Thanks to the promotion of North American data center construction, the supply of server memory has continued to tighten since the second half of 2017. Although the increase in the first quarter of 2018 has seen a slowdown, the market price remains high, and it is expected that the overall market supply in the first half of 2018 It is still tight, and it is expected to grow steadily throughout the year. Recently, the global smartphone market has entered the traditional off-season, and the market buying in the first quarter was weaker than expected, resulting in an increase in the average contract price of portable storage over the past few quarters. Convergence, the market estimates, the growth rate of mobile memory production in the first quarter will be flat, and the price will also be reduced from about 5% to about 3%. The industry believes that the recent market demand pull is still mainly driven by North American data center pull cargo momentum, especially in North America. The trend of the 4 major Internet service providers driving cloud servers was bright. Since server demand was stable in the first quarter, the average spot price of DDR4 products was about US$5 in February, which is still higher than the average spot price in January. About 1.1%, as March prices are still strong, the average single-season gain of about 3% to 5%, compared to DDR3 in February offer has been stabilized, is expected to also be held in March Trends. Although Samsung Electronics expects to build a new semiconductor factory in Pyeongtaek, South Korea, to expand the production capacity of NAND Flash flash memory, the total investment scale and production capacity allocation have not yet been finalized. It is expected that Samsung’s new The factory will be completed by the end of 2019, and the original Pyeongtaek plant will also be out in the second half of the actual production capacity, it will focus on 2018 will speed up the process of improving the 18-nanometer process film, as Hynix and Micron camp backward progress of the process , It is expected that the overall new capacity of the industry will be set to fall in the second half of 2010. South Asia Branch is also optimistic about the growth trend of server memory. Apart from data centers, telecom operators are accelerating business opportunities such as switching tide. With the advent of 5G and artificial intelligence (AI) And various types of cloud services, the strength of server storage growth in the future is strong, and plans to accelerate the sprint of server storage business as the 20-nanometer 8Gb DDR4 products are mass-produced in Q4 of 2017. The supply chain indicates that the demand for data center and mobile phone equipment Continued to improve will be an important outlet for the two major support, although the tight supply of state significantly improved over last year, but by the first half Lack of a lot of new capacity, the overall DRAM price is expected to show a slow rise in 2018 will also be in the seller's market, 2018 DRAM industry output will grow by more than 3 percent, the market scale will reach 96 billion US dollars.Industry pointed out that although the first half of the smart Prospects for handsets are mixed and the low profit margin may encourage suppliers to convert existing capacity to higher margin products. However, the overall DRAM offer is still expected to have a 5% -10% increase in the first half of the year. In 2018, DRAM Supply will also show modest growth.
