The price of memory in the first half of 2018 steady slowed down
Benefiting from the North American data center construction project, the server storage supply continued to be tight from the second half of 2017. Although the first quarter of 2018 growth has slowed down, the market price is still upscale. It is estimated that the overall market supply in the first half of 2018 The still tight view will be expected to grow steadily throughout the year.
Recent global smart phone market into the traditional off-season, and the first quarter of the market to buy gas more weaker than expected, resulting in the average contract price of mobile storage rose significantly over the past few quarters significantly, market estimates, the first quarter of mobile memory output Growth rate is flat, the price will be reduced by about 5% increase to about 3%.
The industry believes that the recent market demand pull mainly by North American data center pulling goods kinetic energy, especially in North America, the four major Internet service providers to promote cloud server trend is clear, due to demand for servers in the first quarter pulling goods robust, so DDR4 products in 2 The monthly average spot price is about US$5, which is still about 1.1% higher than the average spot price in January. As for March, the price is still strong, and the average increase in a single season is about 3%~5%, compared with DDR3. Quotes stabilized in February and is expected to be flat in March.
Although Samsung Electronics is expected to build a new semiconductor plant in Pyeongtaek, South Korea in the near future to expand DRAM and NAND flash memory capacity, the total investment and capacity allocation have not yet been finalized. It is expected that the new Samsung plant will The project will be completed before the end of 2019, and the original Pyeongtaek plant will also begin to produce substantial capacity in the second half of the year. Therefore, the focus will be to increase the 18nm process speed in 2018, and the progress of Hynix and Micron's manufacturing process will be lower than expected. The overall industry's new capacity will be out in the second half.
South Asia also optimistic about the growth of server storage, in addition to data centers, telecom operators to speed up the tide and other business opportunities, and with the rise of 5G, artificial intelligence (AI) and a variety of cloud services, the future growth of server memory strong strength, As the 20nm 8Gb DDR4 products are mass-produced in 4Q17, the plan will accelerate the sprint server memory business opportunities.
The supply chain said that demand for data center construction and continual improvement of mobile phone equipment will be the major sea ports for the two major industries. Although the tight supply situation has greatly improved over the previous year, the overall DRAM production is still expected to be sluggish in the first half of the year. The price will show a gradual increase, and will also be in the seller's market in 2018. In 2018, the output value of the DRAM industry will grow by more than 30%, and the market size will reach 96 billion US dollars.
The industry pointed out that although smart phones in the first half of the year are expected to transmit audio and audio, and the low profitability of products may prompt suppliers to convert their existing production capacity to higher-margin products, it is expected that there will still be 5% to 10% of overall DRAM prices in the first half of the year. % Increase, 2018 DRAM supply will also show a moderate growth.
Recent global smart phone market into the traditional off-season, and the first quarter of the market to buy gas more weaker than expected, resulting in the average contract price of mobile storage rose significantly over the past few quarters significantly, market estimates, the first quarter of mobile memory output Growth rate is flat, the price will be reduced by about 5% increase to about 3%.
The industry believes that the recent market demand pull mainly by North American data center pulling goods kinetic energy, especially in North America, the four major Internet service providers to promote cloud server trend is clear, due to demand for servers in the first quarter pulling goods robust, so DDR4 products in 2 The monthly average spot price is about US$5, which is still about 1.1% higher than the average spot price in January. As for March, the price is still strong, and the average increase in a single season is about 3%~5%, compared with DDR3. Quotes stabilized in February and is expected to be flat in March.
Although Samsung Electronics is expected to build a new semiconductor plant in Pyeongtaek, South Korea in the near future to expand DRAM and NAND flash memory capacity, the total investment and capacity allocation have not yet been finalized. It is expected that the new Samsung plant will The project will be completed before the end of 2019, and the original Pyeongtaek plant will also begin to produce substantial capacity in the second half of the year. Therefore, the focus will be to increase the 18nm process speed in 2018, and the progress of Hynix and Micron's manufacturing process will be lower than expected. The overall industry's new capacity will be out in the second half.
South Asia also optimistic about the growth of server storage, in addition to data centers, telecom operators to speed up the tide and other business opportunities, and with the rise of 5G, artificial intelligence (AI) and a variety of cloud services, the future growth of server memory strong strength, As the 20nm 8Gb DDR4 products are mass-produced in 4Q17, the plan will accelerate the sprint server memory business opportunities.
The supply chain said that demand for data center construction and continual improvement of mobile phone equipment will be the major sea ports for the two major industries. Although the tight supply situation has greatly improved over the previous year, the overall DRAM production is still expected to be sluggish in the first half of the year. The price will show a gradual increase, and will also be in the seller's market in 2018. In 2018, the output value of the DRAM industry will grow by more than 30%, and the market size will reach 96 billion US dollars.
The industry pointed out that although smart phones in the first half of the year are expected to transmit audio and audio, and the low profitability of products may prompt suppliers to convert their existing production capacity to higher-margin products, it is expected that there will still be 5% to 10% of overall DRAM prices in the first half of the year. % Increase, 2018 DRAM supply will also show a moderate growth.