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Press Release

  • Global NAND Flash Revenue Dropped by 3% QoQ in 1Q18 Due to Seasonal Influence, Says TrendForce
    05-28-2018 TrendForce
    The latest analysis by DRAMeXchange, a division of TrendForce, finds that the seasonal headwinds in 1Q18 has resulted in downward corrections of prices. On the whole, the revenue of branded NAND Flash suppliers dropped by 3% QoQ in 1Q18. Contract prices of eMMC/UFS and SSD products will keep falling in 2Q18 since the market is in slight oversupply. However, NAND Flash suppliers have also slashed prices significantly on products belonging to the standard and high-density categories (e.g. 256GB SSDs, 128/256GB UFS) to help stimulate bit demand growth. DRAMeXchange therefore expects stable revenue performances from NAND Flash suppliers for 2Q18. [ more ]
  • China’s Ministry of Commerce Held Meeting with Micron, Which May Restrain the Price Increase of DRAM, Says TrendForce
    05-25-2018 TrendForce
    It is said that China’s Anti-Monopoly Bureau of Ministry of Commerce held a meeting with representatives from Micron Technology on 24 May 2018, to express concerns about the continuing price increase for PC DRAM products over the past quarters. The rising prices have made Chinese PC-OEMs struggling under component cost pressure. In addition, Micron had previously interfered with the supplying of upstream equipment to JHICC in contravention to the spirit of fair competition, says DRAMeXchange, a division of TrendForce. Samsung, SK Hynix and Micron have gained a total market share of 96% in 1Q18, reflecting the current oligopoly in DRAM market compared with the markets of other semiconductor components. Therefore, DRAMeXchange anticipates that such anti-trust investigations may happen again, which may restrain the price increase. [ more ]
  • Bid Winners of China’s Top Runner Program (3rd phase) Have Been Announced, Mono-Si Products Account for More than 60%, Says TrendForce
    05-24-2018 Lions Shih
    The bidding for China’s 2017 Application Top Runner Program (3rd phase) has come to an end. According to the analysis of EnergyTrend, a division of TrendForce, mono-Si products take considerable share in all the projects, while the share of bifacial products also exceeds 50%. The bid winning projects are expected to lead the technological development of solar PV industry and to drive the market demand. [ more ]
  • TrendForce Reports Top 10 Semiconductor Foundries Worldwide for 1H18, TSMC Ranks First with an Estimated Market Share of 56.1%
    05-24-2018 Topology
    According to TrendForce’s latest report, the premium smartphone market experienced weak demand in 1H18, as the vendors blurred the lines between their mid-range and premium models, and the new devices released did not trigger a high level of replacement demand as anticipated. The weak demand for smartphone indirectly reduced the demand for high-performance processors from smartphone vendors, and lowered the growth momentum for foundries to develop advanced process technology. Therefore, TrendForce forecasts lower revenue growth for global foundries in 1H18 than in 1H17, with the total revenue reaching about US$29.06 billion, a year-on-year growth of 7.7%. As for the ranking of foundries by revenue, TSMC, GLOBALFOUNDRIES, and UMC are expected to take first, second, and third place respectively. [ more ]
  • Global Notebook Shipments for 1Q18 Declined by 1.4% Year-on-Year; Market Headwinds May Continue to Influence the Shipments for the Rest of Year, Says TrendForce
    05-23-2018 Kou-Han Tseng
    Global market research firm TrendForce reports that the global notebook shipments for 1Q18 registered 37.27 million units, a quarterly decline of 15.7% and a year-on-year decline of 1.4%, influenced by the traditional off-season. [ more ]
  • The Upcoming Connected Era Will Drive the Demand for Memory Products, Yet Suppliers Need to Make Breakthroughs in Costs and Overcome Technical Barriers, Says TrendForce
    05-22-2018 Avril Wu
    The upcoming fully connected era has witnessed influx of data, driving the construction of data centers. The amount of data will keep growing at multiples in the next 5 to 10 years. Key techniques like edge computing and 5G, which emphasizes high transmission efficiency, low latency and wide area connection, will lead the next wave of smart technology. Against this background, various types of chips and sensors will see explosive growth, says DRAMeXchange, a division of TrendForce. The demand for DRAM and NAND products will also increase. [ more ]
  • Global Mobile DRAM Revenue Reached a New Record High in 1Q18 on the Back of Rising Prices, Says TrendForce
    05-21-2018 TrendForce
    DRAMeXchange, a division of TrendForce, reports that the smartphone market entered its traditional off-peak season earlier in the middle 4Q17 as the new devices released during 2H17 did not trigger a high level of replacement demand as anticipated. Smartphone brands had then spent three months adjusting their inventories before they again started to stock up on components toward the end of February 2018, when the end demand also began to bounce back. Much of the stock-up demand has been related to high-density memory components for new flagship smartphones that are to be released in 1H18. Revenue-wise, mobile DRAM suppliers in 1Q18 benefitted from new product releases, demand recovery in the smartphone market (since the middle of the quarter), and the increase in quotes. As a result, the global mobile DRAM revenue rose by 5.3% QoQ against seasonal headwinds to a new record high of US$8.435 billion. [ more ]
  • AMD Witnessed the Highest Revenue Growth in 1Q18, Reports TrendForce’s Latest Revenue Ranking of Top 10 IC Design Houses Worldwide
    05-17-2018 CY Yao
    TrendForce has reported the revenue ranking of the global top 10 fabless IC design houses for 1Q18. MediaTek and Novatek showed declines compared with the same period of last year, while other companies staged revenue growth. Among them, AMD witnessed a remarkable year-on-year growth of 67.4%, while NVIDIA staged a growth of 50.6%. [ more ]