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Toshiba and Western Digital have reached an agreement on December 13th, 2017, after lawsuits and disputes over joint venture throughout the past year. The two companies have extended existing joint-venture agreement to 2029, which confirms that Western Digital will jointly invest in Fab 6 facility at Yokkaichi to secure its competitiveness in 3D-NAND Flash with 96-layer or greater. Soon after the agreement, Toshiba announced its Fab 7 construction plan on December 21st. According to DRAMeXchange, a division of TrendForce, the production capacity expansion of major NAND Flash manufacturers, e.g. Toshiba, Samsung, Intel, and Yangtze Memory Technologies Corporation (YMTC), will have increasing impacts on the industry, resulting in a possible oversupply in NAND Flash market in 2019.
According to the latest research by TrendForce, Chinese smartphone brands have continued the prior year’s strong growth momentum in 2017, bringing the global smartphone production to 1.46 billion units, an increase of 6.5% compared with 2016. For 2018, the growth will slow down, and smartphone makers will face heavier cost pressure as the prices of key smartphone components constantly rise. Therefore, TrendForce forecasts the global smartphone production at around 1.53 billion units, a 5% growth only.
TrendForce’s latest report, Breakdown Analysis of China's Semiconductor Industry, outlines the landscape of China’s dynamic and fast-growing semiconductor industry, and reveals that the memory segment will be a focus for the industry, considering that China now heavily relies on imported semiconductor components, and that semiconductor is a sensitive sector which may have potential applications in national security.
Major Chinese LED chip suppliers including San’an Optoelectronics and HC SemiTek have lowered their product prices recently, indicating the end of LED chip price hike that had lasted for one and a half year. According to LEDinside, a division of TrendForce, the recent price drop signals the end of LED chip undersupply, and the next year will witness a balance in LED chip supply and demand.
WitsView, a division of TrendForce, reports that the global shipments of branded LCD TV sets for 2017 will total 210 million units, a decrease of 4.1% compared with prior year. For 2018, the shipments decline will reverse, and grow by 3.9% to 218 million.
