DRAMeXchange, a division of TrendForce, announces the global ranking of SSD module makers (NAND Flash manufacturers excluded) for 2017 based on the shipments of their own-branded SSD products in the channel market. Kingston, ADATA, and Tigo took the top three positions in the ranking, with market shares of 23%, 8%, and 7% respectively.
According to DRAMeXchange, a division of TrendForce, DRAM products have begun to see a weak price trend, showing only a 1~2% QoQ hike in contract prices for 3Q18 due to the continued oversupply, despite the coming of holiday sales season. DRAMeXchange expects the quotations of DRAM products to decline by 5% or more QoQ in 4Q18, terminating the super cycle of price growth for nine consecutive quarters. NAND Flash experienced a price drop of around 10% in 3Q18 and expects a steeper drop of 10~15% in the fourth quarter, considering the impacts of trade war. Contract prices of 3D TLC NAND Flash chips in the channel market may even drop by more than 15% in 4Q18.
In this release, TrendForce provides predictions of the information and communication technology industry for 2019, focusing on 10 key themes. Some of these themes continue from last year but will show significant evolution in the upcoming year.
DRAMeXchange, a division of TrendForce, reports that DRAM suppliers have been negotiating with their clients over the 4Q18 contracts towards the end of September. Looking ahead to the next quarter, DRAMeXchange expects that the quotations of DRAM products to decline by 5% QoQ, higher than the previous forecast of 1~3%. The weak quotations are mainly due to increasing bit supply yet fairly limited growth in demand, despite the coming of holiday sales season.
According to the latest report by DRAMeXchange, a division of TrendForce, North American markets contribute to around 40% of the global server demand, but Trump’s threat of steep tariffs on Chinese goods, including server imports, may bring more risks to Taiwanese server ODMs, whose production are mainly based in China. Therefore, Taiwanese server makers are now considering moving their production facilities back to Taiwan. With the next wave of tariffs going into effect on September 24, tariffs of 10 percent will be imposed on Chinese products like servers, server modules, motherboards and network switches, so server makers are bound to relocate their facilities to minimize the impacts of the trade war on their businesses.