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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%.
Thanks to the gradual recovery of smartphone market and the advent of busy season, mobile DRAM demands picked up on Q3, boosting prices. Average price hike for mobile DRAM was less than 5% in Q3, mainly for narrowing regional price differences and slightly raising quotes for high-density models, as a result of the sequential revenue growth of 4.3%. SK Hynix racked up remarkable 30% growth, the highest among the top three suppliers, according to DRAMeXchange, a research division of TrendForce.
