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DRAMeXchange, a division of TrendForce, reports a growing demand for NAND Flash under the influence of traditional peak season and increasing demand for smartphones and SSD from servers and data centers. The gap between supply and demand is larger compared with the previous quarter. However, the contract price of all product lines increased no more than 0-6% in this third quarter after a long period of continuous price increase, and the current price is approaching the highest level that OEM factories can afford.
The revenue ranking for the third quarter of 2017 remained generally the same as the previous quarter, with Broadcom Limited, Qualcomm and NVIDIA respectively taking first, second and third place according to TrendForce’s latest ranking of the global top 10 fabless IC design houses. Although MediaTek's third-quarter revenue and gross margins are close to the upper bound of financial forecast, the year-on-year revenue dropped by 18.8%, making it the only one in the list that had more than 18% revenue decline for two consecutive quarters.
Revenue of the top three DRAM server suppliers (Samsung, SK Hynix and Micron) rose 25.2% for the third quarter compared with the previous three-month period, reports DRAMeXchange, a division of TrendForce. Strained DRAM supply was even more evident during the third quarter as limited production capacity and limited technological progress for the memory industry encountered robust demand from data centers in North America. With the ASP rising, server DRAM suppliers saw substantial increase in their revenues.
Revenue of the entire global DRAM industry climbed to a new historic high for the third quarter of 2017, reports DRAMeXchange, a division of TrendForce. Contract prices of various DRAM products jumped by about 5% on average in the third quarter from the second quarter on the back of the year-end busy season and limited bit supply growth. As the market still experienced tight supply, total DRAM revenue for the third quarter rose by 16.2% from the second quarter.
According to its latest report Breakdown Analysis of China’s Semiconductor Industry, TrendForce estimates that the total annual revenue generated by the country’s domestic IC industry for 2017 will come to RMB 517.6 billion, representing an increase of 19.39% from 2016. TrendForce further forecasts that total revenue of China’s IC industry for 2018 will come to a new record high of around RMB 620 billion, with the annual growth again reaching around the 20% level. By contrast, the average revenue growth rate of the worldwide IC industry for 2018 is projected at 3.4%.
