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5G remains a hot topic in the smartphone market this year, as smartphone brands and mobile processor manufacturers, such as Qualcomm and MediaTek, strive to expand their shares in the 5G market. According to the latest investigations by TrendForce, the Chinese government’s 5G commercialization efforts have been particularly aggressive, leading the country’s 5G base station deployment and network coverage to each score first place in the global 5G industry. As such, Chinese brands, which were ahead of their competitors in 5G strategies, occupied a 75% share in the global 5G smartphone market in 1H20.
The display panel industry is expected to see limited growth in large-sized panel input area in 2020 due to the COVID-19 pandemic’s impact and the continued reduction of LCD production capacity in Korea, according to TrendForce’s latest investigations. Even so, in 2020, polarizer manufacturers will be able to start mass production with two additional 2,500mm production lines, one added in 1H20 and the other one in 2H20. Compared to 2019, therefore, the polarizer industry is expected to be in a state of oversupply, with supply exceeding demand by about 12.3%.
Owing to excellent sales performances of curved gaming monitors and Samsung’s aggressive promotional push, curved monitor shipment is projected to reach 12.86 million units in 2020, a 24% increase YoY, according to TrendForce’s latest investigations.
TrendForce’s latest LED Industry Demand and Supply Data Base finds that, by 2024, the global Mini/Micro LED market is projected to reach US$4.2 billion in revenue. The positive outlook of the Mini/Micro LED industry has attracted many investors. Since 2019, total investments in Mini/Micro LED-related projects in China have reached ¥39.1 billion (RMB), with more than 14 newly added projects, according to TrendForce’s investigations. This massive influx of capital is expected to accelerate the overall pace of Mini/Micro LED commercialization.
RF front-end component IDM and foundry revenues will be affected under the dual influences of the COVID-19 pandemic and the Chinese government’s policy of decoupling from the U.S., driven by the ever-intensifying U.S.-China trade war that began in 2019, according to TrendForce’s latest investigations. Lowered demand for telecommunications end-devices in 2020 is also expected to lead to a bearish market for GaAs RF front end as well. GaAs RF front end revenue is projected to reach US$5.793 billion this year, a 3.8% decline YoY.
