TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PVhttp://www.trendforce.comenPrices for Mid- and Large-sized LCD Panels Keep Falling in 3Q, Says TrendForcehttps://press.trendforce.com/node/view/3272.htmlAccording to WitsView, a division of TrendForce, prices for mid- and large-sized LCD panels are unlikely to stop falling in 3Q19, mainly due to the trade war that raged on in 2Q. Some LCD brands have already stocked up beforehand as well as raised inventory levels of completed devices in North American regions. Adding the fact that brands are stuck with relatively high inventories of both panels and completed devices as a result of low demand, brands are reducing panel procurement for 3Q, causing restocking momentum to weaken.DisplayThu, 11 Jul 2019 06:10:00 +00003272 at http://www.trendforce.comHuawei Ban Temporarily Relaxed; Whether LTPS Panel Demand May Recover Requires Further Observation, Says TrendForcehttps://press.trendforce.com/node/view/3271.htmlWitsView , a division of TrendForce , says that demand for LTPS devices were previously expected to grow steadily in 2019 and cause utilization for LTPS production lines to climb. But due to the effects of the Huawei ban, LTPS area produced is expected to shrink starting from 3Q, with the annual area produced expected to fall by about 7.2% compared to 2018, arriving at just 8.3 million square-meters. This is the first time in recent years that LTPS area faces the risk of decline. However, it is worth observing whether panel demand will recover swiftly as the US relaxes for now the sales ban on Huawei in the wake of G20.DisplayTue, 09 Jul 2019 06:08:00 +00003271 at http://www.trendforce.comTV Panel Prices Plunge in June, with No Signs of Stopping in July, Says TrendForcehttps://press.trendforce.com/node/view/3269.htmlAccording to WitsView, a division of TrendForce, although the US-China trade dispute reached a ceasefire after the Trump-Xi meeting at G20, TV brands have been engaging in preemptive stocking in 2Q due to fears of a 25% tariff to be placed into effect in 3Q as well as Samsung Display's (SDC) original decision to shut down their Gen 8.5 L8-1-1 plant. This caused TV panel prices to plunge in June to an unforeseeable extent.Consumer ElectronicsFri, 05 Jul 2019 05:34:00 +00003269 at http://www.trendforce.comPanel Prices May Crash Below Cash Costs, Pressuring Panel Manufacturers in 2H, Says TrendForcehttps://press.trendforce.com/node/view/3266.htmlAccording to Witsview, a division of TrendForce, despite the relaxation of the US-China trade dispute in the wake of G20, demand for various end products in 2H will remain in a conservative mood until the situation becomes clear through subsequent negotiations, leading to a less-than-expected restocking demand for panels. Suppliers are already finding trouble profiting in 2Q due to continuously sliding panel prices. If the US-China negotiations hit a wall again, the continued trade conflict may drag down sales in the peak seasons of 2H. This may drastically raise the chances of panel prices crashing below cash costs and pressure businesses for the second half-year, forcing them to decide whether to reduce production.DisplayMon, 01 Jul 2019 09:13:00 +00003266 at http://www.trendforce.comMajor Production Bases China and Mexico Both Facing the Threat of Tariffs, Casting a Shadow on This Year's TV Market Development, Says TrendForcehttps://press.trendforce.com/node/view/3254.htmlAs worries spring up in the market about whether the 25% tariff arising from the US-China trade war would impact TV markets, US President Trump has further announced on May 30 that he plans to levy a 5% tariff on Mexico's imports to the US on June 10 due to illegal immigrant issues. The tax will keep escalating and hit 25% in October. WitsView , a division of TrendForce , suggests that the tariff problems to follow may severely impact US market confidence and drag down global TV shipments for 2019.DisplayTue, 04 Jun 2019 05:54:00 +00003254 at http://www.trendforce.comChina TV Brands Fear Not the Developing Dispute, Shrugging Off Headwinds in Shipments 1Q, Says TrendForcehttps://press.trendforce.com/node/view/3249.htmlWitsView , a division of TrendForce , has it in its latest report that shipments of TV brands worldwide came to 49.87 million units for 1Q19, a QoQ slide of 24.6% and a YoY bump of 0.5%. One may discover from the brand shipment rankings that first and second place are still the domain of Korean brands, while China brands fill up third to sixth, evidently proving themselves a force to be reckoned with in their ambitions to aggressively raise market share by leveraging their cost advantage.Consumer ElectronicsMon, 27 May 2019 05:16:00 +00003249 at http://www.trendforce.comGaming Monitor Shipment Growth for 2018 Hits 112%, with the Big Three to Battle It Out in 2019, Says TrendForcehttps://press.trendforce.com/node/view/3247.htmlAccording to the latest research by WitsView, a division of TrendForce, gaming monitor (which WitsView defines as displays with a frame rate of 100Hz or above) shipments reached 5.4 million units in 2018, a 112% growth from 2017. Due to the continually expanding presence of LCD monitor brands in the gaming market and the joining of latecomer brands, gaming monitor shipments are expected to grow by leaps and bounds in 2019, looking upwards of 7.9 million units, a YoY growth of 46 %.DisplayTue, 21 May 2019 03:50:00 +00003247 at http://www.trendforce.comPolarizer Supply the Tightest in Four Years, Hopefully to Relax as China Ramps Up Production Capacity in 2020, Says TrendForcehttps://press.trendforce.com/node/view/3241.htmlAccording to the newest observations by WitsView , a division of TrendForce , China's high-generation panel manufacturers are expanding at an alarming rate. Additionally, average TV sizes continued to expand, and production capacities of super-wide 2500mm substrates that may be economically cut to 65 inches and 75 inches for polarizer suppliers were not ramped up in time, causing polarizer supply to tighten this year. The glut ratio dove under 5% for the first time in four years and came to a mere 3.3%.DisplayMon, 13 May 2019 07:25:00 +00003241 at http://www.trendforce.comTop Three China Panel Suppliers Surpass 40% in 1Q Market Share Combined, Thanks to New and Contributing Production Capacities, Says TrendForcehttps://press.trendforce.com/node/view/3236.htmlAccording to the TV panel shipment report for 1Q19 by WitsView, a division of TrendForce, total shipments have reached 70.02 million units, a YoY growth of 4.2%. The first season was an offseason as always with demand clearly dropping. As Taiwan, Korean and Japanese panel manufacturers undergo annual maintenance and ease production pressures by adjusting product sizes, China's panel manufacturers take the lead in keeping TV panel shipments up this season as they free up production capacities.DisplayMon, 06 May 2019 05:32:00 +00003236 at http://www.trendforce.comTV Panel Market Rises for Certain Sizes, While IT Panel Prices Have No Hope of Bouncing in 2Q, Says TrendForcehttps://press.trendforce.com/node/view/3225.htmlAccording to the research report by WitsView , a divison of TrendForce , on the supply and demand situation for large-sized panels, production capacity expansions by three of China's production lines and the 8.5 Gen production line belonging to Taiwan's AU Optronics have brought about the 202.4 million square-meter supply area in 2018, presenting a growth of 7.9% YoY, the largest since 2013. TV panel demand was driven up by the FIFA fever and profit cuts in the first half-year , while PC panel demand benefited from specification upgrades and the rising demand in gaming, with overall demand area covering 198.5 million square meters, a growth of 9.5% YoY. The glut ratio for the entire 2018 year shrank from the projected 2.4% to 2%. DisplayWed, 27 Mar 2019 05:36:00 +00003225 at http://www.trendforce.com