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TrendForce states that the global 3D sensing market for smartphones has grown from 819 million USD in 2017 to 3.08 billion USD in 2018 as iPhones make a complete switch to structured light 3D sensing solutions. Yet due to smartphone suppliers mostly focusing on fingerprint on display (FOD), the global smartphone 3D sensing market is expected to grow by 26.3%, to a scale of 3.89 billion USD. Apple, anticipated to take up TOF technology in 2020, may boost market development and bring YoY growth up to 53.1%.
According to the research report by WitsView , a divison of TrendForce , on the supply and demand situation for large-sized panels, production capacity expansions by three of China's production lines and the 8.5 Gen production line belonging to Taiwan's AU Optronics have brought about the 202.4 million square-meter supply area in 2018, presenting a growth of 7.9% YoY, the largest since 2013. TV panel demand was driven up by the FIFA fever and profit cuts in the first half-year , while PC panel demand benefited from specification upgrades and the rising demand in gaming, with overall demand area covering 198.5 million square meters, a growth of 9.5% YoY. The glut ratio for the entire 2018 year shrank from the projected 2.4% to 2%.
DRAMeXchange, a division of TrendForce, points out that the drop in DRAM contract prices continues to grow in the first quarter due to the overabundance in inventory levels, falling by over 20% in overall ASP. The accelerating drop in prices did not stimulate a recovery in demand, and transactions have still been few. DRAM ASP is predicted to continue falling well into the third quarter as inventories clearouts have yet to be completed.
DRAMeXchange , a division of TrendForce , points out that 1Q19 contract prices across all NAND Flash product categories were impacted by a weak server demand, an extended smartphone replacement cycle, less-than-expected sales for Apple's new phones and other end demand disappointments. Combined with the quarter fall, this quarter presents a drop of 20%, the most dramatic drop since NAND Flash supply surpassed demand back in early 2018.
According to TrendForce's newest research report, development momentum of advanced production processes has been dropping due to weakening demand in most end markets, including smartphones. Foundries face a severe challenge in 1Q19, and global foundry production revenue for the first quarter is expected to decline by around 16% compared to the same quarter 2018, arriving at 14.6 billion USD. TSMC, Samsung and GlobalFoundries take first, second and third place respectively in market shares, and although TSMC's market share reaches 48.1% , it suffers a near 18% decline in YoY growth.
