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ITC Rules in Favor of Relief from Solar Imports Under Section 201; TrendForce Anticipates U.S. PV Demand for 2018 to Be Cut in Half

25 September 2017

The U.S. International Commission (ITC) announced on September 22 (local time) that it has accepted Suniva’s petition to seek relief against all solar imports under Section 201 of the 1974 Trade Act. Following the affirmation of Suniva’s claim, ITC will develop recommendations to safeguard the U.S. solar market against imports from Asia. EnergyTrend, TrendForce’s green energy research division, states that ITC’s ruling is expected to raise the solar trade barrier significantly and may slash the U.S. photovoltaic (PV) demand for the whole 2018 by half.

[Media Alert] Transfer of Smartphone Assets and Expertise from HTC to Google Fits Into Both Companies Long-Term Strategies, Says TrendForce

21 September 2017

HTC announced on September 21 that the company’s R&D and engineering unit that is responsible for Google’s Pixel smartphones will be officially joining Google. This deal to acquire of HTC’s talents and assets related to smartphone manufacturing is worth a total of US$1.1 billion. Below is a brief analysis of this deal by TrendForce and a table showing this year’s quarterly production volumes of Google and HTC branded smartphones. Hopefully, our research will be useful to you as a reference should you decide to report on this event.

Toshiba Memory Corporation to Focus on Catching Up to Samsung in 3D-NAND Production Capacity Following Its Sale to U.S.-Japanese Consortium

21 September 2017

Toshiba announced on September 20 that the company has agreed to sell its memory business, Toshiba Memory Corporation (TMC) to a U.S.-Japanese consortium represented by U.S. private equity firm Bain Capita for JPY 2 trillion (USD 18 billion). According to DRAMeXchange, a division of TrendForce, the deal will start to have a notable impact on the NAND Flash market in the first half of 2018 as the negotiations took longer than expected. From a medium- to long-term perspective, this deal will inject the necessary capital into TMC so that it can work to become a rival to Samsung in terms of NAND Flash technology and production capacity.


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