Total global LED chip production capacity has entered a new peak expansionary phase in 2017, according to the latest LED market supply and demand analysis by LEDinside, a division of TrendForce. This recent surge of capacity expansion for LED chips has been a response to the rising demand from Chinese LED package suppliers that had started raising their production capacities earlier in 2016.
The latest research on the LCD monitor market by WitsView, a division of TrendForce, finds that product shipments were fairly subdued in the first half of 2017. In the beginning of the year, prices were high for small-size TN panels that are generally used in products suited for driving shipments. Brand vendors working mainly on the consumer segment of the monitor market thus opted to focus on selling high-margin products rather than growing their overall shipments. Their product mixes during the first half of the year favored large-size segments and niche applications.
The latest lithium-ion battery market report from EnergyTrend, a division of TrendForce, finds that the price upswing for battery cells has started to moderate since this third quarter. Although the price of cobalt reached a new high for the recent years during the third quarter, prices of battery cells have been climbing more slowly after the large hikes in the second quarter. The overall price increase in the battery cell market is anticipated to be even smaller for this fourth quarter.
WitsView, a division of TrendForce, reports that global LCD TV panel shipments for August totaled 23.02 million units, showing an increase of 8.2% from July and a year-on-year drop of 2.5%. WitsView also says that the August shipments represent the highest monthly volume in the TV panel market for this year so far. This turnaround from the weak shipment result in July was attributed to two consecutive months of declining panel prices and increasing stock-up activities ahead of holiday events in the major markets including the U.S., Europe and China.
HTC announced on September 21 that the company’s R&D and engineering unit that is responsible for Google’s Pixel smartphones will be officially joining Google. This deal to acquire of HTC’s talents and assets related to smartphone manufacturing is worth a total of US$1.1 billion. Below is a brief analysis of this deal by TrendForce and a table showing this year’s quarterly production volumes of Google and HTC branded smartphones. Hopefully, our research will be useful to you as a reference should you decide to report on this event.