Gartner said that in 2019 global semiconductor income is expected to reach $429 billion, $475 billion than in 2018 fell 9. 6%. This from the previous quarter forecast: - 3. Down from 4%.
senior chief research analyst at Gartner, Ben Lee said: & other; Semiconductor market affected by many factors. Memory, and other types of chip price environment is relatively weak, plus the u. s. -china trade disputes and the use of the main products of the semiconductor ( Including smart phones, server and PC) Slower growth, are prompting global semiconductor market since 2009, the slowest growth momentum. Semiconductor product manager should review the production and investment plans, to protect themselves from the influence of the weak market. ”
DRAM market demand led to oversupply will prompt prices collapsed in 2019 42. 1% and is expected to supply exceeds demand this phenomenon will continue to the second quarter of 2020. The slump, is due to the large size suppliers demand recovery slower, plus the DRAM supplier inventory increase. DRAM industry in short supply in the long period.
the protracted u. s. -china trade disputes are brought trade brought uncertainties. The us restrictions on Chinese enterprises to implement due to safety concerns, will have a long-term impact on supply and demand of semiconductor. Taken together, these problems will accelerate China's domestic semiconductor production, and its branch of technology gave rise to the ARM processor. During the period of dispute, some manufacturing will be moved to the territory of China, many companies will strive to achieve diversification of manufacturing base, in order to reduce the interference of any further.
the NAND market since the first quarter of 2018 has been at the state of oversupply, now due to the recent demand for NAND weaker than expected, oversupply more particularly now.
Zhang Manying said, off-grid straight for the general industrial and commercial users in China has more than 3400 households, turn the power supply main body about 400000 subscribers, these users have yet to fully enjoy the welfare of the electricity price fell 10%.
Mr Lee said: & other; We expect high smartphones inventory and low solid array demand will be for a few quarters. In view of the NAND prices fell sharply, 2020 May appear supply/demand balance situation. However, due to slowing demand growth factors such as PC and smart phones, and the new chip factory of China market, increased capacity, the situation is not optimistic in the future. ”