According to the latest analysis from the DRAMeXchange research division of TrendForce, Q4 DRAM ASP is as of yet undergoing a slight QoQ decline, but this decline has shrunk down to 5%. In contrast, the total trading volume in October has seen considerable QoQ growth, which demonstrates an increased willingness to pay on the purchasers’ part. Once suppliers’ inventory levels have sufficiently lowered, they will no longer need to cut prices to encourage further sales. These factors have the potential to help DRAM prices stabilize and recover in 2020.
According to the latest analysis from the WitsView research division of TrendForce, reduced panel shipment is causing the demand for flat-panel display driver IC to undergo a corresponding decline. The 2019 YoY growth for total adoption is projected to be -3.2%, which marks the first instance of negative growth in recent years. The space for shipment growth in 2020 is likely also limited.
In this press release, TrendForce provides predictions of the information and communication technology industry for 2020, focusing on 10 key themes.
The global market research firm TrendForce reports that the average contract price of 8GB PC DRAM modules remained constant at US$25.5 in August, showing no noticeable change from the previous month. Negotiations between DRAM suppliers and PC OEMs over the September contracts are still ongoing, but most signs indicate that contract prices of mainstream PC DRAM products will hold steady during the month.
TrendForce’s latest analysis of the SSD market finds that the total worldwide shipments of branded SSDs bound for the channel (retail) market in 2018 reached around 81 million units, showing a huge increase of 50% from 2017. Kingston Technology, ADATA Technology, and Tigo retained first, second, and third place respectively in the ranking of branded SSD module makers (excluding NAND Flash suppliers) by market share for channel-market SSDs.