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Due to frictions from the US-China trade dispute, China's two DRAM giants are showing clear signs of slowing. According to research by DRAMeXchange, a division of TrendForce, Yangtze Memory Technologies (YMTC), which forms the main bulwark of NAND flash development in China, will be mass producing 64-layer Xtacking 3D NAND products this year end as scheduled. YMTC's capacity expansion in 2020 is projected to impact supply and prices in the global NAND flash market.
According to the newest observations by WitsView , a division of TrendForce , China's high-generation panel manufacturers are expanding at an alarming rate. Additionally, average TV sizes continued to expand, and production capacities of super-wide 2500mm substrates that may be economically cut to 65 inches and 75 inches for polarizer suppliers were not ramped up in time, causing polarizer supply to tighten this year. The glut ratio dove under 5% for the first time in four years and came to a mere 3.3%.
TrendForce, a global market research institute, revealed in its latest notebook shipment report that although CPUs continued their trend of undersupply in 1Q19, it didn't cause too big of an impact on the notebook market as a whole. Global notebook shipments for the first quarter came up to 36.97 million units, a miniscule 0.8% decline compared to the same quarter last year, which registered 37.27 million units.
According to the newest 2019 Mini LED and HDR High-End Display Market Report by LEDinside , a division of TrendForce , after 3 years of mini LED backlight technology development, mini LEDs will finally make an official appearance on displays in 2019 and compete directly with OLEDs. Apple, with eyes set on the advantages of mini LED technology for a while, is also eager to strike collaborations with suppliers in Taiwan and Japan to introduce this technology into desktop displays, notebooks and tablets.
According to research by DRAMeXchange , a division of TrendForce , the NAND flash industry this year is clearly exhibiting signs of oversupply, and SSD suppliers have gotten themselves into a price war, causing SSD prices for PC OEMs to take a dive. Average contract prices for 512GB and 1TB SSDs have a chance to plunge below US$0.1 per GB by the end of this year, hitting an all-time low. This change will cause 512GB SSDs to replace their 128GB counterparts and become market mainstream, second only to 256GB SSDs. We may also look forward to PCIe SSDs achieving 50% market penetration, since PCIe SSDs and SATA SSDS are nearly identical in price.
