According to the latest investigations by the DRAMeXchange research division of TrendForce, owing to strong orders for data center servers and traditional server brands’ preemptive stock-up demand to avoid pandemic-induced breaks in the server supply chain, overall server shipment is expected to remain on the upswing in 2Q20. However, as 1Q20 was a relatively high base period, server shipment is projected to grow by a mere 7-9% QoQ in 2Q20, falling short of the usual double-digit QoQ growths in past second quarters.
According to the latest investigations by the WitsView research division of TrendForce, the oversupply of TV panels in 2019 resulted in a major price drop. As such, panel manufacturers hoped to utilize their excess capacity in 2020 through increasing their production of monitor panels, with Samsung Display (SDC) having the most extensive plans. However, given the recent spread of the COVID-19 pandemic, the market has adopted a pessimistic outlook regarding end device demand. The latest news indicates that SDC has informed its clients that it will exit the LCD market by the end of the year. This news is expected to lead to a major reshuffle in the monitor panel market.
As the COVID-19 pandemic continues to accelerate and cause damage to the global economy and consumers’ purchasing power, TrendForce has compiled its latest report on the statuses of key electronics component and downstream industries, with data last updated on March 26, 2020. The report provides a deep dive into the pandemic’s influences on several high-tech industries.
According to WitsView, a division of TrendForce, its latest TV research report shows that the threat of looming China-US trade war tariff covered the year 2019. Besides, consumers' habits of using TVs were changed, so demand was indirectly reduced. Fortunately, brands' promotional campaigns during Black Friday and November 11 were helped by massive fall of TV panel prices in 4Q19. Thus, the TV set shipment only slightly declined by 0.8% YoY in 2019, reaching 217.8 million units.
According to the latest investigations by the DRAMeXchange research division of TrendForce, the continued spread of the COVID-19 pandemic has resulted in considerably weakened shipment for most end products in 1Q20. However, the major NAND Flash suppliers already scaled back their CAPEX for this year, and the total bit output of the NAND Flash industry is expected to grow by only about 30% YoY in 2020, resulting in a 5% QoQ increase in NAND Flash ASP for the 1Q20 period despite the headwinds of the off-season.
