have a chance to remain flat in the fourth quarter.
DRAMeXchange, a division of TrendForce, reports that DRAM suppliers have in turn completed their 3Q18 contract negotiations with their clients this July. In the specialty DRAM market, prices have not changed noticeably between June and July. Looking ahead to 3Q18, DRAMeXchange expects the quotation trend of DDR4 specialty products to align more closely with the quotations of mainstream PC and server DRAM products. This is because suppliers can use different bonding options to change the application of the DDR4 memory. As for DDR3 specialty DRAM, its market is forecast to stay at a healthy supply-demand balance. In sum, the overall price trend for specialty DRAM is projected to be relatively stable in 3Q18.
Global shipments of LCD TV sets totaled 47.75 million units for the second quarter of 2018, according to WitsView, a division of TrendForce. This shipment figure represents a quarterly decrease of 3.8%, as a result of the high inventory level of channel distributors. For the rest of this year, the surging panel prices will bring more uncertainties in 2H18. Considering the lower-than-expected shipments in 2Q18, WitsView expects the shipments for the whole year to increase by 2.3% YoY to 215.7 million units, lower than the previous forecast of 219 million.
The latest analysis on the NAND Flash market by DRAMeXchange, a division of TrendForce, forecasts that the ASP of NAND Flash will drop by around 10% QoQ respectively in 3Q18 and 4Q18. Although 3Q18 heralds the traditional peak season for the sales of consumer electronics, the growth of the end market demand has been weaker than anticipated. At the same time, the supply of 3D-NAND Flash continues to expand.