TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PVhttp://www.trendforce.comenAccident at LGD’s Gen-8.5 Fab in South Korea Will Tighten Supply for Large-Size LCD Panels This Third Quarter, TrendForce Reportshttp://press.trendforce.com/node/view/2888.htmlLG Display (LGD) suffered a serious disruption to its production of large-size LCD panels on June 24, when a deadly accident occurred at its P8-1 panel fab in Paju, South Korea. The Gen-8.5 has been shut down for repair and investigation by the local authorities. WitsView, a division of TrendForce, states that this incident will have a major impact on the supply of large-size panels in the third quarter. While panel quotes have softened during the second quarter, the third quarter will see a return of seasonal demand from device vendors. The accident at P8-1 will contribute to a tightening of the supply and help prop up prices to some extent. TV panelLGDDisplayTue, 27 Jun 2017 19:53:00 +08002888 at http://www.trendforce.comChinese ODMs Have Rapidly Risen to Prominence as Competition for Panel Supply Becomes Critical, TrendForce Reportshttp://press.trendforce.com/node/view/2887.htmlThis year's top four LCD TV ODMs by their target shipments in order will be TCL, TPV, Foxconn and BOE Vision-Electronic Technology (BOEVT), according to the preliminary estimation by WitsView, a division of TrendForce. The fourth-place BOEVT in particular has emerged as a major pure ODM by taking advantage of the vast panel supply provided by its group company BOE Technology (BOE). Furthermore, BOEVT will be taking on U.S.-based VIZIO as its client for the first time in the second half of this year. The collaboration between the two companies indicates that Chinese ODMs are starting to play a bigger role in the global TV supply chain.CEC-PandaSharpInnoluxCSOTLCD TV PanelTV panelBOEFoxconnTPVTCLODMLCD TVConsumer ElectronicsTue, 27 Jun 2017 14:00:00 +08002887 at http://www.trendforce.comTaiwanese Electronics Brands Aggressively Promote HDR as This Feature Likely to Become Must-Have for High-End Monitors in the Future, TrendForce Reportshttp://press.trendforce.com/node/view/2883.htmlComputer monitors and notebooks featuring HDR (high dynamic range) have been a highlight in this year’s major consumer electronics tradeshows from CES to Computex. According to WitsView, a division of TrendForce, HDR as a feature is now spreading into the PC market following its widespread adoption in the TV market last year. Demand growth of HDR-capable monitors for gaming is especially robust, and correspondingly Taiwan-based electronics brands are actively developing this market segment. The market for HDR-capable monitors are expected to expand rapidly once major vendors in IT industries have established a separate HDR standard specifically for their products.monitorASUSAcerLCD monitors4kConsumer ElectronicsTue, 20 Jun 2017 14:26:00 +08002883 at http://www.trendforce.comTrendForce Anticipates 18:9 Displays to Help Drive Shipments in Stalling Smartphone Markethttp://press.trendforce.com/node/view/2881.htmlThe global smartphone market is seeing slowing growth in the first half of 2017. Searching for ways to stimulate consumer demand, smartphone brands have put considerable efforts in improving displays of their devices. WitsView, a division of TrendForce, reports that increasing screen to body ratio and narrow bezel are two major trends in smartphone design for this year and are expected to drive changes in specifications of smartphone panels. Specifically, the display’s aspect ratio is moving from the mainstream 16:9 to 18:9 (2:1), which is also known as the full screen format. WitsView estimates that around 10% of smartphones shipped worldwide in 2017 will have displays with 18:9 or higher aspect ratios. smartphone panelSmartphoneConsumer ElectronicsWed, 14 Jun 2017 14:48:00 +08002881 at http://www.trendforce.comNearly One Year of Price Uptrend in TV Panel Market Has Been Disrupted by US$1 Drop in Average Quote of Medium-Size Panels This May, According to TrendForcehttp://press.trendforce.com/node/view/2858.htmlWitsView, a division of TrendForce, reports that quotes for medium-size LCD TV panels (the 40- to 43-inch bracket) are weakening, dropping by US$1 on average this May compared with the prior month. The LCD TV panel market has been a seller’s market for almost a year and prices have consistently gone up. The weakening of quotes for medium-size panels is a signal that the general price upswing may have reached a limit.DisplayTue, 23 May 2017 18:58:00 +08002858 at http://www.trendforce.comTrendForce Reports First-Quarter Notebook Shipments Grew 6.1% Year on Year Against Seasonal Headwindshttp://press.trendforce.com/node/view/2857.htmlGlobal notebook shipments totaled around 37.81 million units for the first quarter of 2017, reports TrendForce. This figure represents a 15.6% decline from prior quarter’s result but also a 6.1% year-on-year increase. The first-quarter shipments were augmented by some unfulfilled demand left over from the previous quarter. There were also major deal opportunities related to bidding for business notebook contracts and releases of new product models. Furthermore, channel distributors also increased their stock-up of notebook products in anticipation of price hikes from brand vendors later on. As a result, notebook shipments were higher than expected for the traditional off season.AcerAppleASUSDellLenovoHP1Qnotebook shipmentMacBooknotebooksConsumer ElectronicsMon, 22 May 2017 15:34:00 +08002857 at http://www.trendforce.comSlowdown in China Caused First-Quarter Global LCD TV Shipments to Drop by 31% Compared With Prior Quarter, Says TrendForcehttp://press.trendforce.com/node/view/2854.htmlWitsView, a division of TrendForce, reports shipments of LCD TV sets for the first quarter of 2017 came to 44.05 million units, a decrease of 31% from the prior quarter and a year-on-year decline of 8.4%. Poor sales results in China during the Chinese New Year holiday period was a major factor behind the year-on-year shipment drop.LCD TV shipmentsSamsungLG ElectronicsSharpLeEco(LeTV)TCLConsumer ElectronicsTue, 16 May 2017 15:48:00 +08002854 at http://www.trendforce.comTrendForce Expects Quotes for TV Panels to Remain Fairly Stable During Second Quarter but Price Negotiations in Medium-Size Range Will Become Noisierhttp://press.trendforce.com/node/view/2852.htmlThough major LCD panel makers have reported strong earnings for the first quarter of 2017, there are concerns within the panel market that the general price increase across panel products has reached in its peak and this trend may start to turn in the near term. The latest analysis from WitsView, a division of TrendForce, indicates that TV panel quotes on the whole will stay relatively stable in the second quarter, with the exception being noisy price negotiations in the medium-size range or sizes 40 to 43 inches. As for prices for panels used in other applications, quotes for monitor panels are on a gradual monthly slide due the off-season effect. Meanwhile, quotes for notebook panels are also relatively stable this second quarter due to returning demand resulting from earlier purchase adjustments made by notebook brands. Q2panel pricenotebook panelmonitor panelTV paneldisplay panelDisplayTue, 09 May 2017 18:02:00 +08002852 at http://www.trendforce.comTrendForce Reports First-Quarter Tablet Shipments Fell by 34.5% Versus Prior Quarter; Second-Quarter Result Depends on Sales of New iPad Deviceshttp://press.trendforce.com/node/view/2849.htmlMarket intelligence firm TrendForce reports global tablet shipments for the first quarter of 2017 totaled 31.95 million units, representing a steep drop of 34.5% compared with the prior quarter and a year-on-year decline of 9.3%. The shipment slump was attributed to the effect of the traditional slow season and the general decline in tablet market demand.AmazonLenovoHuaweiSamsungAppletablet shipmentiPadtabletsConsumer ElectronicsThu, 04 May 2017 15:26:00 +08002849 at http://www.trendforce.comAnnual Shipments of IGZO Tablet Panels to Grow for Second Consecutive Year at 46% Due to Demand Driven by New iPad Pro, Says TrendForcehttp://press.trendforce.com/node/view/2848.htmlShipments of IGZO panels for tablets soared last year owing to Apple fully adopting this display solution for its 9.7-inch iPad Pro. The latest research from WitsView, a division of TrendForce, finds that the 2016 global shipments of IGZO tablet panels totaled 19.8 million units, registering a massive and above expected annual growth of 292%. As Apple will use the technology for the new iPad Pro, WitsView expects annual worldwide shipments of IGZO tablet panels to grow for the second consecutive year by 46%, totaling around 29 million units.iPadMicrosoftAppletablet paneltabletIGZO capacityIGZODisplayWed, 03 May 2017 14:25:00 +08002848 at http://www.trendforce.com