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According to the latest analysis by the DRAMeXchange research division of TrendForce, the contract price of client SSD has fallen for seven consecutive quarters until 2Q19 from peak price, to barely above the price of HDD. As a result of this price decrease, the share of SSD, along with their capacity, used in notebook computers has risen since 2Q19. On the supply side, the June 15 power outage at the Yokkaichi fab jointly operated by Kioxia and WDC forced the two companies to reduce their NAND production, in turn halting the price drop of eMMC/UFS and SSD products in 3Q19. On the other hand, there was a sharp uptick in the wafer market leading to a 20% increase in 3Q19 wafer prices. As well, the contract prices of eMMC/UFS and SSD made a strong recovery in 4Q19.
According to the newest analysis from the DRAMeXchange research division of TrendForce, server DRAM prices are expected to lead the uptrend in 1Q20 DRAM prices because the supply has been constrained by unstable yield rates of 1Xnm processes. Also, Graphics DRAM prices will see a corresponding sharp rebound. Graphics DRAM is more sensitive to demand change than other types of memory products, so its price fluctuations can be dramatic as well. With OEM clients raising their stock-up demand, Graphics DRAM contract prices are projected to increase by over 5% QoQ, the highest among all memory products.
According to the DRAMeXchange research division of TrendForce, the global server market has slowed its growth in 2019 in light of factors such as the current global trade situation and the shift of ODM production lines. However, as the China-U.S. trade relations improved in 2H19, market demand also returned to form, with data centers being the main driver of market growth.
According to the latest analysis of TrendForce’s DRAMeXchange research division, DRAM spot prices have begun to rebound, in turn improving the overall DRAM market sentiment, and memory component buyers in the contract market will be induced to raise their inventories as well. Contract prices are expected to rally as early as 1Q20.
According to the latest analysis from the WitsView research division of TrendForce, as electronic device manufacturers start to develop product strategies for the 2020 market driven by the commercialization of 5G technology, foundries are likewise raising their capacity utilization rates. Specifically, 8-inch and 12-inch wafer fabs of large foundries are estimated to reach near-maximum production capacities in 4Q19, thus compressing the supply of large-sized DDI and small-sized TDDI.