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keyword:Mark Liu33 result(s)

Press Releases
TrendForce Projects Contract Prices of Server DRAM Modules to Increase by 3% to 8% Sequentially This Third Quarter

2017/06/15

Semiconductors

DRAMeXchange, a division of TrendForce, reports that the average contract price of server DRAM modules rose sequentially by nearly 40% and 10% respectively for the first and second quarter of 2017 due to tight supply In the third quarter, the average contract price of 32GB server DRAM modules for first-tier customers is projected to arrive around US$260, while the average contract price of 32GB modules for second-tier customers may be higher than that threshold The latest forecast by DRAMeXchange indicates that the average sequential price increase for server DRAM modules in the contract market for the third quarter will be in the range between 3% and 8% According to DRAMeXchange analyst Mark Liu, server DRAM modules are supporting higher data transfer bandwidths, from 2133MHz and 2400MHz to 2666MHz In terms of capacity, the mainstream modules have also expanded to 32GB “Going into the second half of 2017, the growth in the memory content per box for servers and the increase in the market penetration of 32GB product lines are expected to be the main demand drivers,” said Liu DRAMeXchange projects that the penetration of 32G capacity option in the total server DRAM module shipments will surpass 60% by the end of 2017 Shortage of server DRAM modules will not ease any time soon as the server market is expected to get hotter in the second half of 2017 Looking at the server market, product orders during the second half of 2017 will be mostly related to the procurement contracts that were made in the year’s first half by data center operators, enterprises and government organizations Furthermore, a sizable part of this demand will be for servers based on Intel’s Purley platform The initial shipments of Purley-based servers are expected to mostly go to data centers that will be replacing outdated hardware As for enterprise servers with Purley solutions, their market releases are mainly scheduled in the first quarter of 2018 The market penetration of high-capacity modules such as 32GB RDIMMs and 64GB LRDIMMs is expected to accelerate with the arrival of Intel’s new platform With regard to server DRAM supply, currently memory suppliers’ shipment fulfillment rates have been around 60% to 70% since the start of this year The market therefore is still in undersupply At the same time, procurement contracts made during this year’s first half together with the arrivals of Purley-bases servers will keep pushing up demand for server DRAM products – especially high-capacity modules – to the end of the year On the technology front, the majority share of the server DRAM production is still done using older generations of manufacturing processes Transitioning to 10nm-class nodes has been a major challenge for the whole industry Server DRAM suppliers therefore have been fairly cautious in their process migration to ensure product reliability, and volume production of server DRAM using 1x-nm nodes is expected to become mainstream later in 2018 DRAMeXchange also estimates that global server shipments in the latter half of 2017 will grow by around 10% compared with the first half of the year In terms of shipment market shares for 2017, the top three server vendors will still be HPE, Dell and Lenovo with a combined global market share of about 40% Huawei has the highest estimated year-on-year shipment growth for 2017 at almost 30% Sugon and Inspur are expected to share second place for shipment growth with year-on-year grow rates of both server makers estimated at 15%

Press Releases
TrendForce Says More Than Half of Global Server Demand Will Come From Data Centers in 2020 and Intel Will Be Long-Term Leader of Server Processors

2017/05/17

Semiconductors

Intel continues to dominate the market for mainstream server processors during this year’s first half with its global market share currently at above 90%, reports DRAMeXchange, a division of TrendForce Though AMD and Qualcomm transitioned to the more cutting-edge manufacturing technologies such as the 14nm and the 10nm processes for their server solutions towards the end of last year, they will not be able to expand their market shares significantly in the short term Intel’s competitors are still behind in developing third-party hardware and software support DRAMeXchange analyst Mark Liu pointed out that that enterprises still make up the largest application segment in the server market, representing around 60% of the total demand While data centers as an application currently has about 35% of the total server demand, their share will grow to surpass 50% by 2020 AMD’s Naples has a chance to break into the mid-range segment of the server processor market; Intel’s Purley targets high-performance computing Looking at the offerings of server chip suppliers, Intel’s latest Purley platform are built on the 14nm process Purley’s Xeon E7 v5 series, which is designed for the high-performance servers, features solutions with 8 sockets, ISA and C602 chipsets that allow scalable buffer memory to further improve computing capability AMD’s latest Naples processors are made on the 14nm process and represent a huge leap from the company’s earlier Opteron solutions that came from the 32nm and the 28nm processes Showing a large increase in computing power, the Naples platform will allow AMD to challenge Intel in the mid-range market by directly competing against that latter’s solutions such as Xeon E5 v4 2600 Nevertheless, AMD is at a disadvantage compared with Intel in the overall product development Solutions based on the ARM architecture are still mainly used in low-power environments as ARMv8 server chips are generally weaker than their x86 counterparts in the performances of an individual processor core At the present, the latest ARM solutions are designed for storage and networking servers and are touted as being comparable to the Xeon E5 series Some of the ARMv8 solutions are Cavium’s ThunderX CP, AppliedMicro’s X-Gene 3 and Qualcomm’s Centriq 2400 The capabilities of these ARMv8 products, which are often customized on order, are expected to be much improved as they are manufactured on advanced processes in the 10~16nm range Liu noted: “Intel’s x86 server solutions will continue to dominate the data center segment due to their market positioning AMD, which has a smaller share of the server processor market, is going to sell the Naples platform to specific client groups The competitive advantage of the Naples platform is noticeable in the mid-range market, especially in terms of having lower ASPs for its solutions As for suppliers of customized server chips based on the ARM architecture, they will be focusing on major providers of cloud storage and computing services including Google, Amazon and Microsoft Global market research firm TrendForce will hold Compuforum 2017 on May 31 at Taipei International Convention Center (TICC) The theme of the seminar is “The Innovation of Cloud Computing and Storage Technology” For more information about the event, please visit: http://seminartrendforcecom/Compuforum/2017/US/index/

Press Releases
TrendForce Anticipates Global Server DRAM ASP in 2Q17 to Rise Over 10% From Prior Quarter as Demands Exceeds Supply

2017/04/18

Semiconductors

DRAMeXchange, a division of TrendForce, reports that demand continues to outpace supply in the server DRAM market In this first quarter, memory suppliers saw their shipment fulfillment rates dropped for different groups of clients The fulfillment rate for long-term agreement (LTA) orders was 80% on average, while fulfillment rates for orders from Chinese and Taiwanese ODMs fell to the 60% level Due to the persistent undersupply, DRAMeXchange further projects that the global average sales price (ASP) of server DRAM will increase by more than 10% between the first and second quarter “The product mix changes made by suppliers in the second half of 2016 as the main factor behind the tightening of server DRAM supply,” said Mark Liu, DRAMeXchange analyst “At the same time, the demand from the downstream has taken off and surpassed DRAM suppliers’ expectations As server makers expand their purchasing of memory products, server DRAM prices will keep climbing” Up to now, major DRAM suppliers have been adjusting the pace of their respective technology migrations as to align with the product lifecycles of their mainstream offerings for the server memory market Samsung and SK Hynix have not significantly shifted the production of their server DRAM chips onto the more advanced processes, which respectively are the 18nm and the 21nm Both Samsung and SK Hynix have also limited the shipment share of products from the advance process For this first quarter, just around 30% of Samsung’s server DRAM product shipments came from the 18nm process SK Hynix also had about the same shipment share for its 21nm server DRAM products Looking ahead, the uncertainty of the supply-demand situation will further push up server DRAM prices in the third quarter Domestic telecom industry and BAT will increase their take of China’s server shipments to 36% this year The Internet’s traffic has grown exponentially in recent years as more services migrated to cloud computing and big data platforms, thus creating enormous challenges in data storage and processing Traditional data centers lack the equipment and technologies to handle the current density of information that is being transmitted In the case of China, the three native technology giants Baidu, Alibaba and Tencent – a group also known as “BAT” – have become actively involved in the development of the domestic data center market, including the design and manufacturing of network equipment and server systems They also work closely with local telecom companies in creating their enhanced and customized operational models for data centers At the same time, data center-related services in China have matured Owing to policy support from the government, domestic providers of cloud computing, online storage, IoT services and other combined solutions have made much progress In the near future, various levels of Chinese government in accordance with the national economic strategy are expected to invest heavily in cloud-based technologies and related emerging industries Enterprise data centers are being built across the country, and many of these data center building projects contain lucrative bid opportunities from provincial governments On the whole, China’s data center market is now entering a high-growth period Similarly, demand for server systems in China is expected to grow significantly in the near term DRAMeXchange estimates that the demand for server from domestic telecom companies (eg China Telecom, China Mobile and China Unicom) will increase by around 30% this year in unit volume compared with last year as they continue to work closely with server ODMs Domestic telecom companies are also projected to capture 5~8% of the total server shipments in the Chinese market during 2017 An even larger source of server demand in China comes from BAT Together, their server demand for 2017 is expected to grow by 20% in unit volume versus 2016 They also will take a huge chunk of the total server shipments in the Chinese market this year – around 30% according to DRAMeXchange’s latest estimate Going forward, demand momentum from China’s telecom industry and BAT will pick up further in the second half of 2017  

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