TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PVhttp://www.trendforce.comenTrendForce: 4Q17 Mobile DRAM Sales Growth May Outperform Q3’s 4.3% as Prices Surgehttp://press.trendforce.com/node/view/3027.htmlThanks to the gradual recovery of smartphone market and the advent of busy season, mobile DRAM demands picked up on Q3, boosting prices. Average price hike for mobile DRAM was less than 5% in Q3, mainly for narrowing regional price differences and slightly raising quotes for high-density models, as a result of the sequential revenue growth of 4.3%. SK Hynix racked up remarkable 30% growth, the highest among the top three suppliers, according to DRAMeXchange, a research division of TrendForce.SemiconductorsThu, 23 Nov 2017 14:25:00 +08003027 at http://www.trendforce.comTrendForce Says the Chinese Government Continues “Big Fund” to Support Key Semiconductor Sectors in China Including Memory and IC Designhttp://press.trendforce.com/node/view/3025.htmlChina’s semiconductor industry has been thriving since 2015 driven by the Chinese government’s supportive policy and industry fund, with the revenue expected to exceed RMB 620 billion in 2018. According to TrendForce’s latest report Breakdown Analysis of China’s Semiconductor Industry, the Chinese government will continue supporting heavily in this industry at levels of central government and local authorities. In addition to assisting weak yet significant nodes in the industry chain, the National IC Investment Fund (called the "Big Fund") will mainly focus on three key sectors in the coming years, including memory, SiC/GaN compound semiconductor, and IC design with its application in IoT, 5G, AI, smart vehicles, etc.DRAMTue, 21 Nov 2017 14:10:00 +08003025 at http://www.trendforce.comTrendForce Reports Global NAND Flash Revenue from Branded Manufacturers Increased by 14.3% Sequentially in 3Q17 due to Growing Demand for Smartphone and Serverhttp://press.trendforce.com/node/view/3024.htmlDRAMeXchange, a division of TrendForce, reports a growing demand for NAND Flash under the influence of traditional peak season and increasing demand for smartphones and SSD from servers and data centers. The gap between supply and demand is larger compared with the previous quarter. However, the contract price of all product lines increased no more than 0-6% in this third quarter after a long period of continuous price increase, and the current price is approaching the highest level that OEM factories can afford.SemiconductorsMon, 20 Nov 2017 13:46:00 +08003024 at http://www.trendforce.comTrendForce Reports Server DRAM Revenue from Major Suppliers Rose by 25.2% Sequentially in Third Quarter as Data Centers Generates Steady Demandhttp://press.trendforce.com/node/view/3022.htmlRevenue of the top three DRAM server suppliers (Samsung, SK Hynix and Micron) rose 25.2% for the third quarter compared with the previous three-month period, reports DRAMeXchange, a division of TrendForce. Strained DRAM supply was even more evident during the third quarter as limited production capacity and limited technological progress for the memory industry encountered robust demand from data centers in North America. With the ASP rising, server DRAM suppliers saw substantial increase in their revenues.SemiconductorsThu, 16 Nov 2017 14:08:00 +08003022 at http://www.trendforce.comTrendForce Reports 3Q17 DRAM Revenue Hit a New High With a 16.2% Sequential Increase; DRAM Prices to Rise by 10% on Average in 4Q17http://press.trendforce.com/node/view/3019.htmlRevenue of the entire global DRAM industry climbed to a new historic high for the third quarter of 2017, reports DRAMeXchange, a division of TrendForce. Contract prices of various DRAM products jumped by about 5% on average in the third quarter from the second quarter on the back of the year-end busy season and limited bit supply growth. As the market still experienced tight supply, total DRAM revenue for the third quarter rose by 16.2% from the second quarter.SemiconductorsMon, 13 Nov 2017 18:19:00 +08003019 at http://www.trendforce.comTrendForce Expects Taiwanese IC Design Houses to Be Under Greater Competitive Pressure If Broadcom’s Bid for Qualcomm Is Successfulhttp://press.trendforce.com/node/view/3015.htmlFabless semiconductor giant Broadcom Limited (shortened here as Broadcom) announced on November 6 that the company is offering US$130 billion to acquire its rival Qualcomm. Qualcomm’s official response is that the company board is currently reviewing the proposal. This deal, if approved by Qualcomm’s board, represents another milestone for M&As in the global semiconductor sector as its value sets a new record high for the industry. Once completed, TrendForce expects the deal will expand Broadcom’s presence in the automotive electronics market. Furthermore, the joining of Broadcom and Qualcomm will impact the global foundry market and threaten the competitiveness of China's and Taiwan's IC industries in the future.Automotive ElectronicsTue, 07 Nov 2017 17:48:00 +08003015 at http://www.trendforce.comTrendForce Announces Top 10 Trends in Information and Communication Technology Sector for 2018http://press.trendforce.com/node/view/3008.htmlAs 2017 comes to an end, global market intelligence provider TrendForce has unveiled a list of top 10 trends in the information and communication technology sector for 2018. These trends will be influencing the development of key industries in the upcoming year.TrendForceDRAMThu, 02 Nov 2017 09:10:00 +08003008 at http://www.trendforce.comTrendForce Says Samsung Could Increase Competition in DRAM Market Next Year by Expanding Its Production Capacity; Supply May Not Remain Tight for Longhttp://press.trendforce.com/node/view/3006.htmlDuring the recent two years, limited increase in production capacity and challenges related to technology migration have slowed down the growth of DRAM supply, according to DRAMeXchange, a division of TrendForce. Contract prices of DRAM products began to climb in the second half of 2016, particularly driven by the strong demand in the year-end busy season. The DRAM market since then has continued to see surging prices. However, there are reports that Samsung is considering expanding its production capacity to increase competition and raise the barrier for market entry. Thus, there is a possibility that the tight supply for DRAM may end sooner than originally anticipated.MicronSK HynixSamsungDRAMDRAMMon, 30 Oct 2017 18:11:00 +08003006 at http://www.trendforce.comKey Excerpts From TrendForce’s IT Industry Forecast for 2018 at Shanghaihttp://press.trendforce.com/node/view/3003.htmlThemed as “development trends and opportunities of components industry” and “outlook on industrial innovation and application trends,” the IT Industry Forecast for 2018 was held by TrendForce, a global provider of market intelligence on technology industries, at the Jumeirah Himalayas Hotel Shanghai on October 26, 2017. The event was attended by 500 professionals ranging from talents of such high-tech industries as semiconductor, artificial intelligence (AI) and network communications to representatives of financial institutions and mainstream media. The symposium was kicked off by an opening speech delivered by Dr. C. L. Liu, president of TrendForce. Also, Dr. Yan Xiaolang, vice chairman of China Semiconductor Industry Association (CSIA) and head of professionals group on the construction of demonstration microelectronics college in China, participated in the conference and shared his insights on the global technology industries.LCDOLEDartificial intelligenceLEDdisplayconsumer electronicssmartphoneslithium batteriesIoTCloud computingstorage5GDRAMTrendForcelithium batteriesElectric vehicleautonomous vehiclepanelsemiconductorNAND FlashDRAMThu, 26 Oct 2017 12:09:00 +08003003 at http://www.trendforce.comASE, Amkor and JCET Expected to Top TrendForce’s Revenue Ranking of OSAT Providers for 2017http://press.trendforce.com/node/view/2995.htmlThe annual revenue from the global IC testing and packaging industry for 2017 is estimated to grow by 2.2% to reach US$51.73 billion, according to the latest research from TrendForce. Furthermore, providers of outsourced semiconductor assembly and test (OSAT) are projected to represent a share of 52.5% in the year’s total revenue.ASEsemiconductorDRAMWed, 18 Oct 2017 14:00:00 +08002995 at http://www.trendforce.com