NAND flash to grow fastest in 2020, says IC Insights

NAND flash demand for new-generation gaming consoles featuring 1TB and higher-density SSDs is set to grow robustly in the second half of 2020, according to industry sources......»»

China became the largest IC market in the world in 2005 and has continued to grow in size since then. In 2020, China's IC market increased to US$143.4 billion, a 9% gain from US$131.3 billion in 2019, according to IC Insights......»»

Combined sales of memory products (mainly DRAM and NAND flash chips) by Samsung Electronics and SK Hynix are likely to inch up 0.5% sequentially in the first quarter of 2021, Digitimes Research estimates......»»

With major chipmakers ramping up their quad-level cell (QLC) NAND flash output, SSDs utilizing the technology storing four bits per cell will start penetrating into the notebook and other PC market segments in 2021, according to industry sources......»»

China-based Yangtze Memory Technologies (YMTC) will be striving to kick off volume production of 128-layer 3D NAND flash chips later this year, racing to catch up with its bigger rivals, according to industry observers......»»

NAND flash device controller specialist Silicon Motion Technology expects to post revenues of between US$133 million and US$143 million in the second quarter of 2020, up 0-8% sequentially, with gross margin ranging from 47.5% to 49.5%......»»

Memory module maker Adata Technology saw its first-quarter 2020 net profits surpass those for all of 2019, driven by DRAM and NAND flash chip price rallies......»»

Concerns about the NAND flash market outlook in second-half 2020 have been triggered by Samsung's reported move of striving to cut .....»»

Samsung Electronics is striving to lower its SSD inventory levels, a move which has raised concerns about the NAND flash market outlook for the second half of 2020, according to industry sources......»»

The spread of the coronavirus pandemic has dragged down considerably shipments for most end products in the first quarter of 2020, according to DRAMeXchange, which cut its NAND flash bit output growth forecast this year to about 30%......»»

NAND flash contract prices are expected to rise 15% sequentially in the second quarter of 2020, driven mainly by robust demand for servers and enterprise-class applications, according to industry sources......»»

DRAM and NAND flash memory contract prices are expected to register double-digit increases in the second quarter of 2020, driven by growing demand for data centers, and enterprise-class SSDs and other applications, according to industry sources......»»

The supply of DRAM and NAND flash memory chips is set to fall short of demand in the second half of 2020, although a pick-up in end-market demand may arrive later than expected, according to Winbond Electronics president Tung-Yi Chan......»»

NAND flash device controller specialist Silicon Motion Technology expects to post a revenue decrease of 10-15% sequentially in the first quarter of 2020, with gross margin ranging from 44% to 46%......»»

DRAMeXchange has reiterated its previous forecast that DRAM and NAND flash memory contract prices for the first quarter of 2020 will rise slightly on quarter......»»

Memory backend specialists have expressed optimism about demand for SSDs and other flash-based devices in 2020, while being upbeat about NAND flash chip prices this year......»»

Huawei managed to ship 240 million smartphones in 2019, but the US trade ban remains a concern, with the Chinese vendor likely to cut its smartphone shipment goal for 2020. The memory market has started recovering, with NAND flash suppliers .....»»

Major NAND flash makers including Samsung and Kioxia (formerly Toshiba Memory) have had their capacity expansion projects proceed at a gradual pace, with new capacities set to come online beginning later in 2020, according to industry sources......»»

NAND flash contract prices are forecast to rise by up to 40% in 2020, according to sources at memory chipmakers......»»

NAND flash contract market prices are expected to rise 10-15% in the first quarter of 2020, thanks to suppliers' output controls and a pick-up in demand for datacenter applications, according to industry sources......»»