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The more working days in 2Q18 have brought higher demand for smartphones and notebooks, etc., but the increasing demand cannot offset the high supply resulting from improvements in 3D NAND Flash production capacity and yield rate, says DRAMeXchange, a division of TrendForce. Consequently, the suppliers, who face higher inventory levels, have to further adjust the eMMC/UFS prices downward.
The latest analysis by DRAMeXchange, a division of TrendForce, finds that the interference in pricing by the China’s National Development and Reform Commission in 1Q18 is still having an effect on the mobile DRAM market in 2Q18, causing the quoting to be more conservative. Quotes of mobile DRAM products have not gone up as much compared with quotes of DRAM products for other applications. For discrete mobile DRAM products, the QoQ increases in their quotes for 2Q18 were within 1% on average. The quotes of eMCP products actually fell by 1% QoQ on average due to the slide in NAND Flash prices.
According to the latest report of DRAMeXchange, a division of TrendForce, the global server shipment experienced slight decline in 1Q18, but the demand for CPU, Server DRAM, and other related components remain flat. The demand for server will see obvious recovery in 2Q18, and global server shipment will grow by nearly 10% compared with 1Q18. For 1H18, Dell EMC, HPE, and Inspur will be the top three server suppliers with shipment market shares of 16.6%, 15%, and 7.2% respectively.
According to DRAMeXchange, a division of TrendForce, China has entered the semiconductor sector and focused on the development of domestic memory industry. The three key players are YMTC, Innotron (Hefei Chang Xin) and JHICC, which work on NAND Flash, mobile DRAM and specialty DRAM respectively. All three companies have arranged trial production to begin in 2H18 and mass production to begin in 1H19. This will make 2019 the first year of China’s domestic memory chip production.
The NAND Flash market has witnessed a slight oversupply in 1Q18. The growth momentum remains weak in 2Q18 although the demand increases, according to DRAMeXchange, a division of TrendForce. It is expected that the slight oversupply in NAND Flash market will remain and the prices will continue to decline.
