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According to the latest report of TrendForce- Breakdown Analysis of China’s Semiconductor Industry, the revenue of China’s IC design industry reached RMB 251.5 billion in 2018, an annual growth of nearly 23%. HiSilicon, Unisoc, and Beijing OmniVision Technologies ranked top three in the 2018 revenue ranking. Looking ahead to 2019, China will continue to seek chip self-sufficiency, driving the growth of domestic IC design industry. The revenue is expected to total RMB 296.5 billion, but the YoY growth rate is moderated to 17.9% due to a series of headwinds, including the weak demand outlook for consumer electronics, the slowdown in global economy, and uncertainties brought by the U.S.-China trade war.
The latest analysis from DRAMeXchange, a division of TrendForce, forecasts that the ongoing oversupply will result in significant price declines for DRAM products during 1H19. Demand remains weak in 1Q19 due to the off-season and the high inventory level that was carried over from the previous quarter. Contract prices of DRAM products across all major application markets already registered declines of more than 15% MoM in January, and they will continue their descent in February and March. Regarding contract price trends in 1Q19, the PC DRAM market is forecasted to see a decline of more than 20% QoQ, while the server DRAM market may witness an even larger drop of nearly 30% QoQ.
According to the latest report by TrendForce - Breakdown Analysis of China’s Semiconductor Industry, the outlook for China’s semiconductor industry has been tampered since the second half of 2018 due to pessimistic economy worldwide and uncertainties brought by the China-U.S. trade war, although the industry managed to reach a total revenue of over 600 billion RMB in 2018. Looking ahead to 2019, the revenue of China's semiconductor industry is expected to reach RMB 729.8 billion, but the annual growth rate would slow down to 16.20%, the lowest in the past five years.
Contract prices of server DRAM are expected to fall by more than 20% QoQ in 1Q19, steeper than the previous forecast of 15%, reports DRAMeXchange, a division of TrendForce. The demand outlook remains weak due to high inventory levels and seasonal headwinds. Moreover, uncertainties brought by the China-U.S. trade war would also lead to conservative demand.
The overall price trend in the DRAM market has been stable in December, showing no noticeable change from November, reports DRAMeXchange, a division of TrendForce. Clients in North America and Europe were taking a break during the year-end holiday season, so the quantities of DRAM products traded in December were too small to be considered in the survey of contract prices. With regard to contract prices of mainstream products, the monthly average of 8GB modules is staying roughly at US$60, while that of 4GB modules is around US$30. However, for both 8GB and 4GB ones, their monthly lows have already dropped below their respective US$60 and US$30 thresholds.
