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According to the latest investigations by DRAMeXchange, a division of TrendForce, demand for smartphones and servers go below expected levels in 2019 as the US-China trade dispute heats up. Adding the CPU shortage, which continues to haunt notebook shipments, we may see the shipments of eMMC/UFSs, SSDs etc. fail to meet expectations for peak season 3Q, and cause contract prices to fall uncontrollably.
LEDinside , a division of TrendForce , reveals in its newest price report that prices for some of the high- and mid-power LED package products in the Chinese market continued to fall in May 2019.
LEDinside, a division of TrendForce, points out that Apple has just released the Pro Display XDR 32-inch 6K display, which utilizes a brand new LED backlight solution. In doing so, Apple is motivating the display industry to actively explore new solutions for high end products, with next generation Mini LED backlight technology to become the main area of development for many suppliers. Mini LED backlight revenue is expected to reach US$340 million in 2023 (not including the revenue from other driver ICs and backplanes).
According to TrendForce’s latest statistics, the weakened demand in 1Q persisted well into 2Q as a result of political and economic instability. Suppliers' revenues generally exhibited a dropping trend YoY, and 2Q total revenue for foundries worldwide is expected to drop by about 8% compared to the same period 2018, arriving at US$15.4 billion. The top three in market shares are TSMC, Samsung and GlobalFoundries.
According to TrendForce , electric cars have already become the main motivator for growth of the future car industry, and are expected to exceed 8 million units in 2021, twice the amount of shipments for 2018. Apart from batteries and engines, IGBT power components are ranked as the most important among key electric car components, being used in numbers 5 to 10 times that of traditional internal combustion engines. These modules may therefore bring about continual growth of total IGBT market revenue, which is projected to go beyond the US$5.2 billion mark.
