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According to the latest research from the WitsView research division of TrendForce, the 2019 shipment of gaming monitors (defined by WitsView as monitors with frame rate over 100Hz) is estimated at up to 8.5 million units, a 57% growth YoY, compared to 2018 figures. With the diversification of panel types and monitor models from different brands, the growth momentum of this industry is expected to continue well into the next few years, with projected shipment of 11-12 million units in 2020.
According to the latest analysis by the DRAMeXchange research division of TrendForce, the contract price of client SSD has fallen for seven consecutive quarters until 2Q19 from peak price, to barely above the price of HDD. As a result of this price decrease, the share of SSD, along with their capacity, used in notebook computers has risen since 2Q19. On the supply side, the June 15 power outage at the Yokkaichi fab jointly operated by Kioxia and WDC forced the two companies to reduce their NAND production, in turn halting the price drop of eMMC/UFS and SSD products in 3Q19. On the other hand, there was a sharp uptick in the wafer market leading to a 20% increase in 3Q19 wafer prices. As well, the contract prices of eMMC/UFS and SSD made a strong recovery in 4Q19.
The increase in die bonding efficiency, the decrease in Mini LED chip cost, and the historical low of open cell prices all contributed to the significantly lowered costs of displays utilizing Mini LED backlighting. According to the New Display Technology Cost Analysis quarterly report from the WitsView research division of TrendForce, Mini LED backlighting has significantly lowered the cost of display modules used in 65-inch 4K TVs. These display modules are estimated to see approximately 5-10% cost reductions compared to 2018 costs. This is expected to accelerate the widespread adoption of Mini LED.
According to the latest report by the LEDinside research division of TrendForce, titled 2020 Global LED Video Wall Market Outlook – Meeting Room, Sales Channel and Price Trend, the demand for displays with high resolution and HDR capabilities has skyrocketed; thus, the LED fine pitch display (pixel pitch ≤ P2.5) market is expected to reach 27% CAGR in the 2019-2023 period. On the other hand, ultra-fine pitch displays have more momentum for growth because of their lower shipment numbers at the present. The ultra-fine pitch display (pixel pitch ≤ P1.1) market is therefore projected to reach 58% CAGR.
According to the newest analysis from the DRAMeXchange research division of TrendForce, server DRAM prices are expected to lead the uptrend in 1Q20 DRAM prices because the supply has been constrained by unstable yield rates of 1Xnm processes. Also, Graphics DRAM prices will see a corresponding sharp rebound. Graphics DRAM is more sensitive to demand change than other types of memory products, so its price fluctuations can be dramatic as well. With OEM clients raising their stock-up demand, Graphics DRAM contract prices are projected to increase by over 5% QoQ, the highest among all memory products.
