In this press release, TrendForce provides predictions of the information and communication technology industry for 2020, focusing on 10 key themes.
The global market research firm TrendForce reports that the average contract price of 8GB PC DRAM modules remained constant at US$25.5 in August, showing no noticeable change from the previous month. Negotiations between DRAM suppliers and PC OEMs over the September contracts are still ongoing, but most signs indicate that contract prices of mainstream PC DRAM products will hold steady during the month.
TrendForce’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.
TrendForce’s latest analysis of the server market finds that the global demand was noticeably lower than usual during 1H19 on account of the escalation of the US-China trade dispute. As the market enters the second half of the year, the replacement demand associated with the migration to the latest server processor platforms has yet to pick up significantly. Moreover, the demand from customers in China’s data center market is still rather uncertain. On the other hand, shipments from ODM direct businesses in the US to North America’s data center market is expected to maintain robust growth during the year’s second half. The growth from this end will compensate for the other factors that negatively affect the overall demand. Consequently, this year’s global server shipments will be roughly on par with the level of the previous year.
Tsinghua Unigroup announced on August 27 that it has signed an agreement with the Chongqing government to establish an R&D center and a wafer fab for DRAM production. The construction of these facilities, which will be located in Chongqing’s Liangjiang New Area, is scheduled to start near the end of 2019 and finish in 2021. TrendForce believes this latest event is another indication of China’s unwavering determination to achieve self-sufficiency in the supply of memory products. The continuing escalation of the US-China trade dispute and the blacklisting of JHICC by the US government have compelled the Chinese government to redouble their efforts to build up a domestic DRAM industry.