TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PVhttp://www.trendforce.comenAnnual Decline for Feed-in Tariff Should be Set at 4% in Order to Meet 2025 PV Installation Goals, Says TrendForcehttps://press.trendforce.com/node/view/3286.htmlAccording to the latest “Solar Powering Taiwan: Special Report” by EnergyTrend, a division of TrendForce, Taiwan's PV installations made it past the 1GW mark for the first time in 2018, attracting many investors to set up PV power plants in Taiwan. The Bureau of Energy has therefore increased their installation goal for 2019 to 1.5GW. In order to reach this goal, they will be focusing on four big areas: Taiwan Sugar demonstration projects; industrial factory roofing promotion projects; large developer promotion projects; and projects applied for approval in 2018. Green EnergyMon, 19 Aug 2019 05:53:00 +00003286 at http://www.trendforce.comFall in Prices Offset Bit Shipment Growth, with 2Q19 Revenues of NAND Flash Brands Trending Flat from 1Q19, Says TrendForcehttps://press.trendforce.com/node/view/3285.htmlThe overview given by DRAMeXchange, a division of TrendForce, on the performance of the NAND flash market for 2Q19 finds that end demand in smartphone, notebook PC and server markets have recovered from the traditional offseason 1Q19, bringing total bit consumption growth to 15%. But since suppliers still have rather large levels of inventory on their hands, the drop in contract prices for 2Q19 have remained quite significant. Total business revenue remained around the US$10.8 billion mark, trending flat from 1Q19.DRAMThu, 15 Aug 2019 06:17:00 +00003285 at http://www.trendforce.comGlobal Automotive LED Revenue Still on the Rise, with Everlight to Enter the Top Ten for 2018, Says TrendForcehttps://press.trendforce.com/node/view/3284.htmlAccording to the newest 2019 Global Automotive LED Market Report- Passenger Car and Box Truck report by LEDinside, a division of TrendForce, the global automotive market has been showing declines since 2018 amid global trade frictions and economic recessions, but the penetration rates of LEDs in various major automotive lighting products continued to rise. Furthermore, new energy cars have a greater demand for LEDs than traditional cars do while boasting a faster growth in shipments. This will cause the volume of and revenue for automotive LED products to maintain modest growth in future years, with global automotive LED revenue forecast to arrive at US$3.17 billion in 2019 and to register a CAGR of 7% during the forecast period 2018-2023.LEDThu, 15 Aug 2019 05:40:00 +00003284 at http://www.trendforce.comEdge AI to Aid Development of Smart Manufacturing and Push Market Scale to US$370 billion in 2022, Says TrendForcehttps://press.trendforce.com/node/view/3283.htmlWith consumers beginning to seek customization and autonomous consumption and the lack of labor becoming a growing problem at the manufacturing end, manufacturers are spurred to become adaptive to a quickly-shifting and widely-varying environment as manufacturing systems become more sophisticated than ever. Thanks to the ripened, new technology, manufacturers may deploy advanced sensing technology in conjunction with AI algorithms and robots to raise information visibility and system controllability, furthering the development of smart manufacturing for Industry 4.0. According to forecasts by TrendForce, the global market scale for smart manufacturing will register a CAGR of 10.7% up to 2022 and near US$370 billion.Innovative Technological ApplicationsWed, 14 Aug 2019 05:38:00 +00003283 at http://www.trendforce.com2Q19 DRAM Revenue Falls by 9.1% QoQ, with 3Q19 Quotes Still Set to Fall, Says TrendForcehttps://press.trendforce.com/node/view/3282.htmlAccording to investigations by DRAMeXchange, a division of TrendForce, quote trends for various products, including commodity DRAM, server DRAM and consumer DRAM, fell by nearly 30%, with the exception of discrete mobile DRAM/ eMCP products, whose declines fell within the 10-20% range. Server DRAM prices suffered the steepest fall, registering a near-35% decline. Observing the market, we see that although 2Q sales bit grew over the previous quarter, quotes kept on falling, causing total DRAM revenue to fall by 9.1% QoQ in 2Q.DRAMThu, 08 Aug 2019 05:53:00 +00003282 at http://www.trendforce.comEarly Stocking Amid the US-China Trade Dispute Pays Off, with Global Notebook Shipments in 2Q Growing by 12% QoQ, Says TrendForcehttps://press.trendforce.com/node/view/3281.htmlAccording to the latest notebook shipments report by TrendForce, concerns over the US-China trade dispute and the Intel CPU shortage originally casted a conservative cloud over the overall outlook for market in 2Q19. Yet three factors played a role in pushing 2Q shipments to 41.5 million units to give an expectation-exceeding QoQ growth of 12.1%: (1) AMD CPUs are being substituted for Intel CPUs; (2) Chromebooks find increased demand in the form of tenders; and (3) worries arising from the trade dispute moved brands to stock up anticipatorily.Consumer ElectronicsWed, 07 Aug 2019 05:55:00 +00003281 at http://www.trendforce.comNAND Flash Contract Price Decline Shrinks in 3Q, with Wafer Prices to Grow Against the Trend, Says TrendForcehttps://press.trendforce.com/node/view/3280.htmlDRAMeXchange, a division of TrendForce, has just released contract prices for various products in July, in which we see contract prices still tr​​​​ending down overall, but those for mainstream products shrinking due to the Toshiba outage directly impacting production. Furthermore, Japan's modifications to South Korean-bound export regulations were also anticipated by the market to impact South Korea's NAND Flash supply. TrendForce suggests that Japan's move was merely the removal of South Korea from its white list, in which countries to receive favorable treatment were listed and with South Korea as the only Asian country listed in the past. South Korea will merely turn from a country receiving special treatment into a normal one, and South Korean semiconductor suppliers will have to go through the same proceedings as other Asian countries do. And since the Japanese government has already assigned additional personnel to speed up reviewing, this move probably won't be causing much of an impact.NAND FlashMon, 05 Aug 2019 03:21:00 +00003280 at http://www.trendforce.comHEVs Already an International Trend, With China's Electric Cars Moving Towards Diversification, Says TrendForcehttps://press.trendforce.com/node/view/3279.htmlThanks to China's new point-based quota system for new energy vehicles and the enlarging scale of European, American and Japanese markets, opportunities in the HEV market have attracted much interest. EnergyTrend, a division of TrendForce, predicts that global HEV market share will reach 5% in 2019, whereas that for pure electric vehicles will stand at only 2%.Green EnergyThu, 01 Aug 2019 09:47:00 +00003279 at http://www.trendforce.comSpot and Contract Prices Split Ways, with Contract Prices Plunging by Over 10% in July, Says TrendForcehttps://press.trendforce.com/node/view/3278.htmlDRAMeXchange, a division of TrendForce, finds that although spot prices have increased by 24% on average since the start of July, the scale of the spot market is too small to relieve suppliers of their high inventory levels by any noticeable amount. Furthermore, end demand for memory products saw no improvement entering peak-season, putting contract prices on the slide yet again. Contract prices for market mainstream DDR4 8GB products have come to US$25.5, a 10.5% decline MoM from US$28.5.DRAMThu, 01 Aug 2019 05:45:00 +00003278 at http://www.trendforce.comLimited Market Recovery Back to Peak-Season Condition and Yet-to-be-cleared Inventories Cause Mobile DRAM Prices to Continue Declining by Over 10% in 3Q19, Says TrendForcehttps://press.trendforce.com/node/view/3277.htmlInvestigations by DRAMeXchange, a division of TrendForce, show peak season demand growth and, in turn, production volume growth for the smartphone market in 3Q weakening in comparison to previous peak-seasons, for which production volume growths of 10% QoQ and above were the norm. The decline for total smartphone production this year is forecast to remain near 5%. Pull-ins have slowed in 1H, and we see suppliers yet to fully clear their large levels of inventories. Despite the Japan-South Korea incident over material exports, which resulted in rumors of price trend reversals circulating in the market, pressure to clear inventories still remained high. Adding the fact that though some DRAM suppliers have announced plans to reduce production capacity, the actual extent of those reductions were generally low,consisting mostly of capacity reductions for older processes or capacity reductions as a result of process switching. Until mainstream products become unprofitable, DRAM suppliers are unlikely to make large reductions to capacity. And though prices in spot markets have seen slight fluctuations, contract prices remain on a downwards trend overall.DRAMTue, 30 Jul 2019 05:55:00 +00003277 at http://www.trendforce.com