On March 9, after a period of price reduction, NAND Flash memory finally ushered in a short period of rising. In the fourth quarter of 2019, the total shipments of NAND Flash increased by nearly 10% quarter-on-quarter, and the market gradually exceeded supply.
According to the latest survey by the semiconductor Research Center of TrendForce, in the fourth quarter of 2019, the total sales of NAND Flash increased by nearly 10% quarter-on-quarter, and the market began to gradually exceed demand. TrendForce Semiconductor Research Center believes that the recovery of the memory market is due to the growing demand for data centers. According to relevant data, the fourth quarter NAND Flash industry revenue increased by 8.5% compared with the third quarter, reaching 12.5 billion US dollars.
A large number of memory manufacturers are driven by data centers, and their profits have risen. In the fourth quarter of 2019, Western Digital’s shipments increased by 24% quarter-on-quarter, and NAND Flash revenue reached US$1.838 billion, an increase of 12.6% from the previous quarter. In the fourth quarter, Micron’s shipments increased by nearly 15%, and the average selling price also rose slightly. Overall revenue increased by 18.1% from the previous quarter to $1.422 billion.
“From the perspective of the global semiconductor market structure, the market share of the computer field accounts for about 1/3 of the global market and consumes about 45% of the world’s memory. Since AI, cloud computing, autonomous driving and other technologies have not yet formed a large-scale landing Scenarios, data center demand has gradually become an important pillar supporting the development of the semiconductor industry.
In 2020, as the global data center enters a rapid construction cycle, the demand for server memory is expected to grow by 20%, which will become the first momentum of semiconductor recovery. “Lv Penghao, an analyst at CCID Consulting, said. “Since 2016, the demand for data centers has increased year by year. In 2019, in the context of fierce global competition, the total server shipments have been affected, but for data centers, the demand is still stable. At present, there is no downturn trend in this field. “