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It is said that China’s Anti-Monopoly Bureau of Ministry of Commerce held a meeting with representatives from Micron Technology on 24 May 2018, to express concerns about the continuing price increase for PC DRAM products over the past quarters. The rising prices have made Chinese PC-OEMs struggling under component cost pressure. In addition, Micron had previously interfered with the supplying of upstream equipment to JHICC in contravention to the spirit of fair competition, says DRAMeXchange, a division of TrendForce. Samsung, SK Hynix and Micron have gained a total market share of 96% in 1Q18, reflecting the current oligopoly in DRAM market compared with the markets of other semiconductor components. Therefore, DRAMeXchange anticipates that such anti-trust investigations may happen again, which may restrain the price increase.
According to TrendForce’s latest report, the premium smartphone market experienced weak demand in 1H18, as the vendors blurred the lines between their mid-range and premium models, and the new devices released did not trigger a high level of replacement demand as anticipated. The weak demand for smartphone indirectly reduced the demand for high-performance processors from smartphone vendors, and lowered the growth momentum for foundries to develop advanced process technology. Therefore, TrendForce forecasts lower revenue growth for global foundries in 1H18 than in 1H17, with the total revenue reaching about US$29.06 billion, a year-on-year growth of 7.7%. As for the ranking of foundries by revenue, TSMC, GLOBALFOUNDRIES, and UMC are expected to take first, second, and third place respectively.
Global market research firm TrendForce reports that the global notebook shipments for 1Q18 registered 37.27 million units, a quarterly decline of 15.7% and a year-on-year decline of 1.4%, influenced by the traditional off-season.
The upcoming fully connected era has witnessed influx of data, driving the construction of data centers. The amount of data will keep growing at multiples in the next 5 to 10 years. Key techniques like edge computing and 5G, which emphasizes high transmission efficiency, low latency and wide area connection, will lead the next wave of smart technology. Against this background, various types of chips and sensors will see explosive growth, says DRAMeXchange, a division of TrendForce. The demand for DRAM and NAND products will also increase.
DRAMeXchange, a division of TrendForce, reports that the smartphone market entered its traditional off-peak season earlier in the middle 4Q17 as the new devices released during 2H17 did not trigger a high level of replacement demand as anticipated. Smartphone brands had then spent three months adjusting their inventories before they again started to stock up on components toward the end of February 2018, when the end demand also began to bounce back. Much of the stock-up demand has been related to high-density memory components for new flagship smartphones that are to be released in 1H18. Revenue-wise, mobile DRAM suppliers in 1Q18 benefitted from new product releases, demand recovery in the smartphone market (since the middle of the quarter), and the increase in quotes. As a result, the global mobile DRAM revenue rose by 5.3% QoQ against seasonal headwinds to a new record high of US$8.435 billion.