China’s state-backed technology group Tsinghua Unigroup purchased a 15% majority stake in Western Digital, a major U.S.-based maker of data storage disk drives, on September 30. This latest investment deal will strengthen China’s efforts to develop its domestic ICT equipment industries as well as gaining an important prize within the rapidly growing industry of NAND Flash-related devices.
Shipments of branded enterprise servers have slowed down and even dropped due to the weak global economy and currency rate fluctuations. These factors, together with the lackluster demand for all types of DRAM, are driving down server DRAM prices. The average contract price of DDR4 R-DIMM products had seen decline reaching 15% by the end of August, according to the latest DRAM price report from DRAMeXchange, a division of TrendForce.
Smartphone, tablet and notebook vendors have marked down their shipment targets in response to the slowing of the global economic recovery in the second half of 2015, according to the latest research from DRAMeXchange, a division of TrendForce. This in turn has weakened the seasonal demand drive for eMMC, eMCP and Client-SSD products during this peak period.
According to the latest analysis by DRAMeXchange, a division of TrendForce, global mobile DRAM revenue reached US$3.851 billion in the second quarter, a 7.7% increase versus the prior period. The percentage of mobile DRAM revenue within the total DRAM sales also rose to 33.7% and is expected to keep rising.
NAND flash suppliers’ revenue results, profit margins and other performance indicators varied because of differences in their eMMC, eMCP and SSD product strategies. Suppliers are working hard to accelerate the development of 15nm and 16nm TLC-based products such as eMMC, eMCP, SSD and other embedded products.