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As indicated by the survey of global market intelligence firm TrendForce, the negotiation duration for 3Q21 contract prices of server DRAM had postponed and extended under the inability of reaching a consensus between buyers and sellers...
Market intelligence firm TrendForce reports that PC OEMs and DRAM suppliers reached framework agreements on quarterly contract prices in July...
The demand end had further amplified the purchase intensity during 2Q21 in fear of higher subsequent prices and insufficient source of products after the official subversion in DRAM prices in 1Q21...
TrendForce, a global market intelligence firm for the technology sector, proudly presents “Smartphone Market Decode” – a quarterly research report that draws from the best resources and analyses from the company’s elite researchers. This work represents the synergy of the following teams under our wings: the Department of Semiconductor Research, the Department of Display Research, and the divisions at TRI for the study of advanced technologies.
In addition to first-hand data on the smartphone production volumes of the major electronics brands and the latest intelligence on the markets for key components, “Smartphone Market Decode” offers in-depth analyses on the developments of a wide range of mobile-related technologies. This report assists enterprises in adapting to the rapidly changing market environment by providing the most real-time and professional knowledge that can be used to make the best operational decisions.
Price negotiation continued through July and finally finished in August for some 3Q21 server DRAM contracts...
TrendForce’s analysis of the performance of the mobile DRAM market for 2Q21 finds that smartphone brands were still proactively stocking up on components during that period as they maintained high expectations for their annual production figures...
TrendForce maintains its view from last week that negotiations over contract prices are not expected to be at a significant level for August...
Market intelligence firm TrendForce reports that the momentum of server DRAM procurement was stronger in 2Q21 than in 1Q21 mainly because buyers were anticipating further hikes in component prices and had concerns about uncertainties in the supply chain...
Dynamics of Server Market in 2Q21
Developments of Server OEMs & CSPs
Relations between OEMs and Taiwan’s ODMs
Key Server Market Topics and Trends
Conclusion and TRI’s View
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