http://www.trendforce.comenhttps://press.trendforce.com/node/view/3340.htmlAccording to the DRAMeXchange research division of TrendForce, despite the apparent slowdown of the COVID-19 outbreak in China, the virus is now rapidly multiplying across the Middle East, Europe, and the United States. Earlier, the World Health Organization declared the COVID-19 outbreak a pandemic, which poses dire, system-wide risks for the global economy. Similarly, the memory market may take a turn for the worse and go into a slump earlier than expected.DRAMFri, 13 Mar 2020 05:42:00 +00003340 at http://www.trendforce.comhttps://press.trendforce.com/node/view/3339.htmlCiting the U.S. government’s JEDI contract as well as the increased need for telework due to the COVID-19 outbreak, the DRAMeXchange research division of TrendForce has now raised its previous forecast of 2Q20 server DRAM price trend from a 15% increase QoQ up to a 20% increase QoQ. The same uptrend is reflected in 2Q20 enterprise SSD prices as well, with the previous forecast of a 5-10% increase QoQ now corrected up to a 10-15% increase QoQ. In addition, memory suppliers are now facing low inventory levels, subsequently prompting them to maintain the 2Q20 price upsurge.SemiconductorsTue, 10 Mar 2020 06:44:00 +00003339 at http://www.trendforce.comhttps://press.trendforce.com/node/view/3338.htmlThe smartphone supply chain is continuing to feel the effects of the COVID-19 outbreak. Owing to hindrances such as uneven factory work resumption statuses, a generally low rate of returning labor, and breaks in logistics and transportation, the supply chain has not been recovering as previously expected. The outbreak’s impact is projected to last 1-3 months, and the supply chain will not recover to normal levels until the second half of March at the earliest. Therefore, TrendForce is further reducing its previous projection of 1Q20 smartphone production from the pre-outbreak forecast of 307 million units to 270 million units, a 13.3% decrease YoY.Consumer ElectronicsThu, 05 Mar 2020 07:06:00 +00003338 at http://www.trendforce.comhttps://press.trendforce.com/node/view/3337.htmlUnder the impact of the COVID-19 outbreak, the notebook supply chain is facing many challenges in work resumption delays, labor shortages, material shortages, and logistic/transportation restrictions. TrendForce is hereby lowering its February notebook shipment forecast from 10.8 million units previously to 5.7 million units, a 47.6% decrease YoY.Consumer ElectronicsThu, 27 Feb 2020 06:32:00 +00003337 at http://www.trendforce.comhttps://press.trendforce.com/node/view/3336.htmlAccording to the DRAMeXchange research division of TrendForce, 4Q19 NAND flash bit shipment increased by nearly 10% QoQ thanks to demand growth from data center clients. On the supply side, contract prices made a successful rebound due to shortages caused by the power outage at Kioxia’s Yokkaichi production base in June. In sum, 4Q19 NAND flash revenue reached $12.5 billion, an 8.5% increase QoQ.DRAMFri, 21 Feb 2020 08:51:00 +00003336 at http://www.trendforce.comhttps://press.trendforce.com/node/view/3335.htmlAccording to the DRAMeXchange research division of TrendForce, the DRAM inventory finally returned to a relatively normal level for most OEMs in 4Q19 after nearly three consecutive quarters of adjustments. As the growth in the industry’s overall DRAM supply will be fairly limited in 2020, buyers have been raising procurement ahead of time. Therefore, despite the relatively strong base period in 3Q19, DRAM suppliers increased their sales bits in 4Q19. This increase was able to largely offset the declines in their quotes. All in all, 4Q19 global DRAM revenue registered a minor decrease of 1.5% QoQ, showing a relatively flat trend compared to the previous quarter.DRAMTue, 18 Feb 2020 07:01:00 +00003335 at http://www.trendforce.comhttps://press.trendforce.com/node/view/3334.htmlThe following analysis shows TrendForce’s investigations of key component and other downstream technology industries, under the impact of the COVID-19 outbreak, with the latest data as of February 14, 2020.DRAMMon, 17 Feb 2020 07:25:00 +00003334 at http://www.trendforce.comhttps://press.trendforce.com/node/view/3333.htmlAccording to the EnergyTrend research division of TrendForce, the integration between centralized generation and distributed smart grid is an inevitable trend in smart city initiatives. Global BESS installation capacity is expected to reach 3.2GWh in 2020, with a 22% CAGR from 2019 to 2024.Green EnergyThu, 13 Feb 2020 10:27:00 +00003333 at http://www.trendforce.comhttps://press.trendforce.com/node/view/3332.htmlThe latest analysis from the EnergyTrend research division of TrendForce finds that Taiwan’s newly installed capacity reached historical highs in 2019, with over 36% growth YoY compared to each quarter in 2018. This growth momentum is expected to continue in the next few years as large-scale ground-mounted PV projects are underway.Green EnergyWed, 12 Feb 2020 05:53:00 +00003332 at http://www.trendforce.comhttps://press.trendforce.com/node/view/3331.htmlThe server industry analysis by the DRAMeXchange research division of TrendForce thus far finds that frontline personnel of Chinese server manufacturers will return to work starting from 2/10, while other personnel resumed work on 2/3. Certain Chinese manufacturers resumed operations on 2/3 with government approval. On the whole, the server supply chain recovery has been progressing better than expected. Server manufacturers have traditionally increased capacity and stocked key components up to one month before the Chinese New Year to facilitate smooth shipment after the holidays. As such, major ODMs believe that the coronavirus outbreak will have minimal impact on server shipment in the short term despite the delay in work resumption. If work resumption on 2/10 cannot properly proceed, ODMs will increase their future production correspondingly.StorageMon, 10 Feb 2020 06:34:00 +00003331 at http://www.trendforce.com