TrendForce Shanghai Office---Demand from China, Japan, and USA will represent about 50% of the total worldwide market share in 2014. Due to the recovery of the European market and the rise of the emerging markets, supply and demand in the PV industry will be able to achieve equilibrium. EnergyTrend research manager, Jason Huang, points out the three major trends within the PV industry, which are high-efficiency products, energy-storage systems, and merge and acquisitions.
TrendForce Shenzhen office--- Global market research firm TrendForce's Green Energy Division LEDinside said that, in 2013 Chinese LED packaging market value increased far quicker than the global average. LED lighting is still the largest application field of 2013 Chinese LED packaging market, accounting for 42%. Due to the rapid growth of Chinese LED commercial lighting market demand, Chinese lighting-use LED manufacturers such as MLS Lighting, Honglitronic, CF Lighting got continuously outstanding performance. High-quality indigenous chips greatly improved the competitive position for Chinese LED lighting-use LED packaging industry. According to LEDinside, indigenous chips has accounted for almost 80% in the 2013 Chinese chip market.
According to WitsView, the display division of the global intelligence provider TrendForce, the 2013 global LCD TV shipment declines 1.7% to 203.1 million units due to the sluggish global economic recovery and China’s ending subsidy policy. The 2014 worldwide LCD TV shipment is likely to reach 209.1 million units, rising 3% YoY (table 1). WitsView points out five bright spots in the 2014 LCD TV market, including 1.Contineously growing TV sizes; 2.Penetration rates as high as 99-100% for LED LCD TVs and 65-70% for D-LED TVs; 3. Ultra high-resolution 4K2K TVs strongly promoted by brands; 4.Curve TVs targeting at top-class consumers; 5. Integration of smart-family system centered on smart TVs lifting the 2014 smart LCD TV penetration rate to 36%.
According to DRAMeXchange, a division of global research firm TrendForce, damages from the September 4 fire at SK Hynix’s DRAM fabrication plant in Wuxi, China caused a month-long cease in production, and global DRAM supply decreased by 10% in one single month. Therefore, commodity DRAM price trend, initially projected to fall in the second half of the year, has risen by nearly 20% since the fire. Average contract price for 4GB DRAM reached a high of US$33 in the second half of November. However, SK Hynix placed top priority on resuming operations at the Wuxi fab, immediately sending in hundreds of experts to begin the recovery process and working round the clock to decontaminate the clean room. Shortly after the incident, the memory makers replaced some of the fire-damaged equipment with machinery from its M11 fab, and newly purchased equipment has recently been moved into the Wuxi fab. Currently, SK Hynix is on track for a full recovery by mid-January. TrendForce provides the following update with the latest details regarding the recovery of the Wuxi fab:
