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On account of the Wuhan coronavirus outbreak’s impact on the global memory industry, investigations from the DRAMeXchange research division of TrendForce indicate that no DRAM or NAND flash fab in China has closed or partially suspended operations at the present. Hence, the overall production will remain unaffected for DRAM and NAND flash in the short run. In addition, their 1Q20 contract prices have already been set; therefore, TrendForce maintains its previous forecast of a slight QoQ increase in 1Q20 DRAM and NAND flash contract prices.
Global market intelligence firm TrendForce is honored to announce its 20th anniversary in 2020. In addition to offering enterprise consultation services, TrendForce specializes in the comprehensive market analysis of the global technology sector. With over 20 years of industrial data and insights, TrendForce established Prophet, an AI solutions company, in 2017, growing its service areas to include the emerging digital transformation sector. For the past 20 years, TrendForce has been the leading generator of market information in Greater China’s technology industry. Within the next 20 years, the company is looking to build upon its current core competencies and become the preeminent market intelligence provider and enterprise consultancy on the global stage.
As PS4 and Xbox One approach the end of their lifecycles, Sony and Microsoft recently revealed more details about the release schedules of PS5 and Xbox Series X, which will hit the market during the 2020 holiday season. According to the DRAMeXchange research division of TrendForce, the competition between next-gen video game consoles in 2H20 will incite a demand surge for Graphics DRAM and SSDs.
According to the latest analysis from the DRAMeXchange research division of TrendForce, the consistent increase in DRAM spot prices since December and the power outage at Samsung’s Hwaseong fab on December 31, 2019 have not seriously impacted the supply side of the DRAM market. But on the demand side, memory buyers have furthered their willingness to build up inventories. Thus, TrendForce is again adjusting the 1Q20 DRAM contract price forecast from “mostly holding steady”, as previously reported, to “slightly trending upward”, indicating an earlier-than-anticipated kickoff of the cyclical upturn.
According to the latest analysis by the DRAMeXchange research division of TrendForce, the contract price of client SSD has fallen for seven consecutive quarters until 2Q19 from peak price, to barely above the price of HDD. As a result of this price decrease, the share of SSD, along with their capacity, used in notebook computers has risen since 2Q19. On the supply side, the June 15 power outage at the Yokkaichi fab jointly operated by Kioxia and WDC forced the two companies to reduce their NAND production, in turn halting the price drop of eMMC/UFS and SSD products in 3Q19. On the other hand, there was a sharp uptick in the wafer market leading to a 20% increase in 3Q19 wafer prices. As well, the contract prices of eMMC/UFS and SSD made a strong recovery in 4Q19.
