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TrendForce
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The latest LCD panel shipment report from WitsView, a division of TrendForce, finds large-size panel shipments totaled 60.25 million units in May, up 6.5% from the prior month. Among the applications, the notebook panel market had the best shipment performance. http://goo.gl/nEvVV4

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As the industry enters its maturation phase, technological advances have lowered LED usage volumes for some applications and caused these markets to contract. LEDinside projects the scale of the Chinese LED package industry to grow 5% annually in 2016 to US$9.3 billion. http://goo.gl/R5Go87

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‎Inotera‬ held a brief press conference on 20:00 of June 13, 2016, stating that ‪‎Micron‬ has decided to delay the schedule of merging Inotera, and the future update will be announced in later part of this year. http://goo.gl/HiYMqV

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“Steep drop in NAND Flash prices since the second half of 2015 has encouraged smartphone brands to use storage capacity as a selling point for their products." said TrendForce in a press release.

Reported by Forbes→ http://goo.gl/Rhf749

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"Today's ‪‎iPhone 6S‬ and 6S Plus models top out at 128GB of ‪‎storage‬. But cheaper component costs will allow ‪Apple‬ to tuck in 256GB, TrendForce said. The firm expects Apple to continue to offer 4.7-inch and 5.5-inch models." Reported by CNET. http://goo.gl/GLgUsr

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The major hardware highlights of the next ‪#‎iPhone‬ include expanded storage for all models and ‪#‎dualcamera‬ specifically for the 5.5-inch model. However, display is not included in its upgrades. http://goo.gl/FeoMef

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“Compuforum 2016: The Future of Mobile Devices” on May 31 was held at Taipei International Conventional Center, as part of the Computex Taipei 2016. The forum has featured with the guest speaker of SanDisk, Qualcomm and NXP. Sean Yang, research director of TrendForce’s memory division DRAMeXchange, was also at the venue to share the outlook of NAND Flash market in the 2H of 2016.

For more market trends shared in the forum, please visit: http://goo.gl/GtEq2v

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According to TrendForce, ASE and SPIL currently together account for 15% of the global IC packaging/testing revenue. ASE-SPIL deal is an advancement opportunity for Taiwanese IC packaging/testing industry as it faces a more difficult environment created by mergers and acquisitions of other large international competitors. http://goo.gl/VTpEK5

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SSDs will become more attractive than HDDs in terms of cost-performance. DRAMeXchange projects that #SSD adoption rate in the #notebook market will exceed 30% in this year and may even approach the 40% threshold in this fourth quarter. http://goo.gl/2LvpK3

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Congrats for TrendForce's EnergyTrend being awarded as Terawatt Level PV Industry Media at SNEC PV POWER EXPO 2016!
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2016/5/26
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