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NAND Flash Contract Prices Forecast to Rise 15–20% in 1Q24 Thanks to Supplier-Led Pricing, Says TrendForce

9 January 2024

TrendForce research indicates that despite facing a traditional low-demand season, buyers are continuing to increase their purchases of NAND Flash products to establish safe inventory levels. In response, suppliers, aiming to minimize losses are pushing for higher prices, leading to an estimated 15–20% increase in NAND Flash contract prices in 1Q24.

DRAM Contract Prices Projected to Increase 13–18% in 1Q24 as Price Surge Continues, Says TrendForce

8 January 2024

TrendForce reports that the DRAM contract prices are estimated to increase by approximately 13–18% in 1Q24 with mobile DRAM leading the surge. It appears that due to the unclear demand outlook for the entire year of 2024, manufacturers believe that sustained production cuts are necessary to maintain the supply-demand balance in the memory industry.

EV Battery Prices Dropped Significantly in December but are Expected to Stabilize by 2Q24, Says TrendForce

4 January 2024

TrendForce reveals that the ASP of Chinese EV cells saw a 6–10% decrease in December. The prices for EV square ternary cells, LFP cells, and pouch ternary power cells fell to CNY 0.51/Wh, CNY 0.45/Wh, and CNY 0.55/Wh, respectively.

LCD TV Panel Market Heads Toward Profitability and Fuels Increased Production; 2024 Shipments Estimated at Approximately 242 Million Units, Says TrendForce

4 January 2024

TrendForce’s latest insights reveal that, despite major sporting events traditionally boosting market demand, the uncertain global economic outlook might create a disparity between actual shipment volumes of LCD TV panels and the targets set by panel makers.

Major Chinese TV Brands Expand Market Share with Strategic Supply Chain Integration and Regional Diversification, Says TrendForce

3 January 2024

Global TV demand continues to be adversely impacted by inflation in 2023. Even price reductions and promotions on high-priced products have struggled to boost sales as consumers contend with limited disposable income. This has resulted in a decline in shipments for international brands that primarily focus on mid-to-high-end models, according to TrendForce's research.

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