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According to DRAMeXchange, a division of global research firm TrendForce, in addition to NAND flash capacity adjustments due to the fire at SK Hynix, NAND flash vendors were overly optimistic towards OEM demand in the fourth quarter, resulting in supply that exceeded demand for the quarter. As such, NAND flash brand suppliers’ revenue fell to US$6.168 billion in the fourth quarter of 2013, a 4.5% drop from the previous quarter, but a 16% increase over the same period in 2012. As advanced technology improves yield rates, the NAND flash industry will continue to experience steady growth.
According to DRAMeXchange, a division of global research firm TrendForce, although the fire at SK Hynix’s plant in the fourth quarter of 2013 resulted in a decrease in DRAM output, the reduced supply caused DRAM ASP to rise, pushing DRAM industry value to US$9.75 billion, a 5% QoQ increase. Furthermore, the top two DRAM suppliers both saw an increase in profits, with differences attributed to the amount of commodity DRAM production each manufacturer produced.
Mobile DRAM contract prices dropped by 5~10% in January due to the channel clients’ inventory congestion and the new smartphone announcements scheduled for March, according to DRAMeXchange, a research division of TrendForce. The prices for the first tier manufacturers’ Discrete memory products experienced an estimated 5~10% decline, whereas those for LPDDR1 suffered a relatively larger reduction given the shift of focus towards LPDDR2 and LPDDR3 and the subsequently weakened LPDDR1 demand.
Mobile DRAM contract prices dropped by 5~10% in January due to the channel clients’ inventory congestion and the new smartphone announcements scheduled for March, according to DRAMeXchange, a research division of TrendForce. The prices for the first tier manufacturers’ Discrete memory products experienced an estimated 5~10% decline, whereas those for LPDDR1 suffered a relatively larger reduction given the shift of focus towards LPDDR2 and LPDDR3 and the subsequently weakened LPDDR1 demand.
In recent years, Lenovo has been strategically aggressive. With its wealth of financial resources and greater ambitions than its industry peers, it has focused its efforts on directly purchasing existing brands to expand its market share, providing Lenovo with the critical factor for it’s growth leaps, seen in its targeted purchases, ranging from the PC field, servers and to today’s smartphones. The Lenovo Group announced today (January 30th) that it has purchased Motorola Mobility from Google with US$2.9bn, causing yet another large ripple effect in the already highly competitive smartphone market. According to TrendForce’s research, the tech industry innovations in recent years, whether the production chain or key components, are all focused on smartphones, known as most essential tech product for the most consumers. As a result of the explosive shipment growths in smartphones, unprecedented changes have occurred among panels, batteries, core processors as well as DRAM and NAND Flash components.
