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Soaring Prices of Key Components Are Starting to Squeeze the Margins of Smartphone Makers, According to TrendForce

1 March 2017

The markets for key components used in smartphones have experienced rising prices since the second half of 2016 because of tightening supply. TrendForce’s latest analyses indicate that prices of mobile DRAM, mobile NAND Flash products and AMOLED panels will continue to climb through 2017. As smartphone brands will be raising hardware specifications of their products, they are also revealing their intentions to build up their inventories in advance. High prices of AMOLED panels and memory components during this entire year will constrain smartphone makers’ ability to attain greater profits.

TrendForce Forecasts Moderate Price Hikes for SSDs and eMMCs in Second Quarter of 2017; New iPhones to Drive NAND Flash Demand in This Year’s Second Half

23 February 2017

The global supply of 2D-NAND Flash will remain tight going into the second quarter of 2017, according to the latest analysis from DRAMeXchange, a division of TrendForce. Also, major smartphone brands will soon begin their first wave of new product release for the year after the Mobile World Congress in Spain. With the NAND Flash supply still under strain, DRAMeXchange forecasts that contract prices of both SSDs and eMMCs will see a more moderate sequential price hike of 5~10% in the second quarter.


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