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WitsView, a division of TrendForce, reports that the LCD panel market during this fourth quarter has witnessed strong demand as consumer electronics brands stock up for their holiday promotions. At the same time, panel makers are facing tighter supply for some upstream components. As upstream suppliers are less willing to make further price concessions, panel makers are constrained in their cost-cutting efforts. In general, the cash costs of LCD panels in the fourth quarter of 2016 have fallen by just 1~2% compared with the prior quarter.
DRAMeXchange, a division of TrendForce, reports that sales of mobile DRAM surged in the third quarter as the smartphone industry was in its traditional inventory buildup season and the global DRAM market enjoyed an across-the-broad price increase. Consequently, the mobile DRAM revenue for the quarter rose by about 16.8% sequentially to around US$4.59 billion.
The latest research from DRAMeXchange, a division of TrendForce, finds that the global DRAM market in the first quarter of 2017 will benefit from the stock-up activities ahead of the Chinese New Year holidays and the widespread expectations of tight supply. The average contract price of PC DRAM 4GB modules is estimated to rise by around 15% sequentially in next year’s first quarter to reach US$20. At the same time, the global DRAM market will see an across-the-board price hike that encompass DRAM for server, mobile and specialty applications. Despite off-season effect, the DRAM market will still be booming in the first quarter of 2017.
Though panel shipments were strong in October, they represented a monthly drop from the much larger shipments in September. WitsView, a division of TrendForce, reports that October shipments of large-size panels (sized 7 inches and above, resolution at WSVGA and above) totaled 66.83 million units, down slightly by 2.4% compared with the prior month.
In response to the rise in worldwide shipments and memory content per box for smartphones, DRAM suppliers since the second quarter have gradually reduce their output of PC DRAM while increasing their server and mobile DRAM production. Consequently, prices of PC DRAM started to rise in the third quarter as supply tightened. The price hike for PC DRAM also pushed up prices for DRAM in other applications at the same time. According to DRAMeXchange, a division of TrendForce, global DRAM revenue for the third quarter rose about 15.8% sequentially on account of this recent price uptrend.
