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According to the latest report by the LEDinside research division of TrendForce, titled 2020 Mini LED Next-Generation Display Technology and Supply Chain Analysis, as Apple pushes forward the development of Mini LED backlight technology, the company is expected to incorporate Mini LED backlight technology to improve the performance its existing products such as the iPad and Pro Display. The application of Mini LED backlight technology is expected to reach 18% penetration rate in the overall market for IT products in 2025.
According to the latest investigations by TrendForce, the global spread of COVID-19 in 2020 has brought about the greatest magnitude of declines in the smartphone market in recent years. Global smartphone production for 1Q20 fell by 10% YoY to around 280 million units, the lowest in five years, due to pandemic-induced disruptions across the supply chain, such as delayed work resumption and labor/material shortages, which caused low factory capacity utilization rates. Turning to 2Q20, there are now improvements to both the supply chain and the work resumption statuses of manufacturing and assembly lines, but the pandemic is now making its effects felt on the demand side of the smartphone market by tanking major economies worldwide. Global production for 2Q20 is now estimated to register another YoY drop of 16.5% to 287 million units, the largest decline on record for a given quarter. TrendForce forecasts total yearly production volume of 1.24 billion units, an 11.3% decrease YoY.
According to the latest investigations by TrendForce, if the COVID-19 pandemic were to cause a break in the semiconductor supply chain, the industry would then be confronted with operational difficulties; the pandemic-induced decline in commercial and social activities may also potentially push back or even lower the traditional strong seasonality, thus affecting the foundry industry’s magnitude of revenue growth in 2020. Prior to the onset of COVID-19, foundries had originally forecasted a double-digit revenue growth YoY. However, given the deferred schedule of disease containment and the uncertain recovery time for market demand, TrendForce is forecasting a 5%-9% single-digit YoY growth in foundry revenue this year, with 6.8% being the median.
According to the latest report by the LEDinside research division of TrendForce, 2020 Deep UV LED Application Market and Branding Strategies, the rapid acceleration of COVID-19 has generated a corresponding boom in the disease-prevention business. Case in point, the demand for UV-C LED (wavelength≦280 nm), a type of LED with disinfection/sterilization properties, has skyrocketed since the Lunar New Year, in turn causing massive shortages across the entire supply chain. Given the extreme shortage of UV-C LED chips, LED package suppliers looking to place orders for these chips need to exercise caution when setting chip specifications; these suppliers may also need to bear the risk of possible chip shortages. The current shortage in the UV-C LED market has led to an adjustment to UV-C LED chip quotes, in turn resulting in purchasers being unable to procure chips even with at high bid prices.
According to the DRAMeXchange research division of TrendForce, Chinese NAND Flash manufacturer YMTC submitted samples of its 128L 3D NAND products to storage controller chip suppliers in 1Q20. The company is aiming to begin wafer input in 3Q20 and start mass production by the end of the year. The initial applications being considered for the 128L process include UFS-based storage solutions and SSDs; YMTC also intends on shipping packaged dies and wafers based on this technology to module houses. Factoring in the time for adoption among OEM clients, TrendForce believes that YMTC’s 128L production could first affect contract prices of NAND wafers as early as 4Q20. Then, YMTC is expected to apply its 128L process to client SSDs, eMMC/UFS solutions, and other storage products starting from 2021. With the Chinese manufacturer poised to expand the overall supply with its latest technology, the possibility of declining prices next year has become significantly higher for most types of NAND Flash products.
