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According to DRAMeXchange, a division of TrendForce, DRAM products have begun to see a weak price trend, showing only a 1~2% QoQ hike in contract prices for 3Q18 due to the continued oversupply, despite the coming of holiday sales season. DRAMeXchange expects the quotations of DRAM products to decline by 5% or more QoQ in 4Q18, terminating the super cycle of price growth for nine consecutive quarters. NAND Flash experienced a price drop of around 10% in 3Q18 and expects a steeper drop of 10~15% in the fourth quarter, considering the impacts of trade war. Contract prices of 3D TLC NAND Flash chips in the channel market may even drop by more than 15% in 4Q18.
In this release, TrendForce provides predictions of the information and communication technology industry for 2019, focusing on 10 key themes. Some of these themes continue from last year but will show significant evolution in the upcoming year.
The shipments of LCD monitor are projected to reach 126 million units in 2018, a YoY growth of 1.5%, after seven years of decline, according to WitsView, a division of TrendForce. The main drivers of shipment growth include the falling panel prices and rising demand from North America. The strong sales in niche segments like gaming and borderless monitor also offer growth momentum.
WitsView, a division of TrendForce, reports that the large-sized panels witnessed slashed demand in the first quarter with decreased panel shipment by area, but the oversupply was eased in 2Q18 as the demand recovered and the supply (glass output by area) dropped. In the third quarter, the enhanced stocking-up demand in a peak season has reversed the over-supply trend. However, WitsView reports higher risks of panel price decline in 4Q18, for the end demand may gradually slide in the upcoming quarter while panel makers keep on targeting full utilization rates.
DRAMeXchange, a division of TrendForce, reports that DRAM suppliers have been negotiating with their clients over the 4Q18 contracts towards the end of September. Looking ahead to the next quarter, DRAMeXchange expects that the quotations of DRAM products to decline by 5% QoQ, higher than the previous forecast of 1~3%. The weak quotations are mainly due to increasing bit supply yet fairly limited growth in demand, despite the coming of holiday sales season.
