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Taiwan’s Lite-On Technology Corp. (Lite-On) announced on August 30 that it will offload the entire stake of its SSD business to Toshiba Memory Holdings Corp. (TMCHD). The purchase price is provisionally set at US$165 million, and the transaction is scheduled to be completed by 1H20. TrendForce’s preliminary assessment of this deal finds that Lite-On’s SSD business has significant advantages in operational efficiency and flexibility. Thus, the acquisition could be a major boon to TMCHD in terms of enhancing the range and quality of product offerings.
According to the newest statistics by TrendForce, the global top ten IC design companies for 2Q19 ranked by revenue have just been released, in which we see revenues of the top five all falling YoY. This was due to the US-China trade war, mounting inventory levels along the supply chain and less-than-satisfactory global demand for consumer electronics, including smartphones, tablets, notebooks, LCDs, TVs, servers etc. NVIDIA registered the largest decline among the five: 20.1%. This is also the first time in three years that Nvidia's seen YoY revenue declines for three consecutive quarters.
According to investigations by TrendForce, smartphone demand has already made it out of the gloomy offseason of 2Q19, with production volume coming to 344 million units, a 10.5% QoQ growth. Yet the many uncertainties circulating in the international market still caused smartphone production volume to weaken by 2.4% YoY in 2Q19, with the top six being Samsung, Huawei, Apple, OPPO, Xiaomi and Vivo in descending order.
According to the latest global DRAM module supplier rankings by DRAMeXchange, a division of TrendForce, although DRAM prices took a downturn in 2H18, ASP for the whole year came above 10% in 2017. Along with the increase in shipments, this put total revenue for the global module market 2018 at US$16.6 billion, a 41% increase YoY.
The overview given by DRAMeXchange, a division of TrendForce, on the performance of the NAND flash market for 2Q19 finds that end demand in smartphone, notebook PC and server markets have recovered from the traditional offseason 1Q19, bringing total bit consumption growth to 15%. But since suppliers still have rather large levels of inventory on their hands, the drop in contract prices for 2Q19 have remained quite significant. Total business revenue remained around the US$10.8 billion mark, trending flat from 1Q19.
