TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PVhttp://www.trendforce.comenPrice Decline Will Drive the Adoption Rate of SSD and PCIe SSD to over 50% this year, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3110.htmlDRAMeXchange, a division of TrendForce, reports that the oversupply in the NAND Flash market has resulted in price decline of Client SSD, which in turn drives the demand. DRAMeXchange expects that the SSD adoption rate in the notebook market will exceed 50% this year. In particular, PCIe SSDs will gradually replace SATA III SSDs, the current mainstream product, at a faster pace. The penetration rate of PCIe in the client-SSD market will also have a chance to reach over 50% this year.DRAMWed, 30 May 2018 14:04:00 +08003110 at http://www.trendforce.comGlobal NAND Flash Revenue Dropped by 3% QoQ in 1Q18 Due to Seasonal Influence, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3109.htmlThe latest analysis by DRAMeXchange, a division of TrendForce, finds that the seasonal headwinds in 1Q18 has resulted in downward corrections of prices. On the whole, the revenue of branded NAND Flash suppliers dropped by 3% QoQ in 1Q18. Contract prices of eMMC/UFS and SSD products will keep falling in 2Q18 since the market is in slight oversupply. However, NAND Flash suppliers have also slashed prices significantly on products belonging to the standard and high-density categories (e.g. 256GB SSDs, 128/256GB UFS) to help stimulate bit demand growth. DRAMeXchange therefore expects stable revenue performances from NAND Flash suppliers for 2Q18.SemiconductorsMon, 28 May 2018 14:13:00 +08003109 at http://www.trendforce.comChina’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.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.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.comThe eMMC/UFS Market to See Steeper Price Decline in 2Q18, Prices May Stabilize in 2H18 As the Peak Season Arrives, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3096.htmlThe more working days in 2Q18 have brought higher demand for smartphones and notebooks, etc., but the increasing demand cannot offset the high supply resulting from improvements in 3D NAND Flash production capacity and yield rate, says DRAMeXchange, a division of TrendForce. Consequently, the suppliers, who face higher inventory levels, have to further adjust the eMMC/UFS prices downward.SemiconductorsWed, 09 May 2018 14:16:00 +08003096 at http://www.trendforce.comContract Prices of Mobile DRAM to Stay on the Same Path in 2Q18-3Q18; Prices of Discrete Products May Rise Slightly, Says TrendForcehttp://press.trendforce.comhttps://press.trendforce.com/node/view/3093.htmlThe latest analysis by DRAMeXchange, a division of TrendForce, finds that the interference in pricing by the China’s National Development and Reform Commission in 1Q18 is still having an effect on the mobile DRAM market in 2Q18, causing the quoting to be more conservative. Quotes of mobile DRAM products have not gone up as much compared with quotes of DRAM products for other applications. For discrete mobile DRAM products, the QoQ increases in their quotes for 2Q18 were within 1% on average. The quotes of eMCP products actually fell by 1% QoQ on average due to the slide in NAND Flash prices.SemiconductorsWed, 02 May 2018 14:09:00 +08003093 at http://www.trendforce.com