WitsView, a division of TrendForce, reports that quotes for medium-size LCD TV panels (the 40- to 43-inch bracket) are weakening, dropping by US$1 on average this May compared with the prior month. The LCD TV panel market has been a seller’s market for almost a year and prices have consistently gone up. The weakening of quotes for medium-size panels is a signal that the general price upswing may have reached a limit.
Global notebook shipments totaled around 37.81 million units for the first quarter of 2017, reports TrendForce. This figure represents a 15.6% decline from prior quarter’s result but also a 6.1% year-on-year increase. The first-quarter shipments were augmented by some unfulfilled demand left over from the previous quarter. There were also major deal opportunities related to bidding for business notebook contracts and releases of new product models. Furthermore, channel distributors also increased their stock-up of notebook products in anticipation of price hikes from brand vendors later on. As a result, notebook shipments were higher than expected for the traditional off season.
The global DRAM revenue reached a new record high in the first quarter of 2017, reports DRAMeXchange, a division of TrendForce. Taking account of the severe supply shortage towards then end of 2016, most PC-OEMs started to negotiate first-quarter contracts in advance during last December. Their demand for sustained DRAM supply had resulted in an at least 30% increase in the average contract price of PC DRAM modules between the fourth quarter of 2016 and the first quarter of 2017. The effect of the price surge in the PC DRAM market spilled over onto the server and mobile DRAM markets. The prices of mobile DRAM products also grew by nearly 10% on average this first quarter compared with the preceding quarter.