Sony made its widely anticipated PlayStation VR (PS VR) available for pre-order this month following the releases of HTC’s Vive and Oculus’s Rift. So far, the market reception towards PS VR has been very good as Japan and several other regions have reported that their pre-order shipments were sold out immediately after the announcement. Global market research firm TrendForce expects PS VR to generate another huge wave of VR device shipments this year. If the branded vendors are able to ensure sufficient supply,
The latest LCD panel shipment report from WitsView, a division of TrendForce, finds large-size panel shipments totaled 60.25 million units in May, up 6.5% from the prior month. The strong monthly shipments across all applications were attributed to the anticipation of rising prices and increased inventory-replenishment efforts. Among the applications, the notebook panel market had the best shipment performance.
The latest NAND Flash price report from DRAMeXchange, a division of TrendForce, finds prices of TLC wafers and spot prices of mainstream memory cards have been on a steady rise for three consecutive months since this April. The uptrend will continue as the possibility of the market encountering tight supply in the third quarter becomes more apparent. The margin of price increase has also been getting larger over the past month.
The size category that currently makes up the largest share of the LCD TV panel shipments is the 32 inches. Since the second half of 2015, quotes for this size have been on a slide due to a generally weak market. Furthermore, the price decline of the 32-inch TV panels has put pressure on prices and margins for panels of other sizes, thus becoming a heavy burden on the suppliers.
