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According to DRAMeXchange, a research division of TrendForce, eMMC 4.5 has replaced eMMC 4.41 on a massive scale since 2H13, becoming the main storage format used in smartphones and tablet PCs.
According to DRAMeXchange, a research division of TrendForce, the upcoming off peak quarter and underwhelming worldwide demand have made manufacturers relatively unwilling to agree on the 1H'Nov contract prices. Due to the persistence of such a situation, along with SK Hynix's strategic decision to lock its Q4 prices, the contract prices have remained mostly flat. The 4GB average prices stayed relatively unchanged at US $32, whereas the 2GB prices remained at US$17.75.
According to DRAMeXchange, a research division of TrendForce, the mobile DRAM price reductions have eased due to the increased number of Q3 smartphone shipments and SK Hynix's Wuxi plant fire accident. Looking at the market, the Q3 mobile DRAM revenues have jumped by an estimated 14% QoQ to US$ 3.3 billion, representing more than 30% of the entire market's DRAM revenue.
According to DRAMeXchange, a research division of TrendForce, the 1H’Nov. NAND Flash contract prices have dropped 5%-7% compared to 2H’Oct. This is mainly due to the weaker than expected demand for NAND Flash products during the traditional peak-fourth quarter as well as the manufacturers’ high inventory levels, which reduced the overall willingness to purchase new components.
According to TrendForce’s research, Apple's Q3 iPhone shipments reached a total of 33.8 million units. Together, the new iPhone 5S and iPhone 5C account for more than 50% of all of Apple’s shipped iPhones. Given that the iPhone 5C's price ended up being a lot higher than expected, its Q4 shipments have been adjusted downwards by 11 million units, and is projected to account for only 24% of the total iPhones shipped during the quarter. The iPhone 5S's sales performance, by comparison, turned out to be a lot better than expected; By the end of 4Q13, the said model is likely to account for nearly 70% of all the iPhones shipped. The total number of iPhones shipped in 4Q13 is projected to increase by 2.2% YoY to 46 million units.
