Despite an expected slowdown in growth this year and in 2020, the CMOS image sensor market is forecast to continue reach...
The far-flung MCU market is expected to contract by 6% because of an overall slowdown in electronic systems, falloff in car purchases, and the U...
The share of capital spending for memory devices has increased substantially in seven years, growing from 27% ($14.7 billion) in 2013 to a record high level of 49% ($52.0 billion) in 2018 to a forecast of 43% ($41.6 billion) of total industry capex in 2019, which equates to a 2013-2019 CAGR of 18.9%.
The IC product segment receiving the most spending in 2017 and 2018 was the Flash/Non-Volatile memory category. However, with Samsung, SK Hynix, and Micron adding capacity for both DRAM and NAND flash and Intel, Toshiba Memory/Western Digital/SanDisk, and XMC/Yangtze River Storage Technology all significantly ramping up 3D NAND flash capacity over the past 18 months, the DRAM and NAND flash memory markets have entered a period of overcapacity and pricing weakness. This is evident by the steep decline in the price per bit of both DRAM and NAND flash and the steep cutback in capex spending forecast for 2019.
In 2019, capital spending in the DRAM and Flash memory segments is expected to drop by 19% and 21%, respectively (Figure 2). Total memory capital spending is expected to be $41.6 billion in 2019, a decline of $10.4 billion from last year. The big cutbacks in spending in the DRAM and flash market segments this year are an attempt by the major memory suppliers to prevent further price erosion in the second half of 2019 and into 2020. How far memory prices continue to fall will be determined in large part by how much memory suppliers trim their capital spending for these devices this year and next and if lower price per bit triggers additional bit volume demand.
CTIMES loves to interact with the global technology related companies and individuals, you can deliver your products information or share industrial intelligence. Please email us to firstname.lastname@example.org
- 1Gartner: Global Smartphone Sales Continued to Decline in Second Quarter of 2019
- 2E Ink Teams Up with AU to Develop E-Paper OTFT Backplane
- 3Annual Decline for Feed-in Tariff Should be Set at 4% in Order to Meet 2025 PV Installation Goals
- 4Lextar to Releases New Mini LED Product Series at Touch Taiwan 2019
- 55.8 Billion Enterprise and Automotive IoT Endpoints Will Be in Use in 2020