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The server industry analysis by the DRAMeXchange research division of TrendForce thus far finds that frontline personnel of Chinese server manufacturers will return to work starting from 2/10, while other personnel resumed work on 2/3. Certain Chinese manufacturers resumed operations on 2/3 with government approval. On the whole, the server supply chain recovery has been progressing better than expected. Server manufacturers have traditionally increased capacity and stocked key components up to one month before the Chinese New Year to facilitate smooth shipment after the holidays. As such, major ODMs believe that the coronavirus outbreak will have minimal impact on server shipment in the short term despite the delay in work resumption. If work resumption on 2/10 cannot properly proceed, ODMs will increase their future production correspondingly.
TrendForce’s latest investigation finds that several factors have negatively affected smartphone production: first, the labor-intensive nature of the smartphone industry; second, China’s delay in work resumption until February 10 and population movement control; finally, the reduction in the public’s willingness to buy. Due to the aforementioned factors, TrendForce is lowering its 1Q20 smartphone production forecast to a 12% decrease YoY, at 275 million units produced, which is a five-year low.
On account of the Wuhan coronavirus outbreak’s impact on the global memory industry, investigations from the DRAMeXchange research division of TrendForce indicate that no DRAM or NAND flash fab in China has closed or partially suspended operations at the present. Hence, the overall production will remain unaffected for DRAM and NAND flash in the short run. In addition, their 1Q20 contract prices have already been set; therefore, TrendForce maintains its previous forecast of a slight QoQ increase in 1Q20 DRAM and NAND flash contract prices.
Global market intelligence firm TrendForce is honored to announce its 20th anniversary in 2020. In addition to offering enterprise consultation services, TrendForce specializes in the comprehensive market analysis of the global technology sector. With over 20 years of industrial data and insights, TrendForce established Prophet, an AI solutions company, in 2017, growing its service areas to include the emerging digital transformation sector. For the past 20 years, TrendForce has been the leading generator of market information in Greater China’s technology industry. Within the next 20 years, the company is looking to build upon its current core competencies and become the preeminent market intelligence provider and enterprise consultancy on the global stage.
The latest analysis from the WitsView research division of TrendForce shows potential for a small price hike in TV panels under (and including) 65 inches at the end of January, as demand rises and supply falls. In contrast, due to an increase in panel manufacturers’ shipment target and the continued capacity expansion in China, the supply of monitor panels in 2020 is projected to exceed demand by nearly 20%. In the short term, the price drop of monitor panels is unlikely to stop.
