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Global shipments of LCD TV sets totaled 47.75 million units for the second quarter of 2018, according to WitsView, a division of TrendForce. This shipment figure represents a quarterly decrease of 3.8%, as a result of the high inventory level of channel distributors. For the rest of this year, the surging panel prices will bring more uncertainties in 2H18. Considering the lower-than-expected shipments in 2Q18, WitsView expects the shipments for the whole year to increase by 2.3% YoY to 215.7 million units, lower than the previous forecast of 219 million.
The latest analysis on the NAND Flash market by DRAMeXchange, a division of TrendForce, forecasts that the ASP of NAND Flash will drop by around 10% QoQ respectively in 3Q18 and 4Q18. Although 3Q18 heralds the traditional peak season for the sales of consumer electronics, the growth of the end market demand has been weaker than anticipated. At the same time, the supply of 3D-NAND Flash continues to expand.
Chinese smartphone brands have been growing rapidly driven by the strong domestic market and their heavy investments in R&D, according to the latest research by TrendForce. Since last year, the brands’ combined share has reached above 50% in the global smartphone market, where Korean and American brands used to dominate. The intensified competition would eliminate brands faster and make the market more concentrated. This year, the Chinese smartphone brands, independent design house (IDH) included, are expected to achieve a combined share of 54% as a result of successful expansion in overseas markets.
DRAMeXchange, a division of TrendForce, reports that the global sales revenue of DRAM modules for 2017 totaled US$11.7 billion, amounting to a significant growth of 69% compared with the result of the previous year. The high revenue is due to the nearly 50% YoY growth of DRAM ASP, although the contribution of the spot market to the total DRAM revenue is getting smaller.
Qualcomm, the leading manufacturer of telecommunications chips and mobile processors, announced its decision to terminate the $47 billion purchase agreement to acquire NXP, a Dutch company known for automotive and IoT chips, after China’s Ministry of Commerce failed to approve the deal. Qualcomm’s business has been influenced by the slowing smartphone sales recently, and would face more risks brought by the saturated market in the future, says TrendForce.
