Mobile memory
The price of memory for smartphones has been on the rise since the third quarter of 2016. By mainstream specifications, the average price increase of 40% in the fourth quarter of this year not only affected the profitability of major brands in smartphones but also Jointly affecting the brand factory's willingness to increase memory specifications and capacity Prospects 2018 DRAM memory expansion in smartphones will have limited benefits as well as price trends and supply conditions continue to be bullish. Under the influence of tight memory, brands must be prudent Assess the production plan of low-cost models, as well as emerging markets to sell low-cost models based marketing strategy.Above the average carrying capacity of the single machine, the forecast will also be depressed by the memory prices continue to rise, limited room for growth, Apple's new capacity increase will be the main growth.
server
According to the estimates of the state-based consulting firm, the global server shipments in 2018 will grow by about 5.3% in 2018. HPE, Dell and Lenovo are still the top three server shipping brand factories, The market share of about 40%, but with the transfer of the environment, the popularity of intelligent terminal devices, data center direct OEM (ODM Direct) will become the growth momentum of the overall server market, shipments forecast an estimated annual increase of 14.4% As for the supply side, as of now, the compliance rate of delivery only maintains at about 70% -80%, and the overall market is still facing a shortage, in which, in line with the demand for standard solutions and new platform solutions in the first half of next year in China, the stocking kinetic energy for high capacity server modules Will continue until the end of 2018, the mainstream module prices will remain at a high point.
NAND Flash
NAND Flash industry is in short supply in the second half of 2016. It is expected that the NAND Flash industry will ease until the fourth quarter of this year.If the first half of 2018 is affected by the off-season effect and the demand is weakening, the market will face a slight oversupply situation. NAND Flash prices have the opportunity to go down in the second half of the recovery in demand, NAND Flash factory steady expansion of production capacity, may again be in short supply situation, the price decline will also be stopped.Anticipate 2018 NAND Flash ASP will decline from 2017 10 % -20%. On the demand side, the UFS interface will have the opportunity to start importing into the low-end smartphone market in the second half of next year, and the penetration rate will challenge 20%. On the other hand, with the accelerated introduction of server / data center and PC market in recent years SSD products, SSDs have become the next wave of growth momentum in the NAND Flash market, accounting for more than 40% of NAND Flash capacity consumption in 2018. Among them, the PCIe interface will be the mainstream interface from 2018 to 2019. In addition, in 2018 NB SSD penetration in the NAND Flash price weaker, is expected to exceed 50% for the first time mark.
Large size panel
The world's first 10.5 on behalf of the line is about to start production by the end of the first quarter of 2018, not only to refresh the record of the world's largest LCD panel maker, but also to BOE to sit back and wait two to another gesture of re-create the shipping peak of this product line In the 65-inch and 75-inch large-size TV panels, Taiwan and South Korea panel makers have earlier this year layout to enhance this year's 65-inch shipments to 11 million; 75-inch shipments reached 1.6 million, the annual growth of up to 123.6% Showing that the impact of 10.5-generation line production on the global panel industry should not be underestimated. In the IT panel segment, due to the increasingly saturated demand, panel makers can enhance the market by enhancing the intrinsic specifications of their products and beautifying the external borders with limited production capacity IT panel adhesion, is expected to bring next year's monitor and laptop panel demand increased again.Overall, next year, the market saw new capacity to join, did not smell the convergence of the old line, but as the panel prices continue to go Fall, favorable brand in the next year for all types of promotions, driven by large-size demand in 2018 an area of 7.0% annual growth, supply area is an annual increase of 7.7% .As demand increases, supply-demand ratio is estimated next year from the original oversupply 7.8% 5.2% converted to balance supply and demand.
Small size panel
Apple released iPhone X models, the mobile phone market has brought no small impact, the mobile phone panel specifications from the TFT-LCD began to be converted into AMOLED, with a wave AMOLED capacity investment boom, especially in the most positive attitude of the Chinese panel makers. At this stage, regardless of AMOLED technology or capacity scale, Samsung monitors continue to maintain the leading position, but also the current Apple iPhone AMOLED panel's exclusive supplier, but the next Samsung monitor is bound to face the LG Display, BOE and other competitors to catch up, is expected As early as 2020, the proportion of small and medium size AMOLED panel production capacity, Korean panel makers will drop to 66%, while China panel makers will grow to 23% .Also, although the supply chain positive pull TDDI In-Cell touch However, after the switch to AMOLED panel, Apple also reduced the dependence on In-Cell technology, so the overall proportion of In-Cell technology also showed stagnant growth. It is expected that the share of In-Cell will be about 25.5% in 2018. Another Aspects, the full screen 18: 9 design concept gradually formed in 2017, with panel makers in the second half after another mass production of 18: 9 panel, mobile phone brands have also begun to actively promote the whole Screen phone 2018 full-screen models of the rapid penetration will climb to 39.6%.
Micro LED
Since its acquisition of LuxVue in 2014, Apple has become the world's largest company with Micro LED technology and patents, and the market is beginning to pay attention to the development trend of Apple, and Micro LED has also become the focus of attention. However, Micro LED is still stuck in the research and development stage , Mainly because there are still many technical bottlenecks to be overcome, such as mass transfer technology, epitaxial uniformity, current-driven control, and full-color production etc. Due to the excellent performance of the Micro LED, possible applications Including smart watches, mobile phones, car displays, AR / VR, display and television fields, etc. However, considering its technical difficulties and high processing costs, Micro LED is more suitable for high-end TVs, monitors and automotive displays. Market size, it is estimated that the application of large-size monitors and displays will become the mainstream.