LED manufacturers are having a tough time keeping up with demand, says market research iSuppli, who warns that the market might be on the verge of a shortage.
"It is clear that demand is outstripping supply," said Jagdish Rebello, senior director and principal analyst for wireless research at iSuppli. "With LED market growth forecasted to rise by double-digit percentages for at least the next three years, including 2010, a drastic undersupply situation could occur this year unless additional capacity is brought online to meet the increased demand."
The shortage mostly applies to LED LCD TVs, which employ anywhere from 300 to 500 LEDs per panel. Notebooks use about 50 LEDS, while monitors require about 100 LEDs.
"On the demand side, the shortage is being spurred by strong consumer desire, given the growing popularity of LED-backlit LCD TVs due to their super-slim form factors and improvements in pictures quality," said Sweta Dash, senior director for LCD research at iSuppli.
Still, LED manufacturers have a little bit of wiggle room, but not much. Total consumption of LEDs climbed to 63 billion units in 2009, up from 57 billion in 2008, while the industry's total capacity sits at about 75 billion.
We're still not ready to declare e-book readers the second coming of netbooks (in terms of popularity), but there's no doubt the fad is taking off. And in 2010, demand for larger screen e-book readers measuring 9.7 inches is expected to soar up to 320 percent on year, says Digitimes Research.
Impressive? Sure. Concerning? Only if you're Prmie View International (PVI), who despite acquiring E Ink, the company behind the e-paper displays on the Kindle and Sony e-book lineup, earlier this year may face a capacity shortage and not be able to keep up with demand.
PVI chairman Scott Liu noted high demand for 9.7-inch e-book readers, and as such, his company will focus on shipments of larger-size 7-, 8-, and 9.7-inch e-book panels in 2010.
As for the readers themselves, Amazon's Kindle measures 6 inches, while the Kindle DX utilizes a 9.7-inch display. BenQ is expected to launch a 6-inch model in January 2010, followed by a 9-inch model in the second half of 2010.
Timing the purchase of RAM can be as maddening as trying to predict the stock market. It's entirely possible to plunk down a wad of cash on a memory kit, only to watch as prices plummet a week later. That said, if you're in need of a memory upgrade, now might be a good time to buy.
Or at least that's the message we take away from market research firm DRAMeXchange, who warns that a DRAM shortage looms. The firm notes a lack of capital investment as the reason why, adding that there's already a shortage of some memory densities because of a recovery in the PC market. DRAMeXchange says some OEMs paid as much as $55 for 2GB DDR2 modules in the sport market.
The firm says that year-on-year PC shipment growth could climb to 13 percent in 2010, putting pressure on memory makers to keep up with demand.
This means that the Asus Eee PC 2G, 4G, 900, 900A, 904HD and 1000HD models are going to feature Celeron M processors. However, it needs to be mentioned that some of the above models already employ Celeron processors. By using the cheaper Celeron M processors Asus also intends to keep costs low. According to PC World, Intel expects to catch up with demand by Q3 2008.