© stevanovicigor dreamstime.com Analysis | August 06, 2018
TrendForce expects prices of specialty DRAM to be stable in 3Q18
DRAMeXchange, a division of TrendForce, reports that DRAM suppliers have in turn completed their 3Q18 contract negotiations with their clients this July. In the specialty DRAM market, prices have not changed noticeably between June and July.
Looking ahead to 3Q18, DRAMeXchange expects the quotation trend of DDR4 specialty products to align more closely with the quotations of mainstream PC and server DRAM products. This is because suppliers can use different bonding options to change the application of the DDR4 memory. As for DDR3 specialty DRAM, its market is forecast to stay at a healthy supply-demand balance. In sum, the overall price trend for specialty DRAM is projected to be relatively stable in 3Q18. DDR3 products will dominate the specialty DRAM market in the short term with cost advantages With regard to other application segments, TVs still account for the largest share of specialty DRAM demand. Shipments of TVs for the entire 2018 would remain stable, and are currently estimated to reach 215.7 million units. At present, more than 70% of all shipped SoCs for FHD TVs adopt the SiP (system-in-package) format that integrates DRAM into the module unit. SiP is also being introduced to low-end 4K TVs as a way to keep down the BOM cost. In terms of component stacking and PCB area, SiP has a cost advantage and a space advantage over discrete solutions. However, SiP can only support DDR3 because of its temperature limitation. As for the prices, given the same density, the price difference between a DDR4 and a DDR3 product is currently around 20% or more. With most of the TV SoCs supporting both DDR3 and DDR4, TV makers generally will choose the former to save costs, which slows down the penetration of DDR4 solutions in the specialty DRAM market. There are now even cases where the TV maker has decided to go back to using DDR3 for the new models that are under development. DRAMeXchange’s analysis indicates that DDR3 products will still dominate the specialty DRAM market so long as prices of DDR4 products have not dropped to their level (or prices of DDR4 solutions for PCs and servers remain high). This situation is not expected to change until the end of 2019 at the earliest. Expected demand surge for DDR3 1Gb chips is unlikely to happen due to falling Ether value DRAMeXchange’s latest analysis also finds that the anticipated demand surge and price hike in 2H18 for DDR3 1Gb chips used in cryptocurrency mining is unlikely to happen. While the value of bitcoin has bounced back recently, the value of Ether continues to fall. This in turn has depressed the stock-up demand in connection with Bitmain’s Antminer E3 machines (note that the number of DRAM chips required for each Antminer E3 is 576). DRAMeXchange believes that the demand for DDR3 1Gb chips from Ether mining market has temporarily subsided. A specific cryptocurrency such as Ether is attractive only if its value is high enough to be profitable for mining. Hence, the related DRAM demand will not return unless either the value of Ether rises again, or a new mining machine featuring a large number of DRAM chips has arrived on the market. Price Difference between DDR3 4Bg and DDR4 4Gb Products
Czech company acquires German PCB manufacturer Gatema a.s. has completed the biggest acquisition in its history to date. The Czech Republic-based has purchased Germany's Kubatronik – Leiterplatten GmbH Company, a company focused on the development and manufacturing of prototype and test boards.
Eltas new plant paves way for more complex electronics Slovenian electronics specialist Eltas recently inaugurated its new production facilities in Šentjernej. An investment that will see them expanding their product portfolio to include more advanced solutions.
GM: Detroit-Hamtramck to be EV assembly only GM announced today a USD 2.2 billion investment at its Detroit-Hamtramck assembly plant that will make it the automaker’s first facility completely dedicated to EV auto assembly.
Indra opens massive radar factory as it concentrates its manufacturing The new factory, located in San Fernando de Henares, will concentrate the company’s entire radar manufacturing for civil and military use.
New production lines installed at ESCATEC Penang Several new production lines are being set up at the company’s main facility in Penang, which hosts ESCATEC Electronics (EEM) and ESCATEC Medical (EDM).
Greg Grace takes the helm as MD of Incap Estonia Greg Grace has been appointed Director, Operations Estonia, and Managing Director of Incap Electronics Estonia, and member of Incap Group’s Management Team.
NA semi equipment industry posts December 2019 billings North America-based manufacturers of semiconductor equipment posted USD 2.49 billion in billings worldwide in December 2019 (three-month average basis), according to SEMI.
NOTE increases deliveries to Hövding Hövding 3, the latest version of the company’s airbag helmet, is fully ramped up at NOTE’s plant in China.
Eguana inks deal for residential energy storage systems Eguana Technologies Inc. has entered into a development contract with an unnamed renewable energy company to develop and certify proprietary residential storage systems for distribution through its sales channels across global markets.
BlueRing Stencils picks up Stone Mountain Tool BlueRing Stencils has acquired Georgia-based tooling supplier Stone Mountain Tool.
Bosch increases its stake in fuel-cell expert Ceres Power Bosch has increased its stake in Ceres Power from 3.9% to circa 18%. Bosch’s total investment in the company will be approximately 90 million euros.
Haldex Heidelberg staff urges management to reconsider the closure It was back in October of 2019 that Haldex announced that it was streamlining its production in Europe, a decision that would see the move of production from Heidelberg in Germany to Szentlörincskáta in Hungary.
Foxconn’s Gou: WI plant operational this year Foxconn Technology Group founder Terry Gou is indicating that the company’s new manufacturing facility in Mount Pleasant, Wisconsin, still currently under construction after multiple slowdowns, will generate products beginning this year.
Zentech acquires Trilogy Circuits LLC Zentech Manufacturing has acquired Texas-based Trilogy Circuits LLC, a provider of EMS services to military primes and other high-reliability industries in Texas and across the United States.
Markus Jeck to take lead of Enics Switzerland EMS provider Enics has appointed Markus Jeck as the new General Manager of Enics Switzerland.
Hanwha Precision Machinery launches tech centre in Germany Hanwha Techwin Automation Americas' – formerly Samsung C&T Automation – unit, Hanwha Precision Machinery, has launched an integrated tech centre for Europe in Germany to accelerate its global expansion.
TTM Technologies to sell four China manufacturing plants TTM Technologies is executing a definitive agreement under which the company has agreed to divest its four China manufacturing plants – which make up substantially all of the assets of its Mobility business unit.
Incap acquires AWS Electronics EMS provider Incap has signed an agreement to acquire 100% ownership of AWS Electronics Group.
Ampleon, Rochester Electronics ink deal RF power products supplier Ampleon and semiconductor manufacturer Rochester Electronics have forged a strategic partnership to extend the global supply of Ampleon’s VDMOS portfolio of high-performance RF transistors.
Trust Automation appoints new COO California-based Trust Automation Inc., a supplier of automation technology for industrial and defense applications, has welcomed Teddy Ross to the company as chief operations officer, effective immediately.
TDK Ventures invests in SLD Laser TDK Ventures Inc., a subsidiary of TDK Corporation, has invested in SLD Laser, a specialist in the use of gallium nitride (GaN) in the commercialization of visible laser light sources for multiple applications including automotive, mobility, medical, and specialty lighting.
Sono Motors hits its target - community funding works The Munich-based mobility provider Sono Motors has successfully completed the extension of its campaign to finance the company and has exceeded its target of EUR 50 million.
New group structure at Mycronic aimed securing future growth Swedish creator of production equipment, Mycronic, has grown quite a bit during the last years; both organically but also through acquisitions. And with that growth some structure is in order.Load more news