- About Us
-
Research Report
Semiconductors
LED
Consumer Electronics
Emerging Technologies
- Selected Topics
- Membership
- Price Trends
- Press Center
- News
- Events
- AI Agent
Intel on March 13 announced that the company will purchase Mobileye, a global provider of advanced driver assistance system (ADAS). This deal is worth US$15.3 billion and is another indication that major semiconductor manufacturers are aggressively jockeying for a favorable position in the fast growing automotive electronics market. TrendForce states that after the merger, Intel will be able to combine its hardware products such as high-performance computing chips and IoT solutions with Mobileye’s image processing algorithms for autonomous driving systems. The deal gives Intel’s the potential to develop an autonomous driving solution that incorporates cloud computing. Furthermore, the deal strengthens Intel’s collaboration with BMW to bring self-driving cars to the market in 2021, when first wave of sales for such vehicles is anticipated to take place in major auto markets worldwide.
DRAMeXchange, a division of TrendForce, reports that client-grade SSDs of mainstream capacities continue to see rising contract prices in the PC-OEM market during this first quarter. On average, contract prices of MLC-based client-grade SSDs are projected to go up by 12~16% compared with the fourth quarter of last year, while prices of TLC-based products are expected to increase by 10~16% sequentially. Looking ahead to the second quarter, end device sales are anticipated to be relatively flat. Furthermore, PC-OEMs are reaching their limits on SSD costs. While the average prices of mainstream client-grade SSDs will keep climbing, the increase in the second quarter will likely be more moderate.
In the fourth quarter of 2016, the NAND Flash market was at its most severe phase of shortage for the year while shipments in the end device markets were robust. Consequently, average sales prices (ASPs) of NAND Flash products rose significantly, and the fourth-quarter global NAND Flash revenue registered a large sequential increase of 17.8% even with the strong third-quarter result as the base. NAND Flash suppliers made a strong finish to 2016 as their profits also peaked in the final quarter.
The markets for key components used in smartphones have experienced rising prices since the second half of 2016 because of tightening supply. TrendForce’s latest analyses indicate that prices of mobile DRAM, mobile NAND Flash products and AMOLED panels will continue to climb through 2017. As smartphone brands will be raising hardware specifications of their products, they are also revealing their intentions to build up their inventories in advance. High prices of AMOLED panels and memory components during this entire year will constrain smartphone makers’ ability to attain greater profits.
The global supply of 2D-NAND Flash will remain tight going into the second quarter of 2017, according to the latest analysis from DRAMeXchange, a division of TrendForce. Also, major smartphone brands will soon begin their first wave of new product release for the year after the Mobile World Congress in Spain. With the NAND Flash supply still under strain, DRAMeXchange forecasts that contract prices of both SSDs and eMMCs will see a more moderate sequential price hike of 5~10% in the second quarter.
