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TrendForce Says Overall DRAM Market to See Upward Price Trajectory Through 2017 Despite Recent Dip in Spot Price of DDR4 Chips

26 April 2017

DRAMeXchange, a division of TrendForce, reports that the average spot price of PC DRAM DDR4 chips has fallen by about 1.92% since April 20. Latest analysis indicates that PC DRAM's chip prices generally have been higher in the spot market than in the contract market.. The recent drop in the average spot price of PC DRAM DDR4 chips is thus a correction to limit the price gap between the two markets. Nonetheless, DRAMeXchange maintains the view that DRAM prices will generally stay on an uptrend during the entire 2017. This is mainly attributed to tight supply resulting from the lack of major fab expansion plans and yield issues with leading-edge processes.

3D-NAND to Account for Over 50% of Total NAND Flash Bit Output This Third Quarter and Become Market Mainstream, Says TrendForce

25 April 2017

DRAMeXchange, a division of TrendForce, anticipates that 3D-NAND will formally become the mainstream architecture of NAND Flash memory in the third quarter of 2017 with its share in the total NAND Flash bit output exceeding 50%. Following the footsteps of the leading 3D-NAND producers Samsung and Micron, most NAND Flash suppliers will begin mass production of 64-layer 3D-NAND chips in the second half of 2017. Nonetheless, the overall NAND Flash supply is expected to remain tight through the year due to Apple stocking up components for the next iPhone release and steady demand growth from SSD vendors.

4K Penetration Surpassed 30% for First Time in 1Q17 LCD TV Panel Shipments, Says TrendForce

24 April 2017

WitsView, a division of TrendForce, reports LCD TV panel shipments for this first quarter totaled 60.16 million units, representing a drop of 10.7% compared with the prior quarter but also a year-on-year increase of 0.4%. Looking at major trends in the TV panel market, the growing demand for 4K resolution is accompanying the steady increase in the average panel size. Despite seasonal headwinds, first-quarter shipments of UHD (4K resolution) TV panels went up 0.5% sequentially to reach 20 million units for the first time ever and accounted for 33.3% of the total TV panel shipments.

IR Sensor Modules for Mobile Devices to Reach US$145 Million in Scale This Year as Smartphones Adopt 3D Sensing for Facial Recognition Applications, Says TrendForce

20 April 2017

Among the possible new technologies to be incorporated in this year’s refresh of the iPhone series, 3D sensing has generated a lot of interests in terms of applications. A 3D sensing solution requires an RGB camera module an infrared (IR) sensor module that uses VCSEL (vertical-cavity surface-emitting laser) as a light source. With more high-end smartphones adopt 3D sensing, TrendForce estimates that the worldwide market scale of IR sensor modules for mobile devices will reach US$145 million in 2017.

85 GW of solar capacity to be installed this year

18 April 2017