Major Chinese LED chip suppliers including San’an Optoelectronics and HC SemiTek have lowered their product prices recently, indicating the end of LED chip price hike that had lasted for one and a half year. According to LEDinside, a division of TrendForce, the recent price drop signals the end of LED chip undersupply, and the next year will witness a balance in LED chip supply and demand.
WitsView, a division of TrendForce, reports that the global shipments of branded LCD TV sets for 2017 will total 210 million units, a decrease of 4.1% compared with prior year. For 2018, the shipments decline will reverse, and grow by 3.9% to 218 million.
According to the latest report of DRAMeXchange, a division of TrendForce, the global server shipment will grow by 5.53% in 2018 driven by the surging demand for servers in data centers.
According to 2018 Infrared Sensing Application Market Report by LEDinside, a division of TrendForce, many smartphone companies have been developing 3D sensing embedded devices since Apple launched iPhone X featuring 3D sensor. LEDinside anticipates that the value of global infrared laser projector market for mobile 3D sensing is estimated to reach US$246 million in 2017, and is forecast to grow to around US$1.953 billion in 2020.
DRAMeXchange, a division of TrendForce, expects lower demand for NAND Flash in 1Q18 due to the traditional off-peak season. The demand from notebooks, tablets, and smartphones (mainly Chinese branded smartphones) is estimated to drop by more than 15% compared with 4Q17, and that from server will remain generally the same. Therefore, the overall bit demand is projected to drop by 0-5% compared with 4Q17. On the other hand, as suppliers keep improving their production capacity and yield rate of 3D-NAND Flash, the bit output will grow by more than 5% compared with 4Q17. Consequently, NAND Flash market will experience an oversupply in 1Q18 and contract prices of SSD, NAND Flash chips and wafer, etc. will drop.