ROHM’s New <span style='color:red'>TV</span>S Diodes: Supporting High-Speed CAN FD In-Vehicle Communication Systems for Autonomous Driving
  ROHM has developed bidirectional TVS (ESD protection) diodes compatible with CAN FD (CAN with Flexible Data rate) high-speed in-vehicle communication. Such protocols are seeing an increased demand in line with the ongoing advancement in autonomous driving and advanced driver assistance systems (ADAS). CAN FD is a crucial communication technology for safe, real-time data transmission between ECUs (Electronic Control Units) in vehicles. The new products achieve high-quality in-vehicle transmission by protecting electronic devices such as ECUs from surges and electrostatic discharge (ESD) while maintaining signal integrity in high-speed communication systems such as CAN FD.  The rapid evolution of autonomous driving technology and ADAS is boosting the demand for faster, more reliable automotive communication. Autonomous driving in particular requires quick and accurate processing of vast amounts of data from sensors such as cameras, LiDAR and radar - leading to the adoption of CAN FD that enables faster, higher capacity data transfer compared to traditional CAN used in automotive communication.  At the same time, to achieve high-speed in-vehicle communication, it is necessary to ensure stable transmission even under harsh environments. This has led to a growing demand for protection components that offer low terminal capacitance along with superior surge current rating and clamping voltage performance. As a result, the market for TVS diodes for automotive communication is expected to continue to grow in the future.  To meet market needs, ROHM developed the ESDCANxx series that combines low terminal capacitance with excellent surge tolerance. Two package types are available: SOT-23 (2.9mm × 2.4mm) and DFN1010 (1.0mm × 1.0mm), both supporting standoff voltages (VRWM) of 24V and 27V. The SOT-23 package includes four models: 24V ESDCAN24HPY / ESDCAN24HXY and 27V ESDCAN27HPY / ESDCAN27HXY. Similarly, the DFN1010 package is also offered in four models: 24V ESDCAN24YPA / ESDCAN24YXA and 27V ESDCAN27YPA / ESDCAN27YXA, totaling 8 products in the lineup.  The new products feature an optimized element structure that reduces terminal capacitance to a maximum of 3.5pF, preventing signal degradation during high-speed communication. High surge tolerance is also achieved, significantly improving the protection of electronic devices in automotive environments. For example, the 27V products of the DFN1010 package delivers approx. 3.2 times higher surge current rating and 16% lower clamping voltage compared to standard CAN FD-compatible products. This effectively safeguards expensive surge-sensitive electronic devices such as in-vehicle ECUs, ensuring high reliability even under harsh automotive environments. Going forward, ROHM will continue to develop products that support even faster in-vehicle communication in autonomous driving and communication environments - contributing to realizing a safer, more advanced mobility society.  Application Examples        • Autonomous driving and Advanced Driver Assistance Systems (ADAS)  • Automotive electric powertrain systems  • In-vehicle infotainment systems  Online Distributor Information        Sales Launch Date: December 2024  Pricing: $0.9/unit (excluding tax)  Target Products  SOT23 Package: ESDCAN24HPY, ESDCAN24HXY, ESDCAN27HPY, ESDCAN27HXY  DFN1010 Package: ESDCAN24YPA, ESDCAN24YXA, ESDCAN27YPA, ESDCAN27YXA  Terminology         CAN FD (CAN with Flexible Data Rate)  An extension of the CAN (Controller Area Network) standard, CAN FD offers faster data transfer speeds compared to conventional CAN, enabling the exchange of large volumes of data. Real-time communication between multiple in-vehicle electronic units (ECUs) is essential in systems like autonomous driving and ADAS.  TVS Diode (Transient Voltage Suppression Diode)  A semiconductor device designed to protect circuits from overvoltage, surges, and electrostatic discharge (ESD). TVS diodes absorb sudden voltage and current spikes (surges) to prevent circuit damage and malfunction. In automotive environments, safeguarding against severe electrical fluctuations is crucial.  Terminal Capacitance  Unwanted capacitance components that arise in electronic parts. When terminal capacitance is high, signal degradation occurs during high-speed transmission, making it important to reduce terminal capacitance for in-vehicle communication  Surge Current Rating  The maximum surge current a TVS diode can withstand. The higher the surge current rating, the stronger the protection against severe electrical fluctuations in automotive environments.  Clamping Voltage  The voltage maintained in the circuit when the TVS diode suppresses overvoltage caused by surges or other transient events. A lower clamping voltage provides more effective protection for circuits and devices, increasing the reliability of automotive equipment.
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Release time:2025-03-11 09:29 reading:405 Continue reading>>
What are <span style='color:red'>TV</span>S diodes in safeguarding electronics
  In today’s interconnected world, electronic devices and systems are ubiquitous, powering our homes, workplaces, and communication networks. However, these devices are vulnerable to voltage transients—brief surges in voltage that can occur due to lightning strikes, electrostatic discharge (ESD), or switching transients in the electrical system.  To protect sensitive electronic components from such transients, Transient Voltage Suppressor TVS diodes play a crucial role. This article explores the functionality, applications, and importance of TVS diodes in safeguarding electronics.  What is a Transient Voltage Suppressor (TVS) Diode?A Transient Voltage Suppressor (TVS) diode is a semiconductor device used to protect sensitive electronic components from voltage spikes or transient voltages that could potentially damage them. These spikes can be caused by events such as lightning strikes, electrostatic discharge (ESD), or switching transients in the electrical system.  The TVS diode operates by providing a low-impedance path to divert excess voltage away from the protected components, thus limiting the voltage across them. When a transient voltage exceeds the breakdown voltage (also known as the clamping voltage or avalanche voltage) of the TVS diode, it starts to conduct, effectively shunting the excess current away from the protected circuit.  What are the features of TVS diodes?Fast Response Time: TVS diodes respond quickly to transient events, providing protection within nanoseconds to microseconds.  Low Clamping Voltage: The clamping voltage is the maximum voltage that the TVS diode allows to pass through to the protected circuit. It is typically lower than the voltage tolerance of the protected components, ensuring they remain safe.  High Surge Current Capability: TVS diodes are designed to handle high surge currents associated with transient events, protecting the circuit from damage.  Low Leakage Current: When not conducting, TVS diodes have low leakage current, minimizing power consumption and ensuring minimal impact on the protected circuit during normal operation.  Robustness: TVS diodes are robust devices, able to withstand multiple transient events without degradation in performance.  What are the applications of TVS diode?TVS diodes are commonly used in various applications, including:  Protection of integrated circuits (ICs), microcontrollers, and other semiconductor devices from ESD and voltage transients.  Protection of communication ports (such as USB, Ethernet, HDMI) and data lines in electronic equipment.  Surge protection for power supply lines, signal lines, and sensor inputs in industrial and automotive electronics.  Protection of sensitive electronic equipment against lightning-induced surges in telecommunications, power distribution, and other infrastructure.  What’s the difference between TVS Diodes and Zener Diodes?TVS (Transient Voltage Suppressor) diodes and Zener diodes are both semiconductor devices used for voltage regulation, but they serve different purposes and operate in different ways. Here are the key differences between TVS diodes and Zener diodes:  Purpose:  • TVS Diodes: TVS diodes are primarily used for transient voltage suppression, meaning they protect electronic circuits from voltage spikes or transients caused by events like lightning strikes, electrostatic discharge (ESD), or inductive switching. Their main function is to provide surge protection and prevent damage to sensitive components.  • Zener Diodes: Zener diodes are used for voltage regulation and voltage reference. They operate in the breakdown region and maintain a constant voltage across their terminals when reverse biased. Zener diodes are commonly used in voltage regulation circuits, voltage clamping circuits, and voltage reference circuits.  Operating Principle:  • TVS Diodes: TVS diodes operate by avalanche breakdown or Zener breakdown. When the voltage across a TVS diode exceeds its breakdown voltage, it starts to conduct heavily, providing a low-impedance path for excess current and diverting it away from the protected circuit.  • Zener Diodes: Zener diodes operate in the reverse-biased breakdown region, where they maintain a constant voltage (known as the Zener voltage) across their terminals. They regulate voltage by allowing current to flow in the reverse direction when the applied voltage exceeds the Zener voltage.  Voltage Characteristics:  • TVS Diodes: TVS diodes typically have a very low clamping voltage (Vc) and are designed to handle high surge currents associated with transient events. They are optimized for fast response times and high-energy absorption capabilities.  • Zener Diodes: Zener diodes have a well-defined breakdown voltage (Vz) at which they operate. The voltage across a Zener diode remains relatively constant over a wide range of currents when reverse biased, making them suitable for voltage regulation applications.  Applications:  • TVS Diodes: TVS diodes are used in applications requiring protection against voltage transients, such as in power supplies, communication ports (USB, Ethernet), data lines, and electronic equipment exposed to harsh environments or prone to ESD.  • Zener Diodes: Zener diodes find applications in voltage regulation circuits, voltage references, voltage clamping circuits, reverse voltage protection, and precision voltage measurement circuits.  How do TVS diodes work?  TVS diodes work by providing a low-impedance path for excess voltage, diverting it away from sensitive electronic components and limiting the voltage across them to safe levels. They operate based on two main mechanisms: avalanche breakdown and Zener breakdown. Here’s how TVS diodes work:  Avalanche BreakdownTVS diodes are typically fabricated with a highly doped semiconductor material that has a narrow depletion region. When the diode is reverse-biased (i.e., the voltage applied across it is in the opposite direction of its normal operation), the electric field across the depletion region increases.  If the applied reverse voltage exceeds a certain threshold known as the breakdown voltage (also called clamping voltage or avalanche voltage), the strong electric field can accelerate charge carriers (electrons and holes) to high energies.  These high-energy charge carriers collide with other atoms in the semiconductor lattice, generating additional charge carriers through impact ionization. This process cascades, resulting in a sudden increase in current flow through the diode.  As a result, the TVS diode effectively clamps the voltage across its terminals at the breakdown voltage, providing a low-impedance path for excess current and limiting the voltage seen by the protected circuit.  Zener BreakdownIn addition to avalanche breakdown, some TVS diodes may also utilize Zener breakdown to provide transient voltage suppression. Zener breakdown occurs when the reverse-biased diode operates in its Zener breakdown region.  In this region, the diode behaves as a voltage regulator, maintaining a relatively constant voltage (known as the Zener voltage) across its terminals. When the applied reverse voltage exceeds the Zener voltage, the diode starts conducting heavily, effectively clamping the voltage across it.  What causes a TVS diode to fail?TVS diodes are designed to withstand high levels of transient voltage and provide protection to sensitive electronic components. However, like any electronic component, TVS diodes can fail under certain conditions. Here are some common causes of TVS diode failure:  Overvoltage Conditions: If the transient voltage exceeds the maximum rated clamping voltage (avalanche or Zener breakdown voltage) of the TVS diode, it may fail to suppress the transient effectively. This can happen if the transient event is exceptionally severe or if the TVS diode is underspecified for the application.  Overcurrent Conditions: Excessive current flowing through the TVS diode, either due to a high-energy transient event or a sustained fault condition, can cause the diode to fail. Overcurrent can lead to thermal overstress, causing the diode to overheat and potentially short or open circuit.  Reverse Polarity: Applying a reverse voltage beyond the maximum reverse voltage rating of the TVS diode can cause it to fail. This can occur due to improper installation or incorrect wiring in the circuit.  End-of-Life Wear-Out: Like all semiconductor devices, TVS diodes have a limited lifespan, and their performance may degrade over time due to factors such as aging, temperature cycling, and electrical stress. As the diode approaches the end of its life, its ability to suppress transients effectively may diminish, leading to failure.  Excessive Power Dissipation: TVS diodes are specified with maximum power dissipation ratings. Exceeding these ratings, either due to sustained overvoltage conditions or prolonged exposure to transient events, can cause the diode to overheat and fail.  Manufacturing Defects: Rarely, TVS diodes may fail due to manufacturing defects such as material impurities, processing errors, or incomplete encapsulation. These defects can compromise the electrical and thermal performance of the diode, leading to premature failure.  Improper Handling or Installation: Mishandling or improper installation of TVS diodes, such as mechanical stress during assembly, soldering defects, or exposure to corrosive environments, can lead to physical damage or degradation of the diode, resulting in failure.  ConclusionTVS diodes are essential components in protecting electronic devices and systems from voltage transients. Their ability to clamp voltages and divert excess current away from sensitive components plays a vital role in ensuring the reliability and durability of modern electronics. As the demand for high-performance and reliable electronic products continues to grow, the importance of TVS diodes in safeguarding electronics will only increase, making them indispensable in today’s interconnected world.
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Release time:2024-07-16 13:08 reading:659 Continue reading>>
Top 10 Global <span style='color:red'>TV</span>S Diode Manufacturers
  A transient voltage suppressor, or TVS, is a protective device used to protect circuits from sudden spikes in voltage or current. It mainly uses to protect a circuit from overvoltage through placing these TVS devices in parallel with the circuit.  In this article, there are the top 10 global TVS diode manufacturers for you to take a reference.  一、Wurth Electronics  Wuerth Elektronik ICS offers printed circuit board-based solutions for power boards, display and control panels and electronic controls (ICCS). The company supports its customers in industry and the automotive market from the initial idea to serial production of the product and beyond.  二、ProTek Devices  ProTek Devices is a leading semiconductor manufacturer of a wide range of high-performance TVS protection products. Its business scope includes Transient Voltage Suppressor arrays (TVS arrays), Steering Diode/TVS arrays, Steering Diodes, Thyristors, Component Modules, SurgeBuster Modules, Chipscale TVS Arrays and EMI Filter/TVS Arrays.  三、Maxim Integrated  Maxim Integrated, a subsidiary of Analog Devices, designs, manufactures, and sells analog and mixed-signal integrated circuits for the automotive, industrial, communications, consumer, and computing markets. Maxim’s product portfolio includes power and battery management ICs, sensors, analog ICs, interface ICs, communications solutions, digital ICs, embedded security, and microcontrollers.  四、Semtech  Semtech Corporation is a high-performance semiconductor, IoT systems and Cloud connectivity service provider dedicated to delivering high-quality technology solutions. It offers a broad portfolio of low-capacitance TVS arrays to safeguard high-speed data interfaces from transient voltage threats.  五、Diodes Incorporated  Diodes Incorporated (Nasdaq: DIOD) is a leading global manufacturer and supplier of high-quality application-specific standard products within the broad discrete, logic, analog, and mixed-signal semiconductor markets. Diodes serves the automotive, industrial, computing, consumer electronics, and communications markets.  六、KYOCERA AVX  KYOCERA AVX is a leading international manufacturer and supplier of a vast portfolio of advanced electronic components, including capacitors, inductors, filters, resistors, couplers, diodes, and circuit protection devices, as well as a broad range of innovative sensors, control, connectors and antenna solutions.  七、STMicroelectronics  STMicroelectronics NV (STM) is a manufacturer and provider of semiconductors. The company develops, and markets a wide range of products including discrete and standard commodity components, custom devices and semi-custom devices and application-specific standard and integrated circuits.  八、Vishay  Vishay is one of the world’s most trusted manufacturers of electronic components. It manufactures discrete semiconductors and passive electronic components that are essential to innovative designs in the automotive, industrial, computing, consumer, telecommunications, military, aerospace, and medical markets.  九、Littelfuse  Founded in 1927, Littelfuse is an American electronic manufacturing company headquartered in Chicago, Illinois. The company primarily produces circuit protection products but also provides power semiconductors, heavy-duty switches, magnetic, optical, electromechanical, and temperature sensors, as well as products that provide safe control and distribution of electrical power.  十、ON Semiconductor  ON Semiconductor Corp (Onsemi) is a designer, manufacturer, and supplier of semiconductor products and solutions. The company offers products under Power Solutions Group (PSG), the Advanced Solutions Group (ASG) and the Intelligent Sensing Group (ISG).
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Release time:2023-08-28 15:51 reading:2836 Continue reading>>
<span style='color:red'>TV</span> Brands Offer Attractive Retail Prices 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.
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Release time:2018-11-26 00:00 reading:1179 Continue reading>>
LCD <span style='color:red'>TV</span> Panel Makers Are Targeting 15 Percent More Supply than <span style='color:red'>TV</span> OEMs
The preliminary 2019 business plans of TV and panel makers show forecasts trending in different directions. LCD TV panel business plans show an aggressive year-over-year growth of 8 percent, while LCD TV set business plans conservatively are at 3 percent. There is an risk of return to excess supply from the current tight-to-balanced mode, late in the fourth quarter of 2018 or early 2019.According to the latest “TV Display & OEM Intelligence Service” from IHS Markit, the comparison of worldwide TV panel shipments and TV manufacturer set shipments reveals a shipment gap. On a practical basis, three to four weeks of panel safety buffer, a panel supply that is at least 6 percent higher than demand, and adequate lead-time are required for the smooth production of TVs.TV makers and panel manufacturers have similar single-digit shipment growth targets for 2018. These targets indicate that supply and demand could become more sensitive to changes in TV makers’ shipment plans or panel makers’ supply availabilities, as well as the inventory in the pipeline and panel price trends.There will be more Gen 10.5 capacity coming on stream, so that the supply base for large displays, including 65 inches, will continue to improve. Adoption of larger TVs in the consumer market takes time, because growth comes mainly from consumers replacing their TVs. The industry is experiencing a supply-push market, and panel makers will be pressured to push out panels to speed up migration.Panel makers are enjoying more supply chain bargaining power in the third quarter of 2018, and this power is likely to remain until the middle of the fourth quarter. A demand correction is more likely in the fourth quarter, if pipeline inventories are not consumed and inventories become an issue for panel makers in the first quarter of 2019.Though panel prices are rebounding in the third quarter of this year, the long-term LCD TV business outlook may be shaky for Korean and Taiwanese panel makers, considering the intensifying competition from China. As a result, some panel makers are expected to be more aggressive in restructuring or converting existing LCD capacity to more advanced premium-display technology, focusing on larger sizes and OLED/QD OLED TV panel production. These business scenarios are still in the discussion phase and are not expected to be implemented soon, which is likely to affect the supply-demand outlook in 2019.
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Release time:2018-10-23 00:00 reading:1291 Continue reading>>
Stiff Competition in <span style='color:red'>TV</span> ODM Market; Foxconn Outperforms TPV to Top the Shipment Ranking
  WitsView, a division of TrendForce, reports that Foxconn is expected to take the first place in the global shipment ranking of LCD TV ODMs for 2018, for the brand benefitted from the prosperous business of Sharp, a subsidiary of Foxconn, as well as stable orders from Sony and VIZIO. TPV slid to the second place, with TCL and BOEVT following the third and fourth.  “All the four major TV ODMs have their in-house panel supply networks, enabling them to offer more flexible prices to clients and to secure orders amid the tight supply of panels”, says Jeff Yang, the research manager of WitsView. The companies have also made adjustments to their business modes due to the slowdown in the global TV market, allocating increasing capacity to own-branded TVs to boost the shipments.  Major TV ODMs put increasing focus on own-branded products to boost the shipments  After a significant shipment increase in 2017, the Sharp-branded TVs of Foxconn are expected to see only marginal growth this year. This is because the falling panel prices in 1H18 offset Foxconn’s advantages of in-house panel supply, and Xiaomi is emerging as a key competitor with surging demand for its Mi TV at the same time. Together with stable orders from Sony and VIZIO, Foxconn’s global TV shipments for 2018 has a great chance to total 16.5 million units, outperforming TPV, the previous leader in the TV ODM market.  TPV topped the TV ODM ranking by shipments in 2017, but is influenced by the financial issues of some Internet TV brands in China and VIZIO’s transferring orders to other ODMs this year. Although TPV has been expanding the shipments of its own-branded Philips and AOC TVs, the increased sales may not offset the decline in its annual global shipments of TV sets. Therefore, WitsView anticipates TPV to slide to the second in the ranking, with an estimated TV shipment of 15.3 million units.  The market to see limited TV ODM orders; secured panel resources will be the key to success amid the intensified competition  TCL’s TV shipments for 2018 is expected to total 10.4 million units, ranking the third, as it benefited from the surging demand for Mi TV in China and Southeast Asia. In comparison, BOEVT, whose profits are significantly influenced by the drop in panel prices in the first half of this year, would record a shipment of 9.5 million units, taking the fourth place. On the client side, BOEVT has to give up some of its low-priced TV ODM orders, and focuses on developing major clients like Samsung and LGE.  WitsView expects intensified competition in the TV ODM market in the future, as panel makers like HKC and INX have been actively integrating downstream TV ODM services, while Chinese companies like KTC and AMTC continue to feature their cost advantages.  Overall speaking, the integration of own-branded products to the original ODM business models appears to be a double-edged sword for TV ODMs. With own-branded TVs, the companies are able to keep a certain level of availability rates during the fluctuations of orders. However, the business of own-branded TVs may be unfavorable for ODMs when they compete for orders from international brands like Samsung and LGE, who may worry about the capacity allocation of the ODMs and may consider the own-branded TVs as their potential competitors.  WitsView notes that the two business models will co-exist in the market in the future, with their own pros and cons. For TV ODMs, their ultimate strategy will be avoiding the market competition between their own-branded TVs and TVs of their clients, seeking more reliable panel supply, and increasing their cost advantages. Only in this way can they secure the orders and meet the demand from clients.
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Release time:2018-09-20 00:00 reading:1097 Continue reading>>
<span style='color:red'>TV</span> Shipments in 2Q18 Were Lower Than Expected Due to High Inventory Level of Channel Distributors; Surging Panel Prices May Bring Risks in 2H18
Global shipments of LCD TV sets totaled 47.75 million units for the second quarter of 2018, according to WitsView, a division of TrendForce. This shipment figure represents a quarterly decrease of 3.8%, as a result of the high inventory level of channel distributors. For the rest of this year, the surging panel prices will bring more uncertainties in 2H18. Considering the lower-than-expected shipments in 2Q18, WitsView expects the shipments for the whole year to increase by 2.3% YoY to 215.7 million units, lower than the previous forecast of 219 million.“The TV market had remarkable shipments in the first quarter thanks to the stock-up demand for the World Cup”, says Jeff Yang, the research manager of WitsView. “However, the high inventory level of channel distributors has affected the market since the second quarter.” As the result, TV brands have adjusted their shipping schedules and panel purchases. Despite the upcoming peak season in the third quarter, it would be difficult for TV brands to offer promotions if the panel prices surge too high. The demand would also be restrained by the high panel prices.Falling panel prices in 1H18 may help QLED TVs gain more cost advantagesSamsung, the leading TV maker, attempts to capture more of the high-end market segment with its QLED TVs, but the sales turned out to be lower than expected last year in the fierce competition with OLED TVs. Samsung has been actively shipping its excess channel inventory of older products in 1H18. In addition, QLED TVs, which are based on the structure of LCD panel and QD film, managed to gain more cost advantages thanks to the low panel prices. However, as QLED TVs target at the high-end market segment, the annual TV shipments of Samsung would continue to decrease to 41 million units.While Samsung heavily invests in QLED TV business, LG Electronics (LGE) and Sony have adopted less aggressive strategies, taking respective second and fifth place in the 2Q18 shipment ranking. They have achieved better-than-expected profitability and maintained a healthy level of inventory thanks to continued promotion of OLED products. In the second half of this year, LGE will continue to expand the share of OLED TV in its product mixes, which would help increase its annual shipments slightly to 28.6 million units. In terms of SONY, it will strategically abandon some of its low-end and non-profitable products in order to maintain its brand positioning in the high-end market. As the result, SONY would post marginal decreases in annual shipments, which are estimated at 11.6 million units.Chinese TV brands are actively expanding in the global marketChinese brands TCL and Hisense have promoted their brand awareness during the World Cup, through celebrity endorsements and official sponsorships respectively. They took third and fourth place respectively in the second quarter shipment ranking although the stock up demand ended earlier than expectation. According to the forecast of WitsView, their shipments for the whole year of 2018 will be approximately 16.6 million and 13.8 million units.As the Chinese TV market gradually grows saturated, the expansion in overseas markets has become the key to the growth of Chinese TV brands. TCL has been actively expanding in North America and other overseas markets with its cost advantages brought by in-house panel supply from CSOT. Hisense also explored overseas businesses through the purchase of Toshiba Visual Solutions Corporation (TVS) and using the Toshiba brand for a period of 40 years. It is expected that Chinese brands will be increasingly influential in the global TV market.Surging panel prices in 3Q18 may become a potential risk for brands in the peak seasonEntering the third quarter, the prices for 32-inch panels have rebounded, leading to the price surge of panels of other sizes. To avoid panel shortages in the busy season, TV brands and OEMs have started to compete for panel supply and are willing to buy panels at higher prices. For the brands, they will be able to set the TV prices for promotions only when the panel prices are stable. Therefore, the rising costs of panel and supply uncertainties will bring potential risk to brands in the peak season
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Release time:2018-08-06 00:00 reading:1196 Continue reading>>
Adjustment Strategies for Product Mixes and Capacities Effectively Triggered <span style='color:red'>TV</span> Panel Price to Rise in July
According to the latest statistics of WitsView, a division of TrendForce, after TV panel price significantly dropped in 2Q18, panel makers aggressively adjusted product mixes and conducted annual maintenance. Then, because of decreased supply and peak season, 32" panel price is predicted to rise in July. Some large-sized panel price might stay flat or even slightly move up from June.Because Chinese panel makers' capacities continued expanding, in 2018, large-sized panel glass input by area is projected to grow 8.7% YoY. In 2018, there are three newly-added fabs, including BOE's Gen 10.5 fab in Hefei, the Gen 8.6 fab of CEC-CHOT, and CEC-Panda Chengdu's Gen 8.6+ fab. They all reached mass production phases in 1H18, during off seasons. Besides, these new capacities are totally used to make TV products. Thus, TV panel price rapidly fell. Particularly, 65" panel price fall scale was remarkable in March. 32" panel price dropped more than US$10 within two months (April and May).Anita Wang, a senior research manager of WitsView, pointed out, various panel makers took different actions, to tackle the sudden TV panel price fall. For Innolux, AUO and LG Display (LGD), they all modified product mixes of Gen 6 fabs in 1Q18, dropped the glass input of 65" TV panels, and increased small-sized TV panel's input or LCD monitor panel's input. As for BOE and CSOT, they reduced glass input for the 32", and increased input of larger-sized TV products. Regarding CSOT and Samsung Display (SDC), each of them conducted annual maintenance in March and in April, respectively.For 32" panel price, it stopped falling in July. In particular, some panel makers proactively asked for more than US$3 rise in July for four reasons below. First, 32" panel supply decreased. Next, panel makers have cleared its inventory in April and May. Third, short-term rush orders surfaced. Fourth, a peak season is coming, so some panel makers began to slow down the price downtrend.Each panel segment's price trend tightly links to one another's. Thus, after 32" panel price started to increase, 40"~43" panel price might stay flat or even slightly rise. In view of 55" panel price, it is expected to remain constant in August after the peak season's stocking-up demand develops and mid-and-small-sized panel price rebounds.The stocking-up demand surfaced, so in June, some IT panel price stayed unchangedSpeaking of LCD monitor price, small-sized TN panel price didn't change much in June because of the supply shortage for driver IC and passive components, and the strike of AUO's fab in Songjiang, Shanghai.When it comes to LCD monitor IPS panel price, on the one hand, brands' borderless panel demand has been currently well. Particularly, 23.8" demand considerably shifted from general border panel to the borderless. On the other hand, panel makers' current borderless panel capacity has been limited, so their supply intensified. Combination of the two reasons above led to 23.8" borderless panel price stop dropping in June.With regard to the NB panel price, mostly because of the lasting shortage issue of driver IC, the majority of NB brands procured panels ahead of time in June, in order to prepare for the coming peak season. Accordingly, most of NB panel prices have been flat in June. 
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Release time:2018-07-06 00:00 reading:1156 Continue reading>>
Global <span style='color:red'>TV</span> Panel Shipment Grew by 9.1% Monthly in May, BOE Surpassed LGD and Ranked the First
According to the latest report by WitsView, a division of TrendForce, global TV panel shipments reached 23.52 million in May, a 9.1% growth over the previous month. Although branded TV makers have purchased fewer panels since 2Q18 in order to adjust their inventory levels, the panel makers still have high utilization rates. In the situation, they planned special deal projects to increase the shipments, which would probably further lower the panel prices.The panel shipments have shown some improvements in June. “The TV set retail prices in Chinese 618 mid-season sales have been 20% lower than in 315 sales”, says Iris Hu, the research manager of WitsView, “which may stimulate the channel sales and consume inventories.” Going forward to the end of 2Q, TV panel prices have approached the cash costs. TV brands are expected to stock up panels in advance, on considering the limited room for further price decline. “Therefore, we expect the TV panel shipments in June to be roughly the same as May.BOE returned to the top of shipment ranking thanks to special deal projects, Innolux ranked the second with 42.5 % monthly growthBOE has adjusted the product mixes of its Gen 8.5 fab, increasing the share of 55-inch panels, of which the shipment reached a record high of 590,000 pieces. In terms of small size products, BOE has shipped all 600,000 pieces of 32-inch panels in the inventory at special deal prices, and the total shipments of this size reached 2.578 million pieces, a growth of 30.2% over last month. In total, BOE shipped 4.774 million pieces of TV panels in May, a monthly growth of 19%. This is a new high record of BOE’s shipments, bringing the company back to the top of shipment ranking.Innolux recorded relatively low shipments in April due to poor demand, ending up with high inventory level for 39.5-inch and 50-inch panels. Similar to BOE, Innolux also provided special deal projects, consuming nearly 40% of 39.5-inch panels’ inventory. Its shipments for 39.5-inch panels increased significantly by 136% to 1.37 million pieces in May. In total, Innolux shipped 3.817 million pieces of TV panels, a growth of 42.5% month-on-month. With the highest shipment growth among the six major panel makers, Innolux returned to the second place in the ranking.Panel price drop has reduced the customers’ willingness to stock up, LDG’s shipments decreased by 7% monthly in MayLDG has also been influenced by the panel price drop starting from 2Q18, which lowered the customers’ willingness to stock up. As the result, the shipments of LGD have been decreasing for two consecutive months. The mainstream size, 43-65-inch products recorded a shipment decline of 9.4%. On the whole, LDG shipped 3.643 million pieces of TV panels in May, a decrease of 7% compared with previous month. The decline appeared to be the steepest among the six major panel makers.CSOT, one of the major suppliers of 32-inch panels, has adjusted the product mixes to reduce the risks of stocking up 32-inch products. The shipments of 43-inch and 49-inch products grew by 38.8% and 21.1% compared with last month. Yet in total, the monthly shipments of CSOT for all sizes still declined by 3.1% to 3.241 million pieces.Samsung Display (SDC) started its annual maintenance of Korean fab in April amid the weak demand in Q2, resulting in low production volume and shipments in April and May. In June, SDC shipped 400,000 pieces of 65-inch panels thanks to its production scale and cost advantages. For all size, SDC shipped 3.15 million pieces in May, a 2.8% increase over the last month.AUO's TV panel shipments recorded 2.005 million pieces in May, a monthly decline of 1.1%. This was mainly attributed to the customers’ lower willingness to stock up because of the overall poor demand and the continued drop in panel prices. The shipments of 50-inch and 55-inch panels declined by 6.3% and 7.8% respectively.
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Release time:2018-06-29 00:00 reading:1195 Continue reading>>
Major <span style='color:red'>TV</span> Brands to Increase Panel Purchases by up to 15% QoQ in 3Q18, Says TrendForce
The stock up for the World Cup has come to an end in 1Q18, earlier than expected. The market grows weak in 2Q18 with no particular demand for TV panels. WitsView, a division of TrendForce, estimates that the major branded TV makers will reduce their panel purchases by 4% quarterly in 2Q18.“The TV industry will enter the traditional peak season in the third quarter, so TV makers will be more active in panel purchase in order to achieve the annual shipment goals”, says Jeff Yang, the assistant research manager of WitsView. Therefore, WitsView estimates that the major TV brands’ panel purchases will increase by 10~15% quarter-on-quarter.Gap between demand and supply continues to expand in 2Q18TV brands have already prepared for demand brought by the World Cup in advance. Considering the time for preparing raw materials, shipping and distribution, the brands have stocked up panels before 1Q18. However, the panel purchases decrease by 4% QoQ in 2Q18, with the World Cup coming to an end and lower-than-expected sales of TVs during Chinese New Year and May 1st holiday. In addition, the uncertainties about U.S.’s tariffs on Chinese products also influenced the brands’ purchase plans.Moreover, Chinese panel makers, including Gen 10.5 of BOE and Gen 8.6 of CEC-CHOT, have begun to ship panels to the market, making the supply and demand situation even more imbalanced. As the panel prices continue to drop, TV brands may adopt more conservative purchase strategies in 2Q18. Through the conservative purchase plans, TV makers would not only avoid stock depreciation, but also be more prepared for the peak season in the second half.Branded TV makers will be more aggressive in sales with higher panel purchase plan in 3Q18Looking forward to the peak season in 3Q18, TV brands will be more aggressive in sales in order to achieve their annual shipment goals, says WitsView. According to the recently proposed tariffs on Chinese products exported to the U.S., TV sets are not in the tariff list. Therefore, for the short term, TV brands are faced with lower risks for stock up, they can also further plan for the promotion in Europe and the U.S.Particularly, WitsView notices that the prices of large-size 4K TVs have been decreased in the 618 mid-season sales of China. In the promotion, there were limited offers of 55-inch and 65-inch TVs at the price of RMB 1,999 and RMB 2,999 respectively. This trend shows that TV brands aim to boost the demand for large-size TVs with the help of lower panel prices. As for the supply, TV panel prices have been decreasing for over a year due to the oversupply in market, even approaching the cash costs of panel makers. For the short term, there has been no sign that panel makers would cut the production, but they have been optimizing the production mixes to reduce the share of 32-inch or smaller panels and increase the share of 43-inch or larger ones. This strategy will help panel makers stay in line with the TV set makers’ product plans, and consume more capacity at the same time.Looking forward, WitsView stays optimistic about the 3Q18 TV market, since the U.S.-China trade war will not impact the TV set market for the short term. Together with the lower and lower prices of large-size TVs, WitsView estimates that the major TV brands’ panel purchases will increase by 10~15% quarterly.
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Release time:2018-06-26 00:00 reading:1190 Continue reading>>

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