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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.
The total revenue from the global top 10 providers of outsourced semiconductor assembly and test (OSAT) service for 1H18 is estimated to grow by 10.5% YoY, reaching US$11.12 billion, reports TrendForce. Particularly, JCET, TSHT and TFME, the major three Chinese OSAT providers, are projected to represent a share of 26.9% in the total revenue of the top 10 providers in 1H18, hitting a new record high.
According to the latest research by TrendForce, the demand for sensing camera in automotive OE (Original Equipment) market will see considerable growth in 2018, driven by the development of smart vehicles in high-end market and the establishment of regulations in the U.S., the EU, Japan and China. The shipments of sensing camera in automotive OE market are expected to reach 121 million units in 2018, a year-on-year growth of 63% compared with 74 million units in 2017.
According to LEDinside’s 2018 Infrared Sensing Application Market Report, pulse oximeter heart rate sensors have been widely introduced into smartwatch and wristband markets, pushing the demand for infrared optical components. Apple is expected to increase the accuracy of pulse oximeter heart rate sensors in its new-generation Apple Watch, thus may double the amount of green LEDs and infrared LEDs used in the products. The amount of photodiode needed for the new products may be four to five times more than in previous models, and the photodiode will also be larger in size.
Sharp is acquiring Toshiba’s personal computer business, bringing new dynamics to the notebook market. Sharp has shuttered its own PC business previously, but this deal may be associated with the strategic development of Foxconn Technology Group, says WitsView, a division of TrendForce. The expansion to notebook markets is in line with Foxconn Group’s internet and industrial-focused vision, and will allow Foxconn Group to cut into the ecosystem of notebook OEM.
