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According to DRAMeXchange, a division of TrendForce, China has entered the semiconductor sector and focused on the development of domestic memory industry. The three key players are YMTC, Innotron (Hefei Chang Xin) and JHICC, which work on NAND Flash, mobile DRAM and specialty DRAM respectively. All three companies have arranged trial production to begin in 2H18 and mass production to begin in 1H19. This will make 2019 the first year of China’s domestic memory chip production.
The mid-power 3030 LED package products in the Chinese market saw significant price drop in March 2018, and high-power ceramic-substrate LEDs saw slight price drop, while prices of other products remained stable, says LEDinside, a division of TrendForce.
According to the latest data from EnergyTrend, a division of TrendForce, cobalt prices continued to rise in 2018 and soared by more than 20% in the first quarter. The rise of raw material prices results from short-term capital speculation and high supplier concentration. This concentrated industry structure may continue to push up the prices in long term. The soaring costs of raw material will be reflected in prices of lithium batteries and new energy vehicles quarter by quarter. This is also a challenge for the battery industry, which has been figuring out ways to reduce the dependence on cobalt.
The NAND Flash market has witnessed a slight oversupply in 1Q18. The growth momentum remains weak in 2Q18 although the demand increases, according to DRAMeXchange, a division of TrendForce. It is expected that the slight oversupply in NAND Flash market will remain and the prices will continue to decline.
The LED packaging market has witnessed steady growth over the past year, says LEDinside, a division of TrendForce. According to LEDinside’s latest industry report, the annual revenue of global LED package market was US$15.975 billion in 2016, and reached US$18.035 billion in 2017. Based on the revenue of 2017, the top three LED package suppliers worldwide were Nichia, OSRAM Opto Semiconductors, and Lumileds, while MLS from China climbed to fourth place thanks to its significant capacity expansion efforts.
