Popular Keywords
- About Us
-
Research Report
Research Directory
Semiconductors
LED
Consumer Electronics
Emerging Technologies
- Selected Topics
- Membership
- Price Trends
- Press Center
- News
- Events
According to the DRAMeXchange research division of TrendForce, demand-side inventory in 2H19 has returned to relatively healthy levels. Furthermore, some vendors pulled their quarterly product shipment forward in an effort to avoid potential negative impacts from Trump’s impending tariffs; this shift skyrocketed DRAM suppliers’ sales bits in 3Q19, driving total DRAM revenue up by 4% and ending the QoQ decline which lasted over three consecutive quarters. Despite an already strong-performing base period in 3Q19, the three major DRAM manufacturers are projected to increase their shipments even further in 4Q19, propelled by demands from the server and smartphone markets.
According to the latest analysis from the DRAMeXchange research division of TrendForce, Q4 DRAM ASP is as of yet undergoing a slight QoQ decline, but this decline has shrunk down to 5%. In contrast, the total trading volume in October has seen considerable QoQ growth, which demonstrates an increased willingness to pay on the purchasers’ part. Once suppliers’ inventory levels have sufficiently lowered, they will no longer need to cut prices to encourage further sales. These factors have the potential to help DRAM prices stabilize and recover in 2020.
According to the latest analysis from the WitsView research division of TrendForce, reduced panel shipment is causing the demand for flat-panel display driver IC to undergo a corresponding decline. The 2019 YoY growth for total adoption is projected to be -3.2%, which marks the first instance of negative growth in recent years. The space for shipment growth in 2020 is likely also limited.
In this press release, TrendForce provides predictions of the information and communication technology industry for 2020, focusing on 10 key themes.
The global market research firm TrendForce reports that the average contract price of 8GB PC DRAM modules remained constant at US$25.5 in August, showing no noticeable change from the previous month. Negotiations between DRAM suppliers and PC OEMs over the September contracts are still ongoing, but most signs indicate that contract prices of mainstream PC DRAM products will hold steady during the month.