According to the latest report of DRAMeXchange, a division of TrendForce, the global server shipment will grow by 5.53% in 2018 driven by the surging demand for servers in data centers.
DRAMeXchange, a division of TrendForce, expects lower demand for NAND Flash in 1Q18 due to the traditional off-peak season. The demand from notebooks, tablets, and smartphones (mainly Chinese branded smartphones) is estimated to drop by more than 15% compared with 4Q17, and that from server will remain generally the same. Therefore, the overall bit demand is projected to drop by 0-5% compared with 4Q17. On the other hand, as suppliers keep improving their production capacity and yield rate of 3D-NAND Flash, the bit output will grow by more than 5% compared with 4Q17. Consequently, NAND Flash market will experience an oversupply in 1Q18 and contract prices of SSD, NAND Flash chips and wafer, etc. will drop.
The global research company TrendForce held 2018 Forum on Key Trends in Electronic Components Industry on December 7, 2017. Here are the key excerpts from the forum.
According to the latest report of TrendForce, China’s IC design industry revenue will reach RMB 200.6 billion in 2017, a yearly growth of 22%. The growth rate is expected to remain at around 20%, totaling RMB 240 billion in 2018, pointed out by Cici Zhang, analyst of TrendForce.
According to TrendForce’s latest report, the global revenue for semiconductor foundry is expected to reach $57.3 billion in 2017, an increase of 7.1% compared with 2016, marking the fifth consecutive year with a growth rate over 5%.