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According to the DRAMeXchange research division of TrendForce, 4Q19 NAND flash bit shipment increased by nearly 10% QoQ thanks to demand growth from data center clients. On the supply side, contract prices made a successful rebound due to shortages caused by the power outage at Kioxia’s Yokkaichi production base in June. In sum, 4Q19 NAND flash revenue reached $12.5 billion, an 8.5% increase QoQ.
According to the DRAMeXchange research division of TrendForce, the DRAM inventory finally returned to a relatively normal level for most OEMs in 4Q19 after nearly three consecutive quarters of adjustments. As the growth in the industry’s overall DRAM supply will be fairly limited in 2020, buyers have been raising procurement ahead of time. Therefore, despite the relatively strong base period in 3Q19, DRAM suppliers increased their sales bits in 4Q19. This increase was able to largely offset the declines in their quotes. All in all, 4Q19 global DRAM revenue registered a minor decrease of 1.5% QoQ, showing a relatively flat trend compared to the previous quarter.
The following analysis shows TrendForce’s investigations of key component and other downstream technology industries, under the impact of the COVID-19 outbreak, with the latest data as of February 14, 2020.
According to the EnergyTrend research division of TrendForce, the integration between centralized generation and distributed smart grid is an inevitable trend in smart city initiatives. Global BESS installation capacity is expected to reach 3.2GWh in 2020, with a 22% CAGR from 2019 to 2024.
The latest analysis from the EnergyTrend research division of TrendForce finds that Taiwan’s newly installed capacity reached historical highs in 2019, with over 36% growth YoY compared to each quarter in 2018. This growth momentum is expected to continue in the next few years as large-scale ground-mounted PV projects are underway.
