TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PVhttp://www.trendforce.comenThe Three Major Chinese Memory Companies Arrange Trial Production to Begin in 2H18 and Formal Production in 2019, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3090.htmlAccording to DRAMeXchange, a division of TrendForce, China has entered the semiconductor sector and focused on the development of domestic memory industry. The three key players are YMTC, Innotron (Hefei Chang Xin) and JHICC, which work on NAND Flash, mobile DRAM and specialty DRAM respectively. All three companies have arranged trial production to begin in 2H18 and mass production to begin in 1H19. This will make 2019 the first year of China’s domestic memory chip production.SemiconductorsThu, 19 Apr 2018 14:08:00 +08003090 at http://www.trendforce.comNAND Flash Prices Will Continue to Decline as the Slight Oversupply Continues in 2Q18, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3087.htmlThe NAND Flash market has witnessed a slight oversupply in 1Q18. The growth momentum remains weak in 2Q18 although the demand increases, according to DRAMeXchange, a division of TrendForce. It is expected that the slight oversupply in NAND Flash market will remain and the prices will continue to decline.SemiconductorsThu, 12 Apr 2018 14:01:00 +08003087 at http://www.trendforce.comNitrogen Supply Issue at Micron Memory Taiwan May Further Aggravate the Tight Supply Situation of DRAM in 2Q18, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3084.htmlThe average and the highest contract price of mainstream DDR4 4GB modules are still at US$33 and US$34 respectively in March, according to DRAMeXchange, a division of TrendForce. On the whole, contract prices of PC DRAM have seen an average increase of around 5% in 1Q18 compared with 4Q17. Nitrogen supply issue at Micron Memory Taiwan may prolong current tight supply in DRAM market, and is expected to push up contract prices of PC DRAM by 3% in 2Q18 compared with 1Q18.SemiconductorsTue, 03 Apr 2018 14:02:00 +08003084 at http://www.trendforce.comOLED is More Competitive in Smartphone Market, Mini LED Should Target at Niche Market, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3083.htmlThe sales of iPhone X turned out to be less than market expectation, so Samsung has lowered the utilization rate of OLED production lines. The tight supply of OLED panels over the past two years has also been eased. According to WitsView, a division of TrendForce, Apple has initiated the trend of OLED panels, and it is estimated that the penetration rate of OLED panel in smartphones will reach 46% by 2021. Mini LED is overwhelmed by OLED’s technology maturity and competitive costs, so it might be hard for Mini LED to grow in the smartphone market in short term.SemiconductorsMon, 02 Apr 2018 14:40:00 +08003083 at http://www.trendforce.comThird Generation Semiconductor Materials Show Market Potential Due to Rapid Development of 5G and Automotive Technology, Says TrendForce Highlightshttp://press.trendforce.comhttps://press.trendforce.com/node/view/3080.html5G is expected to enter commercial operation in 2020, while vehicles become more intelligent, networked and electric, driving the development of SiC and GaN, the third-generation semiconductor materials. TrendForce estimates that the revenue for SiC substrates and GaN substrates will be US$180 million and US$3 million respectively in 2018.SemiconductorsMon, 26 Mar 2018 14:14:00 +08003080 at http://www.trendforce.comServer DRAM Prices Will Continue to Rise as Server Demand from China Boosts in 2Q18, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3077.htmlAccording to the latest data of DRAMeXchange, a division of TrendForce, the top three Server DRAM suppliers are progressing towards the specification of 32GB RDIMM, and the 1Q18 quotes offered by Server DRAM suppliers will grow by only 4% compared with 4Q17 in order to ensure sales by favorable prices. In 2Q18, as domestic server demand from China rises, the server DRAM prices will continue to rise, says DRAMeXchange.SemiconductorsMon, 19 Mar 2018 14:06:00 +08003077 at http://www.trendforce.comSSD Price Drop Will Drive the Adoption Rate of SSD in Notebooks to 50%, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3075.html In 1Q18, the traditional off-season, SSD market has seen obviously less stock up orders from PC OEMs compared with 4Q17, according to DRAMeXchange, a division of TrendForce. SSD suppliers have cut prices to enhance PC OEMs’ willingness to adopt their new 64/72-layer 3D-SSD products. For 1Q18, the average contract prices of mainstream Client SSD for PC OEMs are estimated drop by 3-5% in SATA-SSD sector and 4-6% in PCIe-SSD sector compared with the previous quarter. This will indicate the stop of continuous price rise over the past year.DRAMMon, 12 Mar 2018 14:14:00 +08003075 at http://www.trendforce.comAdoption Rate of 3D Sensing in Smartphones is Estimated at 13.1% in 2018, while Apple Remains the Key Driver, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3073.htmlApple’s launch of iPhone X has led to a wave of 3D sensing technology, bringing its key component—vertical cavity surface emitting laser (VCSEL)—into the spotlight. However, the number of VCSEL suppliers with mass production capacity is very limited due to technical barriers, leading to short supply of VCSELs and thus delaying Android camp’s plan to follow suit. TrendForce estimates the penetration rate of 3D sensing in smartphones will grow from 2.1% in 2017 to 13.1% in 2018, while Apple remains the major adopter.Innovative Technological ApplicationsWed, 07 Mar 2018 16:28:00 +08003073 at http://www.trendforce.comMicron and Intel Will Part Ways After Finishing Development of 96-layer 3D-NAND Flash, and Will Seek Their Respective Partners, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3071.htmlMicron and Intel announced on January 8, 2018 that they will discontinue their partnership on NAND Flash development after completing the development of the third generation of 3D-NAND Flash. Micron and Intel are currently developing the second generation (64-layer), and the third generation is expected to reach 96-layer. This means that, for development of products greater than 96-layer, the two will part ways formally. This decision will not bring significant impact in near term on their businesses in terms of manufacturing process technology improvements and product planning. They will also have more opportunities to seek new partners after parting ways. According to DRAMeXchange, a division of TrendForce, Intel and Tsinghua Unigroup are now discussing over further collaboration in product offerings and sales.SemiconductorsThu, 01 Mar 2018 14:38:00 +08003071 at http://www.trendforce.comNAND Flash Revenue Rose by Just 6.8% QoQ in 4Q17, Traditional Off-Season Effects Will Continue to Influence Sales in 1Q18, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3070.htmlDuring 4Q17, the yield rates of suppliers’ respective 3D-NAND processes climbed steadily, while smartphones remained the major demand contributor in peak season, according to DRAMeXchange, a division of TrendForce. As the result, only contract prices of eMMC and UFS products went up by 0-5% QoQ in 4Q17, but other major application markets such as PCs, tablets, and servers together with data centers showed slowing growth momentum. Their contract prices were either flat or fell by a small margin, and the market shifted toward an equilibrium of supply and demand.DRAMWed, 28 Feb 2018 12:04:00 +08003070 at http://www.trendforce.com