The supply shortage that persisted in the NAND Flash market during the third quarter will become more acute in the fourth quarter due to surging demand from clients in the smartphone and SSD industries, says DRAMeXchange, a division of TrendForce. Prices of NAND Flash wafers and memory cards will certainly be on an upswing until the end of 2016, while eMMC, eMCP and SSD products are also going to see their prices go up. Compared with the third quarter, NAND Flash suppliers will enjoy even higher margins and better revenue results in the fourth quarter.
PV product manufacturers in Taiwan and China saw orders returning in the second half of September, while prices of polysilicon, wafers and PV cells started to rally after reaching their lows, according to EnergyTrend, a division of TrendForce. The capacity utilization rates of many manufacturers also rose from under 50% back to 70~80%. As the Chinese government has planned to significantly cut its renewable energy subsidy in the middle of 2017, EnergyTrend expects the country’s PV system installation demand to take off again towards the end of 2016.
Prices of LED light bulbs were steady through September as the global LED market picked up significantly and LED chip prices remained stable, according to the latest report by LEDinside, a division of TrendForce.
Notebook shipments worldwide for 2016 are projected around 156 million units, down 5.1% from 2015, according to the latest report from the global market research firm TrendForce. Chromebook shipments, however, has been expanding against the general trend of decline and are projected to achieve an impressive annual growth of 30~40%, totaling over 10 million units.
Soaring prices during the second half of 2016 and the planned closure of Samsung Display’s L7-1 fab have created anxieties about supply shortages in the LCD panel market, according to the latest analysis by WitsView, a division of TrendForce. Due to these factors, the share of 40- to 49-inch models in the combined LCD TV set shipments from the top 15 branded vendors for 2016 will be smaller than the projection made at the start of the year by 3.8 percentage points. Hence, the mainstream size bracket of LCD TV sets is unlikely to make the transition from the 32-inch to the 40- to 45-inch, or the mid-size segment.