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Due to frictions from the US-China trade dispute, China's two DRAM giants are showing clear signs of slowing. According to research by DRAMeXchange, a division of TrendForce, Yangtze Memory Technologies (YMTC), which forms the main bulwark of NAND flash development in China, will be mass producing 64-layer Xtacking 3D NAND products this year end as scheduled. YMTC's capacity expansion in 2020 is projected to impact supply and prices in the global NAND flash market.
According to research by DRAMeXchange , a division of TrendForce , the NAND flash industry this year is clearly exhibiting signs of oversupply, and SSD suppliers have gotten themselves into a price war, causing SSD prices for PC OEMs to take a dive. Average contract prices for 512GB and 1TB SSDs have a chance to plunge below US$0.1 per GB by the end of this year, hitting an all-time low. This change will cause 512GB SSDs to replace their 128GB counterparts and become market mainstream, second only to 256GB SSDs. We may also look forward to PCIe SSDs achieving 50% market penetration, since PCIe SSDs and SATA SSDS are nearly identical in price.
According to DRAMeXchange , a division of TrendForce , the global server market is predicted to continue growing in 2019, but under the pressures of business cycles and worldwide uncertainty, this year's server shipment growth has shrunk slightly compared to 2018, coming to 3.9%.
According to the latest report by TrendForce, big brands such as Vivo, Xiaomi, Huawei, OPPO and Samsung have extended FOD (Fingerprint on Display) technology down from flagship devices to mid-high tier smartphones, enlarging market scale and causing the costs of FOD tech to slide. Penetration rates for optical and ultrasonic FOD solutions are therefore predicted to surpass that of traditional capacitive solutions and become the mainstream technology for smartphone fingerprint recognition in 2022.
DRAMeXchange, a division of TrendForce, points out that the drop in DRAM contract prices continues to grow in the first quarter due to the overabundance in inventory levels, falling by over 20% in overall ASP. The accelerating drop in prices did not stimulate a recovery in demand, and transactions have still been few. DRAM ASP is predicted to continue falling well into the third quarter as inventories clearouts have yet to be completed.
