According to the latest investigations by the WitsView research division of TrendForce, as panel demand begins to rebound in 2Q20, panel quotes are expected to stabilize as a result. Therefore, panel makers are projected to see improved revenues in spite of the limited magnitude of cost reduction for upstream panel components in 2Q20.
According to the latest investigations by TrendForce, despite the slight slowdown in wearables shipment (including smartwatches and smart wristbands), the increasing demand for improved health monitoring functions has galvanized a strong momentum in the market for wearables-related components. For instance, to raise the accuracy of health monitoring functions, wearables manufacturers are projected to utilize more green LEDs and infrared LEDs while also increasing the size of photodiodes, in turn doubling the demand for PPG.
According to the latest investigations by the DRAMeXchange research division of TrendForce, NAND Flash bit shipment in 1Q20 was relatively on par with 4Q19. The overall ASP of NAND Flash products also climbed during the period. As a result, the global NAND Flash revenue for the quarter went up by 8.3% QoQ to US$13.6 billion.
The latest investigations from the WitsView research division of TrendForce shows that, owing to the COVID-19 pandemic, global TV shipment is expected to undergo a 5.8% decrease YoY and reach 205.21 million units in 2020. In the shrinking TV market, brands are vying for business growth by demonstrating their technical superiority, and this may be achieved through either improving specifications or differentiating their products. In particular, thanks to the marketing push of leading manufacturer Samsung VD, QLED TV shipment is projected to grow by 41.8% YoY, reaching 8.27 million units this year.
Apple has sparked considerable discussions in the market after rumors surfaced that the company’s new 12.9-inch iPad Pro, to be released in 2021, may be equipped with Mini LED backlight technology. According to the newest investigations by the LEDinside research division of TrendForce, the manufacturing cost of Mini LED backlight displays is currently higher than that of traditional LCD and OLED displays. However, as manufacturers continue to make improvements in process technology and yield rate, the cost of Mini LED backlight displays is expected to undergo 15-20% YoY decreases and to potentially be lower than the cost of OLED displays by 2022, making Mini LED a cost-competitive option in the market. Not only will Apple integrate Mini LED backlight technology into its product lineups other than the iPad Pro, but other leading brands will also adopt Mini LED for their own products.
