TrendForce - Market research, price trend of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PVhttp://www.trendforce.comenTrendForce Presents Latest Analysis (Updated March 2020) of COVID-19 Pandemic’s Impact on Global High-Tech Industries the COVID-19 pandemic continues to accelerate and cause damage to the global economy and consumers’ purchasing power, TrendForce has compiled its latest report on the statuses of key electronics component and downstream industries, with data last updated on March 26, 2020. The report provides a deep dive into the pandemic’s influences on several high-tech industries.Innovative Technological ApplicationsMon, 30 Mar 2020 07:02:00 +00003347 at http://www.trendforce.comOwing to Growing Impact of COVID-19 Pandemic, NAND Flash ASP May Tumble in 2H20 Ahead of Expectations, Says TrendForce to the latest investigations by the DRAMeXchange research division of TrendForce, the continued spread of the COVID-19 pandemic has resulted in considerably weakened shipment for most end products in 1Q20. However, the major NAND Flash suppliers already scaled back their CAPEX for this year, and the total bit output of the NAND Flash industry is expected to grow by only about 30% YoY in 2020, resulting in a 5% QoQ increase in NAND Flash ASP for the 1Q20 period despite the headwinds of the off-season.DRAMThu, 26 Mar 2020 06:08:00 +00003345 at http://www.trendforce.comAs COVID-19 Outbreak Officially Becomes Pandemic, Global System-Wide Risks to Distress Memory Industry, Says TrendForce 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.comDespite Rising 2Q20 Server DRAM and Enterprise SSD Prices, Expanding COVID-19 Outbreak Means 2H20 Supply and Demand Situation Remains Important Point of Consideration, Says TrendForce 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.comDriven by Strong Demand from Data Center Clients, 4Q19 NAND Flash Revenue Grows 8.5%, Says TrendForce 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.comGlobal DRAM Revenue Holds Steady in 4Q19 as Shipment Growth Offsets Price Declines, Says TrendForce 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.comTrendForce Presents Comprehensive Analysis of COVID-19 Outbreak’s Impact on Global High-Tech Industry 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.comOwing to Partial Work Resumption and Pre-Chinese New Year Stocking of Components, Chinese Server Shipment to Remain Healthy for Now, Says TrendForce 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.comChina-based Memory Fabs Continue Normal Operations Currently as Wuhan Coronavirus Has Yet to Impair Global Memory Supply, Says TrendForce account of the Wuhan coronavirus outbreak’s impact on the global memory industry, investigations from the DRAMeXchange research division of TrendForce indicate that no DRAM or NAND flash fab in China has closed or partially suspended operations at the present. Hence, the overall production will remain unaffected for DRAM and NAND flash in the short run. In addition, their 1Q20 contract prices have already been set; therefore, TrendForce maintains its previous forecast of a slight QoQ increase in 1Q20 DRAM and NAND flash contract prices.StorageMon, 03 Feb 2020 07:30:00 +00003329 at http://www.trendforce.comTrendForce Strengthens the Knowledge Economy Through Technological Innovation as It Celebrates 20 Years of Continued Excellence market intelligence firm TrendForce is honored to announce its 20th anniversary in 2020. In addition to offering enterprise consultation services, TrendForce specializes in the comprehensive market analysis of the global technology sector. With over 20 years of industrial data and insights, TrendForce established Prophet, an AI solutions company, in 2017, growing its service areas to include the emerging digital transformation sector. For the past 20 years, TrendForce has been the leading generator of market information in Greater China’s technology industry. Within the next 20 years, the company is looking to build upon its current core competencies and become the preeminent market intelligence provider and enterprise consultancy on the global stage.Innovative Technological ApplicationsMon, 20 Jan 2020 05:43:00 +00003328 at