TrendForce has lowered the YoY growth rate of their total server procurement quantity for this year from the original projection of 6.9% to the latest projection of 4.4%. With CSPs cutting demand, global server shipments are now estimated to grow by just 1.87% YoY for 2023.
TrendForce’s recent analysis of the foundry market reveals that demand continues to slide for all types of mature and advanced nodes. The major IC design houses have cut wafer input for 1Q23 and will likely scale back further for 2Q23
However, the slump will have yet to reach the bottom at that time. Regarding the QoQ changes in the prices of the major categories of DRAM products for 1Q23, PC DRAM and server DRAM are projected to again register a drop that is near 20%. Conversely, mobile DRAM will experience the smallest price decline because its profit margin is ready the thinnest.
TrendForce projects that the global production capacity for power management ICs will increase by 4.7% YoY for 1H23. In the market for power management ICs, falling demand for products belonging to consumer electronics, networking devices, and industrial equipment continues to generate downward pressure on prices.
Therefore, the QoQ decline in the overall NAND Flash ASP for 1Q23 is currently projected to reach 10~15%, which is smaller than the QoQ decline for 4Q22. Regarding price trends of different NAND Flash products in 1Q23.