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In response to the rise in worldwide shipments and memory content per box for smartphones, DRAM suppliers since the second quarter have gradually reduce their output of PC DRAM while increasing their server and mobile DRAM production. Consequently, prices of PC DRAM started to rise in the third quarter as supply tightened. The price hike for PC DRAM also pushed up prices for DRAM in other applications at the same time. According to DRAMeXchange, a division of TrendForce, global DRAM revenue for the third quarter rose about 15.8% sequentially on account of this recent price uptrend.
Global market research firm TrendForce has lowered the projected annual growth rate of smartphone production worldwide for 2016 to 2.5%. Though shipments from Chinese smartphone brands have been fairly strong, other international brands have suffered significant shipment declines, thus constraining the growth in the overall production.
Global market research firm TrendForce held its IT Industry Forecast for 2017 on November 10 in Room 101 of National Taiwan University Hospital (NTUH) International Convention Center. Below is a summary of presentations made by the analysts at the event’s afternoon session:
Global market research firm TrendForce held its IT Industry Forecast for 2017 on November 10 in Room 101 of National Taiwan University Hospital (NTUH) International Convention Center. Below is a summary of presentations made by our analysts at the event’s morning session:
DRAMeXchange, a division of TrendForce, reports the average contract price of 4GB PC DRAM modules increased over 20% between September and October from US$14.5 to US$17.5 as DRAM suppliers completed their fourth-quarter contract negotiations with first-tier PC-OEMs. Spot prices of DDR3 and DDR4 4Gb chips also rose 17% to 24% respectively in October compared with the prior month to US$2.46 and US$2.48 on average. This strong showing indicates that the DRAM market outlook is rosy and further price increases are expected in the future.
