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keyword:dram1713 result(s)

Report
Specialty DRAM Price Dec. 2022

2022/12/30

Semiconductors

PDF

TrendForce’s latest survey of the consumer DRAM market finds that demand has remained low across most applications

Report
DRAM Contract Price Dec. 2022

2022/12/30

Semiconductors

PDF

Global market intelligence firm TrendForce reports that after finalizing their 4Q22 contracts in October, the major DRAM suppliers and PC OEMs were mostly quiet during November and December

Report
4Q22 Server Diamond Datasheet

2022/12/28

Semiconductors

EXCEL

TrendForce combines its expertise in memory market and leverage it to provide a multi-faceted study of server market in this report The content of it is as follows: 1 Server CPU Market: State of Competition and Market Shares 2 Server Procurement by Cloud Service Providers in North America and China 3 Projection on Shipments of Server Storage Products 4 Projection on Server Shipments for Current Year 5 Major ODM Partners of Critical Server Brands 6 Changes on Volumes in Server DRAM Procurement 7 Trends in SSD Procurement and Projections on Storage Form-Factors and Interfaces 8 Shares of Enterprise and Hyperscale Servers in Memory Consumption

Press Releases
Estimated Shipments of iPhone 14 Devices in 2022 Have Been Lowered to 78.1 Million Units Due to Impact of COVID-19 Lockdown on Foxconn’s Base in Zhengzhou, Says TrendForce

2022/12/28

Consumer Electronics

The operation of Foxconn’s major manufacturing base in the Chinese city of Zhengzhou has been affected by a local COVID-19 outbreak since this October As a result, the capacity utilization rate of the base has yet to risen above the level of 70% The outbreak in Zhengzhou was at its worst just as Apple was trying to ramp up sales of the new iPhone models for this year (ie, the iPhone 14 series) to a peak Furthermore, the new Pro models have been in high demand, so Apple has kept raising their share in the overall iPhone production Hence, Foxconn as the sole assembler of the new Pro models has been under significant strain Besides the Zhengzhou base, Foxconn is also drawing support from its other major base located in the Chinese city of Shenzhen However, this move still not enough to bring an immediate relief to the current capacity crunch Given this situation, TrendForce has corrected down its projection on the total shipments of all iPhone 14 models in 2022 to 781 million units Foxconn Is No Longer Sole Assembler for iPhone Pro Models as Apple Has Tapped Luxshare for Production of iPhone 15 Pro Max For years, Apple has outsourced the assembly of iPhone Pro models exclusively to Foxconn However, due to the imperative of risk management, getting a second EMS provider for this task has been under consideration for some time as well Apple is reportedly to have made the plan of using another EMS provider besides Foxconn for the assembly of the iPhone 14 Pro models in near future This will serve as a trial run for diversifying its partners and locations for iPhone production Moreover, due to the recent outbreak at Zhengzhou, Apple has also made decision of employing Luxshare as one of the assemblers for the upcoming iPhone 15 Pro Max However, Luxshare’s only iPhone assembly plant is located in China In Vietnam, Luxshare has a plant for assembling Apple-related accessories, but the company currently has no plan for setting up a new iPhone production line there Efforts Are Taking Place in Supply Chain to Rapidly Raise Portion of Device Production Based in India and Vietnam Because of the growing concern about geopolitical tensions, Apple intends to significantly expand the number overseas production sites that are outside China For 2023, Apple aims to double its device production capacity in India and have factories in Vietnam start making contributions by the middle of the year In view of the escalating trade dispute between China and the US, Apple will be compelled to rely only on production sites outside China to meet the sales demand of the North American market In order to realize this, TrendForce believes that at least 30~35% of Apple’s entire device production capacity will have to be located in Vietnam and India Therefore, Apple will need to keep raising the share of device production based in these two countries over the next several years China Is Experiencing Labor Shortage After Loosening Pandemic-Related Restrictions, so iPhone Shipments Are Forecasted to Drop by More Than 20% YoY for 1Q23 TrendForce further points out that China’s supply chain has started to experience a labor shortage this December This has to do with the Chinese government making a significant change to its policy for addressing COVID-19 outbreaks and the general preparation for the impending Lunar New Year holiday There are also signs that the labor shortage could get worse Hence, on top of the various headwinds that are affecting the global economy, Apple is again facing a lack of manpower that constrains its device production TrendForce has corrected down its forecast of iPhone shipments (including all existing models) in 1Q23 to 47 million units, with the corresponding YoY decline coming to 22% For more information on reports and market data from TrendForce’s Department of Semiconductor Research, please click here, or email Ms Latte Chung from the Sales Department at lattechung@trendforcecom For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/

Press Releases
YoY Growth of NAND Flash Demand Bits Will Stay Under 30% from 2022 to 2025 as Demand Slows for PC Client SSDs, Says TrendForce

2022/12/27

Semiconductors

Client SSDs constituted a major driver of demand bit growth in the NAND Flash market for the past two years as the effects of the COVID-19 pandemic were spurring procurement activities related to working and studying from home TrendForce currently projects that the attach rate of client SSDs among notebook computers will reach 92% in 2022 and around 96% in 2023 However, the demand surge related to the pandemic is subsiding, and the recent headwinds in the global economy have caused a demand freeze in the wider consumer electronics market Hence, among the major application segments of the NAND Flash market, client SSDs are going to experience the most significant demand slowdown This, in turn, will constrain demand bit growth as well TrendForce projects that for the period from 2022 to 2025, the YoY growth rate of NAND Flash demand bits will remain below 30% The average NAND Flash content of client SSDs has already surpassed 500GB this year Quotes for 512GB SSDs have fallen sharply and come to a level that is roughly comparable to the quotes that were given for 256GB SSDs half-a-year ago In fact, quotes for 512GB SSDs are also near the level for HDDs with the same capacity On the other hand, upgrading to 1TB or higher for notebook SSDs could be challenging for PC OEMs mainly because the licensing fee for the Windows OS has a positive correlation with device specifications Therefore, an increase in SSD capacity will raise the cost of a whole notebook computer With PC OEMs being less keen on adopting SSDs that are 1TB or higher, growth in the average NAND Flash content of client SSDs will also be more limited in the future Regarding lower-capacity storage solutions for notebook computers, Microsoft is encouraging PC OEMs to adopt UFS solutions for entry-level notebook computers that come with 128GB of storage There are two reasons behind this development First, the market for 128GB SSDs are gradually shrinking Second, compared with SATA, UFS has a price advantage and a comparable performance in terms of data transfer speed In the long run, UFS solutions could replace low-capacity client SSDs for notebook storage However, SSDs have experienced a steep price drop recently, so their price difference with UFS solutions has gotten smaller Furthermore, there are no PC CPU platforms that natively support the faster data transfer speed offered by UFS 31 For now, PC OEMs believe there is no need to make the switch since UFS solutions still lack a notable price advantage Opportunities for adopting UFS solutions will only become more apparent when there is a clear price advantage and native support is available from CPU platforms Enterprise SSDs Will Succeed as Major Driver of Demand Bit Growth in Future The momentum of NAND Flash demand varies for different applications For instance, demand bit growth has not been as rapid for notebook SSDs as it has been for smartphone storage solutions This in part has to do with notebook cameras being mainly used for video streaming rather than shooting photos and videos that have a high image quality TrendForce projects that NAND Flash demand bits related to client SSDs will increase by 43% YoY for 2022 and 116% YoY for 2023 Turning to the YoY growth rate of the average NAND Flash content of client SSDs, it is projected to reach 182% for 2022 and then shrink to 96% for 2023 Eventually, enterprise SSDs will take over from client SSDs as a major driver of demand bit growth in the global NAND Flash market For more information on reports and market data from TrendForce’s Department of Semiconductor Research, please click here, or email Ms Latte Chung from the Sales Department at lattechung@trendforcecom For additional insights from TrendForce analysts on the latest tech industry news, trends, and forecasts, please visit our blog at https://insidertrendforcecom/

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