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The Trump administration on April 4, 2018 published a list of 1300 Chinese exports and proposed to apply a 25% tariff on these products. However, the proposal would have limited impact on LED companies in China and Taiwan, according to LEDinside, a division of TrendForce. This is because the LED products included in the list are mainly intermediate goods, including wafers and backlight products. These products account for only a small proportion of all the LED products that China exports to the US market, while most of these intermediate goods produced by Taiwan LED companies are shipped to China.
The average and the highest contract price of mainstream DDR4 4GB modules are still at US$33 and US$34 respectively in March, according to DRAMeXchange, a division of TrendForce. On the whole, contract prices of PC DRAM have seen an average increase of around 5% in 1Q18 compared with 4Q17. Nitrogen supply issue at Micron Memory Taiwan may prolong current tight supply in DRAM market, and is expected to push up contract prices of PC DRAM by 3% in 2Q18 compared with 1Q18.
The sales of iPhone X turned out to be less than market expectation, so Samsung has lowered the utilization rate of OLED production lines. The tight supply of OLED panels over the past two years has also been eased. According to WitsView, a division of TrendForce, Apple has initiated the trend of OLED panels, and it is estimated that the penetration rate of OLED panel in smartphones will reach 46% by 2021. Mini LED is overwhelmed by OLED’s technology maturity and competitive costs, so it might be hard for Mini LED to grow in the smartphone market in short term.
The Taiwan government has devised the “Two-year solar power promotion plan” with the aim to increase 1.52 GW (1,520MW) of grid-connected capacity between July 2016 and June 2018. However, EnergyTrend, a division of TrendForce, expects that total grid-connected capacity would be 1,072MW by the end of plan, which means only 71% of the original goal would be achieved.
According to the latest IT panel shipment report of WitsView, a division of TrendForce, the total shipments of PC monitor panels and notebook panels in 2017 were 314.94 million pieces, a YoY increase of 3%. In 2018, IT panel makers will focus on reducing border size, increasing viewing angle and resolution. Vendors also aim to drive shipments through specification upgrade. It is expected that the total shipments of PC monitor panels and notebook panels will reach 326.37 million pieces in 2018, a YoY increase of 3.6%.
