Global market research firm TrendForce's Green Energy Division LEDinside said that, with the decrease in LED price and the gradual improvement in LED efficacy, the cost recovery period has been shortened remarkably, greatly improving the intention of commercial and public departments worldwide to replace lights, formally launching the global replacement tide with LED lamps, and retrofit lamps like bulb and tube are most welcomed by market. LEDinside estimates that the global demand for LED bulb and LED tube will increase by 86% and 89% in 2014 respectively over 2013.
According to the survey by WitsView, the display research division of the global intelligence provider TrendForce,the 2013 LCD monitor shipment including AIO is around 158 million units, dipping 5% YoY. The declining trend will continue in 2014 with a shipment of 150 million units, dropping 5.1% YoY. Among those, the LCD monitor shipment is around 134 million units, declining 6.3% YoY, and the AIO shipment is 16 million units, surging 6.7% YoY. What needs to be observed is panel makers turn aggressive on the wide-viewing-angle panel production, and the wide-viewing-angle shows a penetration rate as high as 30% of the LCD monitors in 2014.
EnergyTrend indicates that in 2013, global PV market demand increased quarter by quarter and the amount of grid-connected installation reached 31.5GW as expected. The actual demand turned out to be better than expected - 35.8GW rather than the 33GW predicted earlier because orders were placed ahead of time in the Japanese and Chinese market. Among all, demand from EMEA (including Europe, Middle East and Africa), USA, and Asia accounted for 32%, 15%, and 53%, respectively. “Market demand is still going to be strong in 2014 and China, Japan, and USA will remain the top 3 PV markets, representing 50% of the global demand. Overall, demand in the second half of 2014 will still be better than the first half of 2014. Market demand in the entire 2014 will be around 42GW, a 17% rise compares to 2013,” said Jason Huang, research manager of EnergyTrend.
The 1H'Dec NAND Flash contract prices have dropped by 1-3% compared to 2H'Nov, according to DRAMeXchange, a research division of global market research firm TrendForce. The average NAND Flash chip prices for the entire month of November were affected by the quarter-end effect in the US market and the underwhelming demand in the industry, and as a result slid by 10-11% from October. With a good number of the module manufacturers being reserved about the Christmas and Chinese New Year shopping periods, their inventory levels also tended to be higher than usual. On the whole, the NAND Flash suppliers' general unwillingness to resort to price reductions following the massive November shipments can be said to have contributed to the relatively unnoticeable decline in the 1H'Dec NAND Flash contract prices.