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The climbing prices of DRAM over the past six quarters have added the cost pressures of Chinese smartphone brands. As the result, China’s National Development and Reform Commission (NDRC) has expressed concerns to Samsung at the end of 2017. And the intervention is expected to moderate the price increases of mobile DRAM in 1Q18, according DRAMeXchange, a research division of TrendForce. It is said that Samsung Electronics, backed by Korean government, is signing a memorandum of understanding (MOU) with NDRC. The MOU is believed to include details of further cooperation in semiconductor industry, such as expanding the investment in China and technical collaboration.
According to the latest report by WitsView, a division of TrendForce, the shipments of gaming monitor (with a frame rate above 100Hz) recorded about 2.5 million units in 2017, an annual growth of 80%. TrendForce forecasts that the shipments will increase by another 1 million units this year, totaling around 3.5 to 3.7 million units in 2018.
China’s solar market continued its explosive growth in 2017, pushing the size of global solar market to over 100GW for the first time. EnergyTrend, a division of TrendForce estimates that the worldwide demand will increase further in 2018 to 106GW, but the distribution of demand by region will change.
Despite rollout of full-screen models by major smartphone brands in 4Q17 to stimulate market demand, consumers have been less willing to make purchases amid the saturating market, mobile phone sales have been lower than expected, according DRAMeXchange, a research division of TrendForce. Coupled with the climbing prices of mobile DRAM over the past year and a profit squeeze, major brands have adjusted their production plans and deferred restocking of materials since mid 4Q17. Some key components including mobile DRAM have excess inventory. In 1Q18, the traditional off-season, smartphone vendors are expected to decrease the demand, resulting in a mere 3% rise of the contract prices.
The United States will impose 30% tariff on solar cell and module imports, according to the announcement made by U.S government on January 22. EnergyTrend, a division of TrendForce, makes the following notes regarding the impacts of this new decision on the industry.
