TrendForce - Market report, price trend and B2B platform of DRAM, NAND Flash, LEDs, TFT-LCD and green energy, PVhttp://www.trendforce.comenThe Trade War Has Limited Impact on North American Data Centers, but Server Makers May Consider Moving Production Facilities out of China, Says TrendForcehttps://press.trendforce.com/node/view/3161.htmlAccording to the latest report by DRAMeXchange, a division of TrendForce, North American markets contribute to around 40% of the global server demand, but Trump’s threat of steep tariffs on Chinese goods, including server imports, may bring more risks to Taiwanese server ODMs, whose production are mainly based in China. Therefore, Taiwanese server makers are now considering moving their production facilities back to Taiwan. With the next wave of tariffs going into effect on September 24, tariffs of 10 percent will be imposed on Chinese products like servers, server modules, motherboards and network switches, so server makers are bound to relocate their facilities to minimize the impacts of the trade war on their businesses. SemiconductorsThu, 20 Sep 2018 09:05:00 +00003161 at http://www.trendforce.comShortage of Intel CPU to Impact Notebook Shipments, Causing Further Price Decline in the Memory Market, Says TrendForcehttps://press.trendforce.com/node/view/3156.htmlTrendForce has adjusted its 2018 global notebook shipments projection downwards due to the worsening shortage of Intel CPUs. Intel originally planned to begin mass production of CPUs based on its latest Whiskey Lake platform in 3Q18, when the notebook market would be in the busy sales season. However, PC-OEMs are now finding an insufficient supply of Whiskey Lake CPUs, which has disrupted vendors’ notebook shipment plans for this year’s second half. Therefore, TrendForce now estimates that this year’s total notebook shipments will drop by 0.2% YoY, and the CPU shortage may further impact the entire memory market as well.SemiconductorsTue, 11 Sep 2018 08:01:00 +00003156 at http://www.trendforce.comHuawei’s Server Shipment to China to Reach a New Record High due to Surging Demand in China, Says TrendForcehttps://press.trendforce.com/node/view/3153.htmlAccording to the latest report by DRAMeXchange, a division of TrendForce, the Chinese market has witnessed a surging demand for servers in 2018. The number of servers shipped to China will increase by 23% YoY in 2018, and account for 25.6% of the global server shipments this year, up from 21.8% in 2017. The demand grows significantly since the Chinese government has been encouraging domestic companies to adopt servers of domestic brands, together with the increasing amount of servers used for hyperscale internet data centers.SemiconductorsThu, 30 Aug 2018 06:06:00 +00003153 at http://www.trendforce.comGlobal Mobile DRAM Sales Hit a New High in Previous Quarter, but Momentum Would Slacken in 2H18https://press.trendforce.com/node/view/3149.htmlDriven by the release of new flagship Android models in the first half, the demands for smartphones in Q2 were higher than in Q1, expanding production volume by nearly 3% sequentially, according to DRAMeXchange, a division of TrendForce. This year, 6 GB memory has become a mainstream density for the high-end smartphone market, with the share of 8 GB becoming ever higher than in 2017. As supply remained tight, the second quarter’s contract prices still scored a slight sequential increase. Benefitting from their demand increase and price hikes, the Q2 sales for mobile DRAM grew 5.1% sequentially to US$8.869 billion, a record high.SemiconductorsMon, 20 Aug 2018 06:01:00 +00003149 at http://www.trendforce.comGlobal NAND Flash Revenue Rose by 3.5% QoQ in 2Q18; TrendForce Expects Close to 10% Decline in NAND Flash Prices in 3Q18 due to Continued Oversupplyhttps://press.trendforce.com/node/view/3148.htmlDRAMeXchange, a division of TrendForce, reports that the global NAND Flash market has stayed in oversupply since the traditional slow season in 1Q18, resulting in an average drop of 15~20% in NAND Flash contract prices in 2Q18. On the other hand, NAND Flash bit shipments bounced back in 2Q18 as Chinese smartphone brands stocked up on high-density products.DRAMThu, 16 Aug 2018 06:16:00 +00003148 at http://www.trendforce.comDRAM Products to See a Weak Price Trend in 4Q18 after Price Growth of Nine Consecutive Quartershttps://press.trendforce.com/node/view/3147.htmlDRAMeXchange, a division of TrendForce, reports that DRAM suppliers have in turn begun their 4Q18 contract negotiations with their clients since the mid-August. Looking ahead, DRAMeXchange expects that the quotations of DRAM products have an increasing chance to grow weak in 4Q18, although the industries previously expected a flat price trend. This weak quotation is mainly due to increasing supply yet fairly limited growth in demand.SemiconductorsThu, 16 Aug 2018 06:06:00 +00003147 at http://www.trendforce.comApple to Announce New iPhones This Fall with a Budget Version Due to Cost Reduction of Components, Says TrendForcehttps://press.trendforce.com/node/view/3145.htmlAccording to TrendForce, the sales of Apple’s iPhone 8, 8 Plus, and X that were released in 2017 were lower than expected for models that celebrate 10th anniversary of the iPhone line. Sales of the iPhone 8/X series were affected by the delayed launch. Moreover, the demand for iPhone X has not been as strong as anticipated because consumers still need time to adjust to the high prices. While the market performance of the iPhone 8/X series has fallen short of the high expectations, iPhone sales as a whole are sustained by the popularity of models from the earlier generations. TrendForce finds that total iPhone sales for the whole year of 2017 reached around 216 million units, roughly the same as the annual figure for 2016.Innovative Technological ApplicationsTue, 14 Aug 2018 05:55:00 +00003145 at http://www.trendforce.comDRAM Market Again Saw Record High Revenue in 2Q18 but Prices Are Approaching Their Peaks, Says TrendForcehttps://press.trendforce.com/node/view/3144.htmlThe global DRAM revenue grew by 11.3% QoQ (from previous quarter) to reach another record high in 2Q18, according to DRAMeXchange, a division of TrendForce. DRAM quotes rose during the period as the market remained in tight supply. Contract prices of most DRAM products advanced by just around 3% QoQ on average in 2Q18, except for contract prices of graphics DRAM products that surged by nearly 15% QoQ on the back of the cryptocurrency-related demand.SemiconductorsMon, 13 Aug 2018 06:11:00 +00003144 at http://www.trendforce.comTrendForce Expects Prices of Specialty DRAM to Be Stable in 3Q18; DDR3 Dominates Specialty Fields Due to Cost Advantageshttps://press.trendforce.com/node/view/3140.htmlDRAMeXchange, a division of TrendForce, reports that DRAM suppliers have in turn completed their 3Q18 contract negotiations with their clients this July. In the specialty DRAM market, prices have not changed noticeably between June and July. Looking ahead to 3Q18, DRAMeXchange expects the quotation trend of DDR4 specialty products to align more closely with the quotations of mainstream PC and server DRAM products. This is because suppliers can use different bonding options to change the application of the DDR4 memory. As for DDR3 specialty DRAM, its market is forecast to stay at a healthy supply-demand balance. In sum, the overall price trend for specialty DRAM is projected to be relatively stable in 3Q18.Innovative Technological ApplicationsMon, 06 Aug 2018 06:02:00 +00003140 at http://www.trendforce.comContract Prices in NAND Flash Market Will Keep Falling in 2H18 Due to Oversupply and Weak Seasonal Demand, Says TrendForcehttps://press.trendforce.com/node/view/3138.htmlThe latest analysis on the NAND Flash market by DRAMeXchange, a division of TrendForce, forecasts that the ASP of NAND Flash will drop by around 10% QoQ respectively in 3Q18 and 4Q18. Although 3Q18 heralds the traditional peak season for the sales of consumer electronics, the growth of the end market demand has been weaker than anticipated. At the same time, the supply of 3D-NAND Flash continues to expand.SemiconductorsTue, 31 Jul 2018 06:35:00 +00003138 at http://www.trendforce.com