The prices of mainstream-size panels for TV, desktop monitors, and notebooks all continue to rise

Looking forward to 2021, the global smartphone industry is expected to recover with the increasingly stable lifestyle. Through periodic replacement demand and support from emerging markets, it is estimated that the total annual production will grow to 1.36 billion. Department, an increase of 9% year-on-year. Based on the current situation, TrendForce estimates that the top seven global seats in 2021 will be Samsung, Apple, Xiaomi, OPPO, vivo, Transsio, and Huawei. The above six will cover nearly 80% of the global market, but public health events and the international situation Uncertainty, coupled with the shortage of foundry capacity, the future direction of the industry is still variable.

SIA: In November 2020, China's semiconductor sales increased by 6.5% year-on-year and 0.1% month-on-month

The American Semiconductor Industry Association (SIA) announced on January 4 that in November 2020, global semiconductor sales reached 39.4 billion US dollars, an increase of 7.0% from the 36.9 billion US dollars in November 2019 and an increase of 1.1 from the 39 billion US dollars in October 2020. %.

From a regional perspective, this figure is the Americas (12.5%), China (6.5%), Asia Pacific/other countries (6.5%) and Japan (5.1%), but in Europe it has dropped by 0.7%. On a monthly basis, Japan increased by 5.2%, Europe increased by 3.6%, the Americas increased by 2.1%, and China increased by 0.1%. Sales increased, but in the Asia-Pacific region/other regions fell by 0.5%.

TrendForce Consulting: LCD TV mainstream size panels are expected to rise up to US$4 per piece in January.

The LCD panel price bulletin for January 2021 released by the TrendForce Consulting Optoelectronics Research Center on the evening of January 5 shows that the mainstream size panels used in the three major terminals of TV, desktop monitors and notebooks have maintained their rise.

Specifically, in terms of TV, it is estimated that the average price of the four sizes of 32-inch, 43-inch, 55-inch, and 65-inch in January will increase by US$2, US$3, US$4 and US$3 respectively from the previous month.

In terms of desktop monitors, the average price of the three sizes of 21.5-inch, 23.8-inch and 27-inch is expected to increase by US$1, US$1 and US$0.5 each month-on-month respectively.