IT companies generally believe server demand will remain robust in second-half of 2020, thanks to the persistent coronavirus pandemic. For Wistron, it is set to increase server shipments to Fujitsu, which started shifting orders to the ODM from Quanta Computer in 2019. IT firms are mixed about the outlook of the notebook market in the second half, but Acer remains optimistic. The popularity of QLC NAND-based SSDs among servers and other data-intensive devices will be rising due to a fall in NAND flash prices later in the second half of 2020.
Wistron enjoys ramp-up in orders from Fujitsu: Wistron obtained orders for servers from Fujitsu in 2019, and has since seen orders ramp up, with shipments set to expand in the second half of this year, according to industry sources.
Acer optimistic about notebook demand in 2H20: Acer is optimistic about its notebook sales in the second half of 2020, with abundant orders in hand waiting to be fulfilled, according to company chairman and CEO Jason Chen. The visibility of orders has now extended to 2021.
Demand for QLC NAND memory set to boom: The adoption of QLC (4bits/cell) NAND memory is set to grow rapidly starting the second half of 2020, thanks to rising demand for data-intensive applications demanding large-capacity, efficient and cost-effective storage, according to industry sources.
