SSD prices have been falling fast in China. Consumers may be happy, but vendors are wary of a looming price war that would further undermine their profitability from the SSD market. But in the motherboard market, makers may see ASP improve in the fourth quarter, thanks to Intel and AMD releasing new platforms. For major Taiwan-based ODMs, they have to look beyond consumer electronics for business growth. The smart healthcare sector is promising.
SSD prices continue fall in China: SSD prices have been falling in China, with prices for 128GB SSDs having dropped over 10% in the last two months, according to sources at memory module makers.
Taiwan mobo makers to see ASP improvement: With Intel lowering prices for its high-end desktop Cascade Lake-X series processors and AMD set to roll out its next-generation top-end Threadripper series processors and Ryzen 9 3950X, Taiwan-based motherboard makers are expected to see their ASPs improve in the fourth quarter of 2019, according to industry sources.
Taiwan ODMs deepening deployments in smart healthcare: Major Taiwan-based ODMs including Compal Electronics, Quanta Computer and Wistron have stepped up their deployments in healthcare aiming to leverage AI and big data technologies to tap the lucrative medical electronics business, according to industry sources.