Ameya360:Li-ion Battery Material <span style='color:red'>Prices</span> Drop in January Amid Slowing Growth in Chinese NEV Market
  There was an across-the-board decline in prices of upstream (raw) materials for lithium ion (Li-ion) batteries in January as participants in the industry chain in China were focusing on inventory consumption, according to TrendForce. The decline was especially significant for upstream materials related to cathodes, cathode materials, and battery electrolytes.  The average price of lithium carbonate, which is the most costly among the upstream materials related to cathodes, fell by 12% month-on-month (MoM). Lithium hydroxide also suffered a price drop, but the demand for this material was bolstered by orders from regions outside China. Compared with lithium carbonate, lithium hydroxide experienced a more moderate price slide. Nevertheless, the average prices of battery-grade lithium carbonate and lithium hydroxide both dipped below Rmb500,000 per metric tons. Turning to electrolytes and related upstream materials, the average price of LiPF6 (lithium hexafluorophosphate) fell by 11% MoM for January. This, in turn, caused the average price of electrolytes to drop by 11~15% MoM for the same month.  TrendForce points out that China initiated the phase-out of its NEV (new energy vehicle) subsidy at the start of 2023. Other regions of the country have introduced other subsidy policies in the hope of stimulating consumption, and the preferential rate for the purchase tax on NEV purchase has been extended to the end of 2023.  However, a significant portion of Chinese consumers’ demand for new vehicles was expended in 4Q 2022 when the country saw energetic promotional activities that aimed to spur NEV sales. Moving into this first quarter, the Chinese car market has been affected by the low season. On the whole, NEV sales in China has slowed down recently and thereby caused a general decline in prices of upstream materials for Li-ion batteries. On the other hand, the drop in material prices has reduced some of the cost pressure on the manufacturing of Li-ion batteries.  Regarding price trends of NEV power battery products in China, prices of battery cells on the whole fell by about 1% MoM for January. Various cell types including ternary cells and prismatic LFP (lithium iron phosphate) cells experienced a MoM decline of 1~2%. TrendForce projects that their prices will go down further in February.  In the market for energy storage battery cells, most products are LFP cells, and their prices fell by 2% MoM for January to reach the average of Rmb0.94 per watt-hour. Also, due to the policy support that the Chinese government has been providing for the development of energy storage technologies, the demand for Li-ion energy storage batteries is expected to rebound slightly going forward. Prices of energy storage battery cells are currently projected to remain mostly flat or drop a bit for 1Q23.  Lastly, looking at Li-ion battery cells for consumer electronics, the average price of LCO (lithium cobalt oxide) cells in China came to around Rmb9.9 per amp-hour in January. Transactions were low in the market for consumer batteries due to the slumping demand for electronic devices. Furthermore, prices of the upstream materials for LCO cathodes kept sliding.  Looking ahead, the market for LCO materials is expected to remain weak in the short term, it will witness a further price decline in February.
Key word:
Release time:2023-02-17 13:58 reading:1964 Continue reading>>
Server DRAM Contract <span style='color:red'>Prices</span> to Fall by Over 20% QoQ in 1Q19 Due to Difficulties in Reducing Inventory
  Contract prices of server DRAM are expected to fall by more than 20% QoQ in 1Q19, steeper than the previous forecast of 15%, reports DRAMeXchange, a division of TrendForce. The demand outlook remains weak due to high inventory levels and seasonal headwinds. Moreover, uncertainties brought by the China-U.S. trade war would also lead to conservative demand.  According to Mark Liu, senior analyst at DRAMeXchange, the main reason for steeper price fall lies in the difficulties in reducing inventory. The DRAM suppliers’ fulfillment rate has improved from 90% in 4Q18 to 120% in 1Q19, indicating an oversupply in the market. Currently, the major operators of data centers in North America are holding fairly high levels of server memory inventory that can cover the usage for at least 5 to 6 weeks, while OEMs’ current inventory can cover around 4 weeks. Based on the previous production plans of the companies, their inventory levels have apparently doubled the normal levels or even higher.  In terms of demand, after enjoying two years of strong demand growth for server systems, the server DRAM market is now seeing a tapering of its own demand growth. Demand from the upgrade to Intel’s Purley platform has started to wear off; memory component orders have also been fulfilled; a pessimistic economic outlook and uncertainties brought by China-U.S. trade war may also affect the DRAM market. As the general demand outlook becomes more conservative in the first half of this year, data centers and other server DRAM clients are anticipating falling prices in the future and are thus less keen on stocking up on memory components.  On the supply front, major DRAM suppliers plan not to expand their production capacity actively this year in the fear of worsening market outlook. They also slow down the migration to advanced processes and high-density chips (eg., 16Gb mono die), trying to offset the oversupply.  In order to reduce the inventory faster, suppliers have started to negotiate DRAM contracts as monthly deals since 4Q18, instead of quarterly ones. The quarterly lock-in deals have changed into quantity-based bargains, due to capacity expansion and increasing pressure from sales. With the emerging trend of build to order and low price, contract prices of DRAM products would continue to slide.  On the whole, DRAMeXchange believes that the demand for servers will recover since 2Q19, with increased shipments to Chinese data centers and branded server makers worldwide. If the inventory problems are properly solved, server DRAM price decline may be moderated in 3Q19 and 4Q19, bringing the annual price fall to almost 50%.
Key word:
Release time:2019-01-23 00:00 reading:1831 Continue reading>>
DRAM <span style='color:red'>Prices</span> Forecast to Crash in Q1
Contract <span style='color:red'>Prices</span> of NAND Flash Products to Drop Further in 1H19; Price Decline Would Reach 10% in 1Q19
DRAMeXchange, a division of TrendForce, reports that the bit output from the NAND Flash industry in 2018 turned out to be higher than expected, as suppliers had steady yields of their 64-layer 3D NAND production. NAND Flash demand, however, has remained sluggish due to the looming trade war between China and the U.S., the shortage of Intel CPUs, and the lower-than-expected sales of new iPhone devices, despite the year-end busy season.Looking ahead to the first half of 2019, NAND Flash manufacturers have tried to slow down their production capacity expansion, but the seasonal headwinds and high inventory levels would only intensify oversupply concerns in the market. Contract prices of NAND Flash products in 1Q19 are expected to drop further by around 10%.DRAMeXchange points out that the eMMC/UFS sector has seen a steeper price decline in 4Q18, since Chinese smartphone manufacturers attempt to consume inventories and adjust production plans by the end of the year. The inventory consumptions are expected to continue in 1Q19, so the contract prices of eMMC/UFS products would witness further fall of nearly 10%.As for the trend in the SSD market, DRAMeXchange expects Client SSD contract prices to fall by nearly 10% in 1Q19. The global notebook shipments for 1Q19 are estimated to decrease slightly by over 15% QoQ, the bit demand for SSD will grow more sluggish and prices will grow weaker, despite the increasing SSD adoption rate in the PC market and the memory content upgrades.Enterprise SSD market has become a battleground for all manufacturers as the demand for servers keeps growing, which will make the price competition more intense in 2019. For the first quarter of next year, the Enterprise SSD contract prices would also fall by more than 10% considering the seasonal headwinds.With regard to the demand in channel market, module makers have abundant supply this year, but as the NAND Flash prices continue to fall, module makers need to clear their inventories at the end of each month to cut loss. They even have to sell defective products to keep profitability, which is rather disruptive in the market. While major NAND Flash suppliers make a good profit this year, module makers are struggling with the worsening profitability. Looking ahead, the market situation is highly likely to remain tough for module makers in 1H19.
Key word:
Release time:2018-12-18 00:00 reading:1297 Continue reading>>
TV Brands Offer Attractive Retail <span style='color:red'>Prices</span> for Black Friday Sales
According to the latest report by WitsView, a division of TrendForce, the global shipments of branded LCD TV sets for 2018 are forecast to total 218 million units, an increase of 3.4% compared with last year. The market has been driven by stock-up demands for the World Cup and lower prices of TV sets. Since BOE’s Gen 10.5 fab entered production, the costs of large-size panels have witnessed a significant drop, lowering the prices of TV sets as well. Particularly, more attractive retail prices for large-size models may fuel future growth in the TV market.“Looking ahead to 2019, international TV brands will be looking for more growth from advanced TV technologies, including 8K, QLED, and OLED”, says Jeff Yang, research manager of WitsView. On the other hand, Chinese TV brands continue to explore overseas markets and to increase the share of large-size TVs in their product mixes. In addition, TV brands plan to cut the prices during the Black Friday sales, and may retain the promotion prices for the whole year. For the next year, the attractive retail prices may boost the TV demand, despite the lack of global sports events. Therefore, global TV shipments are expected to further expand to 221 million units in 2019, a growth of 1.3% YoY.QLED segment may experience a price war; development of OLED products is still constrained by panel supplySamsung, a leading player in the QLED TV market, would likely focus more on developing 8K TV in 2019, since OLED TV has shown higher penetration in recent years. The cost reduction of LCD panels this year has also lowered the prices of QLED TV, which will enable the vendors to offer more attractive prices in the coming Black Friday sales in North America. For instance, Samsung’s 55-inch QLED TV is priced at $999, and a 65-inch QLED TV at $1299 during the sales, indicating Samsung’s intention to retain its share in the QLED market through price cuts.When Samsung provides aggressive prices for QLED models, LGE and Sony retain the premium prices of their OLED line-ups. However, the costs of OLED panel remain high due to the tight panel supply from LG Display and hurdles in yield improvements. With low-priced LCD TVs rushing into the market, it remains to be seen when OLED models are able to remain in the premium market positioning.Chinese TV brands explore overseas markets faster and offer more large-size models in the domestic marketThe TV sales turned out to be short of expectation in this year’s online shopping event in China on November 11th. It has been increasingly hard for vendors to take advantages from the potential of the retail e-commerce market. In addition, traditional TV brands are faced with less room for growth due to the rise of Xiaomi, so they have been working on exploring overseas markets. For example, TCL and Hisense are very active in expanding their shares in overseas markets, offering competitive prices in this year’s Black Friday sales in North America. Hisense’s 40-inch TV (non-Internet) is priced at $99, TCL’s 55-inch Internet TV is priced at $349 and 65-inch Internet TV at $398.Chinese TV brands continue to increase the share of large-size TVs in their product mixes. As BOE’s Gen 10.5 fab began to ship products, with additional capacity from CSOT Gen 11 fab next year, the industry will have an abundant supply of large-size panels (65-inch, 75-inch, or above). The market is expected to see higher demand, fueled by a new wave of replacement purchase.8K models have a strategic significance for TV makers, despite its difficult ramp upIn the near term, 8K TV still anticipates difficult ramp up. The limited growth is due to the high costs of panel, not fully developed supply chain and lack of content in 8K resolution. However, with a strategic significance for manufacturers, the arrival of 8K TV has changed the landscape of the premium TV segment, while expanding the customers’ choices of products beyond only QLED and OLED. Overall speaking, the future growth of TV market will lie in large-size TV and QLED/OLED models. With more fabs for large-size LCD panels and new capacity of OLED panels coming in, prices of large-size TV will drop faster, while QLED/OLED TV products will be upgraded faster.
Key word:
Release time:2018-11-26 00:00 reading:1181 Continue reading>>
October Contract <span style='color:red'>Prices</span> for NAND Flash Chips/Wafers Witnessed Continued Price Drop due to Weak Demand Outlook for End Markets
The NAND Flash market has remained in oversupply for the whole year of 2018, according to DRAMeXchange, a research division of TrendForce, with sufficient inventories for notebook/smartphone OEMs. The China-US trade war and the shortage of Intel CPU have made situations worse on the supply side. In October, the contract prices of SSD, and eMMC/UFS witnessed continued fall, while the price drop of NAND Flash chips and wafers appeared to be larger.The market of SLC NAND Flash chips is also affected as the China-US trade war simmers. “The market originally expected ZTE’s resumption of US business to boost demands from China’s netcom devices biddings in Q3, but the results turned out to be lower than expected”, says DRAMeXchange analyst Ben Yeh, “and the sufficient inventories of netcom ODMs would influence the stock-up demand in the coming quarters”. As the result, the market has seen an oversupply for SLC NAND Flash in Q4, driving down Q4 contract prices by 10-15%.Contract prices of the TLC NAND Flash wafers dropped by 13-17% in October, the highest monthly declineAs for NAND Flash Wafer, the prices normally experience noticeable falls at quarter end when companies announce their financial results. However, as the companies expect their annual inventory checking, the stock-up demand is expected to grow weak for the period after this November. Due to the relatively negative demand outlook for NAND Flash applications in 1H19, which prompted some suppliers to resort to price cuts, the contract prices of the TLC NAND Flash wafers dropped by 13-17% monthly in October, the largest price fall for a single month since November 2017. Despite the coming year-end holiday sales, the impact of current price falls on the restocking demands of the module firms will not be significant in the short term. Therefore, DRAMeXchange expects a high possibility of further price declines in November and December.Amid the recent overall price declines in the NAND Flash market, the drop in 3D TLC prices is sharper than the drop in 2D MLC prices, so more clients are switching to solutions based on the former architecture. With the demand shift, the price decline in 2D MLC prices has also extended to 4-10%.
Key word:
Release time:2018-11-07 00:00 reading:1214 Continue reading>>
Contract <span style='color:red'>Prices</span> Have Started to Drop in PC DRAM Market
Contract prices of PC DRAM products have started to turn downward sharply this October as major suppliers have completed most contract negotiations, reports DRAMeXchange, a division of TrendForce. The average price of 4GB PC DRAM modules for 4Q18 contracts has dropped by 10.14% QoQ from US$34.5 in 3Q18 to the current US$31. As for the average contract price of 8GB PC DRAM modules, it has dropped by 10.29% QoQ from US$68 in 3Q18 to the current US$61. Since the DRAM market has just entered oversupply, DRAMeXchange does not discount the possibility of further price declines in November and December. Also, the price decline of 8GB solutions will continue to surpass that of 4GB solutions because DRAM suppliers are now eager to sell off their inventory.“As the indicator of the price trend in the contract market, spot prices have kept falling since the early 2018 and continued their downtrend from September”, says Avril Wu, senior research director of DRAMeXchange. The latest update reports that the average spot price of 1G*8 chips has dropped to US$6.946, showing a difference of 5% with the average contract price of US$7.31. While the oversupply situation and the falling spot prices pull contract prices of PC DRAM modules downward, the market penetration of 8GB modules is starting to increase very rapidly because suppliers have aggressively expanded shipments of the higher-density products. DRAMeXchange furthermore believes that 8GB modules will surpass 4GB counterparts in shipment volume much sooner than originally anticipated and become the market mainstream. It should also be noted that DRAMeXchange will be using prices of 8GB modules as the base for determining the contract price trend in the PC DRAM market starting in 2019.Seasonal headwinds expected to aggravate price decline in the PC DRAM market during 1Q19PC-OEMs have not been able to step up their product shipments in 2H18 due to the shortage of Intel CPUs. Going forward, the pressure of rising component costs will only mount as the shipment season transitions from the peak period to the slow period. Since DRAM prices had risen for nine consecutive quarters, they are expected to take a plunge as they move past the inflection point. The sliding ASP in the PC DRAM market will also add to the downward pressure on prices of PC DRAM modules, leading to large and sudden drops.Looking ahead to 1Q19, seasonal headwinds will affect shipments of end products not only in the PC market but also in the server and smartphone markets. Furthermore, the quarter will be the period for the channel market and OEMs to eliminate excess inventory. Thus, negotiating contracts will be very challenging for the DRAM suppliers. The ASP in the whole DRAM market is forecast to fall by as much as around 20% YoY in 2019, according to DRAMeXchange’s latest analysis. After reaching peak profit in 3Q18, DRAM suppliers are now optimizing their costs so that they will have a soft landing in 2019 as prices are marked down every quarter.
Key word:
Release time:2018-11-06 00:00 reading:1156 Continue reading>>
U.S. LED Light Bulb <span style='color:red'>Prices</span> Rose in September due to Trade War
Terri Wang, LEDinside analyst, points out that the scales of the price drop of high- and mid-power products varied in September, with those of the 0.2 W and 0.5 W 2835 LEDs reaching 2% and 3% on average, respectively. Meanwhile, prices of high power ceramic-substrate LEDs declined by 2-3%, as their shares in the markets of architectural, outdoor, and commercial lighting have been gradually taken over by 5050 LEDs. To further expand their market share, suppliers have been dedicated to increasing their products' added value and upgrading their performance. CREE, for example, has released the XLamp XP-G3 S Line LED suitable for connected lighting, and featuring more reliable cycling and dimming cycling performance, higher sulfur-resistance, and higher light output and luminescent efficiency than the standard XP-G3.On the automotive market, higher luminosity of high/low beams increases the scope of visibility and alleviates the problem of glare. ADB headlights have been introduced to the medium-tier auto market in 2018, such as the lateral eight-pixel solution which has been employed by Chinese auto brands.LED bulb prices experience slight growth on the global market; US prices to be impacted the most due to trade warIn September, the average retail price of 40W equivalent LED light bulbs rose by 1.2% to US$6.2, while that of 60W equivalent LED light bulbs inched up by 0.7% to US$7.3.Affected by trade war, branded LED light bulb suppliers in the U.S. have begun to raise prices to pass increased costs from higher tariffs to consumers, as a result of which the average retail prices of 40W and 60W equivalent LED light bulbs rose by 4.3% and 3.6%, respectively, in September. Another reason for the price hike was the return of higher-priced smart lighting products to the market. In Germany, the ban imposed on halogen light bulbs by the EU starting from September 1st of this year has spurred demands for LED light bulbs. This has caused the average retail prices for Germany’s 40W and 60W equivalent LED light bulbs to advance by 3.8% and 3.1%, respectively. The LED light bulb prices from the major brands, such as Osram and Philips, all rose during this period.As for the other markets, the prices of 40W and 60W equivalent LED light bulbs in Japan and China all dropped by 0.1-1.3%, while those in South Korea have remained stable. 
Key word:
Release time:2018-10-12 00:00 reading:1400 Continue reading>>
Apple raised iPhone prices overall, but one new model could entice those who sat out last year's X
On Wednesday, Apple did something clever with pricing on its new iPhones. It made the cutting-edge technology it introduced in last year's iPhone X available at a much lower price, which could help it sell more iPhones to people who sat out last year's high-end.But it did this while increasing prices at almost every level of its lineup, which will help it keep its average selling price — and profits — high.Apple announced three new iPhone models: the iPhone XR, iPhone XS and iPhone XS Max. All three models include large displays with minimal borders, no home button and the FaceID camera system for unlocking the device using facial recognition. Here's how the pricing strategy breaks down.The entry-level modelThe entry-level iPhone XR, which starts at $749, will likely be a big seller. It has many of the key features found in the high-end X line, including FaceID and a high-powered processor that should make certain tasks faster and more efficient.But costs a lot less than last year's X thanks to features like its cheaper LCD display, aluminum body and single-lens camera. To those who were put off by the $1,000 price tag on last year's iPhone X, this year's iPhone XR will look like a steal. That could help overall unit sales pick up.At the same time, the iPhone XR is more expensive than last year's entry-level iPhone 8, which started at $699. And two years ago, it cost only $649 to get the newest base iPhone model. In other words, the cost of entry to get in on the latest iPhone has increased by $100 over the last two years.The high-endThe mid-range iPhone XS starts at the same $999 price as last year's iPhone X and is functionally similar.But last year, the X was the top of the line, the luxury model.This year, Apple is selling the iPhone XS Max with a 6.5-inch screen, which starts at $1,099 and goes all the way up to $1,449 if you get the model with 512GB of storage. It's the most expensive iPhone Apple has ever produced.Last year, if you wanted a big new iPhone, Apple offered the iPhone 8 Plus, which started at $799. It didn't have the newest iPhone X features like the high-resolution screen or Face ID, but it was also cheaper.As a side note, none of Apple's new phones will include the adapter you need to plug a traditional pair of headphones into the Lightning port on the phones — a necessity ever since Apple eliminated the headphone jack in 2016. That adapter, which used to come included, will now cost buyers an extra $9. Or, you can buy wireless headphones, which Apple also sells.The low-endApple is eliminating its lowest-price option, the iPhone SE, which started at $349. Price-conscious buyers will still be able to get old iPhones at steep discounts from their debut prices — the iPhone 7 will start at $449 (it debuted in 2016 at $649), and the iPhone 8 will start at $599 (down from last year's introductory price of $699).But overall, the price of entry to the Apple ecosystem has gone up.It's the perfect setup for Apple. After proving it could charge more for new iPhones, the company has quietly increased the price to buy into the newest models. We won't know for sure if the strategy will work until Apple reports its December quarter earnings, but based on how successful the pricey iPhone X has been, Apple should be able to keep iPhone sales and profits growing.
Key word:
Release time:2018-09-14 00:00 reading:1303 Continue reading>>
Stagnant PC DRAM Contract <span style='color:red'>Prices</span> in August; TrendForce Anticipates Sliding <span style='color:red'>Prices</span> for 4Q18 Contracts
DRAMeXchange, a division of TrendForce, reports that most 3Q18 contracts in the PC DRAM market were completed in July. With contracts being mainly quarterly deals, the agreed prices for 3Q18 are generally slightly higher than those for 2Q18. Therefore, the overall trajectory of contract prices in the PC DRAM market has been relatively stable in August and is expected to remain so in September. The average contract price of mainstream 4GB PC DRAM modules has stayed at US$34.5 in August, while the average contract price of 8GB PC DRAM modules has also stayed at US$68. DRAMeXchange maintains its forecast that the average QoQ price increase for PC DRAM products in 3Q18 will be around 2%.The spot market, where developments are an early indicator of the contract price trend, shows that prices of mainstream chips have kept falling in August, and their general difference with contract prices continues to widen, says Avril Wu, senior research director of DRAMeXchange. Currently, DRAM suppliers are heading into negotiations with their clients to arrange the contracts for 4Q18. However, they will have more difficulties in maintaining their prices going forward. After examining the latest changes in bit supply and demand, DRAMeXchange anticipates sliding prices for 4Q18 contracts.In anticipation of falling ASPs during 2019, clients for now are reluctant to stock upAlthough 3Q18 is part of the traditional busy season, the demand growths of various end products are limited and not up to their usual seasonal levels. For instance, some smartphone brands and a few server manufacturers have marked down their shipment projections. Although end-product manufacturers as a whole are seeing a gradual drop in their DRAM inventories after posting shipment growths in this year’s first half, they are also noticing that the supply situation in the DRAM market is shifting from tight to loose. At the same time, most end-product manufacturers are highly uncertain about their own demand situations in 2H18 and the later period. As the DRAM supply expands, clients in the end market are actually hesitant to stock up and if the prices of DRAM products are likely to go down. If so, there is no urgency to replenish the DRAM inventory despite the seasonal influence.In the case of the server DRAM market, where demand has been fairly strong, impasse on prices is now appearing in the latest rounds of contract negotiations. This is an indication that DRAM suppliers may have to lower prices to maintain or increase sales volumes for their fourth-quarter deals. Also, there are now more discounts on high-density memory modules (high-density here is defined as 8GB or above for PC DRAM modules and 32GB or above for server DRAM modules). On the whole, suppliers are showing greater flexibility in their pricing strategies because they want to lock in the shipment volumes going into 2019 and capture more market share.
Key word:
Release time:2018-09-04 00:00 reading:1170 Continue reading>>

Turn to

/ 3

  • Week of hot material
  • Material in short supply seckilling
model brand Quote
TL431ACLPR Texas Instruments
MC33074DR2G onsemi
BD71847AMWV-E2 ROHM Semiconductor
CDZVT2R20B ROHM Semiconductor
RB751G-40T2R ROHM Semiconductor
model brand To snap up
STM32F429IGT6 STMicroelectronics
TPS63050YFFR Texas Instruments
ESR03EZPJ151 ROHM Semiconductor
BP3621 ROHM Semiconductor
IPZ40N04S5L4R8ATMA1 Infineon Technologies
BU33JA2MNVX-CTL ROHM Semiconductor
Hot labels
ROHM
IC
Averlogic
Intel
Samsung
IoT
AI
Sensor
Chip
About us

Qr code of ameya360 official account

Identify TWO-DIMENSIONAL code, you can pay attention to

AMEYA360 mall (www.ameya360.com) was launched in 2011. Now there are more than 3,500 high-quality suppliers, including 6 million product model data, and more than 1 million component stocks for purchase. Products cover MCU+ memory + power chip +IGBT+MOS tube + op amp + RF Bluetooth + sensor + resistor capacitance inductor + connector and other fields. main business of platform covers spot sales of electronic components, BOM distribution and product supporting materials, providing one-stop purchasing and sales services for our customers.

Please enter the verification code in the image below:

verification code