TrendForce Compuforum 2016:需求逐季回溫,下半年NAND Flash價格有望止跌回穩

TrendForce Compuforum 2016:需求逐季回溫,下半年NAND Flash價格有望止跌回穩
全球市場研究機構TrendForce及科技新報TechNews在今日(31日)於台北國際會議中心4樓貴賓室舉辦移動裝置關鍵零組件與通訊技術研討會。本次研討會演講嘉賓包含全球領先快閃記憶體儲存解決方案廠商晟碟(SanDisk),以及高通、恩智浦等國際大廠。DRAMeXchange研究協理楊文得也和與會者深度解析2016下半年NAND Flash市場發展趨勢,研討會精彩內容節錄如下:
受惠於蘋果新一代iPhone備貨需求、中國品牌智慧型手機新機上市及固態硬碟強勁成長的利多,NAND Flash終端需求逐季回溫,2016年第三季NAND Flash市況將從供過於求轉為供需均衡的格局,NAND Flash價格有望止跌回穩。第四季的市況則需視新一代iPhone與其他智慧型手機的銷售續航力道而定。整體而言下半年市場供需平衡情況優於上半年。


Source: DrameXchange

Accelerating Digital Transformation: 2016 European End-User Software Spending Trends

This IDC Presentation focuses on how European enterprises are accelerating their digital transformation initiatives and how their software investment strategies are at the heart of this enterprisewide transformation.

The presentation is based on IDC’s 2016 European End User Software Survey, and explores organizations’ software spending plans and how they align with their digital innovation projects. It highlights investment trends in key software areas such as enterprise applications, social and collaborative tools, security software, Big Data solutions, and next-generation technologies (e.g., Internet of Things or IoT, cognitive solutions, next-generation security).

The presentation also provides recommendations to software providers on how they can capitalize on the growing demand for software investment to accelerate digital transformation in European business.

Source: IDC Bigdata

IDC MarketScape: Asia/Pacific Digital Strategy Consulting 2016 Vendor Assessment

This IDC study uses the IDC MarketScape model to provide an assessment of a number of providers participating in the Asia/Pacific business consulting services market that have particular capabilities in customer and brand engagement digital strategies. This IDC MarketScape is an evaluation based on a comprehensive framework and a set of parameters that assesses providers relative to one another and to those factors expected to be most conducive to success in a given market during both the short term and the long term.

“The traditional business consulting, information technology consulting, agency, and research markets are undergoing their own measure of transformation in the digital era, as client demand for digital specialties and full-service digital strategy consulting services increases at aggressive rates and offerings expand to include more intellectual property (IP)-based assets. IDC expects further disruption in services markets, including systems integrators, while firms adopt to the dynamics of the digital market to their offerings and capabilities. Today, however, buyers will see vendors participating in this market through one, two, or three leading capabilities: technology leadership, strategy leadership, and creative leadership." — Michael Versace, research director, Worldwide Digital Strategy Consulting

Source: IDC Bigdata

IDC MarketScape: Worldwide Recruiting in Integrated Talent Management 2016 Vendor Assessment

This IDC study represents a vendor assessment of the recruiting capabilities offered as part of an integrated talent management solution through the IDC MarketScape model. This research is a quantitative and qualitative assessment of the characteristics that explain a vendor’s success in the marketplace and help anticipate the vendor’s ascendancy. The evaluation is based on a comprehensive and rigorous framework that assesses vendors relative to the criteria and one another and highlights the factors expected to be the most influential to success in the market, both in the short term and long term.

“The talent acquisition function consistently sees the most innovation from edge applications. Today, the level of start-up activity is particularly high," says Lisa Rowan, research vice president, HR, Talent, and Learning Strategies for IDC. “Established suppliers need to heed the emerging vendor landscape to keep abreast of what new functionality is appealing to buyers. No doubt, as has been the case in the past, the talent acquisition market will see another round of consolidation over the next few years."

Source: IDC cloud

Worldwide Application Delivery Controller Forecast, 2016–2020

This IDC study analyzes the key trends affecting the ADC market. This document also provides a worldwide revenue forecast for the ADC market. It segments the forecast into the following geographic regions: North America, EMEA, Asia/Pacific (including Japan), and Latin America. In addition, it provides a forecast by form factor.

“On the surface, the worldwide ADC market would appear to be heading into a prolonged period of steady, albeit unspectacular, growth. That said, this ‘new normal’ for the ADC market will not be uneventful. Both significant challenges and opportunities will be presented by cloud, software-defined networking (SDN), NFV, and DevOps as well as by containers and microservices. Amid this change, growth will be found in ADC software. The overall ADC CAGR for the forecast period through 2020 will be 4.0%, but ADCs in the software/virtual form factor will grow 30.7%." — Brad Casemore, IDC research director, Datacenter Networks

Source: IDC cloud

Worldwide Tablet Market Shares, 2015: Transition from Slate Tablets to Detachable Tablets

This IDC study provides an analysis of vendor performance in the tablet market in 2015. At the global level, Apple (share of 23.9%), Samsung (16.2%), and Lenovo (5.4%) formed the top 3 tablet vendors. In the United States, Apple (29.8%) and Samsung (13.3%) remained firmly entrenched as the top 2 vendors. RCA (10.1%), LG Electronics (9.2%), and (8.7%) rounded out the top 5.

“The tablet market recorded its first shipments decline since Apple introduced the iPad in 2010," states IDC Research Director Jean Philippe Bouchard, Tablets. “Beyond this market decline, there are areas of growth like with detachable tablets and opportunities for vendors with a strong brand that would resonate with a productivity value proposition."

Source: IDC consumer

Malaysia Life Sciences Market Overview

This IDC Presentation provides a country-level overview of Malaysia’s life sciences IT market and a qualitative commentary on key macroeconomic drivers and restraints the market is witnessing.

Malaysia’s market for drugs is estimated to be worth approximately US$130 billion, and it is growing rapidly at a compound annual growth rate (CAGR) of 10–12% over the last 10 years. The country has a population of 29 million, and an average Malaysian spends approximately US$375 per year on healthcare, about US$75 of which goes to pharmaceuticals and biotechnology-based products.

Top investment priorities for the private sector, which aims for medical tourism impetus, include revenue management solutions, research and development (R&D) informatics, and supply chain management solutions.

Source: IDC consumer