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According to DRAMeXchange, a research division of TrendForce, for this year, OEM orders from smartphone, tablet PC, and ultrabook clients will be concentrated at around September to early November as replenishment preparation begins.
According to DRAMeXchange, a research division of TrendForce, PC-ODM shipment figures indicate this year’s peak shipment period for PCs has passed. Notebook shipments have shown a downtrend in October, indication that DRAM demand is slipping.
According to DRAMeXchange, a research division of TrendForce, mobile DRAM growth is continuing to increase following the releases of smartphones, tablet PCs, and other mobile devices.
According to DRAMeXchange, a research division of TrendForce, the commodity DRAM yearly output ratio has been on a downtrend due to changes in market demand. This year, total commodity DRAM production fell below 50% for the first time, and the category showed the weakest profitability.
According to DRAMeXchange, a research division of TrendForce, under the impact of manufacturers' tightening supply strategies and the 4Q12 restocking demand for smartphones and tablet PCs, 2HSep. mainstream NAND Flash contract prices have risen by approximately 7.5%-11%.
