TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PVhttp://www.trendforce.comenTrendForce Reports Prices of Lithium-Ion Battery Cells Enters a Slow Climb; Supply of Polymer Cells Remains Tighthttp://press.trendforce.com/node/view/3000.htmlThe latest lithium-ion battery market report from EnergyTrend, a division of TrendForce, finds that the price upswing for battery cells has started to moderate since this third quarter. Although the price of cobalt reached a new high for the recent years during the third quarter, prices of battery cells have been climbing more slowly after the large hikes in the second quarter. The overall price increase in the battery cell market is anticipated to be even smaller for this fourth quarter.Polymer CellPrismatic CellCylindrical Celllithium batteriesGreen EnergyThu, 19 Oct 2017 10:02:00 +08003000 at http://www.trendforce.comASE, Amkor and JCET Expected to Top TrendForce’s Revenue Ranking of OSAT Providers for 2017http://press.trendforce.com/node/view/2995.htmlThe annual revenue from the global IC testing and packaging industry for 2017 is estimated to grow by 2.2% to reach US$51.73 billion, according to the latest research from TrendForce. Furthermore, providers of outsourced semiconductor assembly and test (OSAT) are projected to represent a share of 52.5% in the year’s total revenue.ASEsemiconductorDRAMWed, 18 Oct 2017 14:00:00 +08002995 at http://www.trendforce.comMerger of Gintech, NSP and Solartech Will Contribute to Taiwan’s Solar Industry by Speeding Up Vertical Integration and Stimulating Investments, Says TrendForcehttp://press.trendforce.com/node/view/2992.htmlTaiwan’s three solar companies Gintech, Neo Solar Power (NSP) and Solartech signed an MOU on October 16 announcing their intention to merge as one single corporate entity by the third quarter of 2018. According to EnergyTrend, a division of TrendForce, the combined production capacity for photovoltaic (PV) cells of these three companies is projected to reach 5 gigawatts (GW). This estimate not only takes account of their combined 3.5GW capacity in Taiwan but also their combined 1.5GW capacity from their facilities located in Mainland China, Thailand and Vietnam. The company that resulted from this merger – United Renewable Energy Co., Ltd. (UREC) – will not only become the largest solar enterprise in Taiwan but also the world’s fifth-largest cell maker in terms of capacity and second-largest cell suppliers in terms of overseas shipping.PV cellNSPGintechChinaTaiwansolarPV marketGreen EnergyTue, 17 Oct 2017 13:27:00 +08002992 at http://www.trendforce.comTrendForce Maintains 4Q17 NAND Flash Market Outlook After Finding Toshiba’s Capacity Remains Largely Intact Despite Rumorshttp://press.trendforce.com/node/view/2991.htmlDespite lower-than-expected output caused by certain problems in production lines, Toshiba will be able to deliver its NAND Flash shipments as per the dates and volumes in its fourth-quarter contracts, says DRAMeXchange, a division of TrendForce. After confirming with sources, DRAMeXchange refutes a report alleging that Toshiba’s monthly NAND Flash capacity has been reduced by nearly 100,000 wafers and some of its production lines have been suspended.NAND Flash ToshibaSemiconductorsTue, 17 Oct 2017 09:38:00 +08002991 at http://www.trendforce.comMobile DRAM Prices to Go Up by 10~15% in 4Q17 as Seasonal Demand Picks Up and Suppliers Seek to Correct Price Differences Among Applicationshttp://press.trendforce.com/node/view/2989.htmlDRAMeXchange, a division of TrendForce, estimates that mobile (LPDDR) DRAM products will see sequentially quarterly price increases in the average range of 10~15% in the fourth quarter of 2017. This price hike is attributed to DRAM suppliers seeking to correct price differences among various applications as well as the year-end busy season in the smartphone market. The percent of sequential price increase for mobile DRAM in the fourth quarter is expected to be the largest when compared with percent increases for DRAM used in other applications.PC DRAMServer DRAMMobile DRAMDRAMThu, 12 Oct 2017 14:04:00 +08002989 at http://www.trendforce.comTrendForce Finds x86 Processors Continues to Corner Server Market This Year With Global Shipment Share Estimated at 96%http://press.trendforce.com/node/view/2987.htmlDRAMeXchange, a division of TrendForce, estimates that 96% of all server CPUs shipped worldwide this year will be based on the x86 architecture. On the other hand, the ARMv8 architecture is expected to represent only around 1% of the total annual shipments of server CPUs. The market growth of ARMv8 products is constrained by their limited applications within the server market and the high degree of customization necessary for the development of solutions.serverCPUGPUNVIDIAAMDIntelDRAMThu, 05 Oct 2017 15:05:00 +08002987 at http://www.trendforce.comPrices of LED Light Bulbs Were on Decline in September as New Low-Price Products Arrived in the U.S. and Europe, Says TrendForcehttp://press.trendforce.com/node/view/2986.htmlPrices of LED lightbulbs remained on the downtrend in September, reports LEDinside, a division of TrendForce. Compared with the prior month, the global average sales price (ASP) of 40-watt equivalent LED light bulbs fell by 2.1% to US$6.3, while the global ASP of the 60-watt equivalent products also dropped by 2.3% to US$7.5.40W equivalent LED light bulb60W equivalent LED light bulbLEDTue, 03 Oct 2017 14:30:00 +08002986 at http://www.trendforce.comTrendForce Says Monthly TV Panel Shipments Grew 8.2% for August and Reached a New High for This Year Due to Falling Prices and Seasonal Demandhttp://press.trendforce.com/node/view/2985.htmlWitsView, a division of TrendForce, reports that global LCD TV panel shipments for August totaled 23.02 million units, showing an increase of 8.2% from July and a year-on-year drop of 2.5%. WitsView also says that the August shipments represent the highest monthly volume in the TV panel market for this year so far. This turnaround from the weak shipment result in July was attributed to two consecutive months of declining panel prices and increasing stock-up activities ahead of holiday events in the major markets including the U.S., Europe and China.AUOCSOTSDCBOELGDInnoluxTV panel LCD panel shipmentsLCDConsumer ElectronicsThu, 28 Sep 2017 14:51:00 +08002985 at http://www.trendforce.comTrendForce Says NAND Flash Market to Regain Balance in 2018 with Annual Bit Supply Growing by 42.9%http://press.trendforce.com/node/view/2983.htmlDemand has exceeded supply in the global NAND Flash market for six consecutive quarters since the third quarter of 2016, according to the latest research from DRAMeXchange, division of TrendForce. During this 2017, NAND Flash demand continues to expand because of the increase in average memory content of smartphones and the strong server market. At the same time, the growth in NAND Flash supply has been constrained by the pace of the major suppliers’ respective technology migrations, which in general have been slower than anticipated.MicronIntelSK HynixWestern DigitalToshibaSamsung3D-NAND FlashNAND FlashDRAMWed, 27 Sep 2017 14:08:00 +08002983 at http://www.trendforce.comITC Rules in Favor of Relief from Solar Imports Under Section 201; TrendForce Anticipates U.S. PV Demand for 2018 to Be Cut in Halfhttp://press.trendforce.com/node/view/2976.htmlThe U.S. International Commission (ITC) announced on September 22 (local time) that it has accepted Suniva’s petition to seek relief against all solar imports under Section 201 of the 1974 Trade Act. Following the affirmation of Suniva’s claim, ITC will develop recommendations to safeguard the U.S. solar market against imports from Asia. EnergyTrend, TrendForce’s green energy research division, states that ITC’s ruling is expected to raise the solar trade barrier significantly and may slash the U.S. photovoltaic (PV) demand for the whole 2018 by half.solarPV marketPVGreen EnergyMon, 25 Sep 2017 19:55:00 +08002976 at http://www.trendforce.com