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According to TrendForce, the sales of Apple’s iPhone 8, 8 Plus, and X that were released in 2017 were lower than expected for models that celebrate 10th anniversary of the iPhone line. Sales of the iPhone 8/X series were affected by the delayed launch. Moreover, the demand for iPhone X has not been as strong as anticipated because consumers still need time to adjust to the high prices. While the market performance of the iPhone 8/X series has fallen short of the high expectations, iPhone sales as a whole are sustained by the popularity of models from the earlier generations. TrendForce finds that total iPhone sales for the whole year of 2017 reached around 216 million units, roughly the same as the annual figure for 2016.
The global DRAM revenue grew by 11.3% QoQ (from previous quarter) to reach another record high in 2Q18, according to DRAMeXchange, a division of TrendForce. DRAM quotes rose during the period as the market remained in tight supply. Contract prices of most DRAM products advanced by just around 3% QoQ on average in 2Q18, except for contract prices of graphics DRAM products that surged by nearly 15% QoQ on the back of the cryptocurrency-related demand.
The prices of mainstream LED package products remained stable in the Chinese market for July 2018, says LEDinside, a division of TrendForce.
Cobalt prices have reached another record high in 1Q18, according to the data from EnergyTrend, a division of TrendForce. As the result, the prices of lithium-ion battery cells are estimated to increase by 5~15% QoQ in 3Q18, but would have a chance to remain flat in the fourth quarter.
DRAMeXchange, a division of TrendForce, reports that DRAM suppliers have in turn completed their 3Q18 contract negotiations with their clients this July. In the specialty DRAM market, prices have not changed noticeably between June and July. Looking ahead to 3Q18, DRAMeXchange expects the quotation trend of DDR4 specialty products to align more closely with the quotations of mainstream PC and server DRAM products. This is because suppliers can use different bonding options to change the application of the DDR4 memory. As for DDR3 specialty DRAM, its market is forecast to stay at a healthy supply-demand balance. In sum, the overall price trend for specialty DRAM is projected to be relatively stable in 3Q18.
