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According to DRAMeXchange, a research division of TrendForce, the impressive sales of smartphones and tablets have prompted DRAM manufacturers to gradually shift their focus from PC DRAM to Mobile DRAM since 2010. The proportion of DRAM revenues accounted for by the latter has risen from 14% in 2010 to about 35% this year, and is expected to show continuous growth in the next two years. Based on comparisons of the supply bit growth figures, Mobile DRAM is likely to not only replace PC DRAM as the mainstream DRAM product in 2014, but also show the largest shipment numbers within the industry.
According to DRAMeXchange, a research division of TrendForce, 2013 has been a critical year for the DRAM industry. Benefiting from the rising smartphone and tablet sales, the first tier DRAM manufacturers gradually shifted their attention to Mobile DRAM, a move which caused the eventual decline in PC DRAM production; In the periods following the fire accident at SK Hynix's Wuxi plant, 4GB module contract prices rose from US$17 to US$33, and gave DRAM manufacturers greater room for profit.
According to DRAMeXchange, a research division of TrendForce, the 2H13 DRAM prices were initially expected to weaken due to SK Hynix's gradual recovery from the fire accident and the sluggish demand in the market. However, with one of the first tier PC DRAM makers experiencing various shipment delays and resorting to other DRAM manufacturers for orders, the 2H'Nov contract prices experienced a positive turnaround. The highest price and average of 4GB mainstream modules have showed an estimated 3% increase and reached US$ 35 and US$ 33, respectively. For the 2GB modules, the prices reached up to as high as US$ 18.5 given the massive reductions in its supply.
Affected by intensified competition and increased financial pressures, the renowned US-based SSD company, OCZ Technology, declared bankruptcy on 11/27 and announced its plans to sell assets to the Japanese NAND Flash manufacturer, Toshiba. The acquisition proposal has officially been approved by US courts, and for now, OCZ’s operations remain unchanged. As the merger begins to take place, more and more changes are expected to emerge in the SSD industry.
According to DRAMeXchange, a research division of TrendForce, the price movements in the NAND Flash market are expected to remain steady thanks to the industry’s stable supply and demand. With the end-demand momentum being certain, TrendForce projects that the total NAND Flash market value will grow by 13.3% YoY to US$ 28 billion. This would mark the second straight year during which the NAND Flash market displayed positive, double digit growth.
