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The server industry analysis by the DRAMeXchange research division of TrendForce thus far finds that frontline personnel of Chinese server manufacturers will return to work starting from 2/10, while other personnel resumed work on 2/3. Certain Chinese manufacturers resumed operations on 2/3 with government approval. On the whole, the server supply chain recovery has been progressing better than expected. Server manufacturers have traditionally increased capacity and stocked key components up to one month before the Chinese New Year to facilitate smooth shipment after the holidays. As such, major ODMs believe that the coronavirus outbreak will have minimal impact on server shipment in the short term despite the delay in work resumption. If work resumption on 2/10 cannot properly proceed, ODMs will increase their future production correspondingly.
On account of the Wuhan coronavirus outbreak’s impact on the global memory industry, investigations from the DRAMeXchange research division of TrendForce indicate that no DRAM or NAND flash fab in China has closed or partially suspended operations at the present. Hence, the overall production will remain unaffected for DRAM and NAND flash in the short run. In addition, their 1Q20 contract prices have already been set; therefore, TrendForce maintains its previous forecast of a slight QoQ increase in 1Q20 DRAM and NAND flash contract prices.
Global market intelligence firm TrendForce is honored to announce its 20th anniversary in 2020. In addition to offering enterprise consultation services, TrendForce specializes in the comprehensive market analysis of the global technology sector. With over 20 years of industrial data and insights, TrendForce established Prophet, an AI solutions company, in 2017, growing its service areas to include the emerging digital transformation sector. For the past 20 years, TrendForce has been the leading generator of market information in Greater China’s technology industry. Within the next 20 years, the company is looking to build upon its current core competencies and become the preeminent market intelligence provider and enterprise consultancy on the global stage.
As PS4 and Xbox One approach the end of their lifecycles, Sony and Microsoft recently revealed more details about the release schedules of PS5 and Xbox Series X, which will hit the market during the 2020 holiday season. According to the DRAMeXchange research division of TrendForce, the competition between next-gen video game consoles in 2H20 will incite a demand surge for Graphics DRAM and SSDs.
According to the latest analysis from the DRAMeXchange research division of TrendForce, the consistent increase in DRAM spot prices since December and the power outage at Samsung’s Hwaseong fab on December 31, 2019 have not seriously impacted the supply side of the DRAM market. But on the demand side, memory buyers have furthered their willingness to build up inventories. Thus, TrendForce is again adjusting the 1Q20 DRAM contract price forecast from “mostly holding steady”, as previously reported, to “slightly trending upward”, indicating an earlier-than-anticipated kickoff of the cyclical upturn.