Search Results

Search Results

keyword


Sort by


Date Range

Resource Types


Research Fields


Filter by Keyword(s)




keyword:1552 result(s)

Press Releases
TrendForce: Chinese LED Package Companies are fully Rising while Technical Progress still being the Greatest Challenge

2013/12/13

LED

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 For backlight field, LEDinside analyst Allen Yu said that with the support of Chinese TV and mobile phone manufacturers, Mainland package manufacturers gradually replacing that in Taiwan, Japan and Korea in the market has become an irreversible trend In TV backlight field, Refond, DSBJ, AMTC, Shineon and other manufacturers all got fast-growing performance, and entered into China’s top six TV manufacturers' supply chain Supplying products for brand manufacturers can not only significantly improve quality control and management capability of Chinese LED package industry, but also help Chinese package manufacturers to accumulate strength for participating in global competition For emerging fields such as automotive lighting and Flash LED, the situation of international manufacturers monopolizing the market is expected to be changed, and Chinese package manufacturers are actively penetrating these emerging markets In the case of lighting, backlight and display markets being almost fully competitive, these emerging fields are expected to become the new battle ground for Chinese packaging manufacturers to compete In view of global market, the main challenge for Chinese LED package manufacturers to improve market share in the future still comes from technology In 2013, EMC lead frame materials, flip chip, CSP and other emerging technologies appeared ETi and Sanan Optoelectronics have successfully developed flip chip technology, and EMC lead frame also has attracted much attention, Lightning optoelectronic, Smalite Optoelectronics, Honglitronic, Refond, APT and other manufacturers have adopted EMC packaging production line Although it is not able to reshape the competitive landscape, the impact on existing industry development is still worth noting It will take some time to verify how the new materials and new technologies will affect the existing industry development in next few years Allen Yu points out that LED packaging technology evolution always focuses on the continuing drop in end-use costs Use of new packaging materials, formation of new packaging specification and emergence of new packaging technology are to reduce the cost per lumen on the premise that the quality is guaranteed LEDinside expects that the global LED lighting product shipment will grow by 68% in 2014, with the production value reaching 178 billion US dollars Under the situation that the backlight market penetration becomes saturated and other applications are still in emerging progress, how Chinese LED packaging industry seizes the opportunity of rapid development of the global lighting market will become an important factor to the outcome of manufacturers ### LEDinside research team will be hosting “LEDinside Chief Analyst Market Seminar” at Hawaii Room located on seventh floor of Marco Polo Shenzhen, China on December 19, 2013 The forum will be covering global LED industry and China’s LED industry trends in 2014, and analyzing lighting, backlight and packaging industry Latest data will also be provided We welcome those in the media to attend and conduct interviews For more information: http://seminarledinsidecom/Campaign/2013Analysis/GB/index/ 14:30 -14:45 Global LED package industry trends  Roger Chu, Research Director, LEDinside 14:45 -15:00 China’s package industry development trends  Allen Yu, Analyst, LEDinside 15:00 -15:15 Sapphire Substrate Development Trends  Joanne Wu, Assistant Manager, LEDinside 15:15 -15:35  Break 15:35 -15:50 LED for backlight application development trends  Jack Kuo, Assistant Manager, LEDinside 15:50 -16:05 China’s LED lighting market  Figo Wang, Senior Analyst, LEDinside 16:05 -16:15 Global LED lighting market  Terri Wang, Analyst, LEDinside

Press Releases
TrendForce: 2014 LCD TV Evolution Continues, 4K2K and Cured TVs in Focus

2013/12/12

Consumer Electronics , Display

According to WitsView, the display division of the global intelligence provider TrendForce, the 2013 global LCD TV shipment declines 17% to 2031 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 2091 million units, rising 3% YoY (table 1) WitsView points out five bright spots in the 2014 LCD TV market, including 1Contineously growing TV sizes; 2Penetration 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; 4Curve 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%          Table 1:  2014 LCD TV Brands' BP ( million units) Based on WitsView’s estimation, the penetration rate will rise to 15-17% in 2014 from 12% in 2013 for the 50”-and-above LCD TVs, and from 185% this year to 23% for the sizes from 40” to 49” The mainstream 32”-and-under TVs see a market share dropping from 48% to 42%, and 4K2K LCD TVs hold a penetration rate rising from 1% this year(21-22 million units) to 81% in 2014(16-18 million units) on Chinese brands’ promotion As for the curve TV products launched by panel makers next year, main makers will start mass-production in Feb and March The end demands will be firstly dominated by Korean brands, SONY, and some Chinese brands, expecting a penetration rate only at 1-14% for next year    WitsView indicates the 4K2K targeting at the upgraded display technology to lift the resolution and color saturation and the curve TV that is crucial to the next deployment of flexible OLED and QLED technologies both are developing in an attempt to boost display technologies and applications to revive the sales in the market WitsView’s research director Burrell Liu indicates that the 2014 smart TV shipment growth will rise from 28% in 2013(569 million units) to 36% in 2014(76 million units) Although global brands devote significant resources to the smart TV, the product is still at the integration stage of software and hardware between brands and telecom companies and sees fierce competition between platforms In view of 2014 TV brands’ shipments by countries, Chinese brands’ shipment growth is 7-8% with a market share rising to 27-28%, Japanese brands’ growth momentum remains weak, seeing a 3% yearly growth and an 18-19% market share, while two leading Korean makers dominate the market, controlling a 36% market share and an 5-6% annual growth (table 2)  Table 2: Grwoth and Market Shares Table 3: LCD TV Types 

Press Releases
TrendForce: SK Hynix’s Wuxi Fab to Recover Fully from Fire Damage by Mid-January 2014

2013/12/12

Semiconductors

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: 1 Capacity at the Wuxi fab in October and November was 30K and 70K wafers per month, respectively A target capacity of 100K is set for December, and the plant is expected to return to fully loaded 130K wafers per month in January 2014 2 SK Hynix began moving newly purchased equipment into the Wuxi fab in December, and the memory maker has negotiated with vendors to have the new devices installed as quickly as possible The installation, which normally takes 4 to 6 weeks, is expected to be finished in 3 weeks 3 Once the Wuxi fab’s capacity returns to 130K wafers per month, production at SK Hynix’s plant in Korea will return to normal levels – DRAM capacity at the M10 fab will go back to 130K wafers per month, M12 capacity will be transferred back to the manufacture of NAND products, and the 50K wafers per month decrease at the M11 fab will be returned to NAND production as well 4 Worth noting, as SK Hynix did not completely rebuild the Wuxi fab’s clean room despite contamination from the fire and the power outage, whether production yield rates will return to pre-fire levels remains to be seen SK Hynix’s supply to PC OEMs began showing signs of shortage in November 5 As TrendForce previously estimated, the recovery will take 3 to 6 months If capacity is fully restored by mid-January, output from the Wuxi fab will return to normal levels in early March, during the traditional slow season Thus, DRAM market prices are expected to fall in the end of 1Q14, and TrendForce projects DDR3 4GB price will drop to a low of US$22~24 next year

Press Releases
TrendForce: Mobile DRAM to Become Mainstream within Industry, Account for 40% of DRAM Revenue in 2014

2013/12/12

Semiconductors

According to DRAMeXchange, a research division of TrendForce, the impressive sales of smartphones and tablets have prompted DRAM manufacturers to gradually shift their focus from PC DRAM to Mobile DRAM since 2010 The proportion of DRAM revenues accounted for by the latter has risen from 14% in 2010 to about 35% this year, and is expected to show continuous growth in the next two years Based on comparisons of the supply bit growth figures, Mobile DRAM is likely to not only replace PC DRAM as the mainstream DRAM product in 2014, but also show the largest shipment numbers within the industry The three major DRAM manufacturers (Samsung, SK Hynix, New Micron Group) are each expected to direct attention from PC DRAM to Mobile DRAM despite the difficulties of adjusting the latter's design, product mix, and bringing the cost down In the coming periods, the amount of profits generated within the Mobile DRAM industry is expected to be noticeably different among the competitors depends on their core competence on Mobile DRAM area LPDDR3 to Become Mainstream in 2014 as Application Opportunities Increase TrendForce's assistant vice president, Avril Wu, notes that the demand for Mobile DRAM will remain strong as smartphone shipments continue to grow, and projects that next year's industry bit growth will surpass 40% With the integration between data and internet furthering、Android upgrades and 4G connectivity both raising the bar for hardware specs, the demands for increased Mobile DRAM content per box will likely continue In the high-end smartphone market, 3GB is expected to gradually become the mainstream format Looking at the Notebook market, given the increased opportunities for applying Mobile DRAM to Ultralike devices and the replacements of traditional DDR3, an increasing number of products are beginning to show respectable power management performances Various suppliers have begun to grow more active in their product development efforts as consumers begin showing interest in power saving features, light weight, and efficiency The proportion of the new LPDDR3 is currently anticipated to rise rapidly in 2014, and will eventually replace LPDDR2 as the mainstream product in the market In the same year, more and more LPDDR3 eMCP will be delivered to clients for testing The next generation LPDDR4 may be produced in limited quantities during 2015, and officially replace LPDDR3 as the mainstream item in 2016 Smartphone Sales to Boost Mobile DRAM Demand, Ensure Price Stability    Looking at the production side, given the encountered technological obstacles and the physical-limitation issues, more and more mainstream manufacturers are decelerating the pace at which they are migrating towards 25nm technology In the event that manufacturing costs do not decrease easily, and with the numbers of supplies tightening, the Mobile DRAM price reductions are projected to ease on a quarterly basis, and in turn give the three main DRAM manufacturers greater room for profit Regarding the issue of sufficiency, even though Mobile DRAM technically does not belong to the “commodity” product category, the general pattern shown in the 2014 supply and demand curve indicates the possibility of a tight Mobile DRAM supply situation in 2H14 With the DRAM industry's wafer start capacity not expected to undergo any major changes and the crowd out effect expected for various product lines, Mobile DRAM production is unlikely to experience any major growth, and the average retail prices are expected to remain steady As smartphones, tablets, and Ultralike products continue to use Mobile DRAM, both its usage rate and content per box are anticipated to grow TrendForce predicts that the Mobile DRAM contract prices will gradually increase as its supplies begin to tighten throughout 2H14 For next year, Mobile DRAM is anticipated to show the least price drop and become the DRAM industry’s most profit stable product

Press Releases
TrendForce: Tablet Software and Hardware See Difficulties on Differentiation, 2014 Shipment to Defend 20% Growth Target

2013/12/10

Display , Consumer Electronics

Based on the projection by WitsView, the display division of the global intelligence provider TrendForce, the tablet shipment is projected 229 million units for entire 2014, seeing an annual growth dipping to around 20% As the expectation that Windows 8 encourages tablets’ commercial application in 2014 is shattered, the dominant Android damps the possibility the OS lifts the sales momentum Besides, the hardware also is pressured by prices, making the spec launched by brands to gain little traction among consumers WitsView points out several challenges to the hardware differentiation Firstly brands launch 12”-and-above tablets to develop the niche market in 2014 Nevertheless, the large-sized product is contradictory to tablets’ two major values, easy mobility and affordable price, making the product hard to promote Secondly, the high-resolution product’’ obstacle of high price is hard to clear as it stumbles on the way Witsview indicates the core to the high-resolution tablets is the panel, and the panels with 300 PPI-and-above resolution see challenges on the capacity, yield, and cost Google’s 2nd generation Nexus 7 unveiled in H2’13 is equipped with high 300 PPI resolution but its elevated selling price is reflected on the poor sales, underlining tablet consumers are more sensitive about the price than about the spec Witsview continues to hold a conservative view on the high-resolution tablets’ sales in 2014   Last, as the hardware differentiation is hard to achieve, the best measure to stir sales comes to price cuts For 2013 Black Friday, HP has revealed a 7” tablet tagged at only $89, pressing down brands’ entry-level tablets’ prices to below $100 To lower costs, brands are forced to take into account the cheaper components, including the short-lived TN panels in H1’13 and the single layer touch modules commonly adopted by white-box makers, which will be determinants for brands to cut prices in exchange of sales volumes in 2014 WitsView indicates 2013 is a harsh year for white-box tablet makers as on top of brands’ price cuts that squeeze their room for survival, the sudden price surges of key component, such as DRAM, drain makers’ limited profits and force small makers to withdraw from the market As the emerging markets have strong demands for low-priced tablets, after several cruel eliminations, the existing white-box tablet makers are relatively strong and healthy in terms of finance and business scale and are able to integrate ample resources to share the low-priced tablet demands in developing economies, including South American countries and India Based on WitsView’s data, the 2014 tablet shipment growth will be down from 34% this year to 20%, while white-box tablets see an annual growth rising from 7% to 21% Source: WitsView

  • Page 296
  • 311 page(s)
  • 1552 result(s)