TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PVhttp://www.trendforce.comenFall in Prices Offset Bit Shipment Growth, with 2Q19 Revenues of NAND Flash Brands Trending Flat from 1Q19, Says TrendForcehttps://press.trendforce.com/node/view/3285.htmlThe overview given by DRAMeXchange, a division of TrendForce, on the performance of the NAND flash market for 2Q19 finds that end demand in smartphone, notebook PC and server markets have recovered from the traditional offseason 1Q19, bringing total bit consumption growth to 15%. But since suppliers still have rather large levels of inventory on their hands, the drop in contract prices for 2Q19 have remained quite significant. Total business revenue remained around the US$10.8 billion mark, trending flat from 1Q19.DRAMThu, 15 Aug 2019 06:17:00 +00003285 at http://www.trendforce.com2Q19 DRAM Revenue Falls by 9.1% QoQ, with 3Q19 Quotes Still Set to Fall, Says TrendForcehttps://press.trendforce.com/node/view/3282.htmlAccording 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.DRAMThu, 08 Aug 2019 05:53:00 +00003282 at http://www.trendforce.comSpot and Contract Prices Split Ways, with Contract Prices Plunging by Over 10% in July, Says TrendForcehttps://press.trendforce.com/node/view/3278.htmlDRAMeXchange, 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.DRAMThu, 01 Aug 2019 05:45:00 +00003278 at http://www.trendforce.comLimited 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 TrendForcehttps://press.trendforce.com/node/view/3277.htmlInvestigations 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.DRAMTue, 30 Jul 2019 05:55:00 +00003277 at http://www.trendforce.com5G Telecommunications Push Up Demand; 2020 Sees New Growth Momentum for GaAs RF Components, Says TrendForcehttps://press.trendforce.com/node/view/3270.htmlAccording to TrendForce’s latest report, current RF front end component manufacturers are gradually turning to GaAs chips as their main material of choice, according to the functional requirements of the phone component in question. As 5G becomes more and more widespread, the number of RF components used will double compared to that of the 4G era. Both of these factors are expected to herald a new period of growth for the GaAs RF component market beginning from 2020.LEDMon, 08 Jul 2019 05:52:00 +00003270 at http://www.trendforce.comTsinghua to Enter the DRAM Business; China Embarks Once Again on the Road to DRAM Developmental Independency, Says TrendForcehttps://press.trendforce.com/node/view/3265.htmlDRAMeXchange, a division of TrendForce, says that Tsinghua Unigroup’s official statement on June 30th has revealed its newly composed DRAM group, with Diao Shijing, former director of the Electronic Information Department of the Ministry of Industry and Information Technology, as the group’s Chairman and Charles Kao as CEO. This forms a new milestone for China on the road to developmental independency of DRAM products after the US put JHICC on the Entity List.DRAMMon, 01 Jul 2019 08:51:00 +00003265 at http://www.trendforce.comToshiba Recovering Slower Than Expected from the Power Outage, with 3Q Wafer Quotes Under Pressure to Rise in the Short Term, Says TrendForcehttps://press.trendforce.com/node/view/3264.htmlToshiba Memory Corp. (TMC) reported that its main NAND Flash production base in Yokkaichi, Japan, experienced a 13-minute power outage on June 15. All production facilities within the base (Fab 2, Fab 3, Fab 4, Fab 5, and Fab 6) were affected by the power outage, but we have yet to see all facilities return to normal operation as of now. An assessment by DRAMeXchange , a division of TrendForce , gives that wafer quotes will be pressured to rise in the short term due to this event, and there may be a rise in 2D NAND flash product prices and a slight shrink in price decline for 3D NAND flash products in the third quarter.DRAMFri, 28 Jun 2019 08:15:00 +00003264 at http://www.trendforce.comUncertainties in US-China Trade Negotiations to Become the Greatest Headwind for Revenue Growth of Global Top Ten IC Designers 2019, Says TrendForcehttps://press.trendforce.com/node/view/3263.htmlTrendForce has released its 1Q19 rankings for the top ten IC design companies worldwide by revenue, which showed only MediaTek maintaining a small growth among the top five as Broadcom, Qualcomm, Nvidia and AMD all showed declines. Nvidia declined the most by 24.4% YoY due to unfinished destocking.SemiconductorsFri, 28 Jun 2019 02:22:00 +00003263 at http://www.trendforce.comUncertainties in the Market Rise while a Bounce in NAND Flash Prices Remains Unlikely in 3Q, Says TrendForcehttps://press.trendforce.com/node/view/3262.htmlAccording to the latest investigations by DRAMeXchange, a division of TrendForce, demand for smartphones and servers go below expected levels in 2019 as the US-China trade dispute heats up. Adding the CPU shortage, which continues to haunt notebook shipments, we may see the shipments of eMMC/UFSs, SSDs etc. fail to meet expectations for peak season 3Q, and cause contract prices to fall uncontrollably.DRAMThu, 20 Jun 2019 03:16:00 +00003262 at http://www.trendforce.comGlobal Top Ten Foundries for 2Q19 Perform Less-than-expected Due to Sliding Demand and High Inventories, Says TrendForcehttps://press.trendforce.com/node/view/3259.htmlAccording to TrendForce’s latest statistics, the weakened demand in 1Q persisted well into 2Q as a result of political and economic instability. Suppliers' revenues generally exhibited a dropping trend YoY, and 2Q total revenue for foundries worldwide is expected to drop by about 8% compared to the same period 2018, arriving at US$15.4 billion. The top three in market shares are TSMC, Samsung and GlobalFoundries.Chinese Market ResearchThu, 13 Jun 2019 05:57:00 +00003259 at http://www.trendforce.com