TrendForce’s latest report, Breakdown Analysis of China's Semiconductor Industry, outlines the landscape of China’s dynamic and fast-growing semiconductor industry, and reveals that the memory segment will be a focus for the industry, considering that China now heavily relies on imported semiconductor components, and that semiconductor is a sensitive sector which may have potential applications in national security.
According to the latest report of DRAMeXchange, a division of TrendForce, the global server shipment will grow by 5.53% in 2018 driven by the surging demand for servers in data centers.
DRAMeXchange, a division of TrendForce, expects lower demand for NAND Flash in 1Q18 due to the traditional off-peak season. The demand from notebooks, tablets, and smartphones (mainly Chinese branded smartphones) is estimated to drop by more than 15% compared with 4Q17, and that from server will remain generally the same. Therefore, the overall bit demand is projected to drop by 0-5% compared with 4Q17. On the other hand, as suppliers keep improving their production capacity and yield rate of 3D-NAND Flash, the bit output will grow by more than 5% compared with 4Q17. Consequently, NAND Flash market will experience an oversupply in 1Q18 and contract prices of SSD, NAND Flash chips and wafer, etc. will drop.
The global research company TrendForce held 2018 Forum on Key Trends in Electronic Components Industry on December 7, 2017. Here are the key excerpts from the forum.
According to the latest report of TrendForce, China’s IC design industry revenue will reach RMB 200.6 billion in 2017, a yearly growth of 22%. The growth rate is expected to remain at around 20%, totaling RMB 240 billion in 2018, pointed out by Cici Zhang, analyst of TrendForce.