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Smartphone shipments remained strong in the final quarter of 2016. The market withdrawal of Samsung flagship Galaxy Note 7 turned consumer demand towards devices from other brands such as Apple, Huawei and LG. Thus, prices of mobile DRAM continued to surge during the period on account of the worsening undersupply situation. The latest research from DRAMeXchange, a division of TrendForce, finds that the global mobile DRAM revenue for the fourth quarter increased by about 20% sequentially to reach around US$5.51 billion.
Peak season demand and surging prices for DRAM products across different applications resulted in an 18.2% sequential growth in the global DRAM revenue for the final quarter of 2016, reports DRAMeXchange, a division of TrendForce.
Toshiba officially announced today that its memory business will be spun off. Although the detail is not disclosed yet, but overall the procedure will be completed by March 31st . DRAMeXchange, a division of TrendForce, believes that from this point on, Toshiba’s memory business will have more operational flexibility and stronger fundraising ability. These advantages in the long run will benefit the Toshiba-Western Digital alliance in the forms of expansion in NAND Flash production capacity and increased efficiency in storage product development.
The global smartphone production volume for 2016 grew 4.7% annually to reach 1.36 billion units in total, according to market research firm TrendForce. Samsung continued to top the annual global ranking despite the discontinuation of Galaxy Note 7, suffering a marginal decline of 3.3% compared with the 2015 figure. Chinese brands Huawei, OPPO and Vivo respectively occupied the last three spots in the global top five and followed closely behind the second-place Apple.
At the start of the first quarter of 2017, contract prices of server DRAM modules have already increased by over 25% on average from the same point in the prior quarter, according to the latest report by DRAMeXchange, a division of TrendForce. The sequential contract price increases for some high-density server DRAM modules are even at nearly 30%. The average worldwide contract price of DDR4 R-DIMM 32GB modules has broken through the threshold of US$200, while the 16GB counterparts have also climbed to about US$100.
