In the fourth quarter of 2014, price trends for the TV and notebook panel segments will diverge. Despite lackluster sales during China’s week-long October National Day holiday, TV panel prices have continued to rise, but with notebook demand forecast to begin dropping off this month – it has been robust up to this point – and continue to fall throughout the fourth quarter, price growth in that segment will slow, according to WitsView.
Global smartphone shipments grew 9.1% to reach 310 million units in the peak-season third quarter, buoyed by the iPhone 6 launch. Apple’s market share expanded 5% on year, the most of any major handset brand. The larger screen of the new iPhone was a decisive factor in Apple’s strong performance, said Avril Wu, an assistant vice president at TrendForce, a Taiwan-based market intelligence firm.
The ITC’s new amendment to the 2014 anti-dumping and countervailing duties simplified the criteria under which Chinese modules can be targeted, said Jason Huang, a research manager at EnergyTrend, a subsidiary of the Taiwan-based market intelligence firm TrendForce.
The majority of DRAM contract prices were settled in the first half of October, according to DRAMeXchange, the memory and storage research division of TrendForce, a Taiwan-based market intelligence firm. The average 4GB contract prices reached US$ 32.75, an increase of 2.34%, while the lowest contract prices came to approximately US$ 32.5, up 4.84%.