TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PVhttp://www.trendforce.comenChina’s Ministry of Commerce Held Meeting with Micron, Which May Restrain the Price Increase of DRAM, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3108.htmlIt 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.SemiconductorsFri, 25 May 2018 15:50:00 +08003108 at http://www.trendforce.comBid Winners of China’s Top Runner Program (3rd phase) Have Been Announced, Mono-Si Products Account for More than 60%, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3107.htmlThe 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.Green EnergyThu, 24 May 2018 15:22:00 +08003107 at http://www.trendforce.comTrendForce Reports Top 10 Semiconductor Foundries Worldwide for 1H18, TSMC Ranks First with an Estimated Market Share of 56.1%http://press.trendforce.comhttps://press.trendforce.com/node/view/3106.htmlAccording 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.SemiconductorsThu, 24 May 2018 14:16:00 +08003106 at http://www.trendforce.comGlobal 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 TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3105.htmlGlobal 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.Consumer ElectronicsWed, 23 May 2018 14:09:00 +08003105 at http://www.trendforce.comThe Upcoming Connected Era Will Drive the Demand for Memory Products, Yet Suppliers Need to Make Breakthroughs in Costs and Overcome Technical Barriers, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3104.htmlThe 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.SemiconductorsTue, 22 May 2018 14:15:00 +08003104 at http://www.trendforce.comGlobal Mobile DRAM Revenue Reached a New Record High in 1Q18 on the Back of Rising Prices, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3103.htmlDRAMeXchange, 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.SemiconductorsMon, 21 May 2018 14:10:00 +08003103 at http://www.trendforce.comAMD Witnessed the Highest Revenue Growth in 1Q18, Reports TrendForce’s Latest Revenue Ranking of Top 10 IC Design Houses Worldwidehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3102.htmlTrendForce 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%.SemiconductorsThu, 17 May 2018 15:33:00 +08003102 at http://www.trendforce.comThe Average Contract Prices of Enterprise SSD May Fall by 10% in 2Q18 due to Suppliers' Aggressive Price Strategy and Pressure to Consume Production Capacity, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3101.htmlAccording to the report of DRAMeXchange, a division of TrendForce, the Enterprise SSD market has been expanding in recent years driven by the development of data center, AI, big data, 5G, and edge computing. The shipments of Enterprise SSD are expected to reach 30 million units this year, up from less than 20 million units in 2016. The year-on-year bit shipment growth of Enterprise SSD has been over 50% since 2016, showing the strongest growth momentum among all NAND Flash applications. The rapid growth is expected to continue in the next three years.DRAMThu, 17 May 2018 14:06:00 +08003101 at http://www.trendforce.comThree Major Server DRAM Suppliers Score 10.3% Revenue Growth in 1Q18 due to Tight Supplies, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3100.htmlDespite the recent adjustments of product mix by suppliers, the supply of server DRAM remained tight in 1Q18, thus resulting in high average selling prices. Consequently, the total revenue of the three major server DRAM suppliers rose by 10.3% sequentially in 1Q18 to US$6.975 billion, according to DRAMeXchange, a research division of TrendForce.DRAMWed, 16 May 2018 14:07:00 +08003100 at http://www.trendforce.comDRAM Revenue in 1Q18 Rose by 5.4% QoQ to Another Record High as the Upswing of ASPs Continued, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3099.htmlDRAMeXchange, a division of TrendForce, reports that the global DRAM revenue for 1Q18 rose by 5.4% QoQ to a new record high. Prices of graphics DRAM products rose significantly by 15% QoQ in 1Q18, given the relatively low base and the surge of demand from the cryptocurrency mining market. Prices of DRAM products for other application markets also increased by 3-6% QoQ.SemiconductorsMon, 14 May 2018 14:03:00 +08003099 at http://www.trendforce.com