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The latest research by WitsView, a division of TrendForce, finds the global shipments of LCD TV panels totaled 123.35 million units for the first half of 2017, amounting to a tiny dip of 0.1% compared with the same period a year ago. Since Samsung Display (SDC) closed its Gen-7 fab L7-1 at the end of 2016, TV brands since the first quarter have been vigilant against the supply tightening in the mid-size segments and kept stocking up. Their demand was strong enough to offset the traditional seasonal effect during the year’s first half.
A major bottleneck in the commercialization of Micro LED displays is the mass transfer of micron-size LEDs to a display backplane. Research by LEDinside, a division of TrendForce, reveals that many companies across industries worldwide have entered the Micro LED market and are in a race to develop methods for the mass transfer process. However, their solutions have yet to meet the standard for commercialization in terms of production output (in unit per hour, UPH), transfer yield and size of LED chips (i.e. Micro LED is technically defined as LEDs that are smaller than 100 microns). These research findings can be found in LEDinside’s 3Q17 Micro LED Next Generation Display Industry Member Report: Analyses on Mass Transfer and Inspection/Repair Technologies.
The U.S. has further lowered the antidumping and countervailing (AD/CVD) rates imposed on Chinese and Taiwanese solar imports in 2012 and 2014, according official statements on the recent AD/CVD reviews conducted by the U.S. Department of Commerce. Many PV cells and module manufacturers have managed to evade U.S. trade barriers by setting up factories in third-party countries, majority of them in Southeast Asia. However, TrendForce’s green energy division EnergyTrend believes that the reduction of AD/CVD rates will have an impact on the global market this third quarter.
The overall production capacity for large-size LCD panels rose above the expected level in the first half of 2017 despite seasonal headwinds, according to research by WitsView, a division of TrendForce. Panel suppliers actually found their processing lines fully loaded and were compelled to make some of their newly added production capacity available ahead of schedule. WitsView estimates that the global production capacity for large-size LCD panels in terms of total glass input area will increase by 5.8% annually in 2017 to reach 218.3 million square meters. This figure is 0.3 percentage point above an earlier estimate. Supply will become an important factor in determining the course of the panel market during second half of 2017, especially in the fourth quarter.
Global server shipments fell in the first quarter of 2017 due to the seasonal effect on demand, according to the latest server market analysis by DRAMeXchange, a division of TrendForce. However, shipments rebounded in the second quarter and rose by about 10% compared with the first quarter. Looking ahead, DRAMeXchange estimates that total shipments for the second half of 2017 will also increase by 10% compared with the first half owing to demand from major technology companies including Google, Amazon, Facebook and Microsoft.
