Prices of LCD TV panels of all sizes have been decreasing since the end of 2Q17, and have not shown any sign of stop so far, according to the latest report from WitsView, a division of TrendForce. In 2Q18, TV panel prices will show further decline for various size segments compared with 1Q18: the 32-inch by 20%~22%, the 43-inch by 13%~15%, the 49- to 50-inch range by 12%~14%, the 55-inch by 9%~11%, and the 65-inch by 14~16%.
The latest analysis by DRAMeXchange, a division of TrendForce, finds that the interference in pricing by the China’s National Development and Reform Commission in 1Q18 is still having an effect on the mobile DRAM market in 2Q18, causing the quoting to be more conservative. Quotes of mobile DRAM products have not gone up as much compared with quotes of DRAM products for other applications. For discrete mobile DRAM products, the QoQ increases in their quotes for 2Q18 were within 1% on average. The quotes of eMCP products actually fell by 1% QoQ on average due to the slide in NAND Flash prices.
According to WitsView, a division of TrendForce, the shipments of LCD monitor recorded a positive year-on-year growth of 0.3% in 1Q18. Over the whole quarter, the demand saw drop in January and February, before showing a significant quarterly rise of 40.9% in March.
According to the latest report of DRAMeXchange, a division of TrendForce, the global server shipment experienced slight decline in 1Q18, but the demand for CPU, Server DRAM, and other related components remain flat. The demand for server will see obvious recovery in 2Q18, and global server shipment will grow by nearly 10% compared with 1Q18. For 1H18, Dell EMC, HPE, and Inspur will be the top three server suppliers with shipment market shares of 16.6%, 15%, and 7.2% respectively.
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.