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According to the latest investigations by the DRAMeXchange research division of TrendForce, the increase in server orders in 2Q20 took place due to the gradual easing of supply chain disruptions from the COVID-19 pandemic. ODM server orders increased by about 20% QoQ in 2Q20, although work resumption at some overseas server assembly lines yet remains lower than expected, in turn constraining the overall server unit shipment performance. TrendForce estimates the QoQ increase in server shipments in 2Q20 to be about 9%.
According to the latest investigations by the WitsView research division of TrendForce, foundries have maintained a high level of capacity utilization in 1H20 in spite of disruptions caused by the COVID-19 pandemic. In particular, the node capacities of mainstream process technologies used for DDI production are showing a tight supply situation that is unlikely to be alleviated even in 2H20. There is a high possibility for foundry capacities allocated for DDI production to be compressed by other applications in 2H20, in turn potentially resulting in a price hike for DDIs.
According to the latest investigations by the DRAMeXchange research division of TrendForce, NOR Flash buyers found that their inventories were low and stepped up their procurement efforts as they anticipated the growing risk of COVID-19 causing disruptions in the supply chain. These efforts sustained the uptrend of NOR Flash prices from 1Q20 to 2Q20. NOR Flash ASP climbed by around 5% QoQ in 1Q20 and increased even further, by about 10% to 20% QoQ in 2Q20.
According to the latest investigations by TrendForce, the combined revenues of the top 10 foundries increased by more than 20% YoY in 2Q20. This growth took place as there was not a massive reduction in wafer start orders in 1Q20, while foundry clients expanded their orders in 2Q20 due to both increased production of existing devices and new applications generated by the COVID-19 pandemic. The comparatively low base period in 2Q19 also contributed to the YoY increase in foundry revenue in 2Q20.
According to the 1Q20 revenue ranking of global top 10 IC design companies compiled from TrendForce’s latest data, Qualcomm was able to stop the trend of continuous YoY revenue declines, which lasted for the six previous consecutive quarters, because of its effective 5G product strategy and the considerable growth in WFH and distance learning demand. On the other hand, Broadcom’s semiconductor business displayed negative growth for five consecutive quarters because of market competition and the China-U.S. trade war, subsequently trading places with Qualcomm on the revenue ranking list in 1Q20.
