WitsView, a division of TrendForce, reports that global shipments of LCD panels for TVs totaled 22.79 million units in November, representing a slight decrease of 0.9% compared with October. Even though the stock-up demand related the North American holiday season and Singles’ Day in China receded during November, TV panel shipments remained strong as branded TV makers continued to replenish their inventories for the upcoming Chinese New Year sales.
The global NAND Flash industry will see an annual increase of just 6% in its total wafer capacity in 2017, according to analysis by DRAMeXchange, a division of TrendForce. As the pace of the industry-wide transition to 3D-NAND architecture accelerates, supply of 2D-NAND memory will drop sharply, leading to shortages next year. Furthermore, many suppliers are still working on the mass production of 3D-NAND memory. Until the industry in general is able to apply 64-layer 3D-NAND solutions to OEM storage products, the market supply for 3D-NAND memory will remain tight. In the meantime, NAND Flash prices will continue to go up and boost suppliers’ revenues.