TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PVhttp://www.trendforce.comenGlobal Notebook Shipments to Increase Slightly by 3.9% QoQ in 3Q18, Lower than Expected due to Intel CPU Shortage, Says TrendForcehttps://press.trendforce.com/node/view/3181.htmlAccording to the latest report by TrendForce, the global notebook shipments for 3Q18 are estimated to increase slightly by 3.9% QoQ, reaching 42.68 million units. Compared with the previous forecast of 5~6% growth, this projection has been adjusted 2% downward due to the shortage of Intel CPU.SemiconductorsTue, 20 Nov 2018 06:11:00 +00003181 at http://www.trendforce.comTotal NAND Flash Revenue Rose by Just 4.4% QoQ in 3Q18 Due to Below-Expected Demand Growth, Says TrendForcehttps://press.trendforce.com/node/view/3180.htmlDRAMeXchange, a division of TrendForce, reports that the bit output from the NAND Flash industry increased steadily in 3Q18, as suppliers raised the yields of their 64/72-layer 3D NAND production. NAND Flash demand, however, had yet to catch up with supply despite the year-end busy season. The shortage of Intel CPUs and the lower-than-expected sales of new iPhone devices have respectively stifled the demand growths related to notebook PCs and smartphones. Also, the US-China trade dispute has been a negative influence on the whole market. Because the NAND Flash market had been in oversupply since the start of 2018, contract prices of NAND Flash products in 3Q18 registered significant declines from the previous quarter, and the average price drop was 10-15%.SemiconductorsMon, 19 Nov 2018 06:01:00 +00003180 at http://www.trendforce.comGlobal DRAM Revenue to Reach a New Record in 3Q18, but Manufacturers’ Profitability May Approach Its Peak, Says TrendForcehttps://press.trendforce.com/node/view/3179.htmlThe total revenue of the global DRAM industry grew by 9% QoQ, and again hit a new record high in 3Q18, reports DRAMeXchange, a division of TrendForce. The survey of the price trends in the third quarter shows that contract prices in the mainstream application segments (i.e. PC, server, and mobile) maintained QoQ increases of 0-2%. Particularly, the contract price of mainstream DDR3 consumer DRAM was the first to drop during the quarter because of the weakening demand. Also, contract prices of graphics DRAM products fell by around 3% QoQ due to the sharp drop in the demand related to cryptocurrency mining as well as the higher base of the previous quarter.SemiconductorsThu, 15 Nov 2018 06:30:00 +00003179 at http://www.trendforce.comGlobal Tablet Shipments to Decline 4.3% in 2018; Huawei to Become 3rd Largest Manufacturer Surpassing Amazon, Says TrendForcehttps://press.trendforce.com/node/view/3177.htmlThe global tablet shipments are expected to decline 4.3% YoY in 2018 to 145.5 million units, as the shipments of entry-level devices are on pace to grow weaker due to the rise of smart speakers and unfavorable currency exchange rates, according to TrendForce.Consumer ElectronicsMon, 12 Nov 2018 06:27:00 +00003177 at http://www.trendforce.comHigh Screen-to-Body Ratio to Become Mainstream, Penetration Rate of Smartphones Based on COF Packaging Would Reach 35% in 2019, Says TrendForcehttps://press.trendforce.com/node/view/3176.htmlAccording to WitsView, a division of TrendForce, the market has witnessed stronger demand for full-screen smartphones while higher screen-to-body ratio has become a major trend of this year. In order to make bezels narrower, drive ICs for mid- and high-end phones have been switching from solutions based on Chip-on-Glass (COG) packaging to those on Chip-on-Film (COF) packaging. With major smartphone vendors actively adopting COF solutions, the percentage of models using COF packaging would account for 35% of the global smartphone market in 2019, a significant increase from 16.5% in 2018.SemiconductorsThu, 08 Nov 2018 07:46:00 +00003176 at http://www.trendforce.comGlobal Shipments of Smart Speakers to Grow by 53% YoY, Reaching 95.25 Million Units in 2019, Says TrendForcehttps://press.trendforce.com/node/view/3175.htmlTrendForce has published a new report profiling the latest trends in the global smart speaker market. According to data in the report, the global shipments of smart speakers are expected to reach 62.25 million units in 2018. Driven by the expansion of Google Home into more regions and the growth of smart speaker market in China, the shipments would increase further by 53% YoY, reaching 95.25 million units in 2019. With the strongest growth momentum among all categories of consumer electronics, smart speakers have emerged as a major application of voice interactions and are fast becoming the gateway to other smart-home products as well as the vast ecosystems. Companies including Apple, Facebook, Baidu, and Tencent have all entered the market this year, in addition to first movers.Innovative Technological ApplicationsWed, 07 Nov 2018 06:08:00 +00003175 at http://www.trendforce.comOctober Contract Prices for NAND Flash Chips/Wafers Witnessed Continued Price Drop due to Weak Demand Outlook for End Markets, Says TrendForcehttps://press.trendforce.com/node/view/3174.htmlThe NAND Flash market has remained in oversupply for the whole year of 2018, according to DRAMeXchange, a research division of TrendForce, with sufficient inventories for notebook/smartphone OEMs. The China-US trade war and the shortage of Intel CPU have made situations worse on the supply side. In October, the contract prices of SSD, and eMMC/UFS witnessed continued fall, while the price drop of NAND Flash chips and wafers appeared to be larger.SemiconductorsTue, 06 Nov 2018 06:01:00 +00003174 at http://www.trendforce.comContract Prices Have Started to Drop in PC DRAM Market This October and 4GB Modules Are Just Above the US$30 Threshold, Says TrendForcehttps://press.trendforce.com/node/view/3173.htmlContract prices of PC DRAM products have started to turn downward sharply this October as major suppliers have completed most contract negotiations, reports DRAMeXchange, a division of TrendForce. The average price of 4GB PC DRAM modules for 4Q18 contracts has dropped by 10.14% QoQ from US$34.5 in 3Q18 to the current US$31. As for the average contract price of 8GB PC DRAM modules, it has dropped by 10.29% QoQ from US$68 in 3Q18 to the current US$61. Since the DRAM market has just entered oversupply, DRAMeXchange does not discount the possibility of further price declines in November and December. Also, the price decline of 8GB solutions will continue to surpass that of 4GB solutions because DRAM suppliers are now eager to sell off their inventory.SemiconductorsMon, 05 Nov 2018 06:18:00 +00003173 at http://www.trendforce.comProducts with Mini LED Backlighting Expect a High Possibility of Mass Production in 2019, but Challenges Remain to Make Products Cost-Effective, Says TrendForcehttps://press.trendforce.com/node/view/3172.htmlAccording to the latest report - New Display Technology Cost Analysis - by WitsView, a division of TrendForce, Mini LED technology has made constant process over the past year, with a significant increase in production output (in unit per hour, UPH) and die bond accuracy. Looking ahead to 2019, WitsView expects a high possibility of the mass production of products with Mini LED backlighting. The processing costs of display units may increase by 20%~100% depending on the number of Mini LED used.SemiconductorsMon, 29 Oct 2018 06:07:00 +00003172 at http://www.trendforce.comDRAM and NAND Flash Products to See Price Decline in 4Q18 and 2019 due to Gap Between Supply and Demand, Says TrendForcehttps://press.trendforce.com/node/view/3167.htmlAccording to DRAMeXchange, a division of TrendForce, DRAM products have begun to see a weak price trend, showing only a 1~2% QoQ hike in contract prices for 3Q18 due to the continued oversupply, despite the coming of holiday sales season. DRAMeXchange expects the quotations of DRAM products to decline by 5% or more QoQ in 4Q18, terminating the super cycle of price growth for nine consecutive quarters. NAND Flash experienced a price drop of around 10% in 3Q18 and expects a steeper drop of 10~15% in the fourth quarter, considering the impacts of trade war. Contract prices of 3D TLC NAND Flash chips in the channel market may even drop by more than 15% in 4Q18.SemiconductorsTue, 09 Oct 2018 05:06:00 +00003167 at http://www.trendforce.com