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Press Release


  • 2Q19 DRAM Revenue Falls by 9.1% QoQ, with 3Q19 Quotes Still Set to Fall, Says TrendForce
    08-08-2019 TrendForce
    According to investigations by DRAMeXchange, a division of TrendForce, quote trends for various products, including commodity DRAM, server DRAM and consumer DRAM, fell by nearly 30%, with the exception of discrete mobile DRAM/ eMCP products, whose declines fell within the 10-20% range. Server DRAM prices suffered the steepest fall, registering a near-35% decline. Observing the market, we see that although 2Q sales bit grew over the previous quarter, quotes kept on falling, causing total DRAM revenue to fall by 9.1% QoQ in 2Q. [ more ]
  • Early Stocking Amid the US-China Trade Dispute Pays Off, with Global Notebook Shipments in 2Q Growing by 12% QoQ, Says TrendForce
    08-07-2019 TrendForce
    According to the latest notebook shipments report by TrendForce, concerns over the US-China trade dispute and the Intel CPU shortage originally casted a conservative cloud over the overall outlook for market in 2Q19. Yet three factors played a role in pushing 2Q shipments to 41.5 million units to give an expectation-exceeding QoQ growth of 12.1%: (1) AMD CPUs are being substituted for Intel CPUs; (2) Chromebooks find increased demand in the form of tenders; and (3) worries arising from the trade dispute moved brands to stock up anticipatorily. [ more ]
  • NAND Flash Contract Price Decline Shrinks in 3Q, with Wafer Prices to Grow Against the Trend, Says TrendForce
    08-05-2019 Ben Yeh
    DRAMeXchange, a division of TrendForce, has just released contract prices for various products in July, in which we see contract prices still tr​​​​ending down overall, but those for mainstream products shrinking due to the Toshiba outage directly impacting production. Furthermore, Japan's modifications to South Korean-bound export regulations were also anticipated by the market to impact South Korea's NAND Flash supply. TrendForce suggests that Japan's move was merely the removal of South Korea from its white list, in which countries to receive favorable treatment were listed and with South Korea as the only Asian country listed in the past. South Korea will merely turn from a country receiving special treatment into a normal one, and South Korean semiconductor suppliers will have to go through the same proceedings as other Asian countries do. And since the Japanese government has already assigned additional personnel to speed up reviewing, this move probably won't be causing much of an impact. [ more ]
  • HEVs Already an International Trend, With China's Electric Cars Moving Towards Diversification, Says TrendForce
    08-01-2019 Duff Lu.
    Thanks to China's new point-based quota system for new energy vehicles and the enlarging scale of European, American and Japanese markets, opportunities in the HEV market have attracted much interest. EnergyTrend, a division of TrendForce, predicts that global HEV market share will reach 5% in 2019, whereas that for pure electric vehicles will stand at only 2%. [ more ]
  • Spot and Contract Prices Split Ways, with Contract Prices Plunging by Over 10% in July, Says TrendForce
    08-01-2019 TrendForce
    DRAMeXchange, a division of TrendForce, finds that although spot prices have increased by 24% on average since the start of July, the scale of the spot market is too small to relieve suppliers of their high inventory levels by any noticeable amount. Furthermore, end demand for memory products saw no improvement entering peak-season, putting contract prices on the slide yet again. Contract prices for market mainstream DDR4 8GB products have come to US$25.5, a 10.5% decline MoM from US$28.5. [ more ]
  • Limited Market Recovery Back to Peak-Season Condition and Yet-to-be-cleared Inventories Cause Mobile DRAM Prices to Continue Declining by Over 10% in 3Q19, Says TrendForce
    07-30-2019 TrendForce
    Investigations by DRAMeXchange, a division of TrendForce, show peak season demand growth and, in turn, production volume growth for the smartphone market in 3Q weakening in comparison to previous peak-seasons, for which production volume growths of 10% QoQ and above were the norm. The decline for total smartphone production this year is forecast to remain near 5%. Pull-ins have slowed in 1H, and we see suppliers yet to fully clear their large levels of inventories. Despite the Japan-South Korea incident over material exports, which resulted in rumors of price trend reversals circulating in the market, pressure to clear inventories still remained high. Adding the fact that though some DRAM suppliers have announced plans to reduce production capacity, the actual extent of those reductions were generally low,consisting mostly of capacity reductions for older processes or capacity reductions as a result of process switching. Until mainstream products become unprofitable, DRAM suppliers are unlikely to make large reductions to capacity. And though prices in spot markets have seen slight fluctuations, contract prices remain on a downwards trend overall. [ more ]
  • The Cell Phone 3D Sensing Market Enters Growth Stage, with VCSEL Revenue Possibly Reaching US$1.139 Billion, Says TrendForce
    07-22-2019 Joanne Wu
    According to the latest Infrared Sensing Application Market Trend Report by LEDinside, a division of TrendForce, seeing that smartphone shipments are predicted to decline for whole 2019 year, cell phone brands will be engaging in a 'specs -contest' with their flagship devices for the second half-year, and 3D sensing modules will become an important component in that race. Market revenue for VCSELs used by cell phones utilizing 3D sensing is projected to reach US$1.139 billion as a result of this trend. [ more ]
  • Suppliers ' Profits Cut Back, with Lighting LED Package Prices Slowing in Decline, Says TrendForce
    07-18-2019 Terri Wang
    According to the latest 2019 Chinese LED Chip and Package Industry Market by LEDinside, a division of TrendForce, growth in the global LED lighting market has slowed down noticeably due to the global economic recession and the US- China trade dispute. Revenues for lighting LED packages were affected as a result. In 2018, China's LED packaging market scale for general lighting applications stood at US$5.2 billion, with a visible slowdown glanced from a CAGR of only 3% throughout the forecast period, 2018-2023. [ more ]