Since the end of 2Q18, major DRAM suppliers have been negotiating over the contract prices for Q3. Despite the fact that the bit output has been increasing quarter by quarter, the average selling prices of DRAM may still see a marginal rise in 3Q18 since the buyers are eager to stock up for the upcoming traditional peak season, says DRAMeXchange, a division of TrendForce.
The growth momentum for 2H18 NAND Flash market is expected to be weak, according to the latest report of DRAMeXchange, a division of TrendForce. Coupled with continuous improvements in yield rate and output of 64/72-layer 3D NAND Flash, DRAMeXchange expects the market to approach a balance between supply and demand, the contract prices of NAND Flash products are expected to decline further.
The shortfall in the supply of server DRAM may ease in the second half, as evidenced by the increasing average shipment fulfillment rate in the past several quarters, according to DRAMeXchange, a division of TrendForce.
Micro LED displays and Mini LED backlight technology have been the focus of spotlight in this year’s exhibitions of consumer electronics and display technology. Major manufacturers including Samsung, Sony, and AUO have showcased related conceptual products. It is also said that Samsung may mass-produce ultra-large Micro LED TVs, driving more manufacturers to invest in Mini LED R&D. According to the latest report of LEDinside, a division of TrendForce, the market value of Micro LED and Mini LED products is estimated at US$1.38 billion by 2022.
The total revenue from the global top 10 providers of outsourced semiconductor assembly and test (OSAT) service for 1H18 is estimated to grow by 10.5% YoY, reaching US$11.12 billion, reports TrendForce. Particularly, JCET, TSHT and TFME, the major three Chinese OSAT providers, are projected to represent a share of 26.9% in the total revenue of the top 10 providers in 1H18, hitting a new record high.