Soaring prices during the second half of 2016 and the planned closure of Samsung Display’s L7-1 fab have created anxieties about supply shortages in the LCD panel market, according to the latest analysis by WitsView, a division of TrendForce. Due to these factors, the share of 40- to 49-inch models in the combined LCD TV set shipments from the top 15 branded vendors for 2016 will be smaller than the projection made at the start of the year by 3.8 percentage points. Hence, the mainstream size bracket of LCD TV sets is unlikely to make the transition from the 32-inch to the 40- to 45-inch, or the mid-size segment.
Worldwide notebook shipments for the first half of 2016 fell just 4% year on year to 74.18 million units, according to global research firm TrendForce. Channel inventories returned to a healthy level in the second quarter. At the same time, there was a significant increase in stock-up demand due to arrivals of new notebook products and preparations for back-to-school sales in September. These factors led to an above-expected shipment results.
With the government’s backing, key enterprises in China’s semiconductor sector have just established a “high-end chip alliance” that fosters the formation of a vertically integrated industry ecosystem on a national scale. The founding 27 members of this alliance include Tsinghua Unigroup, Yangtze River Storage Technology, SMIC, Huawei, ZTE and China Academy of Telecommunication Research (a branch of the country’s Ministry of Industry and Information Technology, or MIIT). “This alliance of government, academia and industry aims to create a complete ecosystem for domestic semiconductor manufacturers, said Jian-Hong Lin, research manager of TrendForce. “If successful, the alliance will create a chip industry chain starting from chip architecture to chip production, operation systems, devices, platforms and finally to the IT service market. In sum, this move is another indication of China’s ambition to transform itself from a major manufacturing country by export volume to a global manufacturing leader in terms of product quality.
WitsView, a division of TrendForce, reports that the global shipments of LCD TV sets in the second quarter of 2016 totaled around 48.68 million units, up 1.2% over the prior quarter. Demand generated from sporting events (e.g. the UEFA Championship and the upcoming Olympic Games) was not effective in boosting shipments as expected earlier. At the same time, traditional or established domestic TV brands in China saw a general slide in their shipments. Hence, the global shipment result showed only a very marginal quarterly growth.
The latest report from the global market research firm TrendForce, finds that worldwide tablet shipments for this second quarter totaled 33.54 million units, representing a quarterly drop of 4.8% and a year-on-year decline of 8.8%.