TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PVhttp://www.trendforce.comenTrendForce Announces Top 10 Trends in Information and Communication Technology Industry for 2020https://press.trendforce.com/node/view/3301.htmlIn this press release, TrendForce provides predictions of the information and communication technology industry for 2020, focusing on 10 key themes.DRAMWed, 02 Oct 2019 00:49:00 +00003301 at http://www.trendforce.comKingston, ADATA, and Tigo Took Top Three in TrendForce’s 2018 Ranking of Branded SSD Module Makers by Market Share for Channel-Market SSDshttps://press.trendforce.com/node/view/3295.htmlTrendForce’s latest analysis of the SSD market finds that the total worldwide shipments of branded SSDs bound for the channel (retail) market in 2018 reached around 81 million units, showing a huge increase of 50% from 2017. Kingston Technology, ADATA Technology, and Tigo retained first, second, and third place respectively in the ranking of branded SSD module makers (excluding NAND Flash suppliers) by market share for channel-market SSDs.DRAMTue, 17 Sep 2019 05:23:00 +00003295 at http://www.trendforce.comTrendForce Estimates a 13% QoQ Growth in Global Foundry Revenue for 3Q19; Peak Season Will Be Weaker Than Expected Due to the US-China Trade Disputehttps://press.trendforce.com/node/view/3292.htmlThe global demand for semiconductor components in the second half of the year will be noticeably stronger compared with the first half due to the effect of the traditional peak season. TrendForce currently estimates that the global foundry revenue in 3Q19 will increase by 13% QoQ. TSMC, Samsung, and GlobalFoundries will again take first, second, and third place respectively in the revenue ranking. TSMC’s revenue market share is estimated at 50.5% in 3Q19, whereas the market shares of Samsung and Global foundries are estimated at 18.5% and 8% respectively for the same period. Although the end demand will be driven by the positive seasonality in 2H19, its growth will be lower compared with 2H18 due to the uncertainties around the US-China trade disputes. TrendForce thus expects the rebound in the semiconductor market during the year’s second half to be significantly weaker compared with the same period of the previous years.DRAMWed, 04 Sep 2019 05:18:00 +00003292 at http://www.trendforce.comToshiba Memory’s Operation Could Make Huge Gains From the Acquisition of Lite-On’s SSD Business, Says TrendForcehttps://press.trendforce.com/node/view/3291.htmlTaiwan’s Lite-On Technology Corp. (Lite-On) announced on August 30 that it will offload the entire stake of its SSD business to Toshiba Memory Holdings Corp. (TMCHD). The purchase price is provisionally set at US$165 million, and the transaction is scheduled to be completed by 1H20. TrendForce’s preliminary assessment of this deal finds that Lite-On’s SSD business has significant advantages in operational efficiency and flexibility. Thus, the acquisition could be a major boon to TMCHD in terms of enhancing the range and quality of product offerings.DRAMTue, 03 Sep 2019 05:22:00 +00003291 at http://www.trendforce.comGlobal Top Ten IC Design Companies for 2Q19 Ranked by Revenue Released, with Top Five Registering Revenue Fall, Says TrendForcehttps://press.trendforce.com/node/view/3290.htmlAccording to the newest statistics by TrendForce, the global top ten IC design companies for 2Q19 ranked by revenue have just been released, in which we see revenues of the top five all falling YoY. This was due to the US-China trade war, mounting inventory levels along the supply chain and less-than-satisfactory global demand for consumer electronics, including smartphones, tablets, notebooks, LCDs, TVs, servers etc. NVIDIA registered the largest decline among the five: 20.1%. This is also the first time in three years that Nvidia's seen YoY revenue declines for three consecutive quarters.SemiconductorsThu, 29 Aug 2019 05:57:00 +00003290 at http://www.trendforce.comSmartphone Production Volume Grew 10.5% QoQ in 2Q19, with a 5% Decline Forecast for the Whole Year, Says TrendForcehttps://press.trendforce.com/node/view/3289.htmlAccording to investigations by TrendForce, smartphone demand has already made it out of the gloomy offseason of 2Q19, with production volume coming to 344 million units, a 10.5% QoQ growth. Yet the many uncertainties circulating in the international market still caused smartphone production volume to weaken by 2.4% YoY in 2Q19, with the top six being Samsung, Huawei, Apple, OPPO, Xiaomi and Vivo in descending order. SemiconductorsWed, 28 Aug 2019 05:54:00 +00003289 at http://www.trendforce.comFall 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.com