TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PVhttp://www.trendforce.comenEscalating Trade War May Aggravate Oversupply Situation in LED Industry, Says TrendForcehttps://press.trendforce.com/node/view/3162.htmlAccording to LED Industry Demand and Supply Data Base, the latest report by LEDinside, a division of TrendForce, the global LED industry is projected to reach a market value of US$ 18.796 billion in 2018, with an increase of 4% YoY, lower than LEDinside’s earlier forecast of 11%. The market is slowing down as the oversupply situation contributes to LED price declines, together with the impacts of escalating trade war on demand in the end market.Chinese Market ResearchTue, 25 Sep 2018 06:56:00 +00003162 at http://www.trendforce.comThe Trade War Has Limited Impact on North American Data Centers, but Server Makers May Consider Moving Production Facilities out of China, Says TrendForcehttps://press.trendforce.com/node/view/3161.htmlAccording to the latest report by DRAMeXchange, a division of TrendForce, North American markets contribute to around 40% of the global server demand, but Trump’s threat of steep tariffs on Chinese goods, including server imports, may bring more risks to Taiwanese server ODMs, whose production are mainly based in China. Therefore, Taiwanese server makers are now considering moving their production facilities back to Taiwan. With the next wave of tariffs going into effect on September 24, tariffs of 10 percent will be imposed on Chinese products like servers, server modules, motherboards and network switches, so server makers are bound to relocate their facilities to minimize the impacts of the trade war on their businesses. SemiconductorsThu, 20 Sep 2018 09:05:00 +00003161 at http://www.trendforce.comTrendForce Expects Stiff Competition in TV ODM Market; Foxconn Outperforms TPV to Top the Shipment Rankinghttps://press.trendforce.com/node/view/3160.htmlWitsView, a division of TrendForce, reports that Foxconn is expected to take the first place in the global shipment ranking of LCD TV ODMs for 2018, for the brand benefitted from the prosperous business of Sharp, a subsidiary of Foxconn, as well as stable orders from Sony and VIZIO. TPV slid to the second place, with TCL and BOEVT following the third and fourth.DisplayWed, 19 Sep 2018 06:25:00 +00003160 at http://www.trendforce.comNSP Tops PV Module Shipment Ranking in Taiwan for 1H18, Says TrendForcehttps://press.trendforce.com/node/view/3159.htmlAccording to the Solar Powering Taiwan: Special Report by EnergyTrend, the Capex of PV power systems has been decreasing, due to the drop in module prices caused by massive PV installations. In 1H18, the system costs of PV projects in Taiwan have been decreasing, approaching the level in Germany, Italy and the Netherlands. EnergyTrend expects the system costs to drop further in the second half of this year, which may motivate companies to make investments.SemiconductorsMon, 17 Sep 2018 08:06:00 +00003159 at http://www.trendforce.comTrendForce's Comments on New iPhone Modelshttps://press.trendforce.com/node/view/3158.htmlAs Apple unveils its new iPhone models, TrendForce has provided the following comments for your reference.SemiconductorsThu, 13 Sep 2018 12:04:00 +00003158 at http://www.trendforce.comLED Package Prices Declined in August 2018 Due to Falling Costs of Chips and Slowing Market, Says TrendForcehttps://press.trendforce.com/node/view/3157.htmlMajor LED package products in the Chinese market have seen notable price declines in August, according to the latest report from LEDinside, a division of TrendForce.SemiconductorsThu, 13 Sep 2018 06:46:00 +00003157 at http://www.trendforce.comShortage of Intel CPU to Impact Notebook Shipments, Causing Further Price Decline in the Memory Market, Says TrendForcehttps://press.trendforce.com/node/view/3156.htmlTrendForce has adjusted its 2018 global notebook shipments projection downwards due to the worsening shortage of Intel CPUs. Intel originally planned to begin mass production of CPUs based on its latest Whiskey Lake platform in 3Q18, when the notebook market would be in the busy sales season. However, PC-OEMs are now finding an insufficient supply of Whiskey Lake CPUs, which has disrupted vendors’ notebook shipment plans for this year’s second half. Therefore, TrendForce now estimates that this year’s total notebook shipments will drop by 0.2% YoY, and the CPU shortage may further impact the entire memory market as well.SemiconductorsTue, 11 Sep 2018 08:01:00 +00003156 at http://www.trendforce.comShare of TDDI In-Cell Solutions for Smartphones Will Double Since the Tight Supply is Gradually Eased, Says TrendForcehttps://press.trendforce.com/node/view/3155.htmlThe share of In-Cell solutions in the global smartphone market is estimated to reach 27.1% in 2018, marginal up from 26.2% of last year, according to the latest research on touch display solutions by WitsView, a division of TrendForce. This is due to the rapid adoption by Android smartphones, despite the fact that the new iPhones this year will not adopt In-Cell solutions. Particularly, the share of TDDI (Touch with Display Driver Integration) In-Cell solutions is likely to grow significantly to 17.3%, although the IC products for TDDI In-Cell products experience a tight supply.SemiconductorsTue, 04 Sep 2018 05:59:00 +00003155 at http://www.trendforce.comStagnant PC DRAM Contract Prices in August; TrendForce Anticipates Sliding Prices for 4Q18 Contractshttps://press.trendforce.com/node/view/3154.htmlDRAMeXchange, a division of TrendForce, reports that most 3Q18 contracts in the PC DRAM market were completed in July. With contracts being mainly quarterly deals, the agreed prices for 3Q18 are generally slightly higher than those for 2Q18. Therefore, the overall trajectory of contract prices in the PC DRAM market has been relatively stable in August and is expected to remain so in September. The average contract price of mainstream 4GB PC DRAM modules has stayed at US$34.5 in August, while the average contract price of 8GB PC DRAM modules has also stayed at US$68. DRAMeXchange maintains its forecast that the average QoQ price increase for PC DRAM products in 3Q18 will be around 2%.Mon, 03 Sep 2018 06:22:00 +00003154 at http://www.trendforce.comHuawei’s Server Shipment to China to Reach a New Record High due to Surging Demand in China, Says TrendForcehttps://press.trendforce.com/node/view/3153.htmlAccording to the latest report by DRAMeXchange, a division of TrendForce, the Chinese market has witnessed a surging demand for servers in 2018. The number of servers shipped to China will increase by 23% YoY in 2018, and account for 25.6% of the global server shipments this year, up from 21.8% in 2017. The demand grows significantly since the Chinese government has been encouraging domestic companies to adopt servers of domestic brands, together with the increasing amount of servers used for hyperscale internet data centers.SemiconductorsThu, 30 Aug 2018 06:06:00 +00003153 at http://www.trendforce.com