OLED TV and QLED TV have been competing for years, but OLED TV is expected to remain its remarkable dominance in high-end TV market in 2018, says WitsView, a division of TrendForce. More brands are expected to enter OLED TV market in 2018 with a growing field rate, and the shipments are expected to reach a new high of 2.5 million units, a significant increase from 1.5 million in 2017.
Thanks to the gradual recovery of smartphone market and the advent of busy season, mobile DRAM demands picked up on Q3, boosting prices. Average price hike for mobile DRAM was less than 5% in Q3, mainly for narrowing regional price differences and slightly raising quotes for high-density models, as a result of the sequential revenue growth of 4.3%. SK Hynix racked up remarkable 30% growth, the highest among the top three suppliers, according to DRAMeXchange, a research division of TrendForce.
The demand for xEV battery in China sees significant growth in 2017 due to carmakers’ acceleration into electric vehicles production. The global xEV battery demand expects a steady growth from 2 billion units in 2017 to 2.5 billion units in 2018, a Y0Y increase of 24%, says EnergyTrend, a division of TrendForce.
China’s semiconductor industry has been thriving since 2015 driven by the Chinese government’s supportive policy and industry fund, with the revenue expected to exceed RMB 620 billion in 2018. According to TrendForce’s latest report Breakdown Analysis of China’s Semiconductor Industry, the Chinese government will continue supporting heavily in this industry at levels of central government and local authorities. In addition to assisting weak yet significant nodes in the industry chain, the National IC Investment Fund (called the "Big Fund") will mainly focus on three key sectors in the coming years, including memory, SiC/GaN compound semiconductor, and IC design with its application in IoT, 5G, AI, smart vehicles, etc.
DRAMeXchange, a division of TrendForce, reports a growing demand for NAND Flash under the influence of traditional peak season and increasing demand for smartphones and SSD from servers and data centers. The gap between supply and demand is larger compared with the previous quarter. However, the contract price of all product lines increased no more than 0-6% in this third quarter after a long period of continuous price increase, and the current price is approaching the highest level that OEM factories can afford.