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Stronger Market Demand May Sustain PV Silicon Wafer’s Prices in 2Q, says TrendForce

15 May 2014

Market demands to PV silicon wafers may remain stable as many manufacturers have reported growing monthly revenues. Meanwhile, demands also increased because of the postponement of US DoC’s initial verdict for anti-dumping duties. Stronger Chinese maker shipments, high shipment volume in the Japanese market, and improved economy condition in Europe are also helpful to the PV silicon wafer prices in the second quarter.

Australian Government Announces Anti-Dumping Investigation towards Chinese Module Imports

15 May 2014

In 2013, Australia’s PV market capacity was 1GW. Meanwhile, Chinese PV imports to Australia were around 700MW, representing 70% of total module demand in Australia, according to EnergyTrend, a research division of TrendForce. In 2014, Australia’s PV capacity is likely to reach approximately 1.2GW. Since there are only 100MW of modules produced in Australia, Australian manufacturers tend to rely heavily on modules imported from foreign countries under a severe imbalance between supply and demand.

Micron Places Second in Global Mobile DRAM Market in 1Q 2014, Says TrendForce

15 May 2014

Worldwide Mobile DRAM revenue for 1Q 2014 dropped 34.3% QoQ to US$ 2.915 billion, representing 29.3% of total DRAM output value, according to DRAMeXchange, the memory and storage research division of TrendForce. The average selling price for Mobile DRAM, which only experienced a slight 5% downward adjustment during 1Q 2014, has been falling at a slower rate, mainly due to the recovered PC DRAM capacity at SK Hynix's Wuxi Plant, which subsequently lowered Mobile DRAM industry value.


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