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On December 3, the U.S. Department of Defense announced its latest sanctions against four Chinese companies, including SMIC, which is the leading foundry in China, according to TrendForce’s latest investigations. While the U.S. government had imposed sanctions on SMIC with the EAR (Export Administration Regulations), the DoD is now including the foundry on its list of Chinese military companies. Not only will this move threaten SMIC’s upstream supply of semiconductor equipment and materials, but its R&D of advanced processes as well as China’s attempt at semiconductor independence will also be severely impacted as a result. Furthermore, SMIC will be barred from receiving any U.S. investments going forward.
Contract prices of mainstream products generally held steady in November following their stabilization in the prior month, according to TrendForce’s latest investigations. However, contract prices of low-density products (including DDR2 and DDR3 1/2/4Gb) rallied in advance due to the sentiment of tightening supply, with DDR3 4Gb seeing the most widespread adoption. Specifically, there are not many DRAM suppliers that provide low-density chips for specialty (or consumer) applications. On the other hand, the average and high prices of DDR3 2Gb chips, which were primarily promoted by Taiwan-based suppliers, crept up 1% from October, due to the gradual cutbacks in the two major Korean manufacturers’ supplies.
In 3Q20, the smartphone industry benefitted from the gradual easing of pandemic containment measures worldwide, the arrival of year-end holiday season, and the expanded production targets by smartphone brands looking to capture Huawei’s lost market shares, according to TrendForce’s latest investigations. These factors together drove up global smartphone production to 336 million units in 3Q20, a 20% increase QoQ, which is the highest QoQ growth in recent years.
Thanks to subsidies by various governments worldwide, the New Energy Vehicle market, including BEVs and PHEVs, maintained a positive growth in sales performance despite the major downturn experienced by the overall automotive market, according to TrendForce’s latest investigations. Total New Energy Vehicle sales for 2020 are expected to reach 2.4 million units, a 19.8% increase YoY.
Total NAND Flash revenue reached US$14.5 billion in 3Q20, a 0.3% increase QoQ, while total NAND Flash bit shipment rose by 9% QoQ, but the ASP fell by 9% QoQ, according to TrendForce’s latest investigations. The market situation in 3Q20 can be attributed to the rising demand from the consumer electronics end as well as the recovering smartphone demand before the year-end peak sales season. Notably, in the PC market, the rise of distance education contributed to the growing number and scale of Chromebook tenders, but the increase in the demand for Chromebook devices has not led to a significant increase in NAND Flash consumption because storage capacity is rather limited for this kind of notebook computer. Moreover, clients in the server and data center segments had aggressively stocked up on components and server barebones during 2Q20 due to worries about the impact of the pandemic on the supply chain. Hence, their inventories reached a fairly high level by 3Q20. Clients are now under pressure to control and reduce their inventories during this second half of the year. With them scaling back procurement, the overall NAND Flash demand has also weakened, leading to a downward turn in the contract prices of most NAND Flash products.
