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According to the newest statistics from TrendForce, judging from the falling phone sales 1Q19 impacted by the US-China trade dispute and the oversupply situation in memory markets, the total revenue of the top ten businesses in packaging and testing are predicted to stand at US$4.71 billion, a 11.8% decline YoY. Among the ten, Amkor, Jiangsu Changjiang Electronics Tech (JCET), Tongfu Microelectronics (TFME), Tianshui Huatien (TSHT), Powertech and the United Test and Assembly Center (UTAC) all registered double digit declines in revenue for 1Q.
Whether DRAM or NAND Flash, current memory solutions are straining the physical limits of production processes, meaning it is becoming more and more difficult to keep on raising performance and lowering costs. Therefore, there has been much discussion revolving around Intel Optane and other next-generation memories in recent years, in hopes of discovering new solutions while keeping modifications to the current platform to a minimum or even leaving it completely untouched. DRAMeXchange , a division of TrendForce , holds that next-generation memories and current solutions have their respective pros and cons, with prices forming the most critical areas of opportunity.
Due to frictions from the US-China trade dispute, China's two DRAM giants are showing clear signs of slowing. According to research by DRAMeXchange, a division of TrendForce, Yangtze Memory Technologies (YMTC), which forms the main bulwark of NAND flash development in China, will be mass producing 64-layer Xtacking 3D NAND products this year end as scheduled. YMTC's capacity expansion in 2020 is projected to impact supply and prices in the global NAND flash market.
According to research by DRAMeXchange , a division of TrendForce , the NAND flash industry this year is clearly exhibiting signs of oversupply, and SSD suppliers have gotten themselves into a price war, causing SSD prices for PC OEMs to take a dive. Average contract prices for 512GB and 1TB SSDs have a chance to plunge below US$0.1 per GB by the end of this year, hitting an all-time low. This change will cause 512GB SSDs to replace their 128GB counterparts and become market mainstream, second only to 256GB SSDs. We may also look forward to PCIe SSDs achieving 50% market penetration, since PCIe SSDs and SATA SSDS are nearly identical in price.
According to DRAMeXchange , a division of TrendForce , the global server market is predicted to continue growing in 2019, but under the pressures of business cycles and worldwide uncertainty, this year's server shipment growth has shrunk slightly compared to 2018, coming to 3.9%.
