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The shortfall in the supply of server DRAM may ease in the second half, as evidenced by the increasing average shipment fulfillment rate in the past several quarters, according to DRAMeXchange, a division of TrendForce.
The global production capacity of small- and medium-sized AMOLED panels continues to expand, and will reach 13.6 million m2 by 2018, an increase of 51.1% compared with the previous year, says WitsView, a division of TrendForce. As Chinese panel makers continue to release new capacity, the global capacity of small- and medium-sized AMOLED panels may double to 27.3 million m2 in 2021.
Micro LED displays and Mini LED backlight technology have been the focus of spotlight in this year’s exhibitions of consumer electronics and display technology. Major manufacturers including Samsung, Sony, and AUO have showcased related conceptual products. It is also said that Samsung may mass-produce ultra-large Micro LED TVs, driving more manufacturers to invest in Mini LED R&D. According to the latest report of LEDinside, a division of TrendForce, the market value of Micro LED and Mini LED products is estimated at US$1.38 billion by 2022.
The prices of mid-power LED package products in the Chinese market remained stable in May 2018, while high-power 3030 LED package products saw slight price drop, says LEDinside, a division of TrendForce.
A notification released on May 31st 2018 by China’s National Development and Reform Commission (NDRC), Ministry of Finance, and National Energy Administration (NEA) provides new regulation for PV industry in China, which may influence various types of PV projects. EnergyTrend, a division of TrendForce, estimates that the new regulation will likely slash the domestic PV demand in China to 29~35GW. Consequently, the demand in global PV industry will see negative growth for the first time, decreasing to less than 100GW. The new policy imposes considerable pressure to the supply chain, and the prices have begun to drop.
